Solar Panel Installation & Maintenance System Odoo App
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo
$ 523.14
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) • Inventory (stock) • Maintenance (maintenance) • Employees (hr) • Purchase (purchase) • Website (website) |
| Community Apps Dependencies |
Show
•
CRM Project Integration
• Enhancing CRM Pipelines Through Sales Estimate Integration • Enhancing Equipment Performance with MRO Maintenance Excellence • Project Job Costing (Contracting) and Job Cost Sheet for Construction • Project Visit Record for Project and Tasks • Requisitions Material Stock and Purchase by Employees • Sale Estimates to Customer | Sales Proposal | Product/Service Estimate • Show Sale Estimates in Customer Portal • Website Job & Work Order Form with Customer Portal |
| Lines of code | 7695 |
| Technical Name |
solar_panel_installation_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) • Inventory (stock) • Maintenance (maintenance) • Employees (hr) • Purchase (purchase) • Website (website) |
| Community Apps Dependencies |
Show
•
CRM Project Integration
• Enhancing CRM Pipelines Through Sales Estimate Integration • Enhancing Equipment Performance with MRO Maintenance Excellence • Project Job Costing (Contracting) and Job Cost Sheet for Construction • Project Visit Record for Project and Tasks • Requisitions Material Stock and Purchase by Employees • Sale Estimates to Customer | Sales Proposal | Product/Service Estimate • Show Sale Estimates in Customer Portal • Website Job & Work Order Form with Customer Portal |
| Lines of code | 7695 |
| Technical Name |
solar_panel_installation_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
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.
- Detailed Visuals for Better Understanding:
- Watch an easy-to-follow video tutorial and explore the below screenshots for step-by-step guidance on using the system. Additional information on dependent app features and visuals is also available for a comprehensive overview. Video links: https://probuseappdemo.com/probuse_apps/solar_panel_installation_odoo/1503 and https://probuseappdemo.com/probuse_apps/solar_panel_installation_odoo/1450
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.
Edition Compatibility:
Enterprise Odoo.sh
New Solar Project Lead in CRM Pipeline
Sales Estimate Breakdown for Solar Lead
Create Sale Estimate Button on CRM Lead
Create Sale Estimate from CRM Wizard
Estimates Smart Button on CRM
List View of Sales Estimates Created from CRM
Confirm Button on Sale Estimate
Approve Button on Sale Estimate
Create Quotation Button on Sale Estimate
List View of Created Sale Orders
Form View of Sale Order (Odoo Standard)
Info Box Indicating Project Creation on Next Stage
Project Created for the CRM Lead and Set in Project Field
Projects Smart Button on CRM
Kanban View of Projects Created from CRM
Tasks/Job Orders of the Project
Solar Panel Installation Job Order Form View
Material Requisition Tab on Job Order
Material Requisition for Job Order
Job Costs Smart Button on Job Order
Materials Tab on Job Cost Sheet
Labours Tab on Job Cost Sheet
Overhead Tab on Job Cost Sheet
Visits Smart Button on Job Order
Project Visits Form View
Equipments Kanban View (Odoo Standard)
Maintenance Smart Button on Equipment Form View (Odoo Standard)
Maintenance Kanban View (Odoo Standard)
Create Job Order and Create Material Requisition Buttons on Maintenance Form View
Job Order Smart Button on Maintenance Form View
Job Order Created from Maintenance Request
Material Requisition Smart Button on Maintenance Form View
Material Requisition Created from Maintenance Request
Your Estimates Menu on Customer Portal
Estimates List View with Print Button on Portal
Estimate PDF View
Job Order Menu on Customer Portal
Job Orders List View with Print Button on Portat
Job Order PDF View
User Configuration Required for Full Module Usage
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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