CRM for Solar InstallersAll Installation Information in One Place
This solar installation and job organizer is designed for companies that supply solar panel systems (PV) and handle installations, and need to manage the installation work. It allows you to control and coordinate the team, keep all the information about installations in one place, and maintain information about the components used for service and maintenance. Well-maintained records of installations and customers will help you:
- Provide quality service and maintenance
- Quickly find out what was installed where
- Ensure warranty and post-warranty repairs
- Have an overview of projects and technicians
- Build customer trust and a professional approach
What You Should Record for Each Solar Panel Installation
- Installation details, components used, and their configuration
- Installed serial numbers (if available)
- Description of the location on-site (roof section, ground mount row, etc.)
- Details of the panel and mounting structure placement (orientation, tilt angle)
Customer and Location
- Customer name and address
- Phone number and email address
- GPS coordinates or precise installation location
- Type of property (family home, business, warehouse)
Technical Installation Parameters
- Installation date
- System power (e.g., 9.2 kWp)
- Type and number of panels
- Inverter type
- Batteries (type, capacity)
- Type of mounting structure (e.g., roof, tilted, ground)
- Connection to the distribution grid (YES/NO, distributor)
Documentation
- Project documentation (PDF)
- Installation photo documentation
- Commissioning protocols
- Component warranty cards
- Inspection reports
Service History
- Date of regular inspections and maintenance
- Records of performed inspections and maintenance
- Records of claims, replacements, repairs
During Installation: Use a Checklist
Here’s what your install crew should do:
- Scan or photograph each panel’s serial number
- Confirm model and wattage match the order
- Note exact location (e.g., Roof A, Row 1, Panel 5)
- Sync data with your central record system (app, spreadsheet, etc.)
After Installation: Keep Records Updated
- Log any replacements, repairs, or upgrades
- Record service history per panel (if available)
- Store warranty expiration dates and supporting documents
- Make the data accessible to your service team
How Aptien Helps You Manage Installations
For each individual construction project, you can assign tasks, record meeting minutes, and continuously track project task completion, keep construction documentation in one place so that it is accessible to everyone involved in the construction.
- Managing work and tasks on installations
- Keeping meeting minutes related to construction projects
- Automatically tracking construction milestones and deadlines
- Managing construction documentation
- Managing construction photo documentation
- Managing construction subcontractors and sharing documents with them
- Reporting requests and changes on the construction site: here you will have a place where all reports and requests will be, you won't get lost in it