Platform · Solar Dealer
Solar Dealer — packages, proposals and project ops
Sell solar systems with packaged BOMs, branded proposal PDFs, customer approval links, manual advance payments, and dual-track projects for installation (execution) and permits (liaisoning).
Business problems we solve
- Quotes rebuilt in Word/Excel for every site
- Installation and paperwork tracked in separate sheets
- Advances and approvals disconnected from the proposal
How it works
- 1Build packages from components and BOM
- 2Create proposal, share public link, collect approval
- 3Record advance payments against the proposal
- 4Run execution + liaisoning project tracks to completion
Key capabilities
Solar components, brands and packaged systems
On-grid / off-grid, residential / industrial packages
Proposal BOQ with editable sections
Branded PDF themes and public share links
Submit / approve / clone proposal workflow
Manual advance payment recording
Dual-track projects: installation + liaisoning
Step photos, teams and undo/complete
Dashboard metrics and lead CRM tie-in
Benefits
Faster, consistent solar quotes
Clear ops from sale to commissioning
Payments and paperwork in one ERP
FAQ
Does solar checkout use an online payment gateway?
Advances are recorded manually against proposals today. Automated customer solar checkout gateways are not claimed.
Is this only for solar dealers?
Yes — it is a vertical module enabled for Solar Dealer stores, similar to Restaurant or Service Management.