Solar CRM User Guide

Welcome to your complete Solar CRM. This guide helps you manage the entire lifecycle of a solar installation—from the first lead to the final subsidy disbursement and after-sales service.

Quick Navigation
Leads
Surveys
Quotes
Projects

Dashboard

Your daily command center. The view changes based on your role:

  • Admins: See sales pipelines, monthly kW totals, and stuck subsidies.
  • Sales: View today’s follow-ups and pending quotes.
  • Technicians: View today's surveys and assigned installation tasks.

Leads

List: /a/leads/

What is this for?

Capturing new potential customers. It estimates system size automatically based on their monthly bill.

Key Actions:

  • Add Lead: Enter name, phone, and bill amount to start.
  • WhatsApp Chat: Click the WhatsApp icon to message the customer instantly.
  • Kanban Board: Drag leads from "New" to "Contacted" or "Won".

Next Step: Click a lead to view details and "Schedule Survey".

Site Surveys

List: /a/surveys/

For technicians visiting the customer's roof.

Technician Tasks:

  • Measure roof area and shading.
  • Check DISCOM connection type.
  • Upload site photos directly from mobile.

Smart Feature

The app auto-calculates the recommended kW size based on bill units and roof space.

Quotations

Create professional quotes with built-in subsidy calculations.

Action Outcome
Select System Size Auto-fills PM Surya Ghar subsidy amounts.
Add Line Items Picks products from your catalog with correct GST.
Click Share Sends a PDF quote to the customer's WhatsApp.

Installation & Payments

Milestones

Track 10 critical steps including:

  • Material Delivery
  • Panel Installation
  • Net Metering

Payments

Record money received at each stage:

  • Track Advance, Delivery, and Final payments.
  • Generate GST Invoices with one click.
  • Send payment reminders via WhatsApp.

Subsidy Tracker

Never lose track of government paperwork. Use this to monitor PM Surya Ghar portal status.

Documents Checklist Portal Registration Disbursement Date

Service & Settings

After-Sales

Log service tickets for faults and track AMC (Annual Maintenance) contract expiry dates.

Settings (Admin Only)

Configure your product catalog, state-wise subsidy amounts, and team roles.

This CRM is built for speed. Focus on the green badges to see what's done and red badges to see what needs your attention.