Guide
The Solar & Operations module — end to end
Set up your solar (GES) and panel-cleaning operation step by step, from lead to collection. Each section shows what to do and the matching product screen.
This guide gets the Solar & Operations module ready for daily use. Work through it in order or jump to any section from the contents. The cards you see at each step are previews of the real screens in the app.
Overview: how the module works
The Solar module is built on one end-to-end chain: lead → customer → washing → invoice → collection. Balances aren’t stored; everything is computed from transactions.
- 1Switch to the “Solar & Operations” workspace from the top-left switcher.
- 2Manage the sales funnel with Leads & outreach; convert a won lead into a customer.
- 3Set up plant and receivables data with panel inventory and the customer ledger.
- 4Plan a washing operation, complete it, and turn it into an outgoing invoice.
- 5Track collection, cash, suppliers and payroll on the same finance backbone.
Tip: Each section below is a link in this chain; set them up in order and the data feeds itself.
Plan
Add the operation to the washing agenda; assign the field crew and target panel count.
Execute & log
The crew logs daily panels washed and water usage; the step indicator advances.
Complete & invoice
Complete the operation, confirm the rounding-adjusted amount; an outgoing invoice is created.
Post & collect
The amount posts to the customer ledger; the collection entry updates the balance.
1. Leads & outreach: the sales funnel
Manage cold and warm leads, call systematically with field-call sessions, and convert a won lead into a customer.
- 1Open Leads & outreach; use “Add lead” to enter company, city, kW capacity and contact.
- 2Click “Start a call session”; the app serves the next leads and customers one by one.
- 3Log the outcome of each call: reached, proposal sent, won, or lost.
- 4When a lead is “won”, convert it into a customer record in one click.
Tip: When the session ends, reach rate and conversion are computed automatically; reports show which channel converts.
2. Customer & ledger
The customer card holds plant info, receivables and collections together. The balance is computed line by line as outgoing invoices minus collections.
- 1On Customers, use “Add customer” to enter company, tax/address and plant details.
- 2On the customer card, use “Entry/Invoice” to add an outgoing invoice (debit); set the VAT rate and due date.
- 3Use “Collect” to pick the payment method (cash, bank, cheque) and the target account.
- 4The balance updates instantly; due cheques and receivables stand out.
Tip: Balances aren’t stored; you can print or export the customer statement as PDF anytime.
| Date | Entry | Amount |
|---|---|---|
| Mar 12 | Outgoing invoice | ¤48K |
| Mar 18 | Collection | −¤30K |
| Mar 24 | Post-dated cheque | ¤18K |
3. Panel inventory
Keep panel records and unit price for each customer site. This data automatically feeds the washing invoice.
- 1On Panel jobs / inventory, click “Add panel record”.
- 2Enter the site name, panel count, kW and unit price.
- 3The record links to the customer; washing operations use this site and unit price.
Tip: Unit price can vary by site; invoicing always uses the right price with no manual math.
| Site | Panels | Unit |
|---|---|---|
| OIZ Roof | 860 | ¤12 |
| Factory A | 1,240 | ¤11 |
| Depot B | 540 | ¤13 |
4. Washing operation
The heart of the module: track a washing from planning to outgoing invoice with a step indicator. Steps: Planned → Active → QC → Done → Invoice.
- 1On the washing agenda, use “Add washing” to pick the customer, date and target panel count.
- 2Assign the field crew; the operation starts in the “Planned” status.
- 3The crew logs daily panels washed and water usage; the step advances to “Active” and “QC”.
- 4When the work is done, click “Complete”; the operation becomes a job record.
- 5Confirm the invoice amount (rounding-adjusted); an outgoing invoice is created and posted to the customer ledger.
Tip: A completed operation posts a debit to the customer ledger automatically; collect it from the “Customer & ledger” section. You can correct or delete an operation if needed.
5. Cash & suppliers
Manage bank, cash registers, cheques/notes and supplier ledgers on one finance backbone. Balances are computed from transactions on every account.
- 1On Cash accounts, define a bank account and a cash register.
- 2Post income/expense or transfers to the right account; cash/bank transfers keep matched legs.
- 3For cheques/notes, enter the due date and status (pending, deposited, cleared).
- 4On the supplier card, post payables and payments; the supplier balance falls out automatically.
Tip: Due cheques and supplier payments are planned together; cash flow is visible on one screen.
6. Staff & payroll
Manage field and office staff, salary, leave and payroll. Payroll payment reflects in the cash/bank balance.
- 1On Staff, use “Add staff” to enter name, start date and base salary.
- 2Add a payroll line for salary, bonuses and deductions; the payment links to the ledger.
- 3Use “Start / end leave” to record leave periods; remaining leave is computed automatically.
Tip: The monthly salary outflow reconciles with the cash balance automatically — no manual reconciliation.
| Staff | Salary | Leave |
|---|---|---|
| Field — A | ¤32K | 4 days |
| Field — B | ¤30K | 0 days |
| Office — C | ¤38K | 2 days |
You’ve finished the setup
Your whole operation — from lead to collection — now lives in one place. Create your account and start with an empty Solar workspace, and import your Excel data if you like.
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