Zoho for your industry
Zoho CRM for solar installers and electrical contractors
Installers and contractors lose work in the gap between a lead arriving and a crew being booked: leads split across channels, jobs scheduled on spreadsheets or paper dockets, and no record of what was done at a property last time. We have built Zoho for an Australian multi-state solar installer and a Melbourne electrical and solar contractor, and both landed on the same core of one queue, one board and one property history.
The problems we keep seeing
What was broken before the build
365 Solar
- • Leads split across channels with no single queue
- • Install scheduling run by spreadsheet and text
- • No follow-up system for warranty and maintenance
AAA Electrical & Solar
- • Emergency callouts booked on paper dockets
- • Solar and electrical quotes lived in two different tools
- • No shared history of prior work at a property
What we built
The build, client by client
365 Solar: Handling rebate-driven demand spikes without dropping a lead
Every lead now lands in one Zoho CRM queue regardless of channel, every install is scheduled on one shared board, and aftercare follow-up happens automatically instead of being left to memory.
- Single lead queue across phone, web, and referral partners
- State-by-state install scheduling board in Zoho Projects
- Zoho Sign for installation agreements and compliance paperwork
- Automated warranty, cleaning, and monitoring-alert follow-ups
- Zoho Analytics dashboard for lead source and conversion by state
- Crew capacity view to prevent double-booked install days
AAA Electrical & Solar: Dispatching 24/7 emergency callouts from a live CRM, not paper dockets
Dispatch now runs off a live board instead of paper, and every quote — electrical or solar — sits in one pipeline with the property's full service history attached.
- Live Zoho Creator dispatch board for 24/7 emergency callouts
- Unified electrical + solar quoting pipeline in Zoho CRM
- Per-property service history visible to every technician
- Zoho Books integration for job-to-invoice billing
- Technician location and availability visible in real time
- Faster emergency response through smarter job assignment
Zoho products used
Which Zoho modules these builds rely on
- Zoho CRM · used in 2 of 2
- Zoho Projects · used in 1 of 2
- Zoho Sign · used in 1 of 2
- Zoho Analytics · used in 1 of 2
- Zoho Creator · used in 1 of 2
- Zoho Books · used in 1 of 2
Both builds were scoped around how each business actually dispatches and schedules crews. If you run a similar operation, the case studies above show the detail.
Ready to Unlock Your Zoho Potential?
Book a free 30-minute Zoho audit. We'll review your current setup and show you exactly where you're leaving efficiency on the table.
Or email us directly at info@skyfallhq.net
Already using Zoho?
Tag Skyfall Labs as your official Zoho partner and get a free consultation plus a free onboarding session.
Tag Us as Your Zoho PartnerNew to Zoho? Sign up through Skyfall Labs to get started.