SSM365

SSM365 is a complete business operations and field workforce management platform designed for solar businesses and their teams. It brings CRM, field operations, installation workflows, employee activities, tasks, follow-ups and customer management into one connected mobile workspace. Key Features • Lead & CRM Management Manage leads, customer information, follow-ups and day-to-day sales activities. • Field Visits & Ride Tracking Field employees can start and end work rides, track routes, distance, stops and customer visits. • Live Field Visibility Authorized managers can monitor active field activities and view relevant employee location information during active field duties. • Installation Workflow Track solar projects through installation stages including documentation, portal processing, site visits, installation, completion, quality checks, meter processing and final activities. • Tasks & Follow-ups Manage assigned tasks, reminders, meetings and customer follow-ups from mobile. • Documents & Work Proof Capture and upload project photos, videos, documents and other work-related attachments. • Notifications Receive important work notifications for assignments, follow-ups, field activities and operational updates. • Offline Support Supported field activities can be retained when connectivity is unavailable and synchronized when the network becomes available. • Role-Based Workspace Users see menus and business functions according to their assigned role and permissions. Location Usage SSM365 uses location during an active field ride to support route tracking, travelled distance, stops, customer visits and authorized manager live-location visibility. Location may continue to be collected while an active field ride is running when the app is minimized or not actively in use. Location tracking stops when the field duty or ride ends. SSM365 is intended for authorized employees and business users of participating organizations. Access to features depends on the user's assigned role and permissions.