Platform Features

Five Modules. One Platform. Everything Your Solar EPC Needs.

From first lead to final handover — SolarOps360 covers every part of your business in a single, integrated platform.

Module 01

Employee Management

Know exactly where your field team is — every day.

Deep dive
  • GPS Attendance — Auto-mark attendance based on field agent location. No manual check-ins required.
  • Leave Management — Digital leave requests with configurable multi-level approval workflow.
  • Payroll Processing — Calculate salaries automatically with deductions, bonuses, and advances.
  • Route Visualization — Replay every field agent's route on a map after each workday.
  • Geofencing Alerts — Instant notifications when team members leave designated work zones.
  • Live Team Dashboard — See who's present, absent, on-leave, or en-route — updated in real time.
Module 02

Lead Management

Never lose a lead. Never miss a follow-up.

Deep dive
  • Kanban Pipeline — Drag-and-drop leads across stages: New → Quoted → Negotiation → Won.
  • Site Visit Scheduler — Book, assign, and track customer site visits with one tap.
  • Call History Log — Every customer interaction automatically logged with timestamps.
  • Follow-up Reminders — Set automated reminders so no lead ever goes cold.
  • Lead Calendar — Monthly calendar view of all scheduled visits and follow-up tasks.
  • Lead Source Tracking — Track which channels — referral, cold call, or website — bring the best leads.
Module 03

Project Workflow

From survey to handover — every stage tracked.

Deep dive
  • Configurable Stages — Define your own workflow: Survey → Design → Procurement → Installation → Handover.
  • Document Capture — Upload site photos, permits, and compliance docs per stage — never lose a document again.
  • Task Assignment — Assign tasks to team members with deadlines and priority levels at each stage.
  • 360° Project Dashboard — Single view of all active projects with milestone tracking and delay alerts.
  • Daily Progress Reports — Field teams submit end-of-day updates from mobile — no paperwork, no lag.
  • Client Status Link — Optional shareable link so clients can track their project status independently.
Module 04

Inventory Management

Order the right materials. Never overstock. Never run out.

Deep dive
  • Material Catalogue — Centralized list of all solar components with current prices and specifications.
  • Stock In/Out Tracking — Log every material movement at the project and warehouse level automatically.
  • Purchase Order Management — Create, approve, and track POs entirely within the platform — no external tools.
  • Low-Stock Alerts — Automatic notifications before critical materials fall below your set threshold.
  • Supplier Directory — Maintain vendor contacts with rate history and performance ratings.
  • Project-wise Consumption — See exactly how much material each project consumed — and compare to budget.
Module 05

Quotation & Invoicing

Professional quotes in minutes. Get paid on time.

Deep dive
  • Quotation Builder — Create itemized PDF quotations with your branding and GST details in under 5 minutes.
  • One-Click Invoicing — Convert an approved quotation into a GST-compliant invoice with a single click.
  • Payment Milestones — Track advance, mid-payment, and final balance per project — never chase payments blind.
  • Branded PDF Export — Branded PDFs with your company logo, GSTIN, and bank account details.
  • P&L Per Project — Real-time profit and loss for every project — no waiting for month-end reports.
  • Payment Status Dashboard — See paid, pending, and overdue amounts across all active projects at once.

Ready to see all modules in action?

Book a free 30-minute demo and we'll walk you through the whole platform.