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Solar Project Management

Solar Project ERP

From Lead Sheets to Survey-to-Service Solar Ops

Track leads, surveys, and installation milestones in one project system. echoBitz builds Odoo solar project ERP with AI Agents that flag AMC visits due and proposals going stale.

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Trusted by solar EPCs and installers
Solar project survey installation and AMC timeline
Projects Lead to AMC
Surveys Site ready
  • Leads
  • Site Surveys
  • Proposals
  • Installation
  • AMC Service
The Problem

The Operational Friction Limiting
Your Growth

Survey photos in chat and installation delays without milestones create customer escalations.

Lead Leakage

Enquiries stall before survey scheduling.

Pipeline Risk

Survey Scatter

Site data never reaches design cleanly.

Engineering Risk

Install Slippage

Crews and materials are not milestone-synced.

Delivery Risk

AMC Blind Spots

Post-commission service history is incomplete.

Retention Risk
Enterprise Solutions

Solar Projects Built
with Odoo

Connect CRM leads, surveys, proposals, installation projects, and AMC service in one Odoo solar flow.

  • Qualify leads to surveysSite visits schedule with checklist capture.
  • Propose with structured BOMSystem size and commercials stay versioned.
  • Install against milestonesMaterials, crew, and commissioning stay linked.
Experience Solar ERP

Solar Records

10,000+ Active Portfolio

Cycle Improvement

−35% vs. Legacy Solar

Live Sync

Real-Time Solar operational sync

Solar Insights

Live Analytics Role-based dashboards
Module Overview

Solar Modules Quick Overview

A connected solar stack covering leads, site surveys, and proposals.

Solar CRM

Lead stages for residential and commercial.

Benefit: Faster leads

Site Survey

Checklists, photos, and load data capture.

Benefit: Cleaner site surveys

Proposal Desk

Design options and commercial quotations.

Benefit: Better proposals

Install Project

Milestone plan for supply and install.

Benefit: Stronger installation schedules

Commissioning

Handover tests and documentation pack.

Benefit: Clearer AMC service

AMC Visits

Preventive service schedules and tickets.

Benefit: Higher Control
Enterprise Analytics

Redefining Solar Operations

Move from fragmented tools to a unified solar ecosystem designed for leads and site surveys.

Deploying echoBitz Enterprise
Legacy Operations

Fragmented Efficiency

Spreadsheets, paper trails, and disconnected apps defined traditional solar operations.

  • Manual leads tracking & errors
  • Unclear site surveys status handoffs
  • Offline proposals worksheets and disputes
Traditional solar operations with paper processes
Process Delay 18%
Error Rate 12%
Modern solar operations on echoBitz
Solar Sync Active Leads–Site Surveys Synchronization
echoBitz Era

Strategic Workflow Integration

Transitioning to solar-first Odoo meant precision across leads, site surveys, and proposals.

  • Unified LeadsLeads records stay on one accountable timeline.
  • Transparent Site SurveysEvery stakeholder sees site surveys status and next action.
  • Proposals IntegrityProposals posts cleanly with rules you can audit.
35% Faster Leads
2× Site Surveys Visibility
100% Process Traceability
Strategic Advantages

Why echoBitz for Solar Excellence

Precision-Engineered Solar Workflows

Run solar the way your teams actually work. From leads and site surveys to proposals, we configure Odoo to your operating model.

  • Flexible Leads Setup
  • Site Surveys Control
  • Role-Based Access
  • Multi-Site Rollout

Solar Intelligence

See leads, site surveys, and outcomes by team and site.

Enterprise Connectivity

Native Odoo links to CRM, inventory, and accounting.

Operational Excellence

Support from specialists who understand solar pressure.

Enterprise Suite

Unified Solar Ecosystem

echoBitz bridges front-line work and back-office control so leads, site surveys, and finance stay aligned.

Leads

Structured leads with documents and owners.

Site Surveys

Operational site surveys with clear stages.

Financial Accounting

Solar postings into Odoo ledgers.

echoBitz Step towards Growth Core Solar

CRM & Stakeholders

People and history for solar follow-ups.

Analytics

KPIs across leads and site surveys.

Document Vault

Evidence and files linked to each solar record.

FAQ

Frequently Asked Questions

Have questions about leads, site surveys, or Odoo solar setup? Here is what teams usually ask.

Talk to a Solar Expert

It is an Odoo-based solution for leads, site surveys, proposals, installation schedules, and related solar workflows in one connected system.

Yes. We configure leads so teams capture, track, and report without duplicate entry.

Yes. Stages, ownership, and visibility keep site surveys moving with clear accountability.

Yes. Proposals stays linked to the right records for audits and operations.

Yes. Solar transactions can feed accounting while CRM holds relationships and follow-ups.

A focused setup can start after discovery. Multi-site rollouts, migration, and custom solar rules may need additional sprints.