Solar Installation Management MicroERP

Coordinate the qualified assessment of mounting-location suitability.

• Roof condition and load evidence
• Professional findings and approved constraints
• Required remedial work and release record

Release specialized project charges only on the agreed evidence.

• Deposit installation and commissioning milestones
• Customer acceptance and retention conditions
• Approved variations and final charge handoff

Coordinate project-specific applications identified by qualified local review.

• Applicable authority and current requirement source
• Submission evidence and status
• Conditions clarification and approval expiry

Keep the delivered system traceable to its final configuration.

• Installed layout and drawing revisions
• Panel inverter and storage serial mapping
• Final documents and component warranty references

Translate the approved system design into controlled material requirements.

• Design-linked component quantities
• Approved substitutes and version changes
• Procurement and installation quantity comparison

Coordinate authorized activation of a completed system.

• Prerequisite approvals and test completion
• Commissioning event and operating checks
• Unresolved issue and release decision

Prevent unapproved component substitutions from reaching installation.

• Datasheet and approved pairing references
• Proposed substitution technical review
• Accepted alternative and affected drawing update

Align the sold system with deliverables milestones and responsibilities.

• Approved system and scope baseline
• Customer and installer obligations
• Completion criteria and variation rules

Authorize a consistent design before buying or installing the system.

• Survey layout electrical and BOM cross-check
• Reviewer findings and resolution
• Released design version and change authority

Maintain the qualified electrical design and component requirements.

• Single-line and circuit design references
• Protection earthing and cable specifications
• Professional approval and revision history

Track customer-approved financing or incentive applications without guaranteeing eligibility.

• Provider scheme and current-source reference
• Required evidence and submission milestones
• Approval disbursement and rejected-case follow-up

Track the external connection process for a grid-connected installation.

• Utility application and technical references
• Inspection metering and approval milestones
• Rejected or delayed application follow-up

Guide and record installation against the released design.

• Assigned installation steps and drawings
• Actual component placement and work evidence
• Deviation hold and authorized instruction

Control the installation layout approved for the actual site.

• Panel orientation and mounting arrangement
• Access and exclusion constraints
• Reviewed drawing revision and field deviation

Confirm that a prospective installation has a defined customer need and feasible next step.

• Site ownership and decision contacts
• Demand budget and installation objectives
• Survey prerequisites and go-or-defer decision

Establish the energy-demand basis used by the technical designer.

• Historical bills and interval-data references
• Operating hours and major-load assumptions
• Baseline completeness and customer validation

Deliver a complete design-matched installation kit to the site.

• Released BOM and site allocation
• Kit completeness and shortage resolution
• Site receipt surplus and return reconciliation

Record the customer's operational handover for the installed system.

• Approved operating and emergency-contact materials
• Training attendance and questions
• Acknowledged responsibilities and support route

Measure actual installation progress against the project baseline.

• Completed quantities and milestone evidence
• Material labour and delay attribution
• Forecast completion and progress exception review

Sequence the project around readiness procurement and installation dependencies.

• Milestone and task dependencies
• Crew material and access windows
• Delay recovery and customer date updates

Obtain customer acceptance of a clearly specified system and price.

• System scope assumptions and exclusions
• Option price warranty and delivery terms
• Accepted proposal version and expiry

Close unfinished or defective installation items with evidence.

• Item location severity and owner
• Corrective visit and revised completion date
• Customer or technical acceptance of closure

Resolve required inspection findings before dependent work proceeds.

• Stage-specific approved inspection checklists
• Defects evidence and responsible owner
• Reinspection and hold-point release

Transfer installation knowledge and obligations to the support owner.

• System history warranty and unresolved items
• Customer support contacts and service dates
• Support acceptance and operational ownership

Maintain the geometry and obstruction model behind a solar proposal.

• Roof terrain and obstruction model
• Shading assumptions and measurement provenance
• Model version and review corrections

Verify that the site can receive and support the planned installation.

• Access storage and enabling-work checks
• Customer prerequisites and outstanding constraints
• Ready-to-start approval or hold reason

Capture site conditions needed for an approved installation design.

• Dimensions photos and obstruction evidence
• Electrical access and connection information
• Survey gaps and professional follow-up

Add storage-specific installation and handover controls when batteries are supplied.

• Approved battery configuration and location
• Qualified installation commissioning and settings evidence
• Operating instructions warranty and monitoring handover

Compare professionally reviewed configurations against the customer's need.

• PV inverter and optional storage options
• Capacity and compatibility constraints
• Selected option and design assumptions

Preserve qualified test evidence without prescribing technical thresholds.

• Approved test procedure and instrument reference
• Recorded results and reviewer assessment
• Failed-test correction and retest linkage

Record competent authorization for the planned site work.

• Activity-specific hazard and control record
• Isolation access and personnel prerequisites
• Start stop and resume authorization evidence

Present transparent estimates with their underlying assumptions.

• Weather shading and system input references
• Yield tariff and degradation assumptions
• Scenario comparison and customer-facing qualifications