Streamlining Field Operations for Scalable Growth

About the Company

Summit Solar is a leader in renewable energy, known for delivering advanced, client-focused solar energy systems. By tailoring solutions to meet individual customer needs and integrating the latest technologies, Summit Solar ensures high-efficiency output, long-term reliability, and measurable environmental impact. The company has established a strong reputation for innovation and service excellence in the solar industry.

Overview

Summit Solar faced critical operational challenges as it expanded its service footprint. Its existing methods for tracking projects, schedules, and field activities relied heavily on Excel sheets and paper-based records. These processes introduced delays, data errors, and inefficiencies—especially in managing large volumes of on-site photographs required for compliance and customer documentation. The lack of a centralized system for tracking employee activities and customer communications further compounded operational bottlenecks.

Approach

To modernize operations, Summit Solar transitioned to Salesforce Service Cloud as the core platform for managing its end-to-end service process. Project stages were automated with clear dependencies, enabling proactive task assignments and status visibility. Work order creation and resource scheduling were handled through an integration with Firstsource Solutions, which provided a streamlined interface for dispatchers and coordinators.

The Field Service Lightning mobile application was customized for field technicians to simplify photo uploads, automate tagging, and send real-time updates to clients and back-office teams. The solution also centralized the customer database and employee tracking functions, reducing administrative overhead and enhancing the accuracy of field data.

Conclusion

Summit Solar’s transformation to a unified digital platform resulted in measurable improvements in operational efficiency, cost control, and scalability. By eliminating manual processes and enabling real-time data capture in the field, the organization saved over $125,000 and reclaimed more than 1,000 work hours. The streamlined system empowered Summit Solar to scale operations across multiple states while maintaining quality and responsiveness in customer service—laying a strong foundation for continued growth in a competitive industry.