Templates & Reports
Your Process, Without A Developer
Every company runs projects a little differently. Change stages, fields, statuses and reports yourself, and they apply to new work straight away.
Project types
Stages And Forms You Can Edit
Add a stage, make a field required, set a status that needs attention. Four project types come ready: residential solar, commercial and industrial solar, battery storage and EV charging.
- Text, numbers, dates, choices, photos and files
- Rules that set a stage's status from its fields
- Fields that only certain departments may see
Reports
Reports On Your Letterhead
Turn a stage into a client-ready report with your logo, registration details and the photos your crews took, laid out for print or PDF.
- Choose which fields and pictures appear
- Different report layouts per stage
- A stage timing report shows where projects wait
Departments
Everyone Sees What They Should
Departments decide who can see, edit and move projects, who books visits and who sees commercial or personal information.
See Agon ProMan With Your Own Project Types
A 30-minute walkthrough with your stages, your crews and your questions. No per-user pricing, so bring the whole team.