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CORE PLATFORM

Everything Solar
In One OS

Lead management, quotation engine, project tracking, payments, team management, and analytics — every module built specifically for the solar industry.

Capture & Convert

Omnichannel Lead
Pipeline

Stop losing leads in messy spreadsheets. Our high-velocity capture engine synchronizes WhatsApp, web forms, and site surveys into one unified sales board.

Automated Lead Scoring
WhatsApp API Integration
Site Survey Geo-Tagging
Source Attribution Tracking
Explore Module

Leads

Manage your leads and track their progress through the pipeline.

NamePhoneStatusOwnerAssigned ToLead SourceNext Follow-upLast ActivityLocation
John Doe+91 98765 00001Hot LeadSales Rep 1Sales Rep 1WebsiteMar 22, 2026Mar 10, 2026Mumbai, MH
Jane Smith+91 98765 00002New LeadAdmin UserUnassignedSocial Media-Mar 10, 2026Pune, MH
Acme Industries+91 98765 00003In ProgressAdmin UserAdmin UserReferralMar 20, 2026Mar 10, 2026Delhi, MH
TechCorp Ltd+91 98765 00004In ProgressAdmin UserUnassignedCold Call-Mar 10, 2026Bangalore, KA
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Design & Close

Precision Quote
Studio

Generate accurate technical proposals in seconds. Built-in financial modeling for ROI, payback periods, and net-metering analysis that clients trust.

AI Shadow Analysis
Bill of Materials (BOM) Auto-Gen
ROI & LCOE Calculator
Branded PDF Export
Explore Module

Products / Services

Product/ServiceDescriptionQtyUnitUnit PriceTotal
Solar Panel 550WHigh efficiency monocrystalline solar panels10pcs₹15,000₹1,50,000
5kW Solar InverterGrid-tied solar inverter with monitoring1pcs₹45,000₹45,000
Mounting StructureGalvanized steel mounting structure1set₹25,000₹25,000
Installation & CommissioningComplete installation and setup1job₹30,000₹30,000

Terms & Conditions

1. Payment Terms: 30% advance, 40% on installation, 30% on commissioning

2. Warranty: 25 years on panels, 5 years on inverter

3. Installation timeline: 15-20 working days from order confirmation

4. Price valid for 30 days from proposal date

5. GST as applicable

Notes

Special discount applied for early bird customers

Pricing Summary

Subtotal₹2,50,000
Tax (GST)₹45,000
Discount-₹10,000
Total₹2,85,000

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Supply Chain OS

Warehouse &
Inventory

Manage multi-hub warehouse stock with real-time barcode tracking. Know exactly which panel serial numbers are on which truck at any given moment.

BOM-to-PO Automation
Stock Level Alerts
Serial Number Scanning
Multi-Warehouse Sync
Explore Module

Warehouses

Manage storage locations

NameCodeAddressContact PersonPhone
Main WarehouseWH001Industrial Area, Andheri East, Mumbai, Maharashtra - 400069John Doe+91-9876543210
Main WarehouseWH001Industrial Area, Andheri East, MumbaiJohn Doe+91-9876543210
newne1Solitaire Corporate Park, Andheri East Mumbaisoda09140341694
Secondary WarehouseWH002Sector 18, Gurgaon, Haryana - 122015Jane Smith+91-9876543211
Secondary WarehouseWH002Sector 18, Gurgaon, HaryanaJane Smith+91-9876543211

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Resource Catalog

Item & Price
Management

Maintain a dynamic catalog of all solar components. Sync prices from vendors and update your entire proposal engine with one click.

Vendor Price Mapping
Technical Datasheet Hub
SKU Categorization
Dynamic Margin Controls
Explore Module

Manage Items

Configure your product catalog and pricing

SKU / CodeItem NameCategoryUnit PriceIn Stock
PAN-W545-MWaaree 545W Mono-PERCSolar Panels₹14,5001,240 pcs
INV-SG250Sungrow 250kW On-GridInverters₹8,42,00012 pcs
MNT-HDG-GHDG Ground Mount StructureMounting₹4,20,00085 set

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Execute & Install

EPC Project
Lifecycle

Manage massive complexity with ease. Track every technical milestone from structural design to grid-tie sync in a visual interface.

Milestone Gantt View
Site Documentation Hub
Field Team GPS Check-ins
Client Approval Portal
Explore Module

Projects

Track and manage your solar installation projects.

Project IDClientLeadStatusPriorityManagerAssigned ToSizeAmountCreated Date
001Acme CorpJohn DoeNew ProjectMediumUnassignedAdmin User10 KW₹2,40,000Mar 10, 2026
002Tech SolutionsJane SmithSite SurveyHighAlex R.Admin User250 KW₹45,20,000Mar 12, 2026
003Global IndustriesRobert FoxEngineeringMediumSam T.Sarah Connor45 KW₹8,50,000Mar 14, 2026
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Workforce OS

Field Task
Automation

Assign site surveys and installation tickets to field crews instantly. Track daily progress reports (DPR) with geo-tagged proof of work.

Geo-fenced Check-ins
Photo Proof of Work
Mobile Task Lists
Crew Assignment Logic
Explore Module

Tasks

Manage and track your tasks across leads, projects, and tickets

complete4

Roof Shade Analysis

Drone footage processed for Chakan Industrial site.

Mar 12

Structural Stability

Civil engineer approval received for Baner Hills.

Mar 14

Client KYC Update

Aadhar and Pan copies synced for net-metering.

Mar 15
In progress3

Net-Metering App

Documentation pending with MSEDCL department.

Mar 20
high

Panel Dispatch

440 units of Waaree 545W leaving warehouse.

Mar 21
Cancelled1

Site Re-survey

Duplicate entry for Mumbai project.

Feb 28
To do2

BOM Verification

Finalize inverter counts for Ground Mount site.

Mar 25
high

SLA Configuration

Set up maintenance alerts for Q2 projects.

Mar 28
low

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Financial Health

Invoicing &
Recovery

Accelerate your cash flow. Automate milestone-based billing and track payment recoveries with integrated payment links and reminders.

Milestone Auto-Invoicing
GST Compliance Ready
Payment Reminder Bot
Financial Health Reports
Explore Module

Invoices

Create and manage invoices for your solar projects

Invoice #CustomerStatusDateDue DateTotalDue
INV-2026-004Tech Solutionsdraft2026-03-102026-03-11₹2,40,000₹2,40,000
INV-2026-002Global Industriesdraft2026-03-092026-04-08₹8,50,000₹8,50,000
INV-2026-001Acme Corpsent2026-03-012026-03-31₹1,24,000₹1,24,000

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Maintain & Retain

O&M Command
Center

Deliver elite post-install service. Automatically track SLAs, schedule maintenance visits, and generate site reports to ensure 99% plant uptime.

SLA Monitoring Alerts
Predictive Maintenance
Technician Mobile App
Client Service Portal
Explore Module

Field Operations

Manage site visits and field activities

Today's Visits0 visits
No visits scheduled for today
Upcoming Visits2 visits

site-survey

Acme Corp

Scheduled

Tech Park, Phase 1, Bangalore

Mar 18, 2026

8:30 AM

site-survey

Global Industries

Scheduled

Industrial Area, Pune

Mar 18, 2026

8:00 AM

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Executive Insights

Intelligence &
Analytics

Make data-driven decisions with real-time executive reports. Monitor pipeline value, conversion rates, and project margins from one screen.

MW Installation Trends
Margin Leakage Reports
Sales Velocity Dash
Field Crew Performance
Explore Module

Reports & Analytics

Comprehensive business intelligence and data insights

Navigator

adminExport

Quick Access

Executive Dash

Lead Analytics

Total Leads

156

↗ 12%

Converted

42

↗ 8%

Projects

15

↘ 2%

Tickets

8

↗ 5%

Tasks

24

↘ 3%

Intelligence Center

Choose a data module from the sidebar to view detailed analytics and performance trends.

📊

Charts

Interactive data visualization.

🔍

Drill-Down

Detailed metric analysis.

📥

Exports

Download XLS/PDF reports.

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Get Started Today

Ready to scale your empire?

Join leading EPC companies managing their operations on Solventaa. Stop wrestling with spreadsheets and start scaling.

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