Solar Installation Management Software

Full project lifecycle from signed contract to energisation, with every milestone tracked in a single pipeline view. Status columns for site survey scheduled, site survey complete, permit submitted, permit approved, equipment ordered, equipment delivered, installation scheduled, installation complete, utility inspection, interconnection application, and energisation. Each project card shows the current milestone, days in the current status, and the next action required. Operations managers see all projects at once with filters for status, crew, jurisdiction, and energisation date. Overdue milestones are flagged automatically so nothing waits until someone checks the spreadsheet.

Crew scheduling tied to project readiness -- a project is not schedulable until its permit is approved and equipment delivery is confirmed. Crew availability calendar showing each installer's assigned projects, days off, and certification status. Job assignment with travel time, site access notes, and equipment manifest pushed to the crew lead's mobile app. Multi-crew coordination for larger commercial installations where electrical, mounting, and commissioning crews work different days. Schedule conflict detection when a crew lead is double-booked or a certification required for a specific job type is missing. Daily crew manifest report for the operations team.

Site survey captured on a structured mobile form -- roof type, orientation, shading, electrical panel details, meter location, photos of each relevant area, and notes for the designer. Survey data submitted from the field and immediately visible to the design team without any file transfer. Design documents -- CAD files, single-line diagrams, structural engineering stamps -- stored against the project record with version control. Document package assembly for permit submission: select the required documents for the jurisdiction, generate a combined PDF, and log the submission date. Customer-facing documents -- contract, proposal, permit approval -- stored in the customer portal separately.

Permit workflow configured by jurisdiction -- each authority having jurisdiction has its own required steps, document checklist, and typical approval timeline. Permit submission date logged and expected approval date calculated. Approval, correction request, or rejection recorded with notes and corrective action tracked to resolution. Inspection scheduling with the utility or building department recorded against the project and the technician assigned. Inspection result -- pass, conditional pass, or correction required -- logged with photo evidence and correction workflow. Interconnection application milestone tracked separately from the building permit with utility-specific timelines.

Equipment order placed at contract execution with purchase order linked to the project record. Expected delivery date tracked against installation schedule so the crew is not dispatched before equipment arrives. Delivery confirmed by the operations team or warehouse with actual arrival date recorded. Equipment shortfall or substitution logged against the project with impact on the installation schedule assessed. Panel, inverter, and racking serial numbers recorded at installation for warranty tracking and utility interconnection documentation. Material consumption logged against each project for job costing.

Automated customer notifications at each milestone -- permit submitted, permit approved, installation date confirmed, installation complete, and energisation. Notification content configured by company with the customer's name, project address, and relevant dates populated automatically. Customer status portal showing the current milestone and next step in plain language -- no technical jargon. Two-way communication log so customer questions and responses are stored against the project record, not in a salesperson's email inbox. Post-energisation welcome message with portal login instructions and monitoring app setup guide.