Solar and renewable
Solar CRM for rooftop installers and EPC companies
Schedule surveys, quote by kW with a payback estimate and track the subsidy, installation and net-metering until the plant is live. AMC tickets keep customers on your books.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1LeadA home, society or business asks for a solar quote through an ad, call or referral.
- Stage 2Survey scheduledA site survey slot is booked with an engineer.
- Stage 3Survey doneRoof area, shading, load and photos are recorded at the site.
- Stage 4ProposalA kW proposal with BOM, cost and payback is sent to the customer.
- Stage 5AdvanceThe customer pays the advance and the order is confirmed.
- Stage 6Subsidy (PM Surya Ghar/DISCOM)The subsidy application and DISCOM approvals are filed and tracked.
- Stage 7InstallThe installation team completes the plant against a job card.
- Stage 8Net-meteringThe net meter application and inspection are completed with the DISCOM.
- Stage 9HandoverThe system is commissioned, the customer is trained and balance is collected.
- Stage 10AMCAn annual maintenance contract and service tickets keep the customer active.
What is a solar and renewable CRM?
A solar CRM manages a rooftop project from the first enquiry through survey, proposal, subsidy, installation and net-metering to the annual maintenance contract. In Gandiv, each lead records roof area, monthly bill, sanctioned load, DISCOM and the kW required. Engineers book surveys, upload photos and measurements from the field, and sales sends a proposal with a bill of materials and a payback estimate. The subsidy application, install job and net-metering steps are tracked as stages, and after handover the AMC and service tickets keep the relationship active for cleaning visits and upgrades.
Why solar and renewable teams need one
Problem
Surveys are fixed on a call and the engineer is never sent.
With Gandiv
A survey scheduler assigns an engineer, sends a reminder and records whether it was completed.
Problem
Site photos and measurements stay on personal phones.
With Gandiv
Photos, roof area and shading notes are attached to the lead from the field app.
Problem
Customers cannot judge the payback on a quote.
With Gandiv
The ROI calculator turns bill, kW and tariff into a savings and payback estimate for the proposal.
Problem
Subsidy paperwork sits with different people.
With Gandiv
A subsidy tracker lists each application stage with date, owner and the pending document.
Problem
Installation crews are double-booked.
With Gandiv
A job board shows which crew is on which site and which jobs are waiting for material.
Problem
After handover nobody calls the customer again.
With Gandiv
AMC contracts and service tickets keep cleaning visits and warranty claims on schedule.
Key features
Survey
Survey scheduler with photos
Book a site survey with an engineer, send the customer a reminder and record roof area, shading, load and photos at the site. A completed survey flows straight into the proposal with the measurements attached.
- Engineer assignment and reminders
- Roof, shading and load fields
- Photos attached from the phone
Survey
- Engineer assignment and reminders
- Roof, shading and load fields
- Photos attached from the phone
Proposal
kW proposal with BOM and ROI
Build a quote from panels, inverter, structure and cabling, priced per kW. The ROI calculator shows monthly savings and payback from the customer bill, so the proposal answers the question every buyer actually asks.
- BOM quote by kW
- Savings and payback estimate
- PDF shared on WhatsApp
Proposal
- BOM quote by kW
- Savings and payback estimate
- PDF shared on WhatsApp
Subsidy
Subsidy tracker for PM Surya Ghar and DISCOM
Track each subsidy application with its portal reference, documents submitted, inspection date and approval. Staff see which customers are waiting on paperwork, and customers get status updates without calling you.
- Application stage and reference
- Pending document alerts
- Status update to customer
Subsidy
- Application stage and reference
- Pending document alerts
- Status update to customer
Install
Install job board for crews
Convert a confirmed order into a job card with materials, crew and target date. Crews update progress from the site, and the board shows delays so you can reassign instead of apologising later.
- Crew and date per job
- Material checklist
- Progress updates from site
Install
- Crew and date per job
- Material checklist
- Progress updates from site
Net-metering
Net-metering and handover tracking
Follow the net meter application, DISCOM inspection and meter installation as clear steps with dates. Handover is marked only when the plant is commissioned and the balance payment is received.
- Application and inspection dates
- Commissioning checklist
- Balance payment before handover
Net-metering
- Application and inspection dates
- Commissioning checklist
- Balance payment before handover
AMC
AMC contracts and service tickets
Sell annual maintenance after handover and schedule cleaning and inspection visits. Customers raise a ticket on WhatsApp, and the service team sees warranty, last visit and the next due date.
- AMC plan and renewal date
- Visit schedule and tickets
- Warranty details on the plant
AMC
- AMC plan and renewal date
- Visit schedule and tickets
- Warranty details on the plant
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Roof area (sq ft) · Monthly bill (INR) · Sanctioned load (kW) · DISCOM · Required system size (kW) · Roof type · Subsidy opted · Customer type |
|---|---|
| Automations | Survey reminder - day before and 2 hours before · Proposal follow-up - 2 days after sending · Subsidy document pending nudge · Install day confirmation on WhatsApp · AMC renewal reminder T-30 |
| Reports | Lead to install conversion · Surveys scheduled vs done · Proposals sent vs won by kW · Subsidy applications pending by stage · AMC renewals due |
| Message templates | Survey confirmation · Proposal with payback · Advance receipt · Subsidy status update · Handover and warranty details |
| Call script | Ask monthly electricity bill, type of property, roof area and DISCOM. Explain rooftop capacity and the subsidy process in simple terms, and book a free survey slot with the engineer. |
Fields
Roof area (sq ft) · Monthly bill (INR) · Sanctioned load (kW) · DISCOM · Required system size (kW) · Roof type · Subsidy opted · Customer type
Automations
Survey reminder - day before and 2 hours before · Proposal follow-up - 2 days after sending · Subsidy document pending nudge · Install day confirmation on WhatsApp · AMC renewal reminder T-30
Reports
Lead to install conversion · Surveys scheduled vs done · Proposals sent vs won by kW · Subsidy applications pending by stage · AMC renewals due
Message templates
Survey confirmation · Proposal with payback · Advance receipt · Subsidy status update · Handover and warranty details
Call script
Ask monthly electricity bill, type of property, roof area and DISCOM. Explain rooftop capacity and the subsidy process in simple terms, and book a free survey slot with the engineer.
By role
Founder or business head
- Pipeline by stage and kW
- Subsidy and net-metering delays
- AMC revenue due
Telecaller or sales
- Survey booking on the call
- Proposal and ROI to share
- Follow-up after proposal
Survey and install teams
- Survey form with photos
- Job board and material list
- Service tickets for AMC
Integrations for this industry
Related industries
Real estate
Take every enquiry to a site visit and a booking, across projects, brokers and rentals.
Home services and interiors
Site visits, BOQ quotes, stage payments and a work-in-progress board.
Manufacturing and distribution
Handle RFQs, quotations, samples and purchase orders with credit terms under control.
Frequently asked questions
Does Gandiv file subsidy applications?
No. It tracks the status, documents and dates of your applications, while the filing itself is done on the official portal by your team or the customer.
Is the ROI calculation a guarantee?
No. It is an estimate based on the bill, system size and tariff you enter. Present it as indicative and revise it with actual generation data once the plant runs.
Can surveyors work offline at the site?
The field form works on a phone with network access. If connectivity is poor, note the details and upload photos when you are back in coverage.
Can channel partners bring leads?
Yes. Give each partner a source tag and a login that shows only their leads, and track commission against installed projects.
Does it work for commercial and industrial solar?
Yes. Add fields for connected load, tariff category and roof type, and use longer proposal stages for larger projects.
Start with the solar and renewable template
Your pipeline, fields and messages are created for you. Change anything later.