From Solar Lead to Installation, Service & Maintenance — One Connected ERP
Manage solar leads, site inspections, quotations, project orders, installation progress, subcontractors, warranties and after-sales service with an Odoo-based Solar ERP.
CRM • Site Inspection • Quotations • Projects • Installation • Subcontractors • Warranty • Maintenance
Aarav Industries
SR-2048
Green Energy Pvt Ltd
One Connected Workflow for Solar Businesses
Connect the sales process with project execution and after-sales operations through a structured Odoo-based workflow.
Lead
Capture and manage solar opportunities.
ActiveSite Inspection
Schedule and record on-site requirements.
ScheduledQuotation
Prepare and manage project quotations.
In ReviewApproval
Move customer-approved work forward.
ApprovedProject Order
Create project work after approval.
PlannedInstallation
Track project installation progress.
In ProgressSubcontractor
Assign installation tasks to external teams.
AssignedCompletion
Record project completion milestones.
TrackedWarranty
Keep warranty information organized.
ActiveMaintenance
Manage ongoing service activities.
ScheduledSee Your Solar Business at a Glance
Bring your pipeline, projects, installation activity and service workload into one management view.
Connected pipeline
Lead Conversion
Project Progress
Installation Status
Service Requests
Turn Solar Leads Into Scheduled Site Inspections
Move qualified solar opportunities from your sales pipeline into structured site inspection workflows, with the customer and appointment context in one place.
- Lead Management for solar opportunities and customer conversations.
- Inspection Scheduling for planned site visits and assigned teams.
- Customer Information and site details captured in a consistent record.
- Inspection Status that keeps the next action visible.
Aarav Industries
Capture the Information Your Installation Team Needs
Use a structured site inspection workflow to record customer, site, system requirement and installation notes before preparing a quotation.
- Customer Details for a consistent project record.
- Site Details including the industrial site context.
- System Requirements captured for the next workflow stage.
- Installation Notes and inspection status for internal coordination.
Move From Inspection to Quotation
Present quotation information in a clear workflow that helps teams manage customer review and approval before project execution.
Aarav Industries
| Line item | Scope | Value |
|---|---|---|
| Solar Installation | 50 kW system | ₹24,50,000 |
| Project Services | Installation scope | Included |
Turn Approved Quotations Into Project Orders
Connect approved commercial work with a structured project order, planned dates and installation stages. Odoo workflows can be configured around your operating model.
- Approved Quotation becomes the starting point for project execution.
- Project Order keeps the customer and commercial context connected.
- Tasks organize the next steps across teams.
- Installation and Completion stages keep execution visible.
Aarav Industries
Track Solar Installation Progress
Give project managers and installation teams a shared view of completed, in-progress, pending and blocked work.
SOL-1082
Execution visibility
Monitor progress through configured project stages rather than relying on disconnected updates.
Manage Subcontractors & Installation Teams
Keep assigned work, team responsibilities and installation progress organized within the project workflow.
SunTech Installations
Assigned Project: SOL-1082
Electrical Works Team
Assigned Project: SOL-1082
Know Where Every Solar Project Stands
Use a practical project dashboard to compare active installations, risk and completion across your portfolio.
50 kW
100 kW
25 kW
Execution timeline
Keep Customers Supported After Installation
The relationship does not end when the installation is completed. Keep service activities organized in the same ERP environment.
Aarav Industries
Keep Warranty Information Organized
Maintain warranty records and connect them with customer history and service requests as part of the after-sales workflow.
- Warranty Records associated with the installed system.
- Warranty Status visible to the appropriate team.
- Customer History connected to the project record.
- Service Requests linked to the after-sales process.
Warranty management tracks the information you define. It does not imply manufacturer warranty coverage.
Warranty
Turn Solar Installations Into Long-Term Service Relationships
Organize maintenance schedules, service history and customer follow-up after installation, depending on your requirements.
Upcoming Maintenance
Green Energy Pvt Ltd · 100 kW system
Maintenance workflow
Track Every Service Request From Open to Closed
Give service teams a clear queue for new, assigned, active and resolved customer requests.
New 01
Assigned 01
In Progress 01
Resolved 01
Instead of managing sales, projects and after-sales in disconnected tools, connect the complete customer lifecycle in one ERP.
Turn Solar Operations Into Actionable Information
Use configured dashboards and reports to understand pipeline activity, projects, installation progress and service workload.
Operations overview
Solar Operations Don't Work in Isolation
Connect solar sales, project execution, inventory, accounting and after-sales operations within the broader Odoo ecosystem.
ERP
Relevant Odoo modules and workflows can be configured based on your implementation requirements. Every module is not automatically included in every implementation.
Why Solar Businesses Choose a Connected ERP
Build a reliable operational foundation across sales, project delivery and customer support.
One Customer Record
Keep sales, project and service information connected.
Better Project Visibility
Understand where every installation project stands.
Less Manual Follow-up
Reduce repetitive coordination between teams.
Connected Sales & Projects
Move from approved quotation to project execution with a structured workflow.
Subcontractor Visibility
Keep assigned installation work and progress organized.
After-Sales Continuity
Continue managing warranty and maintenance activities after installation.
Move From Scattered Solar Operations to One Connected ERP
Replace fragmented handoffs with a clear lead-to-installation and service workflow.
Before
After
Built for Solar Installation Businesses
Create a scalable ERP foundation around the way your solar business sells, installs and supports projects.
Solar EPC Companies
Connect solar sales, project execution and service workflows.
Solar Installers
Track installation projects and field activities.
Rooftop Solar Companies
Manage customer opportunities through installation and after-sales.
Commercial Solar Installers
Organize larger project workflows and installation teams.
Solar Service Providers
Manage service, warranty and maintenance activities.
Growing Solar Businesses
Build a scalable ERP foundation as operations grow.
Why Build Your Solar ERP With Cronquotech?
Combine Odoo expertise with a process-driven approach to solar sales, projects, field operations and after-sales.
Odoo Expertise
Build solar business workflows on a flexible Odoo ERP foundation.
Process-Driven Approach
Map your lead, inspection, project and service processes before implementation.
Customization
Adapt workflows around the way your solar business operates.
Integration Experience
Connect Odoo with external applications and APIs when required.
Project & Field Workflow Experience
Build structured workflows around project execution and service operations.
Ongoing Support
Continue improving and supporting your ERP after implementation.
From Solar Process to Connected ERP
A structured implementation process helps your teams move from current-state operations to a configured ERP.
Discover
Understand your sales, inspection, project and service processes.
Map
Map the complete lead-to-installation workflow.
Configure
Configure relevant Odoo modules and workflows.
Customize
Develop required custom functionality.
Integrate
Connect external systems where required.
Test
Validate sales, project and service workflows.
Train
Train teams on the configured system.
Go Live
Move operations into the ERP.
Solar ERP Questions, Clearly Answered
Understand how a configured Odoo solution can support solar installation and service operations.
Ready to Connect Your Solar Business?
Let's map your lead-to-installation and after-sales workflow and explore how Odoo can become the operational backbone of your solar business.
Lead. Inspect. Quote. Install. Service.
Connect the complete solar business lifecycle with Cronquotech and Odoo.