From site survey to switch-on and beyond
Solar ERP
Solar businesses run projects, not just orders. ERPTotal tracks each installation from the first rooftop survey through design, permits, procurement, commissioning and years of maintenance — with cost and margin visible at every stage.
What changes for you
- Per site
- live margin tracking
- Zero
- lost warranty serials
- Auto
- AMC renewal invoicing
The problem
What usually goes wrong in solar operations
- Panel, inverter and mounting stock is tracked per project in spreadsheets
- Permit and net-metering paperwork stalls without anyone noticing
- Crew scheduling clashes and travel time is never costed
- Project margin is only known months after commissioning
The flow
How solar work runs in ERPTotal
Each stage hands the next one its data. Nothing is re-keyed, and the cost picture updates as the work moves.
- 1
Enquiry & site survey
Log the lead, schedule a surveyor, and capture roof area, shading, tilt and load profile on mobile.
- 2
System design & proposal
Size the array, generate a bill of materials, and issue a proposal with generation and payback estimates.
- 3
Contract & financing
Convert to a contract with a milestone payment schedule and track subsidy or financing approvals.
- 4
Permits & approvals
Checklist utility applications, net-metering forms and inspections with owners and due dates on each item.
- 5
Procurement & logistics
Reserve panels, inverters and structures against the project BOM; track serial numbers for warranty.
- 6
Installation
Assign crews, issue material to site, log daily progress with photos, and record safety sign-offs.
- 7
Commissioning & handover
Record test results, generate the handover pack, and register warranties by serial number.
- 8
O&M contracts
Schedule preventive cleaning and inspections, log breakdown calls, and invoice AMC renewals automatically.
Modules
What you get with Solar ERP
Every module below is part of the same platform and the same ledger — not a bolt-on.
Project costing
Budget versus actual per site, with labour, material, subcontract and travel booked to the project.
BOM & design library
Reusable system templates by capacity, so a 10 kW rooftop quote takes minutes.
Serial & warranty tracking
Every panel and inverter serial tied to a customer, install date and warranty expiry.
Crew scheduling
Dispatch board showing team availability, site location and job duration.
AMC & service desk
Contract renewals, preventive maintenance calendars and SLA-tracked breakdown tickets.
Generation reporting
Record meter readings and compare actual output against the guaranteed estimate.
Questions
Solar ERP — FAQs
- Does ERPTotal handle both residential and commercial solar projects?
- Yes. Residential jobs run as fast, template-driven projects, while commercial and utility-scale work uses full milestone billing, subcontractor management and retention handling.
- Can we track panel and inverter serial numbers for warranty claims?
- Every serialised item is tracked from goods receipt to the exact site and customer, so a warranty claim years later resolves in seconds.
- How are O&M and AMC contracts managed?
- Each contract carries its own service calendar, SLA and billing schedule. Preventive visits are generated automatically and renewals are flagged before expiry.
See the solar flow with your own data
We will walk through a live system configured for your operation — no slides.