- Service requests arriving via phone, WhatsApp and email - no central log
- Technician assignments made by phone - no visibility on workload
- No scheduled preventive maintenance - only reactive response
- AMC renewals missed - revenue left on the table
- No service history per site - technicians arrive without context
How Solar O&M Companies use OneSolar CRM
Every stage of your workflow mapped - no gaps, no tool switching.
Multi-Channel Ticket Intake
Service requests captured from customer portal, phone, email and WhatsApp - all creating a ticket automatically. Client and site details pre-filled from installation records.
Ticket Triage & Prioritisation
Categorise tickets by type (fault, cleaning, inspection, warranty) and priority (urgent, normal, planned). Escalation rules for unresponded urgent tickets.
Technician Assignment & Dispatch
Assign to available technician based on location, skill and current workload. Technician receives assignment on mobile app with site history, previous visit notes and asset details.
Field Resolution on Mobile App
Technician checks in at site, views fault history, logs diagnosis, uploads photos, records parts used, marks tasks complete and closes ticket - all from mobile.
Maintenance Records & Documentation
Every visit logged with findings, actions taken, parts replaced and next service recommendation. Full maintenance history per site searchable by asset, date or technician.
Preventive Maintenance Scheduling
Schedule quarterly, semi-annual or annual maintenance visits per site. Auto-generate maintenance tickets at the scheduled date. Batch scheduling for multiple sites.
AMC Contract Management
Create AMC contracts per site - scope, visit frequency, response time commitment and annual fee. Track contract expiry, send renewal alerts and generate renewal invoices automatically.
Service Invoicing
Ad-hoc service invoices for out-of-AMC work. AMC invoices generated on schedule. Parts and labour billing per ticket. Full revenue view for service business.
What OneSolar CRM fixes for Solar O&M Companies
“ Service requests come from everywhere - we miss half of them ”
Central ticket inbox captures requests from all channels. Nothing is missed. Every request is a ticket with a status and an owner.
“ We do not know which technician is available or where they are ”
Technician workload and last known location visible in dispatch view. Assign the right person, not just the first available one.
“ We only service systems when something breaks - not preventively ”
Preventive maintenance schedules auto-generate tickets at the right date. Service before failure - not after the client complains.
“ AMC renewals happen by accident - we lose clients quietly ”
AMC expiry dates tracked with automated renewal alerts. Renewal invoice generated automatically. No revenue slips through.
“ Every technician arrives at a site without knowing what was installed ”
Full site history - installation specs, BOQ, previous visit records, warranty status - visible in the mobile app before the technician arrives.
“ After-sales is a cost centre, not a revenue stream ”
AMC contracts, ad-hoc billing and structured service invoicing turn your service team into a profitable, recurring revenue business.
Tickets & Service
Central ticket management, AMC and maintenance.
Mobile App
Technician dispatch, check-in, photos, resolution.
Project History
Full installation history linked to every service ticket.
Client Records
Complete client and site history from original deal.
Solar EPC Contractor
Full EPC workflow - lead, survey, BOQ, milestones, vendors, invoicing.
Solar Dealer / Trader
Leads, BOQ proposals, inventory and client invoicing for dealers.
Residential Installer
Homeowner leads to handover - fast cycle, high volume.
C&I Solar Developer
Complex multi-phase commercial projects, multi-stakeholder approvals.
Franchise / Multi-branch
Central HQ visibility across all branches with regional reporting.
Turn your service team into a recurring revenue engine
Tickets, maintenance, AMC contracts and invoicing - managed in one platform built for solar O&M companies.