Lead-to-Commissioning Solar Operations Platform

Solar Management for
Sales, Survey, Install & QC

One system for office admins and field teams, connecting lead capture, proposals, projects, installation, quality checks, documents, and finance in a single tracked workflow.

6
Role-Based Portals
16
Core Modules
100%
Stage Visibility
1
Unified Platform
All-in-One Platform

One Platform. Complete Control.

Solar Management connects sales, surveys, proposals, projects, installation, quality checks, inventory, finance and documents in one operational backbone.

Lead Capture

Capture enquiries from website forms, ads, chatbot, dealers, referrals and walk-ins with source tracking and customer confirmation emails.

CRM & Sales

Assign leads, manage notes, schedule follow-ups and meetings, track site visits, and monitor sales performance from one admin console.

Site Surveys

Run field surveys with measurements, structural notes, shadow analysis, GPS, photo categories, checklist completion and report generation.

Proposals & E-sign

Build solar quotations with kit-based pricing, ROI, savings, EMI, subsidy and GST calculations, then send PDF proposals for approval.

Projects & Installation

Create projects from approved proposals, schedule installations, track tasks and milestones, and monitor daily progress from field teams.

RMS

Remote Monitoring System for solar installations, tracking daily progress, and monitoring performance.

Inventory & Kits

Manage products, brands, kits, warehouses, serial numbers and stock movements, with low-stock visibility for planning and allotment.

Finance & Billing

Track quotations, invoice PDFs, payments, project expenses and materials-based billing with GST-ready finance records.

Document Vault

Store project-first client files, loan packs, proposal PDFs and invoice documents for secure access across teams.

Role-Based Portals

Dedicated portals for Sales, Survey, Proposal, Project Manager, Installation and QC teams keep each member focused on assigned work.

Real-Time Analytics

Review lead conversion, revenue, inventory, installation status, team performance and operational reports in real time.

QC & Rework Control

Verify installations with structured QC checks, punch lists, approval steps and rework loops between inspectors and installers.

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Module Walkthrough

See Every Module In Action

Tap a module to preview that stage of the solar journey — from admin console to QC close-out.

Admin Panel module preview

Full control in one console

Oversee leads, teams, projects, inventory and finance from a single admin console with role permissions, reports and operational visibility.

Central dashboardRole permissionsOps visibility
Book demo
Perfect For

Built for Every Solar Business

Built for the teams that run solar businesses every day, from first enquiry to final approval and project documentation.

Solar EPC Companies

Run the full lead-to-commissioning journey in one place, with clear stage ownership from sales through installation and QC.

Lead to QC visibility
Multi-project coordination
Cross-team handoff control

Installation Teams

Give field crews a dedicated workspace for daily jobs, material checklists, progress photos, reports and QC rework updates.

Daily work logs
Material issue notes
QC rework tracking

Proposal & Design Teams

Turn survey data into commercial proposals faster with ROI, savings, EMI, subsidy and PDF approval workflows.

ROI calculations
PDF quotation flow
Proposal approval tracking

Sales Managers

Track lead sources, assign owners, monitor follow-ups and schedule meetings or site visits without losing customer context.

Lead assignment
Meeting scheduling
Source-wise tracking

Project & Operations Heads

Coordinate materials, milestones, documents and execution timelines with an admin view across every active project.

Material planning
Milestone tracking
Project-first documents

QC & Finance Teams

Close the loop with technical inspections, punch lists, invoices, payment tracking and document records attached to the same job.

QC approval flow
Invoice visibility
Compliance documents
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Real-Time Intelligence

Full Operational Visibility, Every Day

Monitor lead progress, project execution, QC status, inventory movement and finance signals from one central dashboard.

Solar Management - Operations Dashboard
Live

Active Leads

142

Tracked

Surveys Pending

18

Assigned

Proposals Sent

67

Live

Projects Active

38

Scheduled

QC Reviews

09

In queue

Invoices Raised

24

This month

Monthly Revenue Trend

JanFebMarAprMayJunJulAugSepOctNovDec

Lead Conversion Reports

Livesource-to-win visibility

Team Performance

Role-wiseassignment accountability

Project Status

End-to-endlead to QC tracking

Sales Reports

Fasterfollow-ups and meetings

Finance Dashboard

GST-readyquotation to invoice records

Installation Reports

Field-readyprogress, materials and rework
Why Solar Management

Why Solar Companies Choose Us

Lead-to-Commissioning in One Platform

Replace spreadsheet handoffs with one connected flow from lead capture to final QC and invoicing.

Role-Based Team Workspaces

Sales, survey, proposal, project, installation and QC teams each get focused portals for their own tasks.

Built for Solar Operations

Designed around solar EPC handoffs, field surveys, proposal approvals, material planning and quality control.

Materials, Finance and Documents Stay Linked

Proposal items flow into project planning while invoices, client files and project documents remain attached to the same record.

Trusted by Solar Companies Across India

Real results from real solar businesses.

Google

“The biggest win for us is visibility. Sales, survey and installation all work from the same project trail, so handoffs no longer disappear in calls and spreadsheets.”

AV

Amit Verma

Director, Rooftop EPC Team • Delhi NCR

Google

“Survey reports, proposal approvals and material planning now move in sequence. Our project managers spend less time chasing updates and more time executing.”

NS

Neha Singh

Operations Head, Solar EPC Company • Hyderabad

Google

“The QC and rework loop is especially useful. Installers know exactly what must be fixed, and finance can see when a project is actually ready for closure.”

KP

Karan Patel

CEO, Solar Operations Firm • Ahmedabad

Free Demo — No Commitment

Ready to Run Your Solar Operations in One System?

Connect lead capture, CRM, surveys, proposals, installation, QC, documents and finance in one platform built for solar teams in the field and the office.

Personalised 45-minute live demo
Live walkthrough of admin console and role portals
Lead to commissioning workflow review
Modules for proposals, inventory, QC and finance
Discussion around your current team handoffs

Schedule Free Demo

Respond within 24 hours

Free 45-minute personalised demo focused on your solar workflow.

One Platform. Complete Solar Operations Control.

Give every department one shared system for lead tracking, project execution, quality approval and document-ready closure.

Book Your Demo
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GEO Softech

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+91 77760 85112
info@geosoftech.com

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GEO Softech is dedicated to catalyzing digital success. Established in 2018, we specialize in empowering businesses with bespoke solutions, driving expansion, and enhancing online presence. Our dynamic and committed team fosters innovation, consistently delivering excellence and surpassing client expectations. Collaborate with us to flourish in the digital landscape.