Solar Project Management Software for Indian EPCs
Track every solar installation from site survey to DISCOM synchronization. Assign tasks, manage teams, and keep customers updated — all in one place.
Free plan · Setup in 30 min · 500+ EPCs use Solset CRM
Stop Managing Solar Projects in WhatsApp Groups
If this sounds familiar, Solset CRM was built for you.
"Which stage is the Sharma rooftop project at?"
Unified project dashboard — see every project's current stage at a glance.
"Did we do the earthing inspection for Site B?"
Milestone tracking with timestamps and assigned team member — nothing gets missed.
"The customer is calling asking about their installation."
Auto WhatsApp updates sent to customers when milestones complete — they're always informed.
"We ran out of 4mm cable on the Site C installation."
BOM linked to inventory — see available stock before your team reaches the site.
"I don't know if we're making money on this project."
Project P&L: quotation vs actual material cost vs payments received, in real time.
"Three engineers are working on the same task."
Task assignment with roles — each task has exactly one owner and a due date.
Solar-Specific Project Management Features
Pre-Built Solar Milestones
Site Survey → BOM Approval → Material Procurement → Civil Work → Panel Mounting → Electrical Wiring → Inverter Commissioning → Testing → Net Metering → Handover. Start tracking on day one.
Team Task Assignment
Assign each milestone to a specific engineer or team. Set due dates. Engineers see their pending tasks on the mobile app. Managers see overdue tasks across all projects.
Customer WhatsApp Updates
When "Panel Mounting" is marked complete, trigger an auto-WhatsApp to the customer: "Great news! Your solar panels are now installed." Customers love it; your team saves time.
Site Photos & Documents
Engineers upload photos at each stage (site survey, cable routing, panel installation). Stored against the project. Useful for warranty claims, customer handover, and DISCOM inspection.
Project P&L View
Quotation value, BOM cost estimate, actual PO spend, material consumed, and payments received — all on one screen. Know your margin without opening a spreadsheet.
Deadline Alerts & SLA Tracking
Set expected completion dates per milestone. Get notified when tasks are overdue. Track average installation time by team or project type to optimize capacity planning.
Why Not Use Monday.com or Asana for Solar Projects?
Generic project management tools require months of setup for solar workflows — and still won't have BOM, procurement, or WhatsApp.
| Feature | Solset CRM | Monday.com | Asana / Jira |
|---|---|---|---|
| Solar milestones pre-built | ✅ | ❌ Build from scratch | ❌ Build from scratch |
| BOM & inventory linked | ✅ | ❌ | ❌ |
| WhatsApp customer updates | ✅ Native | ❌ | ❌ |
| Vendor procurement (PO/GRN) | ✅ | ❌ | ❌ |
| GST invoicing | ✅ | ❌ | ❌ |
| Mobile app for field engineers | ✅ | ✅ (generic) | ✅ (generic) |
| India-specific support | ✅ | ❌ | ❌ |
| Price | Free to start | $9/user/mo+ | $10/user/mo+ |
FAQs — Solar Project Management Software
What solar project management features does Solset CRM offer?
Solset CRM includes milestone tracking with custom stages, task assignment to team members, document & photo uploads per project, automated WhatsApp progress updates to customers, project P&L view, and integration with procurement and inventory so BOM materials can be tracked against actual consumption.
How is solar project management different from regular project management?
Solar installations follow a specific lifecycle: lead → survey → design → procurement → civil → electrical → testing → net-metering → handover. Solar project management software has these stages pre-built, along with solar-specific features like BOM management, DISCOM tracking, and AMC scheduling that generic tools like Monday.com or Asana lack.
Can I track multiple solar projects at the same time?
Yes. Solset CRM shows all active projects in a unified dashboard with their current stage, pending tasks, and upcoming milestones. You can filter by project type (residential, commercial, industrial), assigned team, or stage.
How do customers receive updates on their solar installation?
When a milestone is marked complete, Solset CRM can automatically send the customer a WhatsApp message — e.g., "Your solar panels have been installed. The inverter commissioning is scheduled for tomorrow." Customers get a professional experience without your team needing to manually message each one.
Can field engineers use the software on mobile?
Yes. Solset CRM has a mobile app for Android and iOS. Field engineers can update task status, upload site photos, log material usage, and communicate with the back office — all from their phone, even in areas with intermittent connectivity.
Does the software handle project financial management too?
Yes. Each project has a P&L view: quotation value, estimated cost from BOM, actual procurement spend from POs, and customer payments received vs outstanding. You see margin per project in real time.
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