Qualify enquiry
Capture load, property, bill and decision-maker details.
Customer contact
Electricity-bill context
Site address
18
6 new today
Solar Installer Pack
See the complete process before setup.
Explore fictional records, real workflow stages and the exact quotation templates this pack adds to UtilityHub.
Seven connected operating stages
Rooftop solar delivery pipeline
Move a qualified enquiry through survey, reviewed quotation, installation proof, invoice and payment follow-up.
Complete site survey
Record roof area, shadow risk, structure and sanctioned load.
Roof measurements
Shadow notes
Electrical review
6
2 due today
Send system proposal
Issue a GST-aware proposal with named components and assumptions.
Capacity and generation estimate
Module and inverter make
Subsidy responsibility
12
₹31.6L quoted
Confirm customer order
Convert the accepted scope into a controlled delivery order.
Accepted quotation
Payment terms
Expected completion
8
3 awaiting advance
Run installation
Assign the crew, schedule site work and track the active job card.
Assigned team
Material readiness
Scheduled dates
7
2 due this week
Collect commissioning proof
Attach photos, test evidence and customer sign-off before closure.
Installation photos
Test results
Customer signature
5
2 incomplete
Invoice, collect and follow up
Issue the invoice, record payment and keep service or external-process reminders visible.
Handover complete
Payment status
Next service reminder
9
3 balances need attention
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.
This safe demonstration uses fictional sample data. No shared password, customer information or editable production record is exposed.