Job Management Dashboard That Scaled SunPath Solar to 3x Projects
A small Texas solar installation company was running 4–5 simultaneous jobs using WhatsApp and spreadsheets, losing track of permits, technician schedules, and invoices. We built a connected job management dashboard that let them scale to 15 jobs at once.
The Challenge
SunPath's operations manager was coordinating field technicians via WhatsApp group chats, tracking permit applications in a shared Google Sheet, and invoicing in QuickBooks separately. When a permit was delayed, nobody knew until a technician showed up on site. They were capped at 5 jobs at a time purely because of operational chaos.
Our Solution
We built a centralised job dashboard integrating their CRM, QuickBooks, Google Maps (for technician routing), and a custom permit tracking module. Each job has a timeline showing permit status, assigned technician, equipment delivery, and invoice stage. Field technicians update job status from their phone. The operations manager gets automatic alerts when a job is at risk of delay.
Tech Stack
Service
API Integration
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Get in TouchThe Outcomes
Scaled from 5 to 15 simultaneous jobs without new hires
$22,000 in invoices issued faster per month
Zero permit deadline misses since launch
Field team travel time reduced by 28% via route optimisation
“We tripled our capacity without hiring anyone new. The dashboard gives us full visibility — permits, technicians, invoices — all in one place. We couldn't have scaled without it.”
Marcus Webb
Operations Manager, SunPath Solar
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