Solar scheduling, from survey to inspection.

Schedule each visit around crew skills, homeowner availability and site requirements. Connect the survey, installation and follow-up work in one plan.

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Installer ratcheting panel clamps mid-roof, suburb rolling behind

Trusted by teams that keep essential work moving.

//Who it's for

Permits, materials and access affect the install date.

When a permit or delivery slips after a crew is booked, the homeowner needs a new date and the crew needs other work. The people running, planning and doing the install each see what's still outstanding.

Office worker using a laptop at a desk, a hard hat on the shelf behind

Runs the operation

Operations manager

Review outstanding permits, materials and site requirements against booked install dates.

With Skedulo

Set up automations that flag a missing item as the install date approaches.

Explore operations leadership

Office worker on a desk phone pointing to a schedule on a laptop

Plans the work

Install coordinator

Confirm readiness or reschedule before dispatch when a permit or delivery slips.

With Skedulo

Match crews by skill, route and the homeowner's appointment window.

Explore scheduling and dispatch

Installer in a harness fastening a mounting rail on a residential roof

Does the work

Solar installer

View the scope and photos in Skedulo Mobile, complete safety checks and record closeout details on site.

With Skedulo

Record additional work found during the install so it can be scheduled.

Explore frontline work

//How it runs

The installation sequence, in one schedule.

//Tempo

Ask Tempo about the installation schedule.

Check crew availability, review changed visits and follow up on missing details with Tempo, using the records and actions enabled for your team.

Meet Tempo

Roof stop, Denise AlbrightJOB-4963

Roof check stops the install at 1452 S Ogden St

Automation : Pre-work roof check

CreatedTue 16 Sep, 7:52 AM 30mto move the crew

Assigned to

You

ContextPreparing contextUpdated just now

WorkingStep 1 of 3Step 2 of 3Step 3 of 3

CompleteDone just now

Seed prompt · from the issue

Lupe Cervantesresource ran the roof check at 7:50 AM, and it failed: the decking by the chimney flexes underfoot.
Denise Albrightcontact is getting 20 panels on her south-facing roof, and the racking can't go into soft decking.
Lupe's crew of three is on site, booked for two days on JOB-4963.

ThinkingChecking the roof photos and the crew's week

Thought for 3s

Nobody goes back up until the decking is repaired. Let me find a roofer, a new date, and work for the crew.

Gathering context

Context generated· 3 sources

Reading the roof check3 photosChecking partner roofersFree ThursdayChecking the crew's week1 install to help

A partner roofer can replace the decking Thursday, so the install fits Monday and Tuesday. Angela's crew could use help today.

How to finish Denise's install

panels installed

A Install around the soft areaFewer panels · a new design and permit change 14

B Wait for her own rooferNo date yet · the crew loses two days Unknown

C Roofer Thursday, install MondayAll 20, safe roofDecking replaced first · the full system 20

Recommended planHigh confidence

Repair the decking Thursday and install Monday

What happens

1Book the partner rooferThu 18 Sep, decking and shingles

2Text Denise the new datesMon 22 - Tue 23 Sep

3Send the crew to JOB-4955to finish it a day early

Edit planStart plan Started at 7:56 AM

Booking the roofer

Roofer booked for Thu 18 Sep· decking by the chimney

Writing to Denise

Texted Denise Albright· the repair and new dates

Tempo → Denise AlbrightContact · Text7:58 AM

Hi Denise, our crew found soft decking by your chimney, so a roofer will replace it Thursday. Your install moves to Mon 22 and Tue 23 Sep.

Waiting for Denise

Denise AlbrightContact → Tempo · Text8:06 AM

Glad they caught it. Monday and Tuesday work for me.

Assigning the crew to JOB-4955

The crew joins JOB-4955· by 9:00 AM, 3 miles away

The roofer replaces the decking Thursday, and Denise's install moves to Monday. The crew is on JOB-4955 by 9:00 AM.

Ask a follow-up…Working on the plan…Ask a follow-up…

Ask

Context Comms123

JOB-4963 evidence

Task · ruiz-roof-stop-4963

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 7:56 AM

Finish Denise's install on a safe roof

Book the partner rooferBookingDone

Text Denise the new datesWritingDone

Send the crew to JOB-4955AssigningDone

Denise Albright

i

Safety stopNew dates set

1452 S Ogden St, Denver

Soft decking by the chimney · crew of 3 on site

Her install

i

JOB-4963

20 panels on the south-facing roof · 2 days

Roof checkFailed, soft decking

Roof ageAbout 22 years

Install datesTue 16 - Wed 17 SepMon 22 - Tue 23 Sep

ContextComms

New issue

Roof check stops the install at 1452 S Ogden St

Safety stop · JOB-4963 · just now

//Residential solar

The details behind a successful site visit.

Site readiness

Add fields for permit status, materials and site access so coordinators can review outstanding requirements against the install date.

Crew skills and travel

Match crews to the required skills and homeowner's appointment window, with route and travel time included in planning.

Installation records

Scope, photos and closeout forms are available on Mobile. Crews can document additional work identified during the installation.

Inspection follow-up

Set up a workflow to create an inspection task when installation work is complete, then track the appointment.

Homeowner messages

Set the appointment and job-status changes that trigger confirmations, arrival messages and rescheduling updates.

See how ADT Solar scaled appointment scheduling.

1000%+

growth in booked appointments, even through the pandemic

“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

Read Story

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%.

//Frequently Asked Questions

Yes. Crews are matched by skill, availability, route and the homeowner's appointment window, and the readiness details for each visit stay with the job so the scheduler can clear outstanding items before dispatch. ADT Solar, which designs, installs and maintains rooftop solar, grew booked appointments by more than 1,000% after moving its field representatives' scheduling onto Skedulo.

Permit status, parts and site access can be tracked on each install, so a coordinator can schedule, hold or follow up before a crew is dispatched. Teams can also set up an automation to flag a missing item as the install date approaches.

Permits, equipment availability, weather, and homeowner arrangements can affect the date. Record outstanding prerequisites, confirm readiness before dispatch, and review other work when an install must move.

Yes. Teams configure SMS messages that go out as triggered actions when an appointment or job status changes, to confirm the visit, share the arrival time, and tell the homeowner about a delay or a new date. Which messages are sent, and when, is set by your team.

Yes. The survey, install and inspection can be separate jobs linked with dependencies, so the inspection is sequenced after the install. Teams can set up an automation so a completed install creates the next inspection task, while external approvals are tracked separately from job completion.

Yes. Record certifications and expiry dates and specify relevant job requirements. Review those records against the planned date; credential verification and renewal remain your organization's responsibility.

//Keep Exploring

More for your solar installation team.

Products

Energy & Solar Programs

Use Cases

See Skedulo for residential solar.

We'll show you how crew scheduling, homeowner messages and inspection follow-up fit your installation process.

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