Project & Installation Tracking Setup

A robust solar ERP system must provide tools for precise project scheduling and milestone control:

• Engineering Milestones: Define specific project phases (site survey, structural design, permit approval, installation) and map client sign-off rules.
• Site Survey Forms: Capture and store property photos, roof measurements, structural reports, and electrical capacity data directly in the project file.
• Task Delegation: Assign tasks to design engineers, structural inspectors, permit filers, and onsite solar installers.

Equipment Inventory Management

Track solar panels, inverters, racking equipment, and electrical components with complete visibility:

• Serial Number Tracking: Manage warranty claims, lot numbers, and manufacture dates for high-value panels and batteries.
• Van Stock Reconciliation: Monitor real-time stock levels of solar kits, tools, and cables inside field technician vans.
• Automated Procurement Rules: Set reorder levels for solar panels and inverters based on long lead times and active project pipelines.

Field Service for Maintenance Visits

Operate efficiently and keep client solar systems performing at peak capacity with integrated service tools:

• Preventative Maintenance: Schedule annual solar panel cleanings, thermal inverter inspections, and battery cell health checks.
• Mobile Field Service App: Enable technicians to view work orders, check off safety sheets, log hours, and capture digital customer signatures.
• Service History Logs: Store detailed histories of repair calls, component replacements, performance metrics, and energy output reports.