Industries

Our Industry Focus

Sunbase offers a framework with a level of flexibility that works for different kinds of businesses. Our focus has been on serving three primary industries, but is not limited to a single business type.

Solar

Roofing

We Help Businesses Grow!

If you're tired of using multiple programs and you want to simply streamline operations, into one central management platform, it's time you explore Sunbase

Our mission is to provide service-based companies with the most advanced and affordable tools to run their business operations more effectively and profitably.

See all of your jobs in one visual display

Making sure that no job is lost or forgotten about. You can even use the job board on your morning sales meeting making sure everything is humming along.
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GPS tracking & live map

See all active appointments, service calls for the day on the map Can change the status of the driver and the vehicle will change colors Easily switch territories and recenter the map
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Attach files to a record

This function streamlines sharing directly from the field with the office associated with the customer or the job. This tool makes tracking everything and associating it with the right job or customer easier than ever.
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Proposal generator

Using this tool, users can load templates of their custom proposals and the system will auto-fill the template with the relevant customer details including attachments as necessary with a single click.
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Visual sales board

Oversee your sales pipeline with greater visibility using the sales board feature. With the sales board tool, users are able to create any number of stages to their sales process and view leads in an enhanced visual format.
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Sales pipeline segmentation

A major benefit of dividing the sales process is that it allows for more in-depth reporting such as best lead source, cost per lead, appointment, and customer, etc.
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(CRM)

Customer Relationship Manager

Capture, manage, and keep your sales opportunities and customer details highly-organized and accessible at all times using cloud-based CRM software. Boosts productivity with a customer management system that offers data fields relevant for you service-based business.

DIGITAL E- SIGNING & SIGNATURE REQUESTS

E-Signature tools are great however they are often expensive and hard to integrate throughout your business.

INCLUDED WITH OUR SOFTWARE

Easily create your own templates with our visual editor Specify what to populate the field with (if applicable) Add up to 8 signature per form Export form to PDF file for convenience All forms are associated with record (ie: customer/job)

SEAMLESS INTEGRATION

Our E-Signature feature is integrated with our client portal as well. Push digital forms to a client through our portal for them to digitally sign. As soon as the signature is saved the sales rep will be notified so they can continue processing the paperwork.

Not sure we are the right software for your business?

Book a free discovery call with us

SCHEDULE DISCOVERY CALL

ALSO, WE HAVE A VERSION FOR MOBILE

About Our Mobile Business Management Platform

Sunbase understands that business is on the go these days and sitting at a desk all the time isn't the norm anymore. It's for this reason we've built mobile-friendly applications for both Android and Apple IOS. Our mobile versions include the majority of our desktop program's functionality. Certain features were built specifically to be used in the field such as our door knocking app, simple forms, LiveMap, and receipt capture.

Users can find and download our apps on either respective stores.