One system from kilowatt quote to commissioned system and beyond

Solar Energy Management connects kW-based quoting, installation projects, equipment warranties, maintenance and production dashboards in one Odoo app, so nothing gets reconciled across spreadsheets again.

The problem

Solar installers and EPC contractors run the commercial pipeline, the physical delivery pipeline, and the customer relationship in three disconnected tools. Nothing links a quote to the install crew’s progress, and nothing links installed equipment to its warranty or the energy it actually produces — so data gets re-typed, deadlines slip unnoticed, and customers call in for status updates no one can answer without digging through spreadsheets.

The solution

Solar Energy Management gives every installation one record: a kW-based quote that becomes a sale order and a delivery project, a pipeline stage that drives progress and commissioned capacity together, equipment with warranty and replacement history, a maintenance workflow, and a live production log. Customers see their own status, production, and service requests in a self-service portal, and prospects size their own system on your website before they ever talk to sales.

Capabilities

Everything a solar installer needs, connected

Every capability below is implemented in the module.

01

kW-Native Quoting

Enter system size in kilowatts and let a configurable price-per-watt derive the estimated price and expected annual production automatically. One click turns an installation record into a sale order.

02

Installation Pipeline

A configurable kanban pipeline from Lead through Handover, with a smart button to spin up the delivery project in one click and a status bar that tracks every stage change.

03

Progress, Revenue & Capacity Together

Percent complete, revenue recognized, and commissioned kilowatts are computed on the same record, driven by project task completion and pipeline stage — no manual reconciliation across three tools.

04

Equipment & Warranty Genealogy

Track every panel, inverter, mounting piece, and meter as a serialized asset with manufacturer, warranty end date, status, and a replaced-by link so service history and part swaps never get lost.

05

Preventive & Corrective Maintenance

Log service requests against an installation or a specific piece of equipment, assign a technician, schedule the visit, and move it through New, Scheduled, In Progress, Done, and Cancelled with warranty status shown automatically.

06

Energy Production Dashboards

Log daily production per installation and compare it against expected output with a computed efficiency percentage, visualized in a trend graph and a pivot table by installation and date.

07

Customer Self-Service Portal

Customers log in to see every installation they own, production history, equipment, and open maintenance requests, and can submit a new service request directly from the installation detail page.

08

Public ROI Calculator

A website page lets prospects enter their monthly bill, electricity rate, and sun hours to instantly see recommended system size, system cost, annual savings, and payback period — no login required.

09

Sales & Project Integration

The installation record links directly to its sale order and its delivery project, and both show a smart button back to the installation, plus a smart button on the customer’s contact for every system they own.

Workflow

How it works

1

Quote in Kilowatts

Create an installation, enter customer, system size, and panel count, and generate a sale order with one click from the derived estimated price.

2

Deliver the Install

Spin up the delivery project, move the installation through its pipeline stages, and watch progress, revenue, and commissioned capacity update together.

3

Track Assets & Service

Register panels, inverters, and mounting hardware with warranty dates, and dispatch preventive or corrective maintenance requests as they come up.

4

Monitor & Engage

Log production data, watch the efficiency dashboard, and let customers check their own status, production, and service requests in the portal.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. It builds on your existing Sales and Project apps — a quote generates a real sale order, and an installation generates a real project — and adds the solar-specific fields, pipeline, equipment, and maintenance workflow that sit on top of them.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Solar Energy Management

kW-native quoting, an installation pipeline that drives progress and commissioned capacity together, equipment warranty genealogy, maintenance, production dashboards and a customer portal — one record per installation.

Buy on Odoo App Store