Arrivy is a field service and operations management platform that helps businesses schedule jobs, dispatch crews, track fieldwork, and communicate with customers. It supports scheduling, routing, digital forms, customer notifications, reporting, and integrations with CRM and other business systems.

How well does Arrivy scale as operations grow?

Arrivy supports businesses managing multiple teams, locations, and growing job volumes. With centralized scheduling, crew management, configurable workflows, and role-based permissions, teams can manage more fieldwork without relying on disconnected tools.

Does Arrivy integrate with third-party systems?

Yes. Arrivy offers 50+ native and custom-built integrations with CRM, calendar, accounting, payment, and other business platforms. These connections help businesses move information between their existing systems and field operations.

Can I use Enerflo and Arrivy together to manage solar installations?

Yes. Enerflo can manage your solar sales process while Arrivy handles scheduling, dispatch, and field operations. When a deal is ready for fieldwork, its information can be brought into Arrivy as a task. This allows teams to coordinate site visits and installation-related activities without managing every step in the same platform.

2. Do I need to switch from Enerflo to use Arrivy?

No. Your sales team can continue using Enerflo to manage deals and customer information while your operations team works in Arrivy. The integration connects the two workflows, so you can add field scheduling and dispatch capabilities without replacing your existing solar CRM.

Can I use the Enerflo integration to manage solar site surveys?

Arrivy supports site survey workflows through configurable tasks and routing forms. You can create an Arrivy task from an Enerflo deal and make a site survey routing form available to the field team. This helps crews follow the required steps and collect relevant information during customer visits.

Will my customers receive appointment updates when I use Enerflo with Arrivy?

Yes. Once an appointment is scheduled in Arrivy, customers can receive automated SMS or email notifications, depending on your communication settings. If the appointment is rescheduled, Arrivy can send an updated notification, helping homeowners stay informed without requiring manual calls from your office.

How can solar companies manage more projects without increasing administrative work?

By connecting Enerflo with Arrivy, solar companies can reduce the time spent transferring project information between sales and operations. Teams can create field tasks using existing deal details, organize upcoming visits, and manage scheduling in Arrivy. This helps businesses handle growing project volumes without adding unnecessary administrative work.

How do I connect Enerflo with Arrivy?

To connect Enerflo with Arrivy, you need administrator access to both platforms. The setup involves generating an Enerflo API key, connecting your account through Arrivy’s Apps & Integrations settings, and configuring a webhook in Enerflo. Arrivy Support can provide the required webhook URL and assist with configuration.

Do I need technical knowledge to set up the Enerflo integration?

Some configuration is required, including account permissions, webhook setup, and field mapping. Arrivy Support can help with these steps so the integration reflects your existing solar sales and operations workflow.

How does Arrivy ensure data security?

Arrivy uses industry-standard security practices, including data encryption in transit and at rest, role-based access controls, and regular backups to protect customer data.

What onboarding and training support does Arrivy provide?

Arrivy provides guided onboarding, configuration assistance, and training to help teams get started. Customers can also access product documentation and support resources for ongoing assistance.

What type of customer support does Arrivy offer?

Arrivy provides 24/7 live support via chat, email, and phone. Support teams assist with onboarding, troubleshooting, and operational questions.

How does Arrivy handle permissions and access control?

Arrivy uses role-based access controls to help businesses manage who can view and modify information. Permissions can be configured according to team responsibilities and operational requirements.

ENERFLO SOLAR CRM INTEGRATION

Turn Enerflo Deals into Scheduled Solar Jobs

Connect your Enerflo solar CRM with Arrivy to bring sales and field operations together. Create field tasks from Enerflo deals, carry project details into Arrivy, and manage scheduling, dispatch, and customer communication without entering the same information twice.

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SALES-TO-OPERATIONS HANDOFF

Move Solar Projects from Sales to Field Operations

When a solar deal is ready for fieldwork, your operations team needs the right information to get started. Create Arrivy tasks directly from Enerflo deals, carrying customer and project details into the field workflow. Sales teams continue managing deals in Enerflo while dispatchers organize upcoming work in Arrivy, reducing manual handoffs and repeated data entry.

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FLEXIBLE TASK CREATION

Turn Deal Milestones into Field Tasks

Create field tasks at the right stage of your solar sales process. Configure Enerflo stage-based events to initiate task workflows or use action buttons to create Arrivy tasks directly from a deal. Whether your team is preparing for a site survey or another customer visit, the relevant deal information is brought into Arrivy so operations can take the next step.

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SOLAR JOB SCHEDULING & DISPATCH

Keep Solar Jobs Organized from Day One

Give dispatchers a clear starting point for scheduling and managing solar fieldwork. Bring Enerflo deals into Arrivy as scheduled or unscheduled tasks, organize them by operational group, and apply job-specific templates. Your team can plan customer visits, coordinate crews, and manage field activities in Arrivy without building every task from scratch.

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CUSTOM FIELD MAPPING

Give Field Crews the Details They Need

Keep important job information from getting lost between sales and operations. Map relevant Enerflo deal fields to Arrivy tasks so customer information, job details, and other required data are available where fieldwork is managed. Support different solar workflows with configurable task templates, group assignments, and routing forms, including forms for site surveys.

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AUTOMATED CUSTOMER NOTIFICATIONS

Keep Homeowners Informed About Every Visit

Help customers know when to expect your team. Arrivy can automatically send SMS or email notifications when a solar field appointment is scheduled or rescheduled. Control when messages are sent based on task scheduling, giving homeowners timely appointment information while reducing routine follow-up calls for your office staff.

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