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
Odoo workflows for solar project sales, site surveys, procurement, installation teams, service visits, warranty, inventory, and billing.
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
From discovery to go-live support
We start with your current workflow, identify which Odoo apps are required, clean and migrate data, configure processes, build custom modules where needed, test with real users, and support the first business cycle after launch.
Module coverage
Odoo apps commonly connected for this industry
Industry ERP works only when the connected apps share clean data. We review the full operating chain and connect the required Odoo modules into one practical flow.
Sales and Customer Flow
CRM stages, quotations, pricing rules, customer portals, subscriptions, service tickets, follow-ups, and sales team visibility.
Operations and Stock
Purchase, inventory, warehouse routes, quality checks, manufacturing, field service, POS, project tasks, and delivery planning.
Finance and Reporting
Invoices, taxes, payments, accounting entries, costing, dashboards, Excel exports, custom documents, and management reports.
Implementation roadmap
A practical launch plan for industry-specific Odoo workflows
We keep the implementation structured so your users can validate each business flow before the system becomes the daily source of truth.
Workflow Mapping
Document departments, forms, approvals, stock movement, reporting needs, and manual workarounds currently used by the team.
Data Preparation
Clean customers, products, vendors, opening balances, stock, price lists, bills of materials, and other master records.
Configuration and Testing
Configure modules, access rights, reports, and custom logic, then test them with real user scenarios before launch.
Training and Support
Train role-wise users, support go-live, monitor the first business cycle, and plan the next improvement phase.
Services used
Common services for this industry
Odoo Consultation
Map business flows, users, data, integrations, and launch phases.
Implementation
Configure Odoo apps, security, approvals, and operating rules.
Custom Modules
Build industry-specific features where standard Odoo is not enough.
Reports
Create documents, exports, and dashboards your team can use daily.
Trust Checklist
What we verify before an industry workflow goes live
Industry ERP needs more than working menus. We confirm that daily users can enter records, managers can approve exceptions, reports are meaningful, and the business can continue operating during launch.
Operational Accuracy
Products, customers, vendors, taxes, stock, routes, documents, and opening balances are reviewed so the first reports are useful.
User Responsibility
Access rights, approval rules, dashboards, and task ownership are configured so users know what they can do and what needs review.
Launch Support
Training, go-live checks, backup review, and early issue handling are planned before users depend on the system for live operations.
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.
Request Odoo Consultation