Full project visibility, zero chaos
From auto-project creation to milestone-triggered invoicing - every step tracked in one place.
Auto-create project from won deal
When a deal is marked Won, OneSolar CRM automatically creates a project linked to the deal, client and approved BOQ. No manual setup - your ops team can start immediately.
Milestone definition & sequencing
Break every project into logical milestones: civil, mounting, wiring, commissioning, handover. Set due dates, milestone order and predecessor dependencies for clean sequencing.
Task assignment & tracking
Create tasks within each milestone, assign to team members, set priority and due dates. Field crew see their tasks on the mobile app. Task completion feeds milestone progress automatically.
Expense management per milestone
Log project expenses against each milestone. Set budgets, track actuals, flag overruns. Expense approval workflow ensures finance visibility before payment.
Real-time progress dashboard
Project managers see milestone completion, task status, schedule variance and budget status across all active projects. No more calling sites for updates.
Milestone-triggered invoicing
Mark a milestone complete and OneSolar CRM automatically creates the client invoice for that payment tranche. Billing is always tied to actual project progress - never missed, never late.
BOQ & Proposals
Approved BOQ becomes the project scope. BOQ material plan feeds task and milestone planning.
Inventory Management
Project milestones trigger material requisitions. Stock reserved per project from warehouse.
Invoicing & Payments
Milestone completion auto-triggers client invoice. Billing always tracks real project progress.
Mobile App
Field crew update tasks, upload photos and mark milestones done from the job site app.
Run every solar project on time
Real-time milestone tracking, task assignments and automatic invoicing - for teams of 2 or 200.