How a Pakistani Solar Installer Streamlined 200+ Annual Projects with Odoo
ECOSIRE implemented a complete lead-to-service pipeline in Odoo. CRM was configured with a solar-specific pipeline: inquiry, site survey, system design, quotation, government approval, procurement, installation, and commissioning. When a deal is won, a project is auto-generated with pre-configured task templates for each installation phase. Inventory was restructured with project-level stock reservation — when components are allocated to a project, they are reserved and cannot be pulled for another installation without manager override. The Field Service module was deployed for post-installation maintenance scheduling, with automated annual service reminders and a customer portal for submitting support requests.
Key Facts
The Challenges
Long Sales-to-Installation Pipeline
The journey from initial inquiry to completed installation involved site surveys, custom system design, government approvals (net metering applications), procurement, and multi-day installation. With leads tracked in Zoho CRM and projects managed in Google Sheets, handoff between sales and operations was chaotic. On average, 25% of qualified leads were lost during the transition from sales to project execution.
Inventory Mismanagement of Expensive Components
Solar panels, inverters, and mounting structures represent significant capital. The company frequently ordered components for specific projects but then allocated them to other urgent installations, leaving the original project delayed. There was no reservation system, and with 15-20 concurrent projects, tracking which components belonged to which project was nearly impossible.
Post-Installation Service Gaps
After installation, customers expected warranty support and performance monitoring guidance. But the company had no structured system for tracking warranty periods, scheduling maintenance visits, or managing service requests. Customer satisfaction scores had dropped to 3.2 out of 5, primarily due to poor after-sales support.
The Results
“In solar, the sale is only the beginning — the real relationship is built during installation and years of after-sales support. ECOSIRE gave us one system where a customer inquiry flows seamlessly into a project, then into a lifetime service record. Our NPS score went from negative to 72 within six months.”
What's Next
The company is integrating IoT monitoring data from installed inverters into Odoo for automated performance alerts. They are also exploring ECOSIRE marketplace connectors to sell surplus components on B2B platforms during oversupply periods.
Ready for Similar Results?
Join businesses across the region that have transformed their operations with ECOSIRE. Get a free consultation today.