SS Solar
Solutions

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Customers

Complete customer database with lead management and document workflow.

Total Customers

Active Leads

Completed

Team Members

Customer Directory 0

	Customer Name	Mobile	Email	Status	Added	Owner	Actions

Leads Pipeline

Track solar installation leads through every stage.

New Leads 0

Processed 0

Completed 0

New Leads 0

	Name	Mobile	Email	Stage	Added	Owner	Move Stage	Actions

Account

Company profile and security settings.

Account Info

Privacy & Security

Company

Company Name

SS Solar Solutions

Industry

Solar Energy / Renewables

Location

Lucknow, Uttar Pradesh

My Profile

Full Name

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Username

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Role

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Team Members

Manage staff. Roles: ADMIN, MANAGER, FREELANCER, FIELDMAN.

Total Members

Preset Roles

Active

Team Directory 0

	Member Name	Role	Username	Mobile	Email	Joined	Actions

Mobile

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Alt. Mobile

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Address

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View More Details

EDIT MODE

Full Name

Mobile

Alt. Mobile

Address

Customer Info (Read-only)

Name

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Mobile

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Alt. Mobile

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Address

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Site Location (GPS)

Not captured yet

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Username

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Mobile

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Joined

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Status

Active

EDIT MODE

Full Name

Role

Mobile

SS Solar Customer Survey Form

Fill all sections carefully · Data saved locally

① Client Details

② Project/Site

③ Shading

④ Key Components

⑤ Media

⑥ Sign-off

Section 01

Client Details

Basic Info

Client / Customer Name *

Date & Time of Visit *

Contact Person

Phone Number *

Email Address

Site Address

Optional — click GPS to attach coordinates

Section 02

Project / Site Details

Technical Info

Type of Installation

Type of System

Site Co-ordinates

Direction

Height of Roof / Floor

Orientation of Roof

Available Shadow Free Area

Condition of Roof

Age of Roof

Section 03

Shading Aspect

Shadow Analysis

Tree Shading

Adjacent Building

Telecom Tower

Overhead Water Tank

Section 04

Location of Key Components

Equipment Placement

Solar Inverter Location

Earthing & LA Location

ACDB Location

DCDB Location

AC · DC & Earthing Cable Route

Section 05

Photos & Videos

0 / 50 attached

Tap to attach photos & videos

Up to 50 files · Images & Videos · Max 10MB each

Remarks

Section 06

Declaration & Sign-off

Required

Done By *

Checked By *

Customer Signature *

Signature

Sign here

Signature captured — click "Clear" to redo

Customer Name Customer

Installation Workflow

100%

Completed

Active

Pending

Right-click node for options

Mark as Done

Unmark Done

Open Portal

Payment Status *

Bank Name *

IFSC Code *

Bank Account No. *

After submitting, Admin/Manager will review and approve.

The selected fieldman will receive a notification on their account to proceed with the installation.

SS Solar Solutions CRM