CRM Development for Solar Energy Business

Siya Infotech & Solar Energy CRM

README / Operating Document

Owner: Manoj
Business: Siya Infotech and Solar Energy
System: Google Sheets + AppSheet CRM
Version: 1.0
Date: 21 April 2026

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1. Purpose

This CRM is designed to manage the complete solar customer lifecycle from lead entry to subsidy and after-sales support.

The system helps manage:

customer leads

PM Surya Ghar applications

loan processing

site assignments

installation workflow

wireman work

document upload

complaints and service

agent commissions

staff task assignments

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2. Team Roles

Owner

Manoj

assign tasks

approve site visits

monitor dashboard

verify payments and commissions

Sales

Rihan

lead follow-up

customer visit

bank loan visit

sales updates

Application Executive

Rushikesh

PM Surya Ghar portal

documentation

issue corrections

Support

Divya

complaint management

customer support

Installer

Vishal

panel installation

structure fitting

site completion photos

Wireman

Samadhan

AC/DC wiring

inverter connection

testing

meter and earthing

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3. Google Sheet Tabs

Customers

Master customer database.

Staff

All staff names and roles.

Tasks

Daily work assignments.

SiteAssignments

Installer and wireman site allocation.

Installation

Installation work progress.

WiremanWork

Electrical work updates.

Documents

Customer KYC and site photos.

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4. Process Flow

Lead Entry → PM Application → Loan → Site Assignment → Installation → Wiring → RTS → Subsidy → Complaint Support

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5. Document Checklist

Required documents:

Aadhaar Card

PAN Card

Bank Passbook

7/12 Utara

Electricity Bill

Home Photo

Terrace Photo

Loan Documents

Installation Photos

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6. Site Assignment Workflow

Manoj assigns:

Vishal = Installer

Samadhan = Wireman

Each site creates:

1 site assignment record

2 task records

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7. Status Flow

Assigned → Site Reached → Work Started → Panel Installed → Wiring Completed → Testing Done → Completed

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8. Notes

All updates should be entered from AppSheet mobile app after each visit. mAke screenshot and google sheet