Thought leadership, insights and tips you can use.

Industry:  Solar Panel Installation & Field Services Challenge:  Zero visibility into truck inventory, delayed installs, and costly material misplacements Solution:  WAM (Warehouse Advanced Management) on Salesforce The Growing Pains of a Fast-Moving Solar Company and how a Solar Installation Inventory Management system helps. SunPeak Energy ( name changed for privacy ) was scaling fast. With multiple installation crews, a central warehouse, and a fleet of service vehicles ca

If you had to call a tech to find out what’s on a truck… you don’t have visibility. And you’re not alone. Most service companies carry thousands, sometimes hundreds of thousands, of dollars in inventory across their fleet. But ask a simple question: “What’s on Truck 12 right now?” And the answer usually sounds like: “I think it has two compressors.” “It should have fittings.” “Call Mike.” “Check the spreadsheet.” “We’ll find out.” That’s not visibility. That’s guessing . The

The way to reduce return trips due to missing parts doesn’t start as a problem. A technician shows up on time. The customer explains the issue. The diagnosis is clear. Then comes the sentence everyone dreads: “I need to come back with a part.” Suddenly, one service call becomes two. Schedules slip. Customers get frustrated. Costs quietly climb. And most companies explain it the same way: “The part wasn’t on the truck.” “The tech didn’t know it was needed.” “It happens sometim