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Solar Panel Installation CRM

In installation the work starts after the sale closes: the survey appointment, the material reaching the site, the day the crew is on the roof, and commissioning. When one of these steps slips, the crew's day is wasted and the customer learns nothing unless they call.

Every installation is a work order record; crew, date and site address are its fields. Warranty expiry and periodic maintenance dates sit on the same record, and sites that are due drop onto a list.

Solar Panel Installation CRM
  • Plan the survey, installation and commissioning steps on the work order record, and see crew and date clashes on the calendar
  • Add the roof measurement and site photos to the record from the mobile app, and confirm the crew's arrival on site with GPS verification
  • Have the handover report signed on site from the signature screen in the mobile app, and keep the signed document attached to the installation record
  • Keep warranty and periodic maintenance dates on the installation record, and let sites due for maintenance drop onto a list
Work OrderEvery installation is a record; crew, planned date and site address are in its fields, and the stages from survey to commissioning move forward on that record.
Site VerificationThe crew's arrival on site is marked from the mobile app; the location is verified by GPS and fake location reports are detected.
Handover ReportThe person taking delivery signs the commissioning report on the signature screen in the mobile app; the signed document is attached to the installation record and read from there in a warranty dispute.
Maintenance CalendarWarranty expiry and periodic maintenance are date fields on the installation record; sites that fall due drop onto a list, and the visit task is opened from that list.

The installation crew's day is spent on site, while the information stays in the office. The roof measurements taken at the survey are on one person's phone, when the material shipment left is in another exchange of messages, and which crew will be where on which day is on the calendar on the wall. This scatter breaks two things: two jobs get given to the same crew on the same day, and once the job is done, where the handover report and the photos went is only looked for months later when a warranty argument comes up. The period after installation is not managed either — periodic cleaning and inspection visits are on nobody's agenda until the customer complains.

In Rapitek CRM every installation is a work order record; crew, date and site address sit in its fields. The roof photo and measurement note taken at the survey are added to that same record from the mobile app, the crew's arrival on site is verified by GPS, and fake location reports are detected. At commissioning, the person taking delivery signs the handover report on the signature screen in the mobile app and the document is tied to the record. Because the warranty end date and the periodic maintenance date are also fields on the same record, installations due for maintenance drop onto a list by themselves; a fault call, meanwhile, is opened as a request record tied to that installation.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

How do I see that the installation crew went to site and finished the job?
The crew opens and closes the work order from the mobile app; arrival on site is verified by GPS, fake location reports are detected, and the photos taken and the measurement note accumulate as attachments on the same record.
Can I have the commissioning report signed on site?
Yes. The person taking delivery signs the report on the signature screen of the mobile app on a phone or tablet, and the signed document is tied to the installation record; when a warranty question comes up later, what was delivered on which date is read from the same record.
Where do I see the installations due for maintenance?
Warranty expiry and periodic maintenance are date fields on the installation record; sites that fall due drop onto a list and the visit task is opened from that list. A fault call, meanwhile, is opened as a request record tied to that installation.
Which is the best CRM software for Solar Panel Installation?
When choosing a CRM for the solar panel installation sector you should look at industry workflows, integration capabilities, customisation options and support quality. You do not set up Rapitek CRM — we do: we configure the fields, the stages and the reports around your solar panel installation process, we migrate your data, and we train your team in Turkish. Before we built our own platform, our team completed more than 200 enterprise CRM projects in its Salesforce years; we do the setup with that experience.
How much do Solar Panel Installation CRM system prices cost?
On the solar panel installation side the work order carries crew, planned date and site address fields; it is this field workforce that uses the system. We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you never read a different price in two places. The price is set by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and the setup fee, if any, are worked out together in the discovery call and shared in writing. The Rapi AI credit and ERP integration are separately priced items.
How are CRM integrations done in the Solar Panel Installation sector?
On the solar panel installation side the survey information stays on one person's phone and the dispatch of the material in another exchange of messages. If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the ERP side differ from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery call and share them in writing.
How does the move to a CRM system work in the Solar Panel Installation sector?
We start with a discovery call: we work out your solar panel installation process together, and which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for Solar Panel Installation?
In solar panel installation the roof measurement and site photos are added to the record from the mobile app, and the crew's arrival on site is verified by GPS. The app is live on both the App Store and Google Play. The web interface works on tablets and phones too. The app does not work offline; if the connection drops while you are filling in a form, what you have typed is kept on the device for 24 hours.
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