Solar Energy & Renewable Systems
Power the future — with systems as efficient as your panels.
Solar installers and renewable energy companies manage complex sales cycles, site surveys, permit applications, equipment procurement, installation scheduling, and post-installation monitoring. We build Odoo-powered systems that streamline your lead-to-installation pipeline, track permit workflows, manage installation crews, and automate maintenance scheduling.
Challenges in Solar Energy & Renewable Systems
These are the operational hurdles we help solar energy & renewable systems businesses overcome every day.
Long Sales Cycles
Residential and commercial solar sales involve site surveys, proposals, financing approvals, and permit applications — often spanning months.
Permit Tracking
Each installation requires utility interconnection approval, building permits, and inspections. Tracking permit status across dozens of active projects is complex.
Crew Scheduling
Installation crews need to be scheduled around permit approvals, equipment deliveries, and weather windows — with constant rescheduling.
Warranty & O&M
Post-installation, you need to track panel warranties, inverter guarantees, and performance monitoring with scheduled maintenance visits.
How We Help Solar Energy & Renewable Systems Businesses
Purpose-built ERP modules and custom solutions that address your industry-specific needs.
Lead-to-Install Pipeline
Track every prospect from initial inquiry through site survey, proposal, contract signing, permitting, installation, and interconnection.
Proposal Generator
Generate solar proposals with system sizing, energy production estimates, savings projections, and financing options from configurable templates.
Permit Workflow
Track permit applications, inspections, and approvals per project. Automated reminders for pending approvals and required documentation.
Crew & Equipment Scheduling
Visual calendar for crew assignment with equipment allocation. Drag-and-drop rescheduling when permits or deliveries shift timelines.
Inventory & Procurement
Track panel, inverter, racking, and BOS inventory. Auto-generate POs based on project material lists. Manage vendor relationships and pricing.
O&M Management
Post-installation service management with scheduled maintenance, performance monitoring alerts, and warranty claim tracking.
Key Modules & Tools
Our Implementation Process
Business Review
Map your sales process, permitting workflow, installation procedures, and O&M operations to identify automation opportunities.
Pipeline Design
Configure CRM stages, proposal templates, permit checklists, and project templates for your residential and commercial workflows.
System Integration
Connect with solar design tools, financing platforms, and monitoring systems. Migrate customer data and active project records.
Team Deployment
Train sales, design, installation, and service teams. Go-live with new projects while transitioning active ones.
Frequently Asked Questions
Can the system integrate with solar design tools like Aurora?
We can build custom integrations to import system designs, production estimates, and BOM data from solar design tools into Odoo for seamless quote-to-install workflows.
How do you handle financing partner integrations?
We configure workflows for common financing models (loan, lease, PPA). Customer applications, approval tracking, and funding milestones are managed within the project pipeline.
Can the system track REC (Renewable Energy Certificate) generation?
Yes. We configure tracking for system production data and REC generation per installation site. Reports help you manage REC sales and compliance documentation.
Related Industries
Power Your Solar Business
Tell us about your solar energy & renewable systems business and we'll design a tailored ERP solution within 24 hours.