📞 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. | Customer | Mobile | Address | Reference | Follow-up | Date | KW | Priority | Quotation | Action |
|---|
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.No | Customer | KW | Collect Docs | Advance Payment | Login File | Bank Loan Applied | Bank Loan Status | Discom File Given | Meter Testing | Docs Progress |
|---|
Customers
Manage installation records.
Customer Information
| S.No | Customer | City | KW | Docs | Loan | Structure | Panels | Meter | DCR | Subsidy | Wi-Fi | Progress | Final | Action |
|---|
Installation Pipeline
Site work stages, for every running site.
| Customer | KW | Plates | GI Pillar | Panels | Wire | Meter | Final |
|---|
Payment Tracking
Advance and milestone payments by customer. Enter an amount and the date fills in automatically.
| Customer | KW | Advance | 1st Payment | 2nd Payment | 3rd Payment | Final Payment | Total Paid | Status |
|---|
📦 Material Dispatch
Record every challan raised when material is sent out.
➕ New Dispatch Entry
| Challan No. | Date | Customer | Material | Qty. | Receiver | Remarks | Action |
|---|
📋 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. | Customer | City | KW | Progress | Next Planned Step | Today's Remarks / Work Instruction | Save |
|---|
🧾 Create Quotation
Fill the details, then print or save as PDF.
☀ KAPS SOLAR
Solar Energy Solutions
Customer
Mobile:
Mobile:
System
kW Solar System
Validity:
kW Solar System
Validity:
| S.No. | Description | Qty | Amount (₹) |
|---|
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.
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
________________________
________________________For KAPS SOLAR
________________________