KAPSOLAR Customer & Installation Tracking
👤 —

📞 Enquiries & Sales Leads

Track incoming leads and move them into a quotation.
Total Enquiries
0
Follow-up Due
0
Quotations Created
0
Total Enquiry kW
0

➕ Enter New Enquiry

Enquiry No.Created DateCustomerMobileAddressReferenceHow Reached UsFollow-upDateKWPriorityQuotationAction

Customer Tracking Dashboard

Live overview of every customer and site.
Total Customers
0
Documents Pending
0
Loan Pending
0
Installation Running
0
Sites Completed
0
Subsidy Pending
0
Payment Pending
0
DCR Pending
0
Wi-Fi Pending
0
Total kW
0

Go To Any Section

Quick Filters

All Steps — Live Status

Every document and installation step across all customers. Click any step to open its section.

Customer Progress

Work Summary

📄 Documents

Docs collection, advance payment, loan and discom paperwork for every customer.
Docs Pending
0
Advance Pending
0
Loan Pending
0
Discom File Pending
0
S.NoCustomerCreated DateKWCollect DocsAdvance PaymentLogin FileBank Loan AppliedBank Loan StatusDiscom File GivenMeter TestingSubsidyDocs Progress

✅ Completed Work

Completed records are separated by section. A customer can be complete in Documents while Installation or Payments are still pending.
📄
Documents Completed0
⚙️
Installation Completed0
💰
Payments Completed0
🏆
Overall Site Completed0

Customers

Manage installation records.

Customer Information

S.NoCustomerCreated DateCompleted DatePriorityCityKWDocsBank LoanStructurePanelsMeterDCRSubsidyWi-FiProgressFinalAction

Installation Pipeline

Site work stages, for every running site.
CustomerCreated DatePriorityKWDue DateSite StatusPlatesGI PillarPanelsWireMeterFinal

Payment Tracking

Advance and milestone payments by customer. Enter an amount and the date fills in automatically.
CustomerCreated DateCompleted DateKWAdvance1st Payment2nd Payment3rd PaymentFinal PaymentTotal PaidStatus
TOTAL TASKS
0
PENDING
0
IN PROGRESS
0
COMPLETED
0

Assign New Task

TaskAssigned ToRoleCustomerPriorityDue DateStatusRemarksCreated ByAction

📋 Today's Work Plan

The Next Planned Step is calculated automatically from each customer's installation progress, but you can override it from the dropdown any time. Add an instruction or note for today's work in the last column and click Save Remark.
S.No.Created DateCustomerCityKWNext Planned StepToday's Remarks / Work InstructionSaveProgress

↥ Backup & Restore

Create a complete Cloudflare D1 backup and restore application data from a previous backup.

How to Restore Data Through Backup

1. Select the KAPSOLAR complete backup JSON file downloaded from this software.
2. The backup data will be restored into Customers, Enquiries and Tasks.
3. After restore, the application synchronizes the restored records with Cloudflare D1.
4. User accounts/passwords are not changed by this restore.

⏱ Automatic D1 Backup

Automatically download a complete JSON backup every hour from 9:00 AM to 11:00 PM. The KAPSOLAR page must remain open.
⚪ Auto Backup is OFF
📁 Backup folder: Browser Downloads (default)

Backup Safety

Keep the downloaded JSON backup in a safe location. Restore is intended for KAPSOLAR complete backup files generated by this software.

🧾 Create Quotation

Fill the details, then print or save as PDF.

☀️ Solar PV Module & Inverter Options

📌 Panel quantity is calculated automatically from system capacity + selected panel wattage and rounded up to the next whole panel.

💰 Project Pricing

Formula: Effective Value = Total Project Value - Subsidy

⚙️ System & Project Details

☀ KAPS SOLAR
Solar Energy Solutions
QUOTATION
No:
Date:
Customer


Mobile:
System
kW Solar System
Validity:
S.No.DescriptionQtyAmount (₹)Action
Subtotal₹ 0
GST %
GST Amount₹ 0
Grand Total₹ 0
Terms & Conditions
1. Prices are subject to final site survey and approved system configuration.
2. Delivery / installation schedule will be mutually agreed.
3. Extra cable, civil work, NOC/security deposit or site-specific charges, if applicable, will be charged separately.
4. Insurance against storm, cyclone and other natural calamities is recommended.
Customer Acceptance

________________________
For KAPS SOLAR

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🟢 Online — Synced