Dan Hudson-- an Operations Manager at South Texas Solar Systems Inc.-- has spent the bulk of his career finding ways to run businesses more efficiently. So when it was time to find a solution for data entry and collaboration in the field, Dan’s past experience was put to work.
South Texas Solar Systems Inc. sells and installs solar systems to residential and commercial customers. Dan is in charge of permitting, electrical and panel installation scheduling, ordering materials, hiring personnel, and business development; his field employees handle installation and data management of those jobs. There must be a way that Dan and his personnel can communicate and share data while Dan’s in the office and the others are out in the field.
For Texas Solar, affordability and efficiency are key. Dan needed to find a solution that could tailor to their specific needs, in addition to one that was affordable and that would work well in conjunction with their existing processes and software. He found Smartsheet to be the best product for the job.
Dan then found AppSheet through the Smartsheet ecosystem and realized he could integrate his Smartsheet data into powerful mobile apps. Field employees could then use the mobile app to enter data that would always be in sync with the spreadsheets, and most importantly-- reach Dan in real time.
The app uses great features like the color type to give visual job status indicators. It also takes advantage of the file type to include job information via downloadable PDFs in the app. A convenient map view allows Dan and his technicians to communicate about job locations.
Before finding AppSheet, the data collection and sharing process was a bit arbitrary and disorganized.
“Before it was a mess. We had to be chasing down the crews to figure out what was being done at times, but the biggest problem was the crews not having access to system customer information out in the field.”
Since implementing AppSheet, Texas Solar has seen a huge increase in productivity and performance.
“The use of AppSheet has most certainly made my job and that of field personnel a lot easier. It has increased efficiency and decreased downtime.”
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Julia is Marketing and Communications Manager at AppSheet. She loves the creative and eclectic. She’s held various marketing roles, plus other wacky jobs like suicide hotline operator, shoe designer, and dead animal removal business owner. Julia can usually be found hanging with her cats, crafting, and watching Seinfeld.