Solar Panel Installation & Maintenance System for Odoo

Odoo-Based Solar Panel Service & Management System

Odoo ERP for Solar Panel Installation & Maintenance

Solar ERP: Streamlined Sales Estimate, Project Management & Service | Solar Business Management ERP: Sales, Projects & Service

Integrated Solar ERP: From Sales to Service

This module provides an end-to-end solution for managing solar business operations, covering everything from lead generation to after-sales maintenance. It streamlines the entire workflow, including sales estimates, quotations, project management, job costing, material requisitions, and maintenance requests.

With this module, businesses can efficiently track project progress, manage tasks/job orders, and handle solar equipment maintenance - all within Odoo. The system ensures seamless coordination between sales, project execution, and service teams, optimizing resource planning and improving operational efficiency.

Main Features:

• CRM & Lead Management:
• Manage and track solar business leads efficiently.
• Seamlessly convert leads into opportunities for sales estimation.
• Estimate Generation & Customer Portal Integration:
• Generate detailed sales estimates directly from leads.
• Display estimates on the customer portal for review and approval.
• Sales Order Management:
• Convert approved estimates into sales orders for project execution.
• Ensure smooth transition from estimation to order confirmation.
• Automated Project Creation:
• Automatically generate a project when a lead reaches the predefined stage for project initiation, ensuring a seamless transition from sales to execution.
• Job Order/Task Management:
• Generate job orders as part of project creation.
• Assign tasks/job orders,f track progress, and update job status.
• Comprehensive Job Costing:
• Prepare job cost sheets including labor, material, and overhead expenses.
• Ensure accurate financial planning and cost tracking for each project.
• Material Requisition & Inventory Planning:
• Create material requisitions for solar panel installation and maintenance.
• Optimize inventory management with proper material planning.
• Project Site Visits & Quality Inspections:
• Schedule and document project site visits for inspections and assessments.
• Maintain quality control throughout installation and maintenance phases.
• Advanced Equipment Maintenance Workflow:
• Register and track solar equipment in the system.
• Generate and manage maintenance requests for servicing.
• Automate material requisition for maintenance-related tasks/job orders.
• Link maintenance requests with job orders for seamless execution.

Workflow:

• CRM & Lead Management:
  • Create a new lead in the CRM pipeline.
• Estimate Generation:
  • Generate an estimate from the lead.
  • Display the estimate on the customer portal for review and approval.
• Sales Order Creation:
  • Convert the approved estimate into a sales order.
• Project Initiation:
  • When the lead reaches the "Qualified" or "Won" stage, a project is automatically created.
• Job Order Processing:
  • Generate job orders as part of project creation.
  • Display job orders on the customer portal.
• Job Cost Management:
  • Prepare a job cost sheet during job order processing.
  • Track labor, material, and overhead costs for accurate financial planning.
• Material Requisition for Installation:
  • Create a requisition for required materials needed for solar panel installation.
• Project Visits & Inspections:
  • Schedule and document site visits for project assessment and quality control.
• Equipment Maintenance Workflow:
  • Equipment Creation: Register equipment in the system.
  • Maintenance Request: Generate maintenance requests for equipment servicing.
  • Material Requisition: Create a requisition for required materials for solar panel maintenance.
  • Maintenance Request Flow: Allows you to create job orders for seamless execution.