JOBFLOW System - Job Project Management

JOBFLOW is a dynamic, user-configurable project management system crafted to transform how solar installations and other projects are handled in Salesforce. This innovative system revolutionizes daily operations by automating approximately 95% of the typical solar install business processes. Key features include:

A sleek custom Lightning calendar for seamless scheduling of work and resources (installers), along with robust tracking of milestones, actions, and historical data.

Comprehensive tools for creating, managing, and visualizing purchase orders, invoices, and tailored reports with interactive charts.

To further enhance its capabilities, I developed an integrated custom stock management and inventory system. JOBFLOW also stands out with its extensive REST API integrations, seamlessly connecting with Xero, Twilio Voice, Twilio SMS, Twilio Flex, Mailchimp, Brevo, and OpenSolar.

This system not only streamlines operations but also integrates effortlessly with essential tools to provide a powerful, unified solution for managing solar projects.