Settings & admin /a/settings
Admin-only configuration. Six sections in the left rail — set them up on day one, revisit when your prices, the subsidy scheme or your team change.
Company Profile
Your identity on every quotation, invoice and purchase order.
- Company Name — also used in the default WhatsApp messages.
- GST Number — your 15-character GSTIN; printed on invoices.
- Address — registered office address.
- Company Logo — PNG / JPG / GIF; uploads as soon as you pick the file.
Automation & Notifications
- Automated WhatsApp Notifications — greyed out on the Standard plan (Platinum feature – not included in your plan). One-tap manual WhatsApp works everywhere without it.
- AMC Reminder Lead Time (Days) — default 30.
- Subsidy Follow-up Threshold (Days) — default 45. Drives the dashboard's Stuck Subsidies count and the "Show Stuck Only" filter in the Subsidy Tracker.
WhatsApp Message Templates New
The wording used by every one-tap WhatsApp button. Placeholders in {{double_braces}} are filled in automatically. Six templates:
| Template | Used by | Placeholders seen |
|---|---|---|
| Lead follow-up message | WhatsApp icon on leads | {{customer_name}} |
| Quotation share message | Share on WhatsApp in the quote editor | {{customer_name}} {{system_size}} {{net_cost}} {{link}} |
| Invoice share message | WhatsApp on an invoice | {{customer_name}} {{invoice_number}} {{balance_due}} {{link}} |
| Project milestone update message | WhatsApp icon on a completed milestone | {{customer_name}} {{milestone_name}} |
| Service ticket message to technician | Service tickets | — |
| Payment receipt message | WhatsApp on a receipt | — |
Write them in your own tone and language, then click Save Configuration.
Product Catalog
Master list of components your quotations and purchase orders pull from. Add a product with:
| Field | Notes |
|---|---|
| Item Name, Brand | e.g. Solar Panel 550W, Waaree. |
| Unit | Nos / Set / Meters. |
| Default Rate | Selling rate per unit; can be changed inside any quotation. |
| GST % | Confirm current rates with your accountant. |
| Track Stock? New | Yes for items you hold in a godown (panels, inverters, structure, cable…). Only tracked items appear in Inventory and can be issued to projects. |
| Opening Stock New | Quantity already in your godown when you start. |
| Reorder Level New | At or below this quantity the item is flagged Reorder and counted in the dashboard's Low Stock card. |
| HSN Code New | The item's HSN code. |
Click Add. Use the edit and delete icons on a row to change or remove it.
Subsidy Rules
Central Subsidy Slabs (PM Surya Ghar) New
The central subsidy shown on every quotation. Three fields: Rate for first 2 kW (Rs / kW) (default 30,000), Rate for 3rd kW (Rs / kW) (18,000) and Maximum subsidy cap (Rs) (78,000). When the scheme is revised, change them here and click Save Central Subsidy Slabs — no code change needed.
State Subsidy Rules
One row per state: State Name, Subsidy / kW (Rs) and Max Cap (Rs), then Add Rule. Shipped rules: Maharashtra (₹5,000/kW, cap ₹30,000), Gujarat (₹10,000/kW, cap ₹30,000), Delhi (₹2,000/kW, cap ₹10,000). Add a rule for every state you quote in — otherwise its customers get ₹0 state subsidy and the quote shows a reminder.
Payment Templates
Saved splits for the quotation's Payment Schedule: Template Name, Advance %, Delivery %, Commissioning % (must add up to 100) and Status (only Active templates appear in quotations). Shipped: Standard 30-50-20, Standard 1 (20/40/40), Standard 2 (30/50/20).
Financiers New
The banks and NBFCs your customers borrow from, used on the Loans page. Each has a Name, Typical Rate (%), Typical Tenure (months) and Active flag. Shipped list: SBI, HDFC, Tata Capital, Canara Bank, Union Bank of India, Bank of India, Bank of Maharashtra, PNB, ICICI and Shriram Finance. Add more with Add; the trash icon removes one.
Team Management
Enter an email, tick one or more roles and click Send Invitation. Change an existing user's roles with Update Roles.
- Admin — full access including Settings and every report.
- Sales Executive — leads, quotes, follow-ups.
- Field Technician — assigned surveys and installation milestones.
- Accounts — payments, invoices and money reports; purchase orders and stock value.
- Store Keeper New — goods receipts, material issues and stock.
Take a few minutes here on day one — correct catalog rates, stock levels and state subsidy rules save you redoing quotes later.