Solar CRM
The solar lifecycle: master data, sites and approvals, surveys, assessments, estimates and BOQ, financing and subsidies, installation, payment schedules and maintenance.
Articles in Solar CRM
SOL-01Getting Started with the Solar CRM EditionSolar CRM edition only (internal product type solar_crm). The Solar vertical is a paid add-on module, so an Administrator must confirm it is enabled for your account before the solar screens appear.SOL-02Configure Solar Master DataSolar CRM edition. The Construction CRM edition has its own equivalent master settings. The vertical is a paid add-on module that an Administrator must enable for your account.SOL-03Create and Approve Solar SitesSolar CRM edition. The Construction CRM edition has its own equivalent construction site records. The vertical is a paid add-on module that an Administrator must enable for your account.SOL-04Complete a Solar Site SurveySolar CRM edition. The Construction CRM edition has an equivalent construction site survey. The vertical is a paid add-on module that an Administrator must enable for your account.SOL-05Record a Solar AssessmentSolar CRM edition. The same underlying screen is labelled Solar Assessment in this edition and Construction Assessment in the Construction CRM edition. The vertical is a paid add-on module that an…SOL-06Create Solar Estimates and ProposalsSolar CRM edition. The Construction CRM edition reuses the same underlying estimate screens. The vertical is a paid add-on module that an Administrator must enable for your account.SOL-07Create a Solar BOQ and Hand It to ProcurementSolar CRM edition. Handing the BOQ to procurement requires the Purchase add-on module, and BOM grouping and RFQ features require the Manufacture add-on module. An Administrator must enable these for your…SOL-08Configure Financing and Subsidy SchemesSolar CRM edition. The Construction CRM edition reuses the same underlying subsidy scheme screens. The vertical is a paid add-on module that an Administrator must enable for your account.SOL-09Manage a Solar Installation ProjectSolar CRM edition. Projects and tasks are core in all editions; the solar installation statuses are part of the Solar vertical, which is a paid add-on module an Administrator must enable.SOL-10Manage Solar Payment SchedulesSolar CRM edition. The Construction CRM edition has an equivalent payment schedule on its financial plan. The vertical is a paid add-on module that an Administrator must enable for your account.SOL-11Schedule Solar Maintenance and AMC VisitsSolar CRM edition. The Construction CRM edition has equivalent post-handover maintenance. The vertical is a paid add-on module that an Administrator must enable for your account.
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