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Lilypad by Powerlily

The field is part of the platform. Not a place data goes missing.

Lilypad is Powerlily's native Android companion for canvassers, salespeople and installers. Capture the lead, carry the project, complete field work and stay synchronized with the office record.

Lilypad is available for Android

Lilypad / Powerlily
Lilypad mobile canvassing and field workflow
Native field workflow

The same operating record, where the work happens.

Lilypad does not create a miniature disconnected CRM. It gives each field role the relevant slice of Powerlily and synchronizes captured work back to the project.

01

Canvass and sell

Create qualified opportunities on the sidewalk.

Territory planning, knock outcomes, lead creation and appointments live in one native flow designed for the rep at the door.

Territory in hand The rep can turn each door into attributable CRM activity.
  1. 01.01

    Assigned canvassing territories

    See the area allocated to the rep and work it from a live map instead of a static address sheet.

  2. 01.02

    A disposition for every knock

    Record not home, callback, interested, appointment and other outcomes at the location.

  3. 01.03

    Lead and appointment in one flow

    Turn a conversation into a CRM lead and a booked next step without returning to the office.

  4. 01.04

    My Day and team stats

    Keep today's work, doors, conversations and appointments visible to the field rep and authorized team.

  5. 01.05

    Offline capture

    Continue recording activity through unreliable service and synchronize when a connection returns.

  6. 01.06

    A canvasser-specific role

    Expose the field tools needed for acquisition while keeping pricing and unrelated CRM data out of view.

02

Deliver in the field

Bring project context to the site and evidence back.

Installers receive the information they need without exposing commercial details, then capture field work against the same project.

Structured field execution The crew receives the right form for the job.
Office planning reaches the field Assigned work remains connected to dispatch.
  1. 02.01

    Customer and site context

    Access the project address, contacts, relevant design and equipment information, notes and shared documents.

  2. 02.02

    Photos, files and checklists

    Capture staged site evidence and attach it to the job rather than a personal camera roll or chat thread.

  3. 02.03

    Schedule and status

    See assigned work, project timing and current operational state while away from the dispatch board.

  4. 02.04

    Tasks and comments

    Coordinate outstanding work and keep field discussion connected to the project record.

  5. 02.05

    Safety forms and sign-offs

    Complete company safety templates with required acknowledgements and crew signatures in the field.

    Field operations and safety
  6. 02.06

    Offline-first field collection

    Capture the work when signal is weak, then synchronize it instead of blocking the crew on connectivity.

03

Stay connected

Keep the field, office and customer in one loop.

Role-aware access and timely notifications make the mobile app a companion to the full platform rather than a second source of project truth.

One relationship across roles Mobile work can become visible office and customer context.
  1. 03.01

    Push notifications

    Bring relevant quote, task, project and communication events to the person responsible for acting on them.

  2. 03.02

    Verified opt-in staff SMS

    Use supported text alerts for staff who explicitly choose them when immediate events such as a new lead or signed quote matter.

  3. 03.03

    Role-aware project access

    Give admins, salespeople, installers and canvassers the mobile information appropriate to their responsibilities.

  4. 03.04

    Connected calendar and CRM

    Keep appointments, customers, assignments and captured field outcomes synchronized with office workflows.

  5. 03.05

    Pericles and platform context

    Access supported assistant and project capabilities without abandoning the customer record for a generic mobile tool.

  6. 03.06

    Customer experience remains connected

    Field progress and shared artifacts can continue into the branded client portal after the crew leaves.

    Client portal

Put the connected project in the field team's hand.

Use Lilypad for acquisition, delivery and project-aware work on Android.

Pericles
Pericles
Powerlily assistant
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