How do field technicians update task progress?

Technicians use the SolarCrm mobile app to see their assigned tasks, mark them complete, upload site photos and log expenses - all from their phone on-site. Updates sync instantly to the project dashboard.

Can I set milestone dependencies?

Yes. You can define predecessor milestones so that a subsequent phase cannot be started until the prior one is marked complete. This prevents out-of-order execution and keeps your project sequence clean.

How does milestone invoicing work exactly?

When you define milestones, you can assign a billing percentage or fixed amount to each one. When that milestone is marked complete, SolarCrm automatically creates a client invoice for the associated amount and notifies your finance team. No manual billing trigger needed.

🏗️ Project & Milestones Module

Every task, every milestone - tracked to completion

When a deal is won, SolarCrm auto-creates a project. Define milestones, assign tasks to your crew, log expenses, monitor progress in real time - and trigger invoicing the moment each milestone is complete.

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Project #87 - Clearview Solar Park · 25kW Rooftop

68%

Progress

On schedule

Milestones

2 done

Jun 20

Target date

6 days left

Milestone	Tasks	Due	Status
Civil & Foundation	4/4	3 Jun	Done
Mounting Structure	3/3	8 Jun	Done
Panel Mounting & Wiring	3/5	14 Jun	In progress
Inverter & Grid Connection	0/4	16 Jun	Pending
Commissioning & Handover	0/3	20 Jun	Invoice ready

Key capabilities

Full project visibility, zero chaos

From auto-project creation to milestone-triggered invoicing - every step tracked in one place.

⚡

Auto-create project from won deal

When a deal is marked Won, SolarCrm automatically creates a project linked to the deal, client and approved BOQ. No manual setup - your ops team can start immediately.

🏁

Milestone definition & sequencing

Break every project into logical milestones: civil, mounting, wiring, commissioning, handover. Set due dates, milestone order and predecessor dependencies for clean sequencing.

👷

Task assignment & tracking

Create tasks within each milestone, assign to team members, set priority and due dates. Field crew see their tasks on the mobile app. Task completion feeds milestone progress automatically.

💸

Expense management per milestone

Log project expenses against each milestone. Set budgets, track actuals, flag overruns. Expense approval workflow ensures finance visibility before payment.

📊

Real-time progress dashboard

Project managers see milestone completion, task status, schedule variance and budget status across all active projects. No more calling sites for updates.

🔔

Milestone-triggered invoicing

Mark a milestone complete and SolarCrm automatically creates the client invoice for that payment tranche. Billing is always tied to actual project progress - never missed, never late.

The workflow

Deal won to commissioning - 6 steps

Deal Won

Project auto-created from deal

Set Milestones

Define phases & due dates

Assign Tasks

Crew assigned per milestone

Track Progress

Live updates from field app

Milestone Done

Invoice triggered automatically

Project Complete

Handover, final invoice, AMC

FAQ

Project & Milestone questions

Yes. SolarCrm handles unlimited concurrent projects. The project dashboard gives you a portfolio view - all active projects, milestone status, schedule health and budget variance in one screen.

Related modules

What connects to Projects

📋

Run every solar project on time

Real-time milestone tracking, task assignments and automatic invoicing - for teams of 2 or 200.