Structured go-live for solar, construction and other verticals
Our team, not just our software. A structured rollout programme for teams with a vertical-specific process, such as solar installers and construction firms, scoped, quoted and delivered by the people who build the product.
Who it's for
Built for teams with a specific field process
Solar installers
Site surveys, BOQ/BOM, installation milestones and service tickets mapped to CrmLeaf.
Mapped to CrmLeaf
- Site survey
- BOQ/BOM
- Installation milestones
- Service tickets
Rollout or standard onboarding?
Do you need a rollout programme?
Standard onboarding is usually enough
If your process maps cleanly to a generic project template.
A rollout is worth scoping
- Vertical-specific milestones
- Field crews
- Unique documents
How it fits onboarding
The same timeline, scoped to your vertical
A rollout builds on the standard onboarding phases, with extra configuration and training time scoped to your vertical's specific process.
Week 1
Discover & Configure
Your vertical-specific process is mapped and configured.
Week 2
Migrate & Integrate
Existing project, site and material data is migrated in.
Week 3
Train & Test
Field and office teams are trained and the setup is tested.
Week 4
Go Live & Hypercare
You go live with close support on hand for the vertical-specific workflow.
Ongoing
Support & Optimise
The rollout is refined as real usage surfaces edge cases.
FAQ
Frequently asked questions
It builds on the same Discover, Migrate, Train, Go Live and Support timeline, with extra configuration and training time scoped to your vertical's specific process.
Professional Services
Our team, not just our software
Scope a rollout for your industry
Talk to the services team about a structured go-live for your specific process.