Use this plan to get a rooftop solar team live within a week. By day 7, every new enquiry should enter Solar EPC Software first.
Day 1: Company, offices and roles
- Add company details, GSTIN and district offices under
Settings > Company. - Invite users with roles for admin, telecaller, site engineer, installer and accounts.
Day 2: Products and price list
- Add panel and inverter models with capacity, warranty, HSN code and GST rate.
- Set up standard system sizes, such as 3 kW and 5 kW, with a default bill of materials.
Day 3: Documents and workflow
- Review the PM Surya Ghar document checklist and mark which items are mandatory.
- Adjust stage names if your DISCOM follows different steps.
Day 4: Leads
- Import your lead sheet from Excel. Duplicate mobile numbers are removed automatically.
- Distribute leads to telecallers and ask them to log every call outcome.
Day 5: Survey and quotation
- Book a site survey for an interested lead and capture roof area, shade and load on a phone.
- Generate your first quotation PDF and share it on WhatsApp.
Day 6: Stock and installation
- Enter opening stock with serial numbers for panels and inverters.
- Create an installation job and let the team upload photos and serial numbers from site.
Day 7: Review
- Check the pipeline report by stage and by telecaller.
- Find applications waiting on documents and follow up with those customers.
Tip: Never mark a job complete from the office. Let installers close it from site, with the photos attached.
Want a walkthrough for your whole team? Book a demo or raise a ticket.