SolarOS
ERP, CRM & customer portal for solar EPC companies
Key features
- Lead-to-project CRM
- Solar project execution — capacity, BoQ, DISCOM stages and daily site progress
- Payments, expenses and customer-wise profitability
- Margin intelligence before margins drift
- Customer self-service portal on web and Android
- Roles, fine-grained permissions and audit trail
- Team, attendance and payroll
- After-sales service, warranties and tickets
Overview
SolarOS brings CRM, project execution, procurement, payments, customer-wise profitability, payroll and after-sales service into one secure operating system — built for modern solar EPC operations.
- One workspace — sales, sites and service
- Customer-wise — finance and margin clarity
- Multi-tenant — secure workspace isolation
- Web + Android — office and field access
Every team works from the same truth
Replace disconnected spreadsheets and chat threads with workflows designed around how solar EPC companies actually sell, execute and support installations.
- Lead-to-project CRM — capture prospects, follow-ups, quotations, surveys and conversions without losing context between teams.
- Solar project execution — plan capacity, hardware, BoQ, DISCOM stages, attendance and daily site progress in one operational timeline.
- Payments and expenses — track milestone collections, customer-wise site costs, invoices and actual profitability with reconciled numbers.
- Margin intelligence — see customer-wise contract value, expenses, realized profit and project contribution before margins drift.
- Customer self-service — give every homeowner a secure portal for project progress, invoices, receipts, documents and service tickets.
- Roles and audit trail — control staff access with fine-grained permissions and retain an immutable activity history across the workspace.
- Team and payroll — manage employees, payroll runs, salary advances, site attendance and operational accountability.
- After-sales service — keep warranty cards, complaints, documents and customer conversations connected long after commissioning.
From first enquiry to long-term trust
Every handoff keeps the customer, project, commercial and service context attached — so your teams move faster without losing accountability.
- Capture & qualify — website enquiry, CRM lead, follow-ups and proposal.
- Plan & procure — system design, project creation, BoQ and inventory.
- Execute & collect — DPR, DISCOM, milestones, payments and site expenses.
- Serve & grow — portal, warranty, tickets, documents and referrals.
Questions, answered
Is SolarOS built only for solar EPC companies?
Yes. The workflows, terminology and reports are designed around rooftop solar sales, execution, billing, DISCOM coordination and lifetime customer service.
Can multiple companies use the same platform securely?
Yes. SolarOS is multi-tenant by design. Every EPC workspace has isolated records, branding, users, permissions and subscription limits.
Does it include a customer mobile experience?
Yes. Customers can securely access project status, payments, invoices, warranties, documents and service requests from web and Android experiences.
Can we start with our existing customer and project data?
Yes. During onboarding we can map your current spreadsheets and operating process into the SolarOS customer, project and finance structure.
Are plans and user limits configurable?
Yes. Subscription packages control projects, users and enabled modules. Contact us if your operation needs a custom enterprise package.