| Lead to estimate pipeline | Stage-based pipeline with age, probability, and nurture per stage | Jobs list in dispatch, no stage logic, no follow-up timing |
| Panel and equipment tracking | Equipment object with install year, amperage, auto-surfaces aged service panels | Buried in service notes, never queried, no load history |
| Service agreement renewals | Agreement object with 60-day and 30-day auto-nurture, lapse report | Spreadsheet updated when the office remembers |
| Panel upgrade and EV lead-ins | Nightly surfacing of aged panels, auto-queued nurture sequence | Not computed, no way to list upgrade candidates |
| Permit and inspection tracking | Permits as records with inspection appointments and aging reports | Paper folder in the office or notes on a dispatch job |
| Warranty callback tracking | Warranty window per job, open callbacks surfaced and routed | Sticky note on the office manager monitor |
| Generator maintenance renewals | Generator object with annual service clock and auto-booked visit | Verbal relationship, lapse rate unknown |
| Seasonal campaigns | Native marketing module with timed pre-storm and rebate sequences | Third-party send list that goes stale between sends |
| Review funnel | Satisfaction gate routes 9-10 to Google, under 7 to service manager | Manual ask, one-stars slip through, 5-star window missed |
| Lifetime value reporting | Rolls up jobs, memberships, panels, EV, generators, referrals by segment | Not computed, no way to answer per-customer worth |
| Referral partner tracking | Realtor, inspector, GC, solar partner as accounts with activity history | Verbal relationships, no attribution, no track-record reports |
| Install project tracking | Native projects module with milestones from permit to 30-day follow-up | Dispatch job plus a side group chat for the install crew |
| Pricing basis | Per seat, every paid tier includes CRM, Marketing, Projects, Messaging, Docs | Dispatch per user plus third-party email tool plus spreadsheet labor |