Solar EPC
From a signed-up customer to a commissioned plant, on one project record.
Customers, projects, site surveys, proposals, subsidy claims, net-metering applications and AMC contracts, built around how solar EPC work runs.
On screen
What's included
- Customers
- Projects
- Site Surveys
- Proposals
- Proposal Items
- Proposal Templates
- Vendors
- Technicians
- Banks
- Bank Loans
- Subsidies
- Subsidy Rates
- AMC Contracts
- Service requests
- Net metering dashboard
- Net metering
- Website enquiries
What it does for you
A site survey records the roof, shadow, load and meter details with photos and map coordinates, and prints as a PDF report. You can add your own survey fields.
Proposals are priced from your own item list and come out as a branded PDF. Share it on WhatsApp or mark it sent, record why one was lost, and convert a won proposal into a project. CGST and SGST, or IGST, follow the buyer's GSTIN or state.
Each project has one page for its stages, site survey, bank loans, subsidies, materials, payments, documents and tasks. A stage can carry a checklist that staff tick off. Tabs that belong to another module appear when that module is on.
Record the bank loan on a project and share its monthly EMI and repayment schedule on WhatsApp. Track each subsidy case, with the central (PM Surya Ghar) and state amounts expected, approved, received and pending.
Net-metering applications move through DISCOM stages, each with its own SLA days, and a dashboard shows what is in progress, overdue or due for follow-up. AMC contracts set the visits per year, give each visit a technician and remind you before a visit or the contract expiry.
Who uses it
- Project managers and site engineers who move each installation through its stages.
- The proposal desk, which prices and sends quotes.
- Whoever chases DISCOM approvals, subsidy and bank loans.
- Service teams that run annual maintenance contracts.
Works with
Built on Solar EPC: