✨ Key Features

• 🔄 End-to-End Solar Project Management – Manage the complete lifecycle of solar projects from initial lead generation to final installation and handover, all in one place.
• 🤝 Integrated CRM Workflow – Convert leads into solar projects seamlessly with full tracking of customer interactions, requirements, and project progress.
• 🔍 Site Inspection Management – Schedule, assign, and record detailed site inspections with structured data, images, and notes to ensure accurate project planning.
• 📐 Solar System Design Tracking – Create and manage solar design details including system capacity, layout, and technical specifications.
• ⚙️ Installation Workflow Automation – Plan, assign, and monitor installation tasks with real-time status updates and team coordination.
• 📄 Government Approval Process – Track approval stages, documentation, and compliance requirements to avoid delays and ensure smooth execution.
• 👷 Subcontractor & Team Management – Assign teams or subcontractors to specific tasks and monitor their performance and responsibilities.
• 🌐 Customer Portal Access – Allow customers to view project status, inspection updates, and progress directly from the portal.
• 📊 Interactive Dashboard & Reporting – Get a clear overview of all ongoing projects, statuses, and performance metrics through a centralized dashboard.
• 📁 Document Management System – Store and manage all project-related documents such as approvals, reports, and installation records in one place.
• ⚡ Reduce Manual Work & Errors – Automate workflows and eliminate repetitive processes to improve efficiency and accuracy.

⚙ How It Works

The Solar Management System streamlines your entire solar project lifecycle by connecting all processes into a single, easy-to-manage workflow within Odoo.

• Step 1: Lead Creation & Opportunity Management – Capture customer inquiries through CRM and convert them into solar project opportunities. Track customer requirements, location, and project expectations.
• Step 2: Site Inspection Planning – Schedule and assign site inspections to your team. Collect detailed on-site data, including measurements, images, and feasibility notes.
• Step 3: Solar System Design – Prepare system designs based on inspection data, including capacity planning, panel layout, and technical specifications.
• 4. Government Approval & Status Management – Upload necessary documents for government approval and maintain all records in one place. Update and track approval status manually based on portal progress to ensure smooth project flow and better visibility.
• Step 5: Installation Execution – Create and assign installation tasks to internal teams or subcontractors. Monitor progress, timelines, in real time.
• Step 6: Project Tracking & Customer Updates – Use dashboards and portal access to keep both your team and customers informed about project progress and key milestones.

📷 Solar Management Dashboard

👉 Open the Solar Management module to view and manage all solar project activities from one place.

📷 Lead Creation & Opportunity Management

👉 Capture customer details, define solar requirements, and manage leads efficiently.

👉 Track opportunity progress, upload documents, and monitor project activities.

📷 Site Inspection Management

👉 Assign a survey team and schedule a site inspection directly from the opportunity.

👉 The inspection team collects site data including technical analysis, checklist, and images, then submits the inspection for review.

👉 After submission and approval, the inspection details are displayed and users can proceed to create the solar system design.

📷 Solar System Design

👉Create the solar system design using predefined templates that automatically populate system details and components. After finalizing the design, users can generate quotations or proceed with installation.

📷 Government Approval & Status Management

👉 Handle government approvals by submitting application details, managing documents, and tracking approval progress.

📷 Installation Execution

👉 Assign an installation team or subcontractor to execute the project.

👉 Track installation progress, manage team execution, and upload images as proof of completed work.

📷 Customer Project Tracking Portal

👉 Customers can monitor project progress, approvals, documents, and installation updates in real-time.