--- url: "https://www.skedulo.com/industries/energy-solar/" type: "page" title: "Scheduling Software for Utilities, Energy & Solar | Skedulo" description: "Scheduling software for utilities, solar and storage: match install, O&M and inspection crews to certifications and site readiness, and record work on mobile." --- # Crew scheduling for energy, solar and storage. Schedule utility, solar and storage work around crew skills, site access and recorded readiness. Mobile forms capture installation, maintenance and commissioning results for review. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Two installers seating a module onto tracker racking, rows converging](https://assets.skedulo.com/uploads/hub-heroes/hub-energy-solar-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Tempo_ ## Work through the crew schedule with Tempo. Ask Tempo about the crew schedule, review site delays and prepare follow-up with coordinators. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a permit delay from its issue: the city permit for JOB-4809, a 22-panel rooftop install, is still pending 36 minutes before the crew starts. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the permit portal, the ready installs and the crew's skills, and the context panel opens on the install on hold and the time to the crew's start. Tempo picks JOB-4957, a 10-panel install with its permit issued and panels on site; once the dispatcher starts the plan it moves JOB-4809 to Thursday, sends Bridget Hanley's crew and texts both homeowners_ _Why this is hard_ ## A scheduled visit isn't always a ready site. A crew can be booked while a permit, delivery or site check is still outstanding. Planners need those requirements in view before dispatch. ### Install dates depend on site readiness A missing permit, a late material delivery, or an incomplete site check can hold up the crew’s next visit. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues holding the crews' next visits, each with who has it and its time to act: the permit still pending for JOB-4809, the 22-panel install, with You, 36m; the battery delivery late for JOB-4807, with Tempo, 1h 4m; the site survey not finished for JOB-4844, with Jen Alvarez, 2h 40m._ ### Jobs compete for qualified crews Installations, maintenance, and inspections compete for available crew time and specialist skills. _Illustration: Skedulo Tempo on a soft blue card. The dispatcher has asked, Hey Tempo, who can take Thursday's 22-panel install, and Tempo answers: Curtis is booked until 3:00 PM; Aaron also holds working at heights and is free from 8:00 AM. A slim strip under the answer shows Curtis's three jobs across his Thursday, and the message box waits for a follow-up._ ### Crews arrive before sites are ready Missing access details or unfinished site work can turn a scheduled visit into a return trip. _Illustration: A Skedulo mobile service form card for a solar visit: Follow-up needed switches on and a dashed section opens - the reason, Roof access not ready, and a return window, Fri 15 Aug, 8:00 - 10:00 AM - then the site owner, Helen Pryor, signs at 3:24 PM._ ### Failed checks need follow-up Corrective work stalls when nobody owns the next step, sets a deadline, or schedules the return visit to close it out. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871_ ### Commissioning status is hard to track Scattered inspection results and completion records make it difficult to see which assets are ready to go online. _Illustration: A Skedulo mobile commissioning handover card: Inverter commissioned and Monitoring online are ticked done, Export test is marked Open in amber, and a dashed section asks for its status, Scheduled, its impact, Not exporting, and who is responsible for the next step, Curtis Mensah._ _How it runs_ ## Site preparation, field work and commissioning. _[ 01 ]_ ### Installation & service demand Bring installation, maintenance, inspection, and commissioning jobs into Skedulo from connected business systems. _Illustration: A Skedulo panel on a hatched ground: Salesforce work order 00012345, an annual system inspection for Sunline Energy Co-op at 2900 Larimer St, Denver - work type Inspection, priority Medium, starting Wed 13 Aug at 4:00 PM for 2 hours in Denver Metro, Helen Pryor the contact. Its fields land as it is recorded and the real-time event sends it to Skedulo: Received by Skedulo._ _[ 02 ]_ ### Site readiness Check permit status, materials, site access, and crew qualifications when planning the visit. _Illustration: A Skedulo panel on a hatched ground: JOB-4803, the annual system inspection, created from Salesforce work order 00012345 in real time. Each field lands marked from Salesforce - the customer Sunline Energy Co-op, Helen Pryor, 2900 Larimer St, Inspection, Wed 13 Aug at 4:00 PM - with the visit's readiness: the permit Approved and roof access, a key at reception. The job waits, Pending allocation._ _[ 03 ]_ ### Crew allocation Match the work to available crews by skills, certifications, and location. _Illustration: A Skedulo job panel for JOB-4821, the inverter replacement on unit 2, open on its crew: 3 allocated against the crew the job requires - Aaron Feldman, team leader, confirmed, and Gloria Benitez, dispatched, each with safety training complete, and Andre Bassett, confirmed, his safety training not completed - with the job's details and tasks folded below._ _[ 04 ]_ ### Work on site Give crews site details and safety instructions, with mobile forms to capture photos, readings, and completed checks. _Illustration: Skedulo web Form Builder, Build tab, for the Site checklist job form, version 3, in Draft: page 2 of 5, Hazards and PPE, lists its components - Hazards identified, Hazards recorded, PPE, and Permit to work selected - with Permit number, Permit expiry and Permit photo indented under the rule Shown when Permit to work is Yes. Beside it, the builder's preview: an iPhone showing the same page in the mobile app, scrolled to the Permit to work switch on and the permit number and expiry fields it reveals_ _[ 05 ]_ ### Delays & corrective work Adjust affected jobs when weather or access changes, and assign corrective work after failed inspections. _Illustration: A slice of the Skedulo dispatch board for solar work - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's meter swap runs past its end, her 2:00 PM inverter swap, JOB-4821, gets the rose overlap band - Gloria can't reach it by 2:00 PM - and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM, and Helen Pryor is sent her new window. Then Bridget Hanley calls out, her lane is tagged Unavailable from 1:30 PM, and her one remaining job, the limiter retrofit, moves onto Aaron Feldman the same way._ _[ 06 ]_ ### Completion records Share completed work, commissioning evidence, and approved time with connected asset and finance systems. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _The segments_ ## Energy and solar, by operation. ### Residential Solar Installation Coordinate permits, site readiness, and crews for each home installation. - Confirm permits, site readiness, and materials before dispatch. - Match crews by skill, certification, and location. - Capture inspection and closeout evidence on mobile. [Explore](https://www.skedulo.com/industries/energy-solar/residential-solar-installation/) ### Commercial & Utility-Scale Solar Coordinate crews and specialist work across project phases and sites. - Coordinate crews across project phases. - Track safety checks and punch lists by site. - See progress and outstanding work across sites. [Explore](https://www.skedulo.com/industries/energy-solar/commercial-utility-scale-solar/) ### Energy Storage & EV Charging Schedule qualified teams for installation and commissioning work. - Match qualified specialists to installation and commissioning work. - Confirm site access and safety requirements. - Capture commissioning checks and completion records on mobile. [Explore](https://www.skedulo.com/industries/energy-solar/energy-storage-ev-charging/) ### Field Service, O&M & Inspections Plan maintenance and inspections alongside urgent asset repairs. - Assign qualified technicians to maintenance and repair jobs. - Prioritize urgent repairs alongside scheduled work. - Track inspection findings and follow-up by asset. [Explore](https://www.skedulo.com/industries/energy-solar/field-service-om-inspections/) _Pulse Platform_ ## Build your energy operation on our Pulse Platform. Build the processes around the crew schedule, from site-readiness reviews to commissioning follow-up. Our Pulse Platform lets you extend records and create applications for the work your operation needs. ### System of record Add fields or objects for permits, site phases, equipment, and more, linked to the work and people records already in Skedulo. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route a readiness review to its owner, notify the planner of the outcome, and assign follow-up through configured workflows. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your energy and solar operation to CRM, project, permitting, EAM/CMMS, and ERP systems. Use integrations and APIs to bring project and asset data into Skedulo and share readiness, completed work, and closeout updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create a readiness review for planners and a site checklist for crews, connected to the same work records. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Link crew assignments to sites and related asset records so applications and agents can use the same operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Site readiness and crew progress in view. Review outstanding requirements before dispatch and track work across sites. Inspection findings can feed into configured workflows for corrective assignments and review. - **Readiness before dispatch** — Check permits, materials, site access, and crew qualifications before dispatch. - **Assigned corrective work** — Assign an owner and schedule follow-up for failed checks and outstanding work. - **Progress across sites** — See site status, crew progress, completion evidence, and blockers across your projects. - **Qualified crew capacity** — Match jobs that are ready to proceed with available, qualified crews. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, standing on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313. The KPIs rise in and the columns grow; one more job completes and the last column ticks from 312 to 313_ _Mobile Frontline_ ## Site instructions and commissioning records on Mobile. Crews can review site details and instructions before they arrive, then capture completed checks, photos, readings, and any required signatures on site. _Illustration: Skedulo mobile on an iPhone, a pre-work site audit filled in on site: completed at 2900 Larimer St, Denver, the device's fix pinned on the map with its coordinates and Recapture, conditions set to Windy, and the hazards on this site ticked - working at height and live circuits first - with a risk matrix, controls photographed and Start work further down the form_ ## See how ADT Solar scaled appointment scheduling. - **Before** - Manual scheduling across spreadsheets, emails, calls. - Reps limited to about 3 appointments a day. - **With Skedulo** - Automated, optimized scheduling by tier and skill. - Reps can adjust schedules live from the field. - **Outcome** - Average daily appointments doubled, from 3 to 6. - Booked appointments grew more than 1,000%. > With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day.… Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. > > — Kat Carroll, Program Manager, ADT Solar - **1000%+** — growth in booked appointments, even through the pandemic [Read Story](https://www.skedulo.com/customers/adt-solar/) _Related Products & Uses_ ## Explore more ways to support your energy operation. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Integrations](https://www.skedulo.com/integrations/) ### Industries - [Home Services](https://www.skedulo.com/industries/home-services/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail](https://www.skedulo.com/industries/retail/) - [Hospitality](https://www.skedulo.com/industries/hospitality/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## Frequently Asked Questions ### What is mobile workforce management software for utilities? It's software that schedules, dispatches and tracks field crews and contractors doing installation, maintenance, inspection and emergency repair work, and connects that work to asset, customer and mapping systems. Skedulo matches workers to utility and energy jobs by skills, certifications, location and availability, and gives crews mobile forms in an offline-first app, where actions documented to work offline sync when the connection returns. ### Can Skedulo schedule installation crews and specialist contractors? Yes. Installation, maintenance and inspection work can be scheduled around crew availability, skills, certifications and location, for employees and contractors alike. For jobs that need more than one worker, schedulers coordinate the required roles and availability, so specialists and installers are booked together where the job needs both. ### Can teams confirm site readiness before dispatch? Yes. Permit status, material readiness, site access and required credentials can be tracked in fields on the job, so schedulers see what's outstanding before sending a crew. Teams can also set up automations to flag a gap ahead of the visit date. ### Can field teams complete safety, inspection, and commissioning forms on mobile? Yes. Crews capture photos, readings, checks and required signatures in mobile forms. A form can be required before a job is marked complete, so a commissioning visit can't close without its checklist. ### Does Skedulo replace our CRM or solar project system? Skedulo can work alongside your CRM, project, and asset systems. Agree which system owns each record, then configure the exchange of readiness details, assignments, and completion results. ### How does Skedulo work alongside project and asset systems? Use Skedulo to allocate crews, plan travel, and record field work while your project or asset system manages its part of the process. Our Pulse Platform also lets you build the reviews and follow-up those assignments require. ## See Skedulo for energy and solar operations. Explore crew scheduling, site-readiness workflows and Mobile using the installation or service work your team manages. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/)