The Future of Solar EPC

Explore our end-to-end digital workflow system from three unique perspectives.

01

Telecaller Inquiry

02

Lead Interest Verify

03

Sales Site Visit

04

Technical Quotation

05

Documents Collection

06

Backend File Processing

07

DISCOM/Bank Login

08

1st Tranche Credit

09

Material Procurement

10

Solar Installation

11

Net Metering Setup

12

Final Project Handover

SYSTEM FEATURES

  • Real-time tracking of every project stage
  • Automated task assignment to teams
  • Secure document vault for client KYCs
  • Custom reports and data analytics
  • Integrated stock & inventory management
  • Multi-device access (Mobile/Desktop)

STOCK CONTROL

  • Digital Inventory In/Out tracking
  • Low stock automated alerts
  • Supplier and transport management
  • Project-wise material allocation
  • Real-time stock valuation reports

PROJECT GOALS

  • Reduce project completion timelines
  • Eliminate document processing errors
  • Increase customer transparency
  • Grow business through automation

Inquiry Call

Customer contact details collected and initial inquiry logged into the system.

Interest Check

Customer interest confirmed and moved to the technical survey phase.

Visit Scheduling

System automatically assigns the lead to a Field Sales Manager for site survey.

Technical Survey

FSM performs technical assessment and uploads site photos directly from mobile.

Status Closure

Non-feasible or disinterested inquiries are closed with specific reason codes.

Quotation Flow

Customized solar quotation generated based on technical survey data.

Backend Ops

Processing of DISCOM permits and banking documentation.

Approval Log

System tracks 1st tranche credits and government permit status.

Supply Chain

Material procurement triggered and transport challans uploaded.

Project Execution

Installation team deploys and net metering setup is completed.

Verification

Final site verification and 2nd tranche amount approval.

Subsidy Flow

Government subsidy file processing and final verification.

Handover

Final invoice and project completion certificate issued to client.

Live Ops

Real-time updates

Structure

Team hierarchy

Privacy

Data encryption

Validated

Audit ready

Inquiry

Telecalling

Interest verification and lead logging into portal.

Follow-up

Rescheduling

Managing follow-ups for technical survey dates.

Field

FSM Task

Site assessment and document collection via app.

Doc

Validation

Verification of customer documents and site feasibility.

Sales

Pricing

Quotation generation and token collection.

Cloud

Data Upload

Uploading files to secure cloud storage.

Ops

Backend

Permit processing and banking portal integration.

Finance

1st Tranche

Verification of first stage payment status.

Stock

Logistics

Material requisition and dispatch tracking.

Task

Installation

Physical mounting and electrical setup.

Check

Verification

Final technical audit and subsidy processing.

End

Handover

Delivery of project files and warranty cards.

System Features

  • Stage-wise project monitoring
  • Task and team performance tracking
  • End-to-end data encryption
  • Automated permit reminders

Inventory Mgmt

  • Dynamic stock update system
  • Material in-out digital ledger
  • Supplier performance tracking
  • Automated low stock alerts

Business Growth

  • Increase project turnaround speed
  • Zero-error document processing
  • Professional client reporting
  • Scale business through automation