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ServiceFlow / Solar Installers
☀️ For Rooftop & Commercial Solar Installers

One Missing Serial Number
Can Cost a Subsidy.

Every panel you install is serialised — not "40 panels" as one line, but 40 rows with their own serial, warranty and history. Get that sloppy, and a customer's PM Surya Ghar subsidy claim can bounce on a serial mismatch. ServiceFlow tracks it right the first time.

See It With Solar Data
Mono PERC · TOPCon · Bifacial
·
On-Grid · Off-Grid · Hybrid
·
Residential · Commercial · Industrial
Live Preview — Solar Installer

This Is Your Screen
Mid-Project

Click through the modules — every field below exists in the product for solar installers.

app.serviceflow.in/dashboard
Dashboard Projects Inventory Installations Complaints AMC Ledger
Dashboard
SS
Projects In Progress
14
3 delayed
Open Complaints
9
3 monitoring offline
AMC Expiring (30d)
5
₹2.1L at risk
Revenue (Apr)
₹41.2L
↑ 19% vs Mar
Active Projects
Customer System Stage Status
Aggarwal Residence 5kW Hybrid + 10kWh Installation In Progress
Vertex Textile Mills 150kW On-Grid Commercial Site Survey Scheduled
Bhatia Farmhouse 3kW Off-Grid Commissioning Completed
Greenfield Warehousing 500kW Industrial Quotation Draft
Open Complaints by Type
Monitoring Offline
3 open
3
Low Power Output
2 open
2
Backup Time Reduced
2 open
2
Net Metering / Billing
2 open
2
9:41
Dashboard
SS
Projects Active
14
3 delayed
Open Complaints
9
3 offline
AMC Expiring
5
₹2.1L
Revenue (Apr)
₹41.2L
↑ 19%
Active Projects
Aggarwal Residence
5kW Hybrid + 10kWh
Install
Vertex Textile Mills
150kW On-Grid
Survey
Greenfield Warehousing
500kW Industrial
Draft
In Progress
14
Commissioned
183
Recent Projects
Bhatia Farmhouse
3kW Off-Grid
₹2.84L
Done
Iyer Bungalow
7kW On-Grid
₹6.18L
Done
Open
9
Resolved (Apr)
27
Open Complaints
Aggarwal Residence
Monitoring Offline
Pending
Bhatia Farmhouse
Backup Time Reduced
Overdue
AMC Expiring Soon
Vertex Textile Mills
Ends 30 Apr · 2/4 visits
Renew
Material Challan
MC-SOL-0087
Rail 36m · MC4 ×20
To Bill
Where Solar Projects Go Sideways

Six Things That Cost You
on Every Installation

Solar isn't a sales-and-service loop like appliances — it's a multi-week project with subsidy paperwork, three serialised product types, and a customer who's watching a generation dashboard. Generic CRMs weren't built for any of that.

🧾

Subsidy claims bounce on bad data

MNRE verifies module serials against the DCR portal for PM Surya Ghar. A batch of panels logged as "qty 40" instead of 40 real serials is a claim your customer can't file.

🔌

Three products, one complaint box

"System not generating" could be the panel, the inverter, or the battery. A single generic complaint type sends a technician in blind, and he comes back for the wrong part.

🧰

BOS materials disappear into the estimate

MC4 connectors, mounting rail, earthing kit, DC isolators — dozens of small line items that either get billed vaguely or not billed at all.

📶

"Monitoring offline" isn't a real diagnosis

Without Wi-Fi monitoring status, MPPT channel count and inverter type on record, a support call starts from zero every time — even for a repeat customer.

🏗️

A survey and an installation aren't the same job

Site survey is billable. The installation visit is free. Lump them into one "service" type and you're either overcharging or quietly eating your own labour.

🔋

Battery warranty math nobody tracks

Cycle life, chemistry, and a 5-year product warranty that outlasts most CRMs' patience for "custom fields." Swelling and backup-time complaints need that history, not a blank text box.

AI Sales Assistant

An AI That Reads Every Enquiry
So Your Team Doesn't Have To

Forward any enquiry email — from IndiaMart, TradeIndia, JustDial, or your own inbox — and ServiceFlow's AI reads the whole message and builds a complete project lead automatically. No copy-paste, no manual data entry.

📨

Reads the whole email, not just the subject

Name, phone, city, roof area, system size and urgency — pulled straight from the message body into your CRM.

🏷️

Knows On-Grid from Hybrid from Off-Grid

Covers your whole solar catalogue — panels, inverters, battery storage — and flags subsidy questions like PM Surya Ghar automatically instead of dumping everything into one generic lead.

⚡

Lead is ready before you've opened the tab

By the time you check your CRM, the enquiry is already logged, tagged and ready for follow-up — never lose a lead to a missed forward again.

Fwd: Rooftop solar enquiry — IndiaMART Hi, I want to install a 5kW hybrid system with battery backup for my home in Mansarovar, Jaipur. Please share subsidy details under PM Surya Ghar and call soon...
AI extracts
Product5kW Hybrid + Battery
AreaMansarovar, Jaipur
SegmentResidential
SubsidyPM Surya Ghar
UrgencyMedium
Not One Box — Three

Panel. Inverter. Battery.
Tracked as What They Are.

A rooftop system is three distinct serialised products, each with its own specification, its own failure modes, and its own service schedule. ServiceFlow treats them that way instead of forcing everything into one generic "product" record.

☀️ Solar Panel

Serialised per unit — not quantity-tracked Cell type
Mono PERC Polycrystalline TOPCon Bifacial Thin Film
Also tracked
Wattage (W) Efficiency (%) Cell count Dimensions

⚡ Solar Inverter

On-grid, off-grid or hybrid Type
On-Grid / String Off-Grid Hybrid Micro-Inverter
Also tracked
Capacity (kW) Single / Three Phase MPPT Channels Wi-Fi Monitoring

🔋 Battery Storage

Chemistry-aware from day one Chemistry
LiFePO₄ Lithium-Ion Lead Acid Tubular Gel
Also tracked
Capacity (kWh) Voltage Cycle Life
Why "serialised, not quantity-tracked" matters

Sell 40 panels and you get 40 rows, each with its own serial — the same order form you already use, just producing real unit records instead of a single "qty 40" line. Every one of those serials can be pulled up individually for a warranty claim, a subsidy filing, or a complaint five years from now.

Balance of System

The Small Parts That
Make or Break the Estimate

Every category ships with a starter Balance-of-System list grounded in a real rooftop install, so nothing gets forgotten between the quotation and the invoice.

Panel mounting & wiring

Per string, per roof section
MC4 Connector · pair DC Solar Cable 4mm² Red · m DC Solar Cable 4mm² Black · m Aluminium Mounting Rail · m End Clamp · nos Mid Clamp · nos L-Foot / Roof Hook · nos Splice / Rail Connector · nos UV-Resistant Cable Tie · set

Inverter & protection

Isolation, earthing, surge
DC Isolator Switch · nos AC Isolator Switch · nos Earthing Cable 6mm² · m Earthing Rod / Strip · nos Lightning / Surge Arrester · nos String Combiner / Junction Box · nos Cable Lug · nos AC Cable 4mm² 3-core · m

Battery install

Rack, wiring, protection
Battery Interconnect Cable · nos Battery Terminal Lug · nos Battery Rack / Stand · nos DC Fuse · nos

On-site today. Priced when the project closes.

A crew on the roof needs rail, clamps and cable now, and the final BOS bill is rarely settled until commissioning. Raise a material challan marked To Be Billed — stock moves, the customer signs, pricing gets filled in at project close.

Material Challan · MC-SOL-0087 To Be Billed
Material Qty Unit Amount
Aluminium Mounting Rail 36 metre To be billed
MC4 Connector Pair 20 pair To be billed
Earthing Rod / Strip 3 numbers To be billed
Complaints, Split by System

"Not Generating" Isn't
a Diagnosis. This Is.

Each product carries its own complaint types, so a customer's report routes to the right failure mode from the first call — not a generic "other."

☀️ Panel

  • Low Power Output
  • Physical Panel Damage
  • Hotspot / Cell Burn

⚡ Inverter

  • Inverter Fault
  • Grid Sync Failure
  • Display / Error Code
  • Monitoring Offline

🔋 Battery

  • Not Charging
  • Backup Time Reduced
  • Swelling / Leakage

Site-level issues that aren't specific to one component — Wiring / Cabling Fault, Mounting Structure Issue, and Net Metering / Billing — get their own types too, so a roof-mount problem never gets logged against the inverter by mistake.

Complaint #SC-044 — routed correctly from the first call
Type Monitoring Offline
Product 5kW Hybrid Inverter
Serial HYB5KW-2026-00312
Wi-Fi Monitoring Enabled — last seen 6 days ago
Commissioned 02 Feb 2026 · 6 months ago
Warranty In warranty — 4y 6m left
Likely cause Router change at site · firmware check needed
Service & AMC

A Warranty Long Enough
to Outlive a Spreadsheet

Solar's default warranty runs five years, not one — long enough that "we'll remember" stops being a plan.

60
months default product warranty — configurable per installer, per product line

Service types & default charges

Site-wide and per-category
Service Default charge Free service
Installation Visit ₹0 Yes
Site Survey ₹500 No
Panel Cleaning ₹800 Configurable
Performance Check ₹1,000 Configurable
Inverter Service ₹1,200 Configurable
Battery Health Check ₹900 Configurable
General Service ₹800 Configurable

AMC contracts

Generation performance, defended
Contract start & end dates Visits per year Visits done vs included Contract value & paid amount Outstanding balance Equipment covered, by serial Status: active / expired / cancelled / draft
Why it matters here specifically

A commercial or industrial rooftop is a five-plus-year relationship — performance checks, panel cleaning cycles, inverter firmware, battery health. A 30-day expiry banner turns that relationship into a renewal call instead of a lost account.

Survey to Subsidy

A Solar Job Is a Project.
We Call It That Too.

ServiceFlow's own terminology switches for solar installers — an "order" becomes a Project, a "technician" becomes an Installer. Small detail, but it's the difference between software that was adapted and software that was built for this.

01📐

Site survey

Billable visit, roof assessment, load study. Segment tagged — residential, commercial or industrial — before a single panel is quoted.

02📄

Quotation to project

Panels, inverter, battery and BOS materials quoted as separate lines. Confirmed quotation converts to a Project — the real unit.

03🔧

Installation

Free installation visit. Every panel gets its own serial as it goes up — the record your customer's subsidy paperwork needs later.

04📊

Commissioning & AMC

Net metering logged, monitoring confirmed online, AMC scheduled — performance checks, cleaning cycles and battery health for the next five years.

Before the Next Site Survey

Get Every Serial Right
From the First Panel

We'll load your panel, inverter and battery catalogue, your BOS materials and your AMC schedule, and have your team running before your next commissioning.