Solar Installation
Solar Installation: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Survey and design files are scattered across email, so quote revisions get mixed up.
- Panel and inverter serial numbers go unrecorded, so warranty claims cannot be filed.
- Installation stages are not tracked, so nobody knows which site is at which step.
- Progress billing and the collection plan do not follow the contract, so cash flow cannot be forecast.
Workflows
From survey to contract
- The site survey is recorded with roof or land dimensions and consumption data.
- The design output produces the bill of materials and the quote.
- The approved quote is tied to the contract and the collection plan.
From installation to commissioning
- Panels and inverters ship to site with their serial numbers and leave stock.
- Installation stages — structure, panels, cabling — are checked off on the work order.
- Once commissioning and application paperwork are complete, the progress invoice is issued.
Documents
- Survey and design report
- Bill of materials (panel/inverter serial numbers)
- Installation work order
- Commissioning and application paperwork
Reports
- Project progress by site
- Progress billing and collection status
- Material tracking by serial number
- Quote-to-contract conversion
Metrics
- Survey-to-contract conversion rate
- Project completion time
- Progress-billing collection delay
- Installed capacity per site (kWp)
Compliance
- Grid connection agreement and application paperwork (unlicensed generation)
- Electrical installation conformity and acceptance procedures
- Occupational health and safety records (working at height)
Glossary
- Solar power plant (PV site)
- A solar plant site tracked as a project
- Progress billing
- Invoice and collection plan tied to a stage
- Commissioning
- The final installation stage closed with paperwork
- Serial-number tracking
- The stock record linking panels and inverters to a site
FAQ
Can I track panel serial numbers?
Yes — panels and inverters ship with serial numbers and the destination site is on record.
Can I track installation stages?
Yes — each site is checked off stage by stage on the work order and progress shows in the report.
Can I tie progress billing to the contract?
Yes — the collection plan is tied to stages; a completed stage produces the progress invoice.
Can I keep quote revisions?
Yes — each revision is versioned on the same opportunity record and the approved one becomes the contract.
Can I manage several sites at once?
Yes — each site opens as its own project; crew, materials and progress billing attach to that site.
