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Zoho for solar and EPC businesses
A solar sale is a long journey: lead, survey, quote, approvals, installation, net metering and years of service. We connect every stage so nothing stalls between teams.
What usually goes wrong
Survey data on paper
Roof and load details re-entered for quotes.
Quotes slow to prepare
System sizing and pricing done by hand.
Approvals stall projects
Subsidy and net-metering paperwork tracked in spreadsheets.
Installation status unclear
Customers and sales don't know where a project stands.
Service visits untracked
AMC visits and complaints handled by phone.
Material shortages delay installs
Panels and inverters not reserved in time.
The process, step by step in Zoho
Each step is a stage in Zoho, with automation and visibility at every handover.
How Zoho fits solar and epc
Solar EPC companies handle leads, site surveys, design, approvals, installation and service. Zoho tracks each project from enquiry to commissioning and after-sales, so sales, engineering and service teams share one record.
What you track in Zoho
- Leads and site surveys
- Roof details, load, photos and recommended capacity.
- Quotes
- System size, components and subsidy where it applies.
- Projects
- Approvals, material, installation tasks and commissioning.
- Assets
- Panels, inverters and serial numbers per site.
- Service tickets
- Warranty claims, AMC visits and generation issues.
Compliance and local rules
- Net-metering and DISCOM approval steps tracked per project
- Subsidy documents under government schemes where they apply
- GST on supply and installation
Decide before you start
- How survey data is captured in the field
- Which approvals you track and who owns each one
- How material is reserved for each project
- Whether service runs on Zoho Desk or Zoho FSM
A typical Zoho setup
Zoho CRM for leads and surveys, Zoho Projects for installations, Zoho Inventory for materials, Zoho FSM or Desk for after-sales service, and Zoho Books for billing.
Automation
- Survey task on qualified leads
- Approval status reminders
- Material reservation at order
- AMC visit scheduling
Integration
- Mobile survey apps
- WhatsApp Business
- Monitoring portals where available
Reporting
- Pipeline by stage and area
- Installation progress and delays
- Service response and AMC renewals
Has OHO Solutions worked with solar companies?
Yes. Clients include Kraftwork Solar and Energy24by7.
Can technicians update jobs from site?
Yes. Zoho FSM and Zoho CRM mobile apps let technicians record work, photos and customer signatures.
Can site engineers update projects from the field?
Yes. Zoho's mobile apps let engineers add survey details, photos and task updates on site.
Can we track warranties by serial number?
Yes. Panels and inverters are recorded per site with serial numbers, so warranty claims can be checked quickly.
Have a similar business challenge?
Talk to us about your processes. We'll show you how they could run on Zoho.