Industries · Solar & Renewable Energy
From Site Survey To Commissioning And Maintenance
Solar businesses juggle leads, site surveys, installation projects and years of maintenance. Effezient keeps every lead, site visit, installation and service call on one customer record.
Trusted by growing businesses across India since 2014
Challenges we solve
Built Around How Solar & Renewable Energy Businesses Work
Challenge
Many leads, few surveyors
Leads wait days for a site survey and go cold.
Leads are assigned automatically and surveys are planned pipeline-wise.
Challenge
Installations as projects
Each installation is tracked on a different sheet.
Won deals create installation projects with milestones and task dependencies.
Challenge
Maintenance commitments
Cleaning and maintenance visits are missed after commissioning.
Preventive maintenance visits and service calls with checklists and SLAs.
Challenge
Crews spread across sites
You don’t know which crew is where.
Geo-fenced attendance and live location of field technicians.
How it works
A Typical Day, Fully Connected
- 1
Lead assigned
A new enquiry is assigned and a follow-up is scheduled.
- 2
Site survey verified
The surveyor checks in on site and records the outcome.
- 3
Quotation & order
The quotation is approved and the deal is won.
- 4
Installation project
The installation project is created with milestones automatically.
- 5
Maintenance visits
Preventive maintenance and service calls follow after commissioning.
Recommended modules
The Effezient Stack For Solar & Renewable Energy
Why switch
Disconnected Tools vs. One Connected Platform
| Disconnected tools | With Effezient | |
|---|---|---|
| Customer data | Scattered across phones and Excel files | One shared customer record for sales, orders and service |
| Field visits | Reported on WhatsApp and calls | Planned, approved and geo-verified |
| Orders | Re-typed by the back office | Placed from mobile, straight into order management |
| Expenses | Paper receipts and spreadsheets | Linked to the visit, with multi-level approval |
| After-sales service | A separate register or app | Service calls and SLAs linked to the customer and serial number |
| Management view | Month-end reports | Live dashboards for every team |
Who it's for
Built For Solar & Renewable Energy Teams Like Yours
Already running on spreadsheets and WhatsApp groups? We migrate your customers and train your team, with live sessions and short videos for every module.
- Rooftop solar EPC companies
- Solar product distributors
- Inverter & battery suppliers
- O&M service providers
- Renewable energy consultants
FAQ
Solar & Renewable Energy Questions
Can each installation run as a project?
Yes. A won deal can create its installation project automatically, with tasks, dependencies and milestones.
How do we handle maintenance after commissioning?
Preventive maintenance visits and service calls run in Field Service, with checklists, SLAs and signed reports.
Can we see where our crews are?
Yes. Geo-fenced attendance and live technician location show who is on which site.