See the complete process before setup.

Explore fictional records, real workflow stages and the exact quotation templates this pack adds to UtilityHub.

Interactive sample · no account needed

Take one 5 kW job from lead to paid

Follow the fictional Mehta Residence project. Amounts, generation and savings are illustrative inputs—not live equipment prices or an engineering recommendation. Nothing is sent, signed, saved or charged.

Step 1 of 10: Enquiry

Qualified enquiry · Mehta Residence

Source: Website enquiry (sample)
Monthly bill: ₹7,200 entered by customer
Property: Owner-occupied residence
Next action: Survey on 23 September, 11:00

Open enquiries

6 surveys due

Capacity quoted

126 kW

This month

Active installs

2 due this week

Proof pending

Cannot close yet

Today’s attention list

Mehta Residence · 5 kW

Site survey tomorrow at 11:00 AM

Survey due

Sapphire Textiles · 40 kW

Commercial proposal viewed 3 hours ago

Follow up

Rao Villa · 8 kW

Testing complete; customer signature missing

Proof pending

Workspace configuration

Configured for this team

Residential rooftop — 5 kW

5 editable line items

Paid solar site survey

1 editable line items

Team workspace

Roles, reminders and audit history included

Ready to use your own records?

Create a private workspace, answer 6 onboarding questions, then enable the templates, rules and dashboard. This opens setup; it does not take a payment. Subscription access is reviewed separately in workspace billing.

Set up this pack

This safe demonstration uses fictional sample data. No shared password, customer information or editable production record is exposed.