Order & Project Management
Convert approved quotations into tracked work orders with stage-by-stage workflows, subsidy tracking, and mobile field operations.
Multi
Stage Workflow
Real-Time
Progress Updates
Mobile
Field Access
AWS S3
Image Storage
What's Included
Order & Project Management Capabilities
Work Orders
Converts approved quotations into formal work orders (account_orders), tracking the executive assigned, products to be installed, and total financial scope.
Stage-by-Stage Tracking
A robust, customizable workflow system (account_order_stages) tracks the installation process through every key milestone from kick-off to completion.
Subsidy Claim Tracking
Subsidy claim submission and receipt confirmation are tracked as dedicated stages within the project workflow, ensuring no follow-up is missed.
Tata SF Approval Tracking
Solar Finance (Tata SF) approval progress is monitored directly within the installation stage workflow for full financial transparency.
Target vs. Completion Dates
Records target and actual completion dates for each installation phase to identify delays and maintain team accountability.
Mobile Field Operations
Field workers can upload site images and update stage progress in real time via mobile-responsive interfaces from anywhere on-site.
Technologies Powering This Module
Built on a modern, scalable stack designed for enterprise-grade solar operations.
How It Works
The Workflow
Order Creation
Approved quotation is converted to a work order with executive assignment, full product list, and total project value carried forward.
Stage Configuration
Installation stages are configured with target dates and responsibility assigned to relevant team members across the branch.
Field Execution
Field workers update stage status and upload site photographs from mobile devices as each installation phase is completed.
Subsidy & Finance Tracking
Subsidy claim and Tata SF approval milestones are updated within the stage workflow as they progress through external approval.
Completion Sign-Off
Final stage is marked complete upon installation, automatically triggering warranty activation and payment follow-up workflows.
Use Cases & Applications
Explore Other Platform Modules
Pre-Sales & CRM
Capture leads, assess site feasibility, and auto-generate branded solar quotations with GST calculations and discount management.
Learn moreFinancial Tracking & Receipts
Track project payments in real-time, generate professional receipts for every transaction, and manage SaaS billing via Razorpay.
Learn morePost-Sales & Support
Automatically track warranty lifecycles and manage customer complaints through a dedicated ticketing system with SLA resolution tracking.
Learn moreOmnichannel Notifications
Automatically notify customers via WhatsApp and SMS at every key milestone — order stages, payment receipts, and quotation delivery.
Learn moreAnalytics & Daily Reports
PowerBI-integrated dashboards providing management with daily summaries of sales, installations, and revenue collection performance.
Learn moreReady to Implement Order & Project Management?
Let's talk about how this module can transform your solar business operations from day one.
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