Track every rooftop or inverter job from the first enquiry and site survey through quotation, material dispatch, installation, GST invoice and after-sales AMC.
Panels, inverters, structures and cable move from your store to the roof over several days. Without project-level records, material goes missing and billing waits.
The customer says "call after Diwali" and the follow-up depends on one person's memory.
Roof details and outcomes live in a salesperson's phone.
Panels, inverter, structure, cable and labour priced line by line, every time.
What went to site, what was used and what came back is unclear.
Money received before installation gets lost by the time the final bill is made.
Servicing and complaints after installation are handled from memory.
The solar workflow from the ServiceKhata360 catalogue — lead, site survey, project, material, installation, invoice and AMC — with advances and stock in the same system.
Every screen below is a real ServiceKhata360 screen captured with demo data. Click any screenshot to enlarge it.
Log each conversation with a remark, a status and the next date. On that day the lead appears in Follow-ups Due on the dashboard — any salesperson can pick it up with full context.
More about Lead Management
Check in at the site, note the contact and purpose, and check out with an outcome such as Interested or Order Placed.
More about Sales Visit Tracking
Panels, inverter, structure, cable and installation as itemised GST lines with HSN/SAC, discounts and round-off.
More about Estimates & Invoices
Issue Items to the site, Return Items with their condition, see issued, returned and pending per item — then To Invoice.
More about Project Management
Current quantity and weighted-average cost per item with total inventory value, and a History link to each item's movements.
More about Inventory Management
Record an advance before work starts. When the invoice is raised, it is applied — and cash/bank statements and the Day Book reflect it.
More about Billing & Accounting
Contracts with period, billing cycle and days left, connected to the customer who bought the system.
More about AMC ManagementWant to see these screens with your own items and customers? We'll set up a demo around your solar workflow.
Book a Free DemoLead, survey, quotation, advance, project material, invoice and AMC sit on one customer record — so after-sales calls start with what was installed and billed, not with questions.
Enter data once, and let it flow.
All of these are part of the same platform — sharing one database, so nothing has to be reconciled by hand.
Source, value, owner and dated follow-ups.
Check-in, purpose, outcome and visit reports.
Itemised quotations converted into invoices.
Advances allocated later, shown as fully or partially allocated.
Planned, In Progress, On Hold, Completed or Closed.
Issued, returned and pending per item, with history.
Delivery, installation and inspection jobs per technician.
Live stock and weighted-average valuation.
Distributor bills that update stock and average cost.
Convert the project into a GST invoice.
After-sales contracts, visits and complaints.
Status, customer, trend, ageing and team.
Project management availability depends on your plan — our team will confirm what fits your business.
Dated follow-ups that any salesperson can pick up.
Every site visit with time, purpose and outcome.
Catalogue items autofill HSN/SAC, rate and tax.
Money received early is applied to the final invoice.
Issued, returned and pending per project.
To Invoice turns the project into a GST invoice.
Purchase bills update stock and average cost.
AMC and complaints on the same customer.
Based on the solar examples in the ServiceKhata360 catalogue.
Illustrative scenario showing how existing ServiceKhata360 modules fit together — not a customer testimonial.
See this flow in a demoA factory owner enquires about a 5 kW rooftop system.
"Call after Diwali" logged with a remark and the next date.
Recorded as a sales visit with the outcome "Interested".
Panels, inverter, structure, cable and installation with GST.
₹50,000 recorded in Payment In as a customer advance.
Project created with assigned staff.
Panels, inverter, structure and cable issued to the site.
"Install rooftop panels" moves from In Progress to Completed.
Two unused cable rolls returned.
To Invoice — the advance is applied and the balance shows as due.
An AMC contract for periodic servicing after installation.
One plan, every module
Plans include Billing, Accounting, Inventory, CRM & Sales, Service, Workforce and Automation — no separate add-ons. Some advanced items (for example Projects or extra firms) depend on the plan; our team will confirm what fits your business.
See ServiceKhata360 with your own workflow — leads, site surveys, quotations, projects, material, billing and AMC.
Mon–Sat · 10:00 AM – 6:00 PM IST
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