Frequently asked questions
Answers on the platform, services, coverage, integrations, pricing, energy audits and security. Can't find it? Get in touch.
General
What is Norwon?
Norwon is a Canadian services company and software platform for running on-site visits and field assessments — booking, dispatch, on-site capture, AI analysis, branded reports and e-signature. We help design and run the workflow, and the platform powers it.
Who uses Norwon?
Any business that sends people to a customer's location: solar and HVAC, roofing, home services and renovation, inspections, surveying, energy auditors, utilities and telecom.
Is Norwon only for solar?
No. Norwon is general field-visit software and services. Solar is one of the industries it fits especially well, but the platform isn't industry-locked.
Where is Norwon available?
Across Canada — every province and territory. Scheduling, reminders and reporting are province- and time-zone aware.
How is Norwon different from a generic CRM?
A CRM tracks deals; Norwon runs the on-site visit itself — coverage-aware booking, structured capture, branded reports and e-signature — as one record from booked to signed. It connects to your CRM rather than replacing it.
Is Norwon a Canadian company?
Yes. Norwon is built for Canadian field operations, with province- and time-zone-aware scheduling, bilingual customer messaging and coverage in every province and territory.
The platform
Who builds the assessment forms?
Your team, in a visual editor — no developers. Changes publish as versions, and visits already underway stay on the version they began with.
What can the AI analysis do?
From the photos your specialist already takes, it returns structured reads on roof condition, electrical panels and structural framing — a head start for a human reviewer, who always makes the final call.
Does it put our brand in front of customers?
Yes. The booking page, reminders and the signed report all carry your logo, colours and sender — that's what your customers see.
Does it work on phones and tablets?
Yes — capture is a mobile-first web app that runs on the phones and tablets your specialists already carry, with no app-store install.
Can we run more than one brand or division?
Yes. The platform supports multiple teams, each with its own forms, branding and reports, kept cleanly separate.
Scheduling & coverage
Can customers book themselves?
Yes. A public booking link offers real, coverage-checked slots with a minimum-notice window you control. You can also assign visits manually.
How does Norwon handle no-shows?
With adaptive email and SMS reminders, a confirmation SLA that escalates automatically, and measurement of frequency, notice and lost time so you can act on patterns.
Does it handle different time zones?
Yes — appointments are anchored to the customer's province time zone, so arrival windows and reminders are always correct locally.
What happens to an address outside our coverage?
Instead of showing nothing, the booking page captures the lead and routes a coverage request to your team, so you never silently lose an enquiry.
Can customers reschedule or cancel themselves?
Yes — reschedule and cancel links can be built into the branded confirmation and reminders, and any change re-checks coverage and the day's capacity automatically.
Reports, signing & integrations
Is the e-signature legally binding?
Signatures run through DocuSign, a standard for legally binding e-signature, with signer, date and name fields pre-placed — and many visits are signed on site.
Which systems can you integrate with?
The API is CRM-agnostic. We work with Salesforce, Zoho CRM, Pipedrive and more, connect Google, DocuSign and Twilio, push solar assessments into design tools like Aurora, and support custom connections our team builds.
Do you have an API?
Yes — a simple, authenticated REST API creates visits from your CRM, returns booking links, fires lifecycle webhooks and syncs results back. See the developers page.
Which kinds of apps can Norwon connect to?
CRMs (Salesforce, Zoho CRM, Pipedrive and more), e-signature, email and SMS, accounting, storage, scheduling and automation tools — plus custom connections our team builds for anything else with an API.
Can the customer sign during the visit?
Yes. On-site e-signature through DocuSign is a core flow, and many visits are signed before the specialist leaves.
Services, pricing & energy audits
What do your services cover?
Implementation and setup, integrations and automation, custom tooling, and managed field operations — including trained specialists across Canada. We're a services company first.
How does pricing work?
Pricing is scoped to your team, coverage and how much of the operation you'd like us to run, so we quote per operation rather than per seat. Every plan includes hands-on setup.
Do you offer energy audits?
Yes. Norwon delivers residential and commercial energy audits across Canada as a managed service, and powers energy-assessment teams with the same platform.
Can you provide field staff as well as software?
Yes — through managed field operations we can coordinate dispatch and supply trained assessment specialists across Canada, so you can scale coverage without building a field team from scratch.
How soon can we launch?
Most teams go live within a few weeks; we scope the timeline up front based on your forms, branding and integrations.
Security
How is our data kept separate from other teams?
Norwon is multi-tenant by design, with strict data isolation enforced at the data layer — not just hidden in the interface — so teams never see each other's visits.
Is there an audit trail?
Yes. Submissions lock and the visit lifecycle is timestamped, giving you a defensible record for every assessment.
Can we control who sees what?
Yes — fine-grained, role-based permissions for office, field and admin are enforced on every action, so people see exactly what they should.
How are documents and signatures handled?
E-signature runs through DocuSign, and completed documents are hashed and stored against the assessment with the signing time recorded authoritatively.
Implementation & onboarding
Who sets Norwon up — us or you?
We do. Norwon is a services company first: we map your real process, build your coverage, forms, branding and messaging, connect your tools, and run a live test visit before you go live.
Do we need technical staff on our side?
No. We handle the build and bring your team in to learn the parts they'll own day to day — capturing on site, reviewing and signing in the office.
Can we start small and expand later?
Yes. Most teams start with a core booked-to-signed workflow and add AI analysis, integrations and managed operations over time.
What do you need from us to begin?
A walkthrough of how your visits run today, your branding, and access to connect your CRM — we take it from there.
Still have questions?
Book a demo or just send us a note — we're happy to help.