Solar & Renewable Energy
Solar companies rarely lose money on panels. They lose it between the quote and the final payment: approvals that stall, material that arrives late, margin nobody sees until the project closes, and receivables that age. These guides, articles and scenario models cover how to run an Indian solar EPC on connected systems. We have not yet built for a solar company, so every worked example here is labelled as a scenario, not a result.
What we build
- Lead, survey, proposal and quote in one flow
- Project-wise costing and live margin tracking
- Milestone billing, retention and bank-guarantee tracking
- DISCOM, net-metering and subsidy application tracking
- Serial-number and warranty tracking for panels and inverters
- Field apps for surveys, installation proof and O&M tickets
Guides
View allApprovals, net metering and subsidy: make the waiting visible
Installation takes days; approvals take weeks. A tracker per DISCOM, a subsidy claim pipeline and the equipment rules that cause rejections.
Costing and margin control: from quote to forecast margin
Make the quote the budget, tag every cost to a project, and review forecast margin weekly. The chapter that decides whether you steer or just report.
Choosing the system: sheets, stitched stack, configured ERP or custom build
A rule for the order to try things in, a requirements list, a vendor demo script and the two tests that decide it.
Procurement, inventory and warranty: one chain from supplier to roof
Link purchase orders to the BOM, gate crews on material, and carry the serial number from the supplier's invoice to the customer's roof.
Start here: running a solar EPC business on connected systems
A guide for owners and operations heads of Indian solar EPC and installer companies. Find your stage, pick your reading path, and see where the money leaks between quote and final payment.
The solar project lifecycle: stages, owners, documents and handoffs
Lead to O&M in nine stages: who owns each, which documents move, and which handoffs break.
Where solar EPC money leaks between quote and final payment
Seven leak points from the survey to the last milestone, ranked by how quietly they drain margin and cash. A map to the rest of the guide.
Billing, cash flow and receivables for solar EPCs
Staged payments, long final milestones and bank guarantees turn profit into a cash problem. How to track milestones, retention and guarantees as dated obligations.
Field operations, O&M and adoption: systems that survive the roof
Design for six roles, work offline, capture once, and run O&M as a loop from alert to renewal. The adoption chapter.
Articles
View allIndia solar market, October 2026: what the numbers mean for EPC operations
Capacity is booming, but three states carry most of it, rooftop growth dipped month on month, and the real bottleneck is grid connection, not installation. What that means for how an EPC should run its operations.
Solar O&M and AMC: turning monitoring alerts into tickets, visits and renewals
Installed systems become a recurring-revenue book only if alerts become tickets, tickets become visits and contracts renew on time. A workflow from inverter alert to AMC renewal.
How to track DISCOM approvals and net metering across projects
Installation takes days. Feasibility, inspection and the net meter take weeks, and each DISCOM behaves differently. A tracker design that shows which project is waiting on whom, for how long.
Getting solar site teams to use the system: surveyors, installers and store staff
Most solar ERPs fail on the roof, not in the demo. Six field roles, the few tasks each does daily, and the design rules that stop the WhatsApp group from becoming your real system.
Milestone billing, retention and bank guarantees in solar EPC contracts
Staged payments, retention held for a defect period and bank guarantees that expire quietly. How to track each as a dated obligation so nothing is billed late, released late or lapses.
PM Surya Ghar for EPCs: tracking subsidy claims, equipment rules and paperwork
The scheme pays the customer, but rejected paperwork lands on the EPC. What the subsidy covers, what a vendor must record, and a tracker that stops claims bouncing.
Project-wise costing and margin for solar EPC: estimated, committed and actual
Company-level profit hides project-level losses. Three costs per project, three margins, and the weekly view that turns margin from an after-the-fact number into a steering wheel.
Serial-number and warranty tracking for solar panels, inverters and batteries
Warranty claims fail when nobody can prove which unit went where, and when it started. A simple chain from supplier invoice to customer roof, and the minimum fields to capture.
Solar ERP vs CRM plus Tally: which setup fits a solar company?
Sheets, a stitched stack of CRM, project tool and accounts software, a configured ERP, or a custom build. Four setups, when each breaks, and a rule for the order to try them in.
Solar procurement delays and BOM control: stop idle crews and surprise purchases
Late material idles crews and extra purchases erase margin. How to make the quote BOM the spine of procurement, add a material-ready gate, and see variance before the invoice arrives.
What a solar ERP must do: a requirements checklist for Indian EPCs
A requirements checklist built from the lifecycle, grouped into must-have, should-have and later. Use it to write your own spec before you talk to any vendor.
How to evaluate a solar ERP vendor: a demo script, a scorecard and red flags
Make every vendor run your scenarios on your data, score them on weights you set in advance, and ask the questions that expose a team that has never done solar.
Solar EPC receivables and working capital: why profitable projects still run out of cash
An EPC pays suppliers up front and gets paid in stages. The gap is your working capital, and a stalled approval can stretch it by months. A worked cash curve and the three numbers to watch.
Why solar EPC projects overrun cost and time, and where to catch it
Rooftop and C&I solar projects rarely fail on panels. They drift: a survey gap, a BOM change, a late delivery, an approval that sits. Five places the drift starts and the one comparison that catches it.
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