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- Solar Project Management
- Integrations
Integrations
Plan the external evidence needed for bank, carrier and business data handoffs.
- Solar Project Management
- Bank statements
- Carriers
- Source catalogs
Systems to connect
- Bank statements. Import actual bank lines and reconcile them with receipts and payments.
- Carriers. Bring shipment references and delivery evidence into the recorded dispatch and handoff process.
- Source catalogs. Coordinate product, supplier and dealer updates with the owners of those masters.
How connections are governed
Assign an owner to every inbound and outbound handoff. Preserve operation identity and record the provider response. When an external action times out, reconcile its result before retrying. Review rejected or uncertain deliveries with the person responsible for the source transaction.
Set up Solar Project Management your way.
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