CRM for Solar InstallersYour Installed Inverter Inventory & Records
- Your inverter inventory helps you keep a detailed record of all inverters you've installed or are currently installing for your customers. This is where you store all key information, specifications, and related documents for each unit.
What to Keep for Each Inverter
- Brand and Model
- Inverter Type (string inverter, microinverter, hybrid)
Bonus: Tracking Inverters in Stock
- For inverters you have already installed: Know which customers have them and in which solar installations they were used
- For inverters not yet installed: Track their stock location and available quantity
- Maintain a record of inverters used in each individual installation
- Helps prevent stock shortages and improves purchase planning
Why You Should Track All Installed Inverters
Keeping a record of installed inverters isn’t just about paperwork – it helps you provide better service, stay organized, and protect your business. Whether you use a simple spreadsheet or a dedicated software system, the goal is the same: always know what inverters you have installed, where they are, and when they were installed. Maintaining detailed records of the solar equipment you sell or install is crucial for:
- After-sales service and maintenance of your PV systems
- Handling warranty claims and replacements
- Meeting contract and regulatory requirements
- Managing inventory and avoiding mistakes
- Enhancing customer support and building trust