A rooftop or ground-mount system changes hands many times before it produces its first unit, and the customer keeps calling long after commissioning. We build the software that carries each project through those handoffs and keeps the system record useful afterwards.
A surveyor measures the roof, notes the sanctioned load and the main distribution board, photographs obstructions and collects recent electricity bills. If all of that stays in a phone gallery, the designer starts by asking again.
02 · PROPOSAL
Design and quotation
Someone sizes the system, chooses panels and inverter, and prices it. Revisions pile up, the customer signs one of them, and everyone downstream needs to know which.
03 · PAPERWORK
Approvals and financing
Grid connection or net-metering applications, any subsidy or loan file, and the customer's own documents move at the pace of outside offices. Projects stall here quietly.
04 · INSTALL
Material and crew
The bill of materials goes to purchase, a crew or partner installer is booked, and the site is photographed at agreed stages for quality checks.
05 · SERVICE
Commissioning and after
Serial numbers, warranties, as-built drawings and the handover pack become the system record. Cleaning visits, inverter faults and warranty claims attach to it for years.
Who needs what
Two outside parties, two different views.
Partner installers
Their jobs and nothing else.
A partner portal gives each installer or EPC partner the jobs assigned to them, the approved design, the material list and a place to upload stage photos and the commissioning sheet. They never see your margins or another partner's work.
Assigned jobs with site contacts
Stage photos against a checklist
Material issued and returned
Payout status per job
Customers
Where is my installation?
During a project, most customer calls ask that one question. A customer portal shows the stage, the next step and the documents still missing, and later becomes the place to raise a service request.
Project stage and pending documents
Signed proposal and invoices
Warranty cards and manuals
Service requests after handover
Small wins
Automations installers ask for first.
A survey form that will not submit without roof photos and the sanctioned load.
Numbered proposal versions, with the signed one locked and passed to purchase.
An ageing view of approvals waiting on the utility or a lender, sorted by days pending.
Notifications on WhatsApp or SMS when a stage closes or a document falls due.
Panel and inverter serials scanned on the roof, never typed later from memory.
Service tickets that open on the right system with its warranty dates already showing.
Before building, we ask a question installers often skip: who owns the system record once the project is marked complete? In many firms the project team closes its file and the service team opens a new one with half the details. We would rather design one record that the project fills in and the service team inherits.
We also ask which steps need evidence or an approval. A crew lead might be allowed to mark mounting complete with photos, while commissioning needs an engineer's sign-off. Those rules shape the screens, so we settle them early. Inverter monitoring platforms and manufacturer portals set their own access terms; where an interface exists we can bring generation data into the service record, and where it does not, we tell you at the start.
Installer questions.
Can we track jobs done by dealer or franchise partners?
Yes. Each partner gets its own login and sees only its own jobs. You see all of them, with stage, delays and pending payouts side by side.
Will you build our design or yield calculations?
No. Design and yield tools are specialist software, and your engineers stay responsible for those figures. We store their outputs against the project and the proposal so nobody has to hunt for them.
Contact
Show us where your projects stall.
Tell us which stage holds jobs up longest and we will suggest what to build around it.