Industry · Energy & Resources

Solar ERP for installers scaling from dozens to hundreds of projects

Residential and commercial solar installers grow fast and then hit a wall: leads in one tool, proposals in another, inventory in spreadsheets, installation scheduling on a whiteboard, and warranty claims nobody can trace to a serial number.

Discuss Solar ERP Implementation roadmap

M01CRM
M02Sales
M03Projects
M04Inventory (Serials)
M05Purchasing
M06Field Service

Context

ERP in solar

Solar ERP connects the full journey — lead, site survey, proposal, permit, procurement, installation, commissioning, invoicing and service — around one project record.

01Operational challenges

What usually breaks before the ERP project starts

Lead-to-install handoffs

Sales hands over incomplete information to operations.

Component availability

Panels and inverters out of stock when installation is scheduled.

Permit tracking

Permit and interconnection status tracked manually.

Serial and warranty tracking

No record of which panels and inverters went to which site.

02Core flows

How the ERP should handle each part of the business

Sales flow: Leads qualified, site surveys scheduled, proposals with system design BOMs and financing options; contracts signed electronically.
Procurement: Panels, inverters, batteries and racking purchased against projects and stock forecasts.
Inventory: Serialised panels, inverters and batteries; kitting per project.
Warehouse: Project kits staged and delivered to site.
Accounting: Deposits and milestone payments; incentive and rebate tracking; project margin.
CRM: Lead sources, referral programmes and customer communication through the project.

03Industry workflows

Workflows specific to solar

Project stages

Survey, design, permit, install, inspection, interconnection and PTO tracked as stages.

System BOM

Design converted into a kit of components for procurement and picking.

Serial capture at install

Installed serials recorded against the customer site.

Service and warranty

Service tickets linked to installed components and warranties.

04 — Reporting

Reports that should come out of the system, not a spreadsheet

Pipeline by stage and source
Days in each project stage
Project margin
Inventory commitment vs availability
Installer crew utilisation
Warranty claims by component

05 — Compliance

Compliance considerations

Electrical codes, permitting and interconnection rules, incentive programme documentation and installer certifications vary by region. Store permits and inspection results with each project.

Regulatory requirements vary by jurisdiction. We configure the system to support your obligations; confirm specific rules with your auditor or compliance advisor.

06 — Integrations

Systems the ERP needs to talk to

Solar design tools, e-signature, financing partners, monitoring platforms and messaging tools are typical integrations.

07AI opportunities

Where AI is genuinely useful here

Practical uses that sit on top of clean ERP data. None of them replace getting the core transactions right first.

Utility bill extraction

Read customer utility bills to pre-fill consumption data for proposals.

Customer updates

Draft status updates at each project stage.

Permit document checks

Check permit packages for missing items.

08ERP modules

Modules a typical deployment includes

M01CRM
M02Sales
M03Projects
M04Inventory (Serials)
M05Purchasing
M06Field Service
M07Accounting
M08Sign

09Roadmap

Implementation roadmap

01
Lead to contract
CRM, surveys, proposals and e-signature.
02
Projects and procurement
Stages, kits and purchasing.
03
Installation
Crew scheduling and serial capture.
04
Service
Monitoring alerts and warranty tickets.

10Common mistakes

Mistakes we see repeatedly

Skipping serial capture

Warranty claims need serials per site.

Stages not standardised

Define stages and exit criteria.

Inventory ignored until install day

Reserve components at contract.

Disconnected design tool

Integrate designs to avoid re-keying BOMs.

Explore further

Related services, solutions and platforms

Services

Solutions

ERP platform

Insights

Frequently asked questions

Can we import designs from our solar design tool?

Many design tools export BOMs that can be imported or integrated.

Can customers sign proposals online?

Yes, with e-signature integration.

Can we track installed serial numbers?

Yes, at component level per project and customer.

Similar industries

Industries with related workflows

Renewable EnergyERP for renewable developers, EPCs and O&M providers: projects, assets, maintenance and contracts.Oil & GasERP for oilfield services and downstream distributors: assets, rentals, field tickets, HSE and fuel distribution.AgricultureERP for farms, agribusiness and processors: crops or livestock costs, inputs, harvest lots and sales.

Next step

Growing faster than your systems?

We will map your lead-to-install process.

Discuss Solar ERP All industries