Run solar projects from site survey to commissioning
Quoting, procurement, on-site installation and maintenance in one system, with margin visible per project.
Solar is a sales business, a project business and a service business at once. The sales cycle is long, the components expensive, the installation on site, and the revenue spread over years. No company holding those four parts in separate spreadsheets sees a project’s real margin in time.
Manage a long sales cycle without losing the thread
The roof survey, consumption analysis, capacity calculation and quote revisions all gather on one opportunity record. The dashboard shows which quote is waiting at which stage, who is calling and the expected close date.
- Opportunity pipeline and stage tracking
- Quotes including capacity and payback period
- Revision history and customer approval
- Fast preparation with quote templates
Panels, inverters and installation in one project
An accepted quote becomes a project: the material list goes to purchasing and the installation tasks to the field crew. Long lead-time items are ordered ahead, so delays never reach the site.
- Project and material list from the quote
- Early sourcing for long lead-time items
- Field crew task scheduling
- Panel and inverter tracking by serial number
The project ends; the relationship should not
The commissioning checklist, acceptance record and warranty details are all captured. A recurring cleaning and maintenance contract then takes over — a one-off sale becomes recurring revenue.
- Commissioning checklist and acceptance record
- Warranty and serial number records
- Recurring cleaning or maintenance contract
- Actual profitability report per project
Every feature, just as it should be
One need, one application
The Odoo applications that pay off most in your industry.
We no longer lose weeks because material was ordered late. The project schedule holds.
Frequently asked questions
Can we see profitability separately for each solar project?
Can we order long lead-time equipment in advance?
Can a maintenance contract be set up after installation?
Run solar projects with the margin in view
Let us set up your quoting, procurement and installation flow together.