Step365 is a canvassing and field sales management module within the Core365 ERP platform, designed to improve territory assignment, sales performance tracking, and appointment generation for solar sales teams. By rating and assigning territories strategically, Step365 enables data driven canvassing, real time progress tracking, and historical performance analysis to support measurable sales growth.

Step365 includes a built in appointment scheduler that helps sales representatives book meetings instantly and maintain consistent momentum in the field. The platform also supports the rapid creation of solar proposals and contracts, allowing teams to generate documents efficiently and present them to homeowners directly from their mobile device.

Built for door to door solar sales operations, Step365 centralizes territory management, appointment scheduling, proposal generation, and field activity tracking into one streamlined system. By reducing manual processes and improving visibility, Step365 helps sales organizations increase productivity, improve conversion rates, and execute canvassing strategies with structure and precision.

Step365 elevates solar canvassing by rating and assigning territories strategically, ensuring outreach efforts are intentional, efficient, and aligned with sales goals while giving teams clear direction for daily field execution.

Progress is tracked in real time while historical sales data provides deeper insight, enabling sales leaders to analyze field performance, refine strategy, and make informed decisions that drive consistent results.