Hey guys, I wanted to show you this very simple app that I made a while ago that has helped us automate and standardize our processes in my company Solar Panel Cancún.
The issue was having our technicians doing site surveys, and sending information and pictures through a WhatsApp chat. Obviously there was a lack of order, control and information was usually missing.
I created this simple app that technicians and myself have in our phones.
The main screen is just a landing screen. I have a Zap updating this sheet, so the main image changes every-time we have a new post in Instagram. This keeps the app fresh and updated.
Then we have our site survey screen, where technicians and salespeople know what should they be looking for, information they need to add, pictures they need to upload and they can add notes. Those pics are in one sheet, and our pricing dept can then have all this information in one centralized place and start working on pricing.
The next tab is the proposals tab. Proposals are added to a Google Drive folder that is being watched by a zap, and when the zap sees something new, it adds a row with the PDF link for certain people to see. This is very handy since we don’t have to open Drive app to search for the proposal, we already have it in the same app.
Finally, we have our Calendar tab, where we add new site surveys we need to do.
Let me know what you think, what would you do differently, and what would you change/add/remove.