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Field Operations

Plan the work. Inform the customer. Prove what happened on site.

Powerlily connects crew dispatch, customer appointment communication, mobile project context and auditable safety forms to the same installation record.

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powerlily.com / field operations
Powerlily solar crew scheduling and field operations
Dispatch to evidence

The schedule, site and safety record remain connected.

Field operations is more than a calendar and more than a PDF form. Powerlily coordinates the people and customer first, then preserves the structured evidence created by the crew.

01

Plan and dispatch

Schedule with the constraints that change the day.

Move ready projects onto crew time with staffing, travel, weather and related project context visible before the work is committed.

A project-aware schedule Crew work remains connected to the customer and workflow.
  1. 01.01

    Work drawn from the project pipeline

    Filter eligible jobs by workflow and stage, then schedule the project without recreating it as a detached calendar block.

  2. 01.02

    Crew capacity and skills

    Consider staffing, required capabilities, overlapping work and daily capacity while placing the visit.

  3. 01.03

    Travel and weather context

    Review distance between work, project location and forecast risk as part of dispatch.

  4. 01.04

    Multiple visits per project

    Plan racking, electrical, inspection, commissioning and service as distinct events attached to the same job.

  5. 01.05

    Google Calendar coordination

    Sync assigned work to installers and use optional private free/busy checks to reduce personal conflicts.

02

Coordinate the visit

Keep customers synchronized when the schedule moves.

Appointment communication should follow the operational record instead of relying on a coordinator to reproduce every change manually.

Operations and communication aligned Customer updates follow the same visit the dispatcher controls.
  1. 02.01

    Appointment confirmations

    Send the customer a clear record of the scheduled visit through the supported communication channels.

  2. 02.02

    Reminders before the crew arrives

    Reduce missed access and surprise by reminding customers of upcoming work.

  3. 02.03

    Reschedule communication

    Keep revised dates connected to the project event when weather, permits or crew conditions change.

  4. 02.04

    Crew-on-the-way text

    Let the customer know the assigned team is travelling to the site when that immediate update matters.

  5. 02.05

    Phone-only customers

    Use text delivery for customers who cannot or do not want to rely on a portal workflow for appointment updates.

  6. 02.06

    Mobile project handoff

    Give the assigned crew the relevant address, customer, project, documents and task context in Lilypad.

    Lilypad mobile app
03

Execute and prove

Turn field forms into an auditable safety record.

Company templates guide the crew through required work, while signatures, snapshots and sealed outputs preserve what was completed at that time.

Company-defined safety process Templates reflect the work the crew must actually perform.
A signed completion record The project retains evidence of the form and its participants.
  1. 03.01

    Reusable safety templates

    Prepare toolbox talks, inspections and company-specific forms before the crew reaches the roof.

  2. 03.02

    A configurable form builder

    Structure fields, acknowledgements and required steps around the company's actual safety process.

  3. 03.03

    Crew signatures and server timestamps

    Record who acknowledged the form and use server-side time evidence for the completed submission.

  4. 03.04

    GPS context where required

    Associate supported location evidence with the on-site completion record.

  5. 03.05

    Immutable schema snapshots

    Preserve the version of the template that was actually completed even when the reusable form changes later.

  6. 03.06

    Sealed PDF evidence

    Produce a durable completed document for the project record rather than leaving the result only as mutable form data.

Connect dispatch to field evidence.

Plan the crew, inform the customer and preserve what happened on site.

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Pericles
Pericles
Powerlily assistant
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