techHind Solar CRM

Solar Order & Project Lifecycle

Track every solar project from quotation conversion through order confirmation, fabrication, installation with serial capture, manager sign-off, and delivery dispatch.

Solar order confirmation pipeline in techHind CRM

Business Purpose

Give operations teams end-to-end visibility from confirmed sale through field execution and installation completion.

What You Can Do

  • ✓Quotation-to-order conversion with document collection
  • ✓Order confirmation pipeline with stage tracking
  • ✓Fabrication and installation workflow
  • ✓Panel and inverter serial number capture
  • ✓Installation manager approval
  • ✓Delivery challan generation
  • ✓Commission accrual per order

How It Works

  1. 1

    Convert approved quotation to pending order and collect customer documents

  2. 2

    Confirm order with stock reservation and payment schedule

  3. 3

    Execute fabrication and installation with serial registry

  4. 4

    Obtain manager sign-off and dispatch delivery challan

Related Features

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