Lead to Site Survey
Manage inquiries, survey appointments, roof/site details, proposal revisions, approval status, and customer communication.
Solar and Energy
Odoo ERP for Solar and Energy Companies
Unified ERP workflows designed for solar EPC and energy providers, connecting site surveys, engineering proposals, installation project milestones, and AMC contracts. We streamline equipment inventory, mobile field technician visits, and milestone-based customer billing into a single transparent system.
Odoo fit
How Wicoders configures Odoo for this industry
Solar companies need project tracking from lead to installation and after-sales support. We configure Odoo CRM, Sales, Project, Inventory, Purchase, Field Service, Accounting, and Helpdesk to manage site surveys, panel and inverter inventory, installation tasks, subcontractor work, customer approvals, warranty claims, and recurring maintenance.
We combine Odoo consultation, implementation, custom module development, reporting, integration, training, and ongoing support so the system handles daily operations from first inquiry to final invoice.
- CRM pipeline for inquiries, surveys, quotations, and approvals
- Project tasks for installation, commissioning, and service visits
- Panel, inverter, battery, cable, and accessory stock control
- Vendor purchase planning and site-wise delivery tracking
- Warranty, AMC, service tickets, and customer communication
Industry workflows
Business flows we can configure for your team
These workflows are tailored to the operating model of this industry and can be adjusted during discovery based on your departments, documents, approvals, and reporting needs.
Procurement to Installation
Plan panels, inverters, batteries, cables, structures, site-wise deliveries, installer tasks, and commissioning checklists.
Warranty and AMC
Track warranty periods, support tickets, service visits, spare usage, maintenance contracts, and recurring customer follow-ups.
Delivery Model
End-to-End Solar EPC & Field Service Operations
We unify sales surveys, engineering BOMs, site installation milestones, and long-term AMC contracts into one transparent system.
Module Coverage
Odoo Apps Configured for Solar and Energy
Integrated ERP apps configured specifically to streamline solar and energy workflows without manual double-entry.
Site Survey & Proposal Pipeline
CRM stages for roof measurements, solar panel kW sizing, engineering approvals, and customer proposals.
Project Installation & Field Service
Milestone project tasks, subcontractor assignments, equipment stock delivery, and digital commissioning checklists.
Warranty & AMC Recurring Billing
Serial number tracking for inverters and panels, annual maintenance contract schedules, and automated invoicing.
Implementation Roadmap
Solar and Energy Implementation Roadmap
A structured phase-by-phase rollout plan tailored specifically for solar and energy operations.
Survey & Proposal Mapping
Setting up technical survey forms, kW pricing calculators, and stage-wise customer communication.
Solar Equipment Inventory & BOMs
Configuring panel, inverter, mounting structure, and battery inventory with site delivery tracking.
Field Service & AMC Testing
Testing mobile technician checklists, spare parts usage, maintenance ticket routing, and recurring billing.
Project Team Go-Live
Training sales engineers, project managers, and service technicians with live milestone tracking.
Operational Transformation
Before vs After Implementing Odoo for Solar and Energy
How an integrated ERP platform transforms day-to-day operations across your key departments.
Procurement & Vendors
Replaces manual purchase emails with automated minimum stock rules, vendor RFQ comparison matrices, and 3-way PO matching.
Warehouse & Logistics
Eliminates stock mismatches through barcode-directed picking, multi-location transfers, and automated consignment manifests.
Operations & Delivery
Provides real-time visibility over work center schedules, field technician assignments, and project milestone deliverables.
Invoicing & Cash Flow
Automates billing upon delivery order validation, debtor aging notifications, and instant management financial reports.
Industries We Serve
Tailored Odoo Solutions Across Every Sector
Explore how our tailored Odoo ERP implementations and industry workflows power growing businesses across sectors.
Manufacturing
Production planning, multi-level BOMs, quality control, shop-floor tablets, and work center routing.
Solar & Energy
Solar project sales, site surveys, installation planning, warranty, AMC, and inverter stock control.
Hospitals & Healthcare
Patient appointments, billing, pharmacy stock, medical supply procurement, and compliance reporting.
Retail, POS & E-commerce
Integrated point of sale networks, multi-warehouse stock replenishment, delivery rules, and online sync.
Logistics & Distribution
Warehouse routes, barcode operations, multi-carrier shipping labels, returns, and stock traceability.
Education & Training
Student admissions, course programs, fee invoices, certificates, batch scheduling, and student portals.
Real Estate & Construction
Property unit records, milestone billing, contractor work orders, vendor control, and legal documents.
Professional Services
CRM pipelines, project timesheets, recurring subscriptions, helpdesk tickets, and client portal billing.
Odoo Services
Explore More Odoo Services
Discover our full spectrum of specialized Odoo consulting, customization, migration, and development capabilities.
Odoo Consultation
Process gap analysis, ERP architecture scoping, and strategic implementation roadmaps.
Odoo Implementation
Turnkey configuration, master data migration, user acceptance testing, and launch hypercare.
Odoo ERP Development
Tailored business modules, automated server actions, custom APIs, and scalable extensions.
Odoo Customization
Tailored user interfaces, custom approval hierarchies, smart automations, and custom PDF reports.
Odoo Migration
Database upgrade dry-runs, custom module migration, and seamless production cutover.
Data Migration
Legacy data cleansing, duplicate prevention, opening balance reconciliation, and verified imports.
Odoo Support
Proactive database maintenance, guaranteed response SLA, bug fixing, and continuous user help.
Hire Odoo Developer
Dedicated full-time and hourly senior Odoo engineers starting at $10/hour for agile development.
Industry FAQ
Frequently Asked Questions About Solar and Energy in Odoo
Real answers to common technical and operational questions from our ERP consulting team.
How long does a typical Odoo implementation take for Solar and Energy?
Most projects go live within 6 to 12 weeks depending on master data cleanliness, custom module requirements, third-party API integrations, and user training cycles.
Can we import our existing historical data and open balances?
Yes. We provide structured Excel/CSV templates, cleanse duplicate records, and import opening stock quantities, customer/vendor ledgers, and trial balances with double-entry verification.
Is this solution available on both Odoo Community and Odoo Enterprise?
Yes. We implement and customize solutions on both Community and Enterprise editions based on your budget, required feature sets, and deployment preference (Odoo.sh, On-Premise, or Dedicated Cloud).
What ongoing support is provided after go-live?
We offer dedicated hypercare immediately following launch, followed by monthly SLA support packages for bug fixing, report tweaks, database optimization, and user assistance.
Trust Checklist
Quality & Operational Verification for Solar and Energy
Critical checkpoints we verify before your solar and energy system handles live business transactions.
Inverter & Panel Serial Number Tracking
Track every installed component serial number for manufacturer warranty claims and AMC records.
Milestone-Based Customer Invoicing
Generate invoices automatically upon completion of site survey, delivery, and grid commissioning.
Field Service Mobile Checklists
Technicians record installation photos, customer signatures, and test readings directly on mobile.
Start with discovery
Get an Odoo plan for your industry workflow.
Share your business type, team size, current software, modules needed, and biggest operational pain point. We will respond with practical next steps.