BDS Portal
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13
Live Modules
Black Diamond Solar
Internal Operations Portal
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Status tracking, notes & assignment
Track and manage all submitted bookings from one place
Booking
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Scout
Map commercial leads with AI satellite roof analysis.
● LiveSales
Calculator
Model savings and ROI projections for any commercial system.
● LiveSales
New Booking
Submit an appointment — notifies office and creates a PipeDrive lead.
● LiveSales
Presentations
Full-screen product decks for deal-sign meetings on iPad.
● LiveSales
Quote Builder
Generate professional solar system quotes for customers.
● LiveSales
Pipeline
Drag-drop deal board — value, stage, weighted forecast and win rate.
● LiveSales
Contacts
People and organizations with linked deals, activities and history.
● LiveSales
Activities
Calls, meetings and tasks — today, overdue and upcoming across all deals.
● LiveSales
Finder
AI business finder — source real leads by type + area, qualify, and feed straight into a campaign.
● LiveSales
Outreach
AI cold-email engine — auto-personalized sequences that book meetings and create deals.
● LiveSales
Tickets
Raise and track warranty claims, complaints, scheduling and support issues.
● LiveAll Staff
Jobs
Track installs from booking through commissioning and STC claim.
● LiveOperations
Bookings
Office view of all submitted bookings — status tracking and notes.
● LiveOffice
Stock Console
Warehouse inventory with location tracking and movement logs.
● LiveWarehouse
Warehouse Map
Interactive 3D rack map — locate stock by bay and shelf.
● LiveWarehouse
Wiki
Procedures, rebate guides, product specs and objection scripts.
● LiveKnowledge
Team
Manage portal users, roles, PINs and access permissions.
● LiveAdmin
Command
Executive pipeline, revenue and live performance dashboard.
● LiveAdmin