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.

Built with
FUZEN