Thirteen short guides covering every screen in your Solar CRM — from first lead through loans, stock and reports to AMC renewal.
The four KPIs, your sales pipeline, overdue follow-ups, stuck subsidies, loans awaiting sanction and low stock.
02Capture customers, move them across stages, and WhatsApp any lead in one tap.
03Schedule a roof visit, fill the technical form, upload site photos, and read the recommended kW.
04Build a line-itemised quote with auto-filled central + state subsidy, and share it on WhatsApp.
05Run the 10-step installation, issue material from stock, and see the customer's loan on one page.
06Monitor portal status, net-meter status, and time elapsed for every project's subsidy application.
07Record customer and loan payments, send receipts, and issue GST invoices at commissioning.
08Log service tickets for inverter and panel faults, and track annual maintenance contracts.
09Company profile, WhatsApp templates, product catalog and stock settings, subsidy slabs, financiers and team roles.
10Godowns, vendors, purchase orders, goods receipts, stock levels and material issues.
11Track customer solar loans from application to disbursement, and record bank payouts in one click.
12Sales, operations and money reports with date ranges, export and an owner's weekly summary.
13Embed a savings calculator on your website and receive enquiries straight into Leads.
PM Surya Ghar Muft Bijli Yojana central subsidy slabs ship with the 2024 rates and can be updated by your admin in Settings → Subsidy Rules.