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Every job, on track.

Plan installs, track field work, and keep crews movingfrom one shared workspace.

Stay organized

Track progress

Deliver on-time

How it works

From sold to installed — without the chaos.

Turn a signed deal into a scheduled job, assign the crew, and watch every milestone update in real time.

donefy.io · Dealer · Projects

Renewable Energy Inc.

Solar Proposal

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Reporting
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JM

Jordan Miller

Renewable Energy Inc.

DealerProjects

Projects

Active projects currently in execution.

Active Projects

648

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Project #NameSales RepWork StagePipelineTypeLocationCreated
PR000765-SSEmily RobinsonSarah MitchellContract SignedSolar Install TrackerSingle FamilyMesquite, TXMay 06, 2026
PRE00002-SSJames AndersonDavid ReynoldsProject CompletedSolar Install TrackerSingle FamilyMt. Enterprise, TXMay 04, 2026
PRE00001-SSOlivia CarterSarah MitchellProject CompletedSolar Install TrackerSingle FamilyBalch Springs, TXApr 08, 2026
PR000739-SSMichael BrennanSarah MitchellContract SignedSolar Install TrackerSingle FamilyMesquite, TXApr 08, 2026
PR000666-SSAva ThompsonJacob FosterContract SignedSolar Install TrackerSingle FamilyPattison, TXMar 18, 2026
PR000660-SSEthan BrooksJacob FosterContract SignedSolar Install TrackerSingle FamilyPattison, TXMar 16, 2026
PR000635-SSRyan SullivanLauren HayesContract SignedSolar Install TrackerSingle FamilyPattison, TXFeb 27, 2026
Why It Matters

From kickoff to handoff, in sync.

01

Install Tracker

Job Tracking

Every active install on a single Kanban — drag jobs across stages, see days-in-stage at a glance, and never lose track of a project between signed contract and final handoff.

  • Pipeline stages from kickoff to install
  • Per-stage cards with days-in-stage
  • Drag, drop, advance — no spreadsheets
02

Mobile Crew

Field-Ready Updates

Your crew updates status, drops a photo, or adds a note from any phone — and it lands in the office in real time. No paperwork, no end-of-day catch-up calls.

  • Status updates from any device
  • Photo & note attachments
  • Crews stay in sync, in real time
03

Planning

Milestone Visibility

Set targets per period, track indicators across the funnel, and know exactly where every project — and every rep — stands without opening twelve dashboards.

  • Strategic planning matrix per period
  • Track indicators across the funnel
  • One view of every project's status
Scroll to explore
Install Tracker
Manage works through pipeline stages
Solar Install Tracker
Contract Signed3
ER
Emily Robinson
Mesquite, TX
In Stage 31 Days
LW
Liam Walker
Mesquite, TX
In Stage 55 Days
JA
James Anderson
Forney, TX
In Stage 101 Days
Check Project3
MB
Michael Brennan
Mesquite, TX
In Stage 18 Days
SH
Sarah Hayes
Marshall, TX
In Stage 35 Days
OC
Olivia Carter
Pattison, TX
In Stage 4 Days
Engineering Design0
No items
Prepare Permissions2
EB
Ethan Brooks
Mesquite, TX
In Stage 4 Days
RS
Ryan Sullivan
Pattison, TX
In Stage 4 Days
Submit Permissions2
AT
Ava Thompson
Forney, TX
In Stage 4 Days
MR
Madison Reed
Pattison, TX
In Stage 4 Days
LW
Liam Walker
Mesquite, TX
Synced ✓
Stages
Permitting
Mobilization
InstallationIn Progress
Inspection
Today's Activity
Photo added
2 min ago
Note: Panels mounted
5 min ago
Installation: Complete
just now
Operational Planning Matrix
Activity Funnel · Q1 2026
Dealer Global
Period
Dec 31, 2025
Dec 30, 2026
Monthly
INDICATOR
DEC
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
TOTAL
Doors
Phone Calls
Appointments Set
Sit Downs
Credit Runs
Closed Deals
Installations
Filling Q1 (0/4)…
Save Matrix
Install Tracker01 / 03

Benefits

Three reasons crews run projects on donefy.

Connected to the sale. Fewer callbacks. Happier customers.

Connected to the sale — 3D illustration

Connected to the sale

Projects pull straight from your won deals, so nothing gets re-entered by hand.

Fewer callbacks — 3D illustration

Fewer callbacks

Clear tasks and notes mean crews get it right the first time, every time.

Happier customers — 3D illustration

Happier customers

Real-time status keeps clients informed without a single phone call.

No credit card required.

Turn signed deals into finished jobs.

Run your next project end-to-end with donefy — free to start.

Stay organized

Track progress

Deliver on-time