OneSolar CRM

Feature

Every service request resolved faster - with full visibility

Post-install service - fully managed

Tickets, technician dispatch, maintenance scheduling and AMC invoicing - one module handles it all.

Multi-channel ticket intake

Capture service requests from email, phone, customer portal and WhatsApp. Every request becomes a ticket with client details, site history and previous service records automatically pulled in.

Technician assignment & dispatch

Assign tickets to available technicians based on location, skill and workload. Technicians receive their assignments on the mobile app with site details, previous visit history and resolution notes.

Maintenance scheduling

Schedule preventive maintenance visits (quarterly, semi-annual, annual) per site. Auto-generate maintenance tickets at the scheduled date. Track completion and log findings per visit.

Maintenance records & history

Every site visit is logged with technician notes, photos, parts used and resolution details. Full maintenance history per site is accessible to your team and the customer portal.

AMC service invoicing

Create AMC contracts per installation site with defined service scope and billing cycle. Generate AMC invoices automatically on the contract renewal date. Track AMC revenue separately.

Linked to project & client history

Every service ticket is linked to the original installation project, BOQ and client record. Technicians can see what was installed, when and by whom - full context for every site visit.

Mobile App

Technicians manage all tickets, updates and photos directly from the field mobile app.

Invoicing & Payments

AMC and ad-hoc service invoices raised directly from resolved tickets. Full billing cycle.

Project & Milestones

Service tickets linked to original installation project for full site maintenance history.

Lead & Deal CRM

Client service history accessible from the deal record - full lifecycle view per customer.

Turn after-sales into a revenue stream

Tickets, maintenance, AMC invoicing - managed in one module. Happy clients and recurring revenue.

Frequently asked questions

See it with your own projects

Book a demo and we will walk through your workflow.

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