SMS
Solar Management System
Core Modules

Powerful modules.
Built for high-performance teams.

SMS combines every critical workflow — from field surveys to storefront billing — into one cohesive platform.

Operations Dashboard

Real-time command centre

Your real-time command centre. Track active installers, pending surveys, branch-wise revenue, and dispatch logs — all on a single auto-refreshing dashboard with interactive KPI trackers.

18
Active Crews
↑ 12% this month
38
Pending Surveys
↓ 4 from yesterday
1,420 kW
Capacity Installed
↑ 24% vs last month

Field Survey

On-site parameter recorder

On-site crews record shading parameters, roof pitch, azimuth dimensions, and images — syncing live to HQ.

Live Survey Record
GPS18.52°N 73.85°E
Azimuth184.2° South
Roof Grade32.4° Optimal
StatusSynced ✓

Project Tracking

8-step operational wizard

Step-by-step progress visibility from initial site assessment, proposal sign-off, structural design, net metering, to commissioning.

Application Phase
Submit connection files
Structure & Mount
Complete array setup

Equipment Allocation

Inventory & serial tracker

Track requirements and allocations for solar modules (brands, wattages) and inverters (brands, capacity ratings). Monitor dispatches across warehouse depots.

Alloc #EQ-4892 Allocated
48× 540W Mono-SiActive
12× Micro-InvertersPending
Total Value ₹1,840,000
SCANVERIFIED ✓
SERIALPANEL-SP-540W
STOCK-48 Units

Access Control (ACL)

Role-based data shields

Limit financials, site reports, dispatches, and configurations to specific employee roles.

Admin
Full Access Override
Installer
Assigned Sites Only

Branch Management

Coordinate branch units

Monitor regional dispatches, statewise tax policies, and inventories across different offices.

HQ Office
Mumbai, MH
₹2.4M
Branch Office
Pune, MH
₹1.8M

Audit Logs

Track every critical log

Track all actions date-stamped and linked directly to user accounts for absolute accountability.

Proposal signed
INV-402
₹16,500
Survey synced
18.52°N
GPS Sync

B2B Management

Dealer & partner portal

Business-to-business operations for dealers, wholesale customers, and partner companies with dedicated portals.

SolarTech Corp
Gold Partner
₹2.4M
Green Energy Ltd
Silver Partner
₹1.8M

Customer Portal

Client self-service hub

Empower your clients with a secure login to track their 8-step installation timeline, download feasibility approvals, and view live status updates.

Project Timeline Step 5/8
Billing & Invoices Complete
Structure Setup Complete
Module Mounting in Progress
Documents & Receipts
Feasibility Report
Payment Receipt #3
Operational Flow

Survey to Sale — 4 simple steps

All modules work in sync to take a client from first enquiry all the way to completed installation and payment.

1

Onsite Assessment

Field crews log GPS coords, roof data, and geo-tagged photos via the Survey module.

2

Proposal & Sign-off

Back-office reviews data, matches inventory, and sends a structured proposal to the client.

3

Stock & Dispatch

On deposit confirmation, stock updates instantly and dispatch managers assign crews.

4

Project Close

Crews complete installation, obtain digital signatures, and upload final grid-connect approval.

Complete Process Flow

8-Step Solar Installation Workflow

From initial client enquiry to final grid connection — every stage tracked, documented, and automated in one platform.

1

Application Phase

DISCOM docs

2

Billing & Invoices

Generate bills

3

Structure Setup

Framework setup

4

Module Mounting

Mount panels

5

Inverter Setup

Inverter installation

6

Meter Process

Install net meter

7

Foundation Work

Civil & foundation

8

Subsidy Claim

Claim government subsidy

Complete
8
Process Steps
Complete installation workflow
100%
Trackable
Every stage documented
Auto
Automated
Notifications & alerts
In-Depth Features

Every Module Explained In Detail

Understand how each module works together to streamline your solar business operations.

Operations Dashboard

Your real-time command centre for monitoring all business activities at a glance.

Key Features

Real-time KPIs
Track active crews, pending surveys, capacity installed, and revenue metrics live
Auto-refresh
Dashboard updates automatically every 30 seconds for latest data
Branch-wise View
Filter and view metrics by regional branch offices
Smart Alerts
Get notified for critical events like delayed surveys or pending approvals

Field Survey Module

Empower field teams to capture accurate site data with mobile-friendly forms.

Key Features

GPS Capture
Auto-capture coordinates with one-tap GPS location tagging
Shading Analysis
Record shading patterns, roof pitch, and azimuth angles
Photo Uploads
Upload geo-tagged site photos directly from mobile devices
Live Sync
Data syncs to HQ in real-time even in low-bandwidth areas

Project Tracking

Complete visibility into every stage of the 8-step installation process.

Key Features

Stage Tracking
Track progress through all 8 installation stages with status indicators
Document Management
Store and track all DISCOM documents, approvals, and certificates
Timeline View
Visual timeline showing project milestones and estimated completion
Client Portal
Share progress updates with clients through a secure portal

Equipment Allocation

Smart inventory management for panels, inverters, and installation materials.

Key Features

Serial Tracking
Track individual panel and inverter serial numbers from warehouse to site
Multi-depot Support
Manage inventory across multiple warehouse locations
QR Scanner
Scan QR codes to instantly verify and allocate equipment
Stock Analytics
Real-time stock levels, reorder alerts, and usage reports

Team Management

Coordinate installation teams, assign tasks, and track field operations.

Key Features

Team Assignment
Create teams and assign them to specific sites and projects
Location Tracking
Track team locations and status in real-time
Task Management
Assign daily tasks and track completion status
Attendance & Duty
Manage staff schedules, duty rosters, and attendance records

B2B Management

Business-to-business operations for dealers, partners, and wholesale customers.

Key Features

Dealer Portal
Dedicated portal for dealers to place bulk orders and track shipments
Wholesale Pricing
Tiered pricing structure based on volume and partnership level
Credit Management
Set credit limits, payment terms, and track outstanding balances
Bulk Orders
Process large quantity orders with automated inventory allocation
Partner Tiers
Manage different partnership levels with customized benefits
Company Accounts
Create and manage company profiles with multiple authorized users
Ready to get started?

Get a live walkthrough of every module

Our team will personally demo each feature — tailored to your business size, team structure, and workflow. No obligation. No credit card needed.

Free 30-day trial
All modules included
No credit card
Email support 24/7
1
DISCOM docs

Application Phase

The official utility (DISCOM) grid application is prepared and submitted, registering the consumer reference and obtaining registration receipts.

Status: Tracked & Verified