Comprehensive Solar Installation Management System
Budget: ₹1,500 – ₹12,500 INR
1. Lead / Customer Entry Form
Function:
A form to enter new customer details.
Fields:
Name
Mobile Number
Location
Referred By
Plant Size (kW)
Rate (₹ per kW)
File / Loan Status
Usage:
To add new customer leads, and later filter/search all leads from one place.
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2. Installation Progress Tracking
Function:
A system to track installation steps for each customer.
Installation Stages:
Structure
Earthing
Wiring
Inverter
ACDB/DCDB
Panel
Meter Testing
System ON
Usage:
To check which step is pending for which customer, so the team can follow up accordingly.
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3. Subsidy Status Tracking
Function:
A tracker for each stage of the government solar subsidy process.
Stages:
1. Vendor Selection – Customer selected on portal
2. Agreement Upload – Contract uploaded
3. Installation Details – System details filled
4. Inspection – Site inspected by DISCOM
5. Subsidy Redeem – Request submitted on portal
6. Subsidy Dispatch – Subsidy received in bank
Usage:
To know the exact subsidy status of each customer and follow up easily.
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4. Payment Receipt Generation
Function:
To record customer payments and auto-generate a professional PDF receipt.
Receipt Fields:
Amount
Date
Mode (Cash / Bank / UPI)
Customer Name
Usage:
For giving professional receipts to customers and maintaining proper payment records.
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5. Photo Upload
Function:
Allow photo uploads at each stage of installation.
Photo Categories:
Structure
Wiring
Inverter Setup
Meter Testing
Final System ON
Usage:
To maintain a photo record of all work – useful for subsidy portal or future reference.
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6. Stock Management (with Serial Numbers)
Function:
Track inventory of solar materials with quantity and serial numbers.
Items to Track:
Solar Panels
Inverters
Net Meters
Solar Meters
ACDB / DCDB
Wire Bundles
Earthing Rods
Lightning Arrester
Usage:
To know what material is in stock, when to reorder, and which serial number was installed at which customer’s site.
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7. PDF Report Generation
Function:
Auto-generate a full project report in PDF for each customer.
PDF Includes:
Customer Name & Contact
Project Status
Photos
Payment Details
Subsidy Status
Remarks
Usage:
For offline record keeping or for sharing with banks, DISCOM, or other authorities.
Function:
A form to enter new customer details.
Fields:
Name
Mobile Number
Location
Referred By
Plant Size (kW)
Rate (₹ per kW)
File / Loan Status
Usage:
To add new customer leads, and later filter/search all leads from one place.
---
2. Installation Progress Tracking
Function:
A system to track installation steps for each customer.
Installation Stages:
Structure
Earthing
Wiring
Inverter
ACDB/DCDB
Panel
Meter Testing
System ON
Usage:
To check which step is pending for which customer, so the team can follow up accordingly.
---
3. Subsidy Status Tracking
Function:
A tracker for each stage of the government solar subsidy process.
Stages:
1. Vendor Selection – Customer selected on portal
2. Agreement Upload – Contract uploaded
3. Installation Details – System details filled
4. Inspection – Site inspected by DISCOM
5. Subsidy Redeem – Request submitted on portal
6. Subsidy Dispatch – Subsidy received in bank
Usage:
To know the exact subsidy status of each customer and follow up easily.
---
4. Payment Receipt Generation
Function:
To record customer payments and auto-generate a professional PDF receipt.
Receipt Fields:
Amount
Date
Mode (Cash / Bank / UPI)
Customer Name
Usage:
For giving professional receipts to customers and maintaining proper payment records.
---
5. Photo Upload
Function:
Allow photo uploads at each stage of installation.
Photo Categories:
Structure
Wiring
Inverter Setup
Meter Testing
Final System ON
Usage:
To maintain a photo record of all work – useful for subsidy portal or future reference.
---
6. Stock Management (with Serial Numbers)
Function:
Track inventory of solar materials with quantity and serial numbers.
Items to Track:
Solar Panels
Inverters
Net Meters
Solar Meters
ACDB / DCDB
Wire Bundles
Earthing Rods
Lightning Arrester
Usage:
To know what material is in stock, when to reorder, and which serial number was installed at which customer’s site.
---
7. PDF Report Generation
Function:
Auto-generate a full project report in PDF for each customer.
PDF Includes:
Customer Name & Contact
Project Status
Photos
Payment Details
Subsidy Status
Remarks
Usage:
For offline record keeping or for sharing with banks, DISCOM, or other authorities.