Academy
OneSolar CRM Academy
Step-by-step reference for administrators and teams.
- EPC Vendors
Add, edit, export and manage EPC vendors and their admin accounts.
- Fund Sources
The Fund Sources module allows administrators to manage, view, and export the sources of funds that support solar projects. This ensures transparency in…
- Inspection Results
Overview The Inspection Results section in the Solar module allows you to manage outcomes of site inspections. This ensures transparency and…
- Installation Status
The Installation Statuses module allows you to create, edit, and delete different statuses for installation projects. These statuses help track project…
- Maintenance Records
Overview The Maintenance Records sub-module in the Solar CRM helps you document and track all maintenance activities performed on solar installations. It…
- Site Surveys
Overview The Site Surveys sub-module in OneSolar CRM helps EPC vendors and project managers schedule, manage, and track surveys conducted at customer sites…
- Site Management
The Site Management section is the starting point for managing all solar projects. It provides a dashboard view of all sites along with key details such…
- Schemes
The Schemes module allows administrators to manage solar subsidy and funding schemes. It provides details on scheme type, duration, subsidy percentage…
- Access Solar Module
Overview The Solar module in OneSolar CRM is designed to help EPC vendors, contractors, and businesses manage the entire lifecycle of solar projects. From…
- Site Assessments
Overview The Site Assessments sub-module helps EPC vendors and solar professionals evaluate the technical and financial feasibility of solar…
- Estimates & BOM
The Estimates & BOM (Bill of Materials) module in Solar OneSolar CRM enables EPC vendors and solar professionals to generate accurate project cost estimates…
- Payment Schedules
Overview The Payment Schedules sub-module in OneSolar CRM allows you to manage and track payments associated with solar installation projects. You can define…
- Maintenance Schedules
Overview The Maintenance Schedules sub-module in the Solar CRM helps you plan, track, and manage maintenance activities for solar sites. It ensures…
- Access Settings
Overview The Settings sub-module in the Solar CRM provides administrators with the ability to configure system-wide parameters for solar project…
- Installation Types
Overview The Installation Types section in the Solar module allows you to manage different types of installation categories, such as roof types or…
- Site Types
Overview The Site Types section in the Solar module allows users to define and manage various types of sites where solar installations can be performed.…
- Permit Statuses
Overview The Permit Statuses section in the Solar module helps track and manage the lifecycle of permits required for solar installations. By defining…
- Financing Option
This guide explains how to manage Financing Option Types in the system. You can add, edit, or delete different financing options to match your project…
- Financial Plans
The Financial Plans module allows you to add, edit, view, and manage various financial plans for solar projects. Accessing Financial Plans Navigate to…
- Admin Dashboard
Admin Dashboard The Admin Dashboard is the central monitoring and control panel for administrators in OneSolar CRM. It provides a consolidated view of…
- Performance Matrix
The Performance Matrix module provides an in-depth analysis of EPC vendors’ performance, covering timeliness, quality compliance, satisfaction levels…
- OEMS
The OEMS module in the OneSolar CRM Admin Portal allows administrators to manage OEM details efficiently, including adding, editing, viewing, and deleting…
- Assets
The Assets Module helps administrators manage and track assets such as equipment, tools, or items linked with projects. You can add new assets, view…
- Staff Management
The Staff Management module in OneSolar CRM allows administrators to manage system users, their roles, and access levels. Navigation Path Dashboard → Staff…
- Project Categories
The Project Categories module helps administrators manage and classify solar projects into predefined categories. Each category is linked with capacity…
- Maintenance Types
The Maintenance Types feature allows you to create, manage, and customize different types of maintenance activities for solar installations. This ensures…