Site details disappear between calls
Keep the electricity-bill context, roof notes, proposed capacity and next action on the same customer record instead of reconstructing them from chats.
For rooftop solar businesses
Solar CRM that runs every installation from enquiry to final payment.
Qualify rooftop leads, capture site surveys, build reviewed quotations, coordinate installation proof, issue invoices and track payment in one solar business workspace.
₹999 Team plan with Solar configuration included · 14-day trial, no card required
SuryaGrid Energy
Configured dashboard
Open enquiries
18
6 surveys due
Capacity quoted
126 kW
This month
Active installs
7
2 due this week
Proof pending
2
Cannot close yet
Built for the handoffs that leak revenue
Stop rebuilding the job from WhatsApp, sheets and memory.
UtilityHub does not replace solar engineering. It keeps the reviewed commercial scope, assigned work, proof and collection status connected so the team knows what must happen next.
Quotations are slow to review
Start from an editable solar scope, expose assumptions and exclusions, and keep the accepted version connected to the order.
Installation and collection drift apart
Track the crew, completion evidence, invoice and recorded balance as one delivery journey so commercial follow-up does not vanish after handover.
Faster follow-up
Every enquiry has an owner, next action and visible status.
Controlled scope
The reviewed quote stays connected to the order and job.
Proof before closure
Photos, checks and customer sign-off remain attached.
Visible collections
Issue the invoice and record partial or final payment.
Functioning process
One workflow from first record to paid job.
Move a qualified enquiry through survey, reviewed quotation, installation proof, invoice and payment follow-up. Every stage opens a working UtilityHub module for customers, quotations, orders, jobs, documents or reminders.
1
Qualify enquiry
Capture load, property, bill and decision-maker details.
2
Complete site survey
Record roof area, shadow risk, structure and sanctioned load.
3
Send system proposal
Issue a GST-aware proposal with named components and assumptions.
4
Confirm customer order
Convert the accepted scope into a controlled delivery order.
5
Run installation
Assign the crew, schedule site work and track the active job card.
6
Collect commissioning proof
Attach photos, test evidence and customer sign-off before closure.
7
Invoice, collect and follow up
Issue the invoice, record payment and keep service or external-process reminders visible.
One accountable path from rooftop lead to paid job
Keep solar leads and survey notes together
Create a customer record, note the site requirements and schedule the next survey or follow-up. Keep the proposed capacity and site assumptions with the work so the quotation has a clear starting point.
Build a solar installation quotation
Start with an editable rooftop or paid-survey template. Review component descriptions, quantities, prices, tax rates and exclusions before sharing a proposal. Template figures are examples, not a live equipment-price catalogue.
Track installation jobs and completion evidence
Carry accepted work into orders and job cards. Record progress, attach installation evidence, prepare a completion report, issue an invoice and record payment. The pack uses the same customer and job workspace as your other business tools.
Templates included
Start from a complete scope, not a blank page.
Residential rooftop — 5 kW
Survey, modules, inverter, structure, BOS and installation.
5 editable scope lines · GST aware
Paid solar site survey
A simple survey-first offer for qualified enquiries.
1 editable scope lines · GST aware
Operating guardrails
Rules that reduce expensive mistakes.
Record sanctioned load, roof type, usable area and shadow risk before final quotation.
Name the proposed module and inverter models; do not promise unspecified equivalents.
Label generation and savings as estimates, with assumptions visible to the customer.
State who owns subsidy, net-metering and DISCOM coordination in every quotation.
Require installation photos, test results and customer sign-off before completion.
Issue the final invoice from the approved commercial scope and record payment against the customer account.
Industry onboarding
6 focused answers configure your workspace.
Editable templates
Prices and scope are examples; your team reviews every customer quote.
Proof-based completion
Jobs only close after completion evidence is attached.
Before you choose Solar Installer Pack
Who is this solar CRM for?
It is designed for small rooftop solar installation teams that need customer records, quotations and delivery tracking together. The included onboarding and examples are oriented to installers in India.
Does UtilityHub design solar systems or calculate subsidies?
No. This pack manages the business workflow; it is not a panel-layout, shading-simulation or engineering tool. Your team supplies and reviews system design, generation assumptions, tax treatment and any subsidy details. It does not submit DISCOM or government applications automatically.
Can I try the solar quotation workflow before registering?
Yes. The guided demo is read-only and contains fictional examples from enquiry through invoice and recorded payment. It does not change real customer records or create a charge. Automatic card or bank settlement requires a separately configured payment provider.
Compare workspace pricing · Review security and data handling · Explore the shared business workspace
Run solar work in one place.
Start the Team plan with a 14-day trial. Create your workspace, answer the solar setup questions and open your first reviewed quotation template. No card is required for the trial.
Activate Solar Installer Pack