Sheet 01 · Module registry
61 admin modules, 14 areas.
SolarERP is deliberately modular. Activate the areas your EPC needs today — CRM and proposals first, inventory and HR when the team grows — without changing platforms or re-entering data.
01 · CORE
Admin Core
3 modules
CORE-01Admin DashboardReal-time charts, KPI tiles, business pulse.
CORE-02Admin Profile & SettingsPersonal preferences and global config.
CORE-03Quick Payment WidgetReceive a payment from anywhere in the panel.
02 · ACCESS
Users, Roles & Permissions
3 modules
USR-01User ManagementCRUD users, multi-role assignments, audit trail.
USR-02Role ManagementDefine roles and bundle permissions.
USR-03Permission ManagementGranular permissions across all modules.
03 · CMS
Website CMS
7 modules
CMS-01Blog ManagementEditor, categories, scheduling, SEO meta.
CMS-02Service ManagementService pages with rich content blocks.
CMS-03FAQ ManagementGrouped FAQs surfaced across the site.
CMS-04Page BuilderDrag-and-drop dynamic page composer.
CMS-05Menu ManagementMulti-level menu builder for header/footer.
CMS-06Social SidebarConfigurable floating social CTAs.
CMS-07Subscribers + CSVNewsletter list with one-click export.
04 · CRM
Customer Relationships
6 modules
CRM-01CRM DashboardPipeline health, conversion, activity.
CRM-02Lead ListingFilterable table with bulk actions.
CRM-03Kanban BoardDrag leads across stages with WIP limits.
CRM-04Lead DetailTimeline, notes, attachments, related deals.
CRM-05Follow-upsScheduled tasks with reminders.
CRM-06Pipelines & StagesMultiple pipelines per team or product.
05 · EPC
Solar EPC Core
8 modules
EPC-01Lead Source ManagementTag and attribute every inbound.
EPC-02Customer StatusesLifecycle states tailored to solar.
EPC-03Customer ManagementSingle record of truth per account.
EPC-04Custom Fields & GroupsBuild your own intake schema.
EPC-05Custom Field BuilderDrag-and-drop with validation.
EPC-06Project ManagementTrack every installation end-to-end.
EPC-07Project & Stage MgmtConfigurable stages & categories.
EPC-08Solar Leads + CSVPublic form inbox with export.
06 · PROPOSALS
Proposal System
7 modules
PRO-01Proposal ListingAll proposals with status & value.
PRO-02Create / Edit / From LeadSpin a proposal from any lead.
PRO-03PDF Preview & DownloadBranded, instant PDF rendering.
PRO-04Send & E-SignEmail and track recipient activity.
PRO-05Convert to ProjectWon proposals become live EPC projects.
PRO-06Item & Section MastersReusable pricing & content blocks.
PRO-07PDF Template EditorVisual section-based template builder.
07 · SURVEY
Site Survey
4 modules
SRV-01Survey ListingAll surveys filtered by project.
SRV-02Field BuilderCompose your own survey schema.
SRV-03Solar Map DesignerLay out panels on a roof canvas.
SRV-04Survey PDFAuto-generated structured reports.
08 · OPS
Task Management
3 modules
TSK-01Task Listing & DetailStandard task table with detail panel.
TSK-02Kanban BoardDrag tasks across statuses.
TSK-03Statuses, Priorities, LabelsFully configurable taxonomies.
09 · COMMERCE
E-Commerce Admin
4 modules
SHP-01E-Commerce DashboardSales, AOV, top products.
SHP-02Products & CategoriesCatalog with variants and brands.
SHP-03Brand ManagementManage panel/inverter manufacturers.
SHP-04Orders & InvoicesOrder lifecycle and invoicing.
10 · FINANCE
Finance & Payments
3 modules
FIN-01User PaymentsKhatabook-style ledger per user.
FIN-02Payment StatementsGenerate clean statement PDFs.
FIN-03Expense ManagementCategorized expense tracking.
11 · PEOPLE
People & Partners
4 modules
PPL-01Vendor ManagementVendor profiles + payment statements.
PPL-02Technician ManagementField crew with assignments.
PPL-03Franchise ManagementMulti-territory partner network.
PPL-04Banks & LoansSolar EMI partners & schedules.
12 · CAREERS
Careers
3 modules
CAR-01Job ManagementOpen positions, statuses, owners.
CAR-02Job BuilderCustom application schema per job.
CAR-03ApplicationsInbox with resume preview.
13 · INTEGRATIONS
Integration Module
3 modules
INT-01Integration DashboardAll third-party connectors at a glance.
INT-02Field MappingMap external forms to internal schemas.
INT-03Sync Logs & ImportVisibility on every record.
14 · DOCS
Document Management
3 modules
DOC-01Categories & TypesBuild a structured doc taxonomy.
DOC-02Customer DocumentsPer-customer doc vault with versions.
DOC-03Upload WorkflowMulti-file uploads with validation.
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