Every solar project is tracked in 13 stages on a single customer card, from the first meeting to handover.
In PVAGE, each customer's project follows the industry's standard flow in 13 stages. Every stage has a status, an owner, start and completion dates and a note; overall progress is shown as a percentage.
For companies delivering turnkey (EPC) solar projects, sales, the grid application, procurement, installation and commissioning move forward in the same record. The contract, payments and field jobs sit on the same customer card, so collections and site progress are seen together.
The stages are grouped into four phases. Each stage records a status, the person responsible, dates and a note.
When a customer's survey, proposal, contract, payments and field jobs live in separate files, "which stage is this project at" becomes a phone call. In PVAGE the stage, the owner and the remaining balance are on one screen, and an approved proposal flows into the contract, the work schedule and the warehouse issue without re-entering data.
One customer card from lead to handover, with payment tracking and 13-stage project progress.
Learn moreCorporate proposal documents with materials, labour and margins; online customer approval and one-step contract generation.
Learn moreAssign field jobs to your team, plan them on a map and follow up with email and SMS reminders.
Learn moreStock levels, goods in and out and weighted average cost; proposal items are deducted from stock automatically.
Learn moreTry PVAGE with your own projects in a 7-day free demo; no credit card required.
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