Operations software for solar installers and EPCs

One record from first enquiry, through final payment, to AMC and service.

HelioLattice runs your enquiries, channel partners, site surveys, quotations, delivery checklists, material stock, collections, AMC and service on one customer record, with the right screens and permissions for every team in your company.

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What is HelioLattice? Operations software for solar installation and EPC companies. It keeps every job's survey, quotation, paperwork, material, money and service history together, and tells you who owns the next step.

Job record
Residential · 5 kW on-grid
Job 1042 · Survey by Anil · Sales: Meera
Waiting on DISCOM papers
  1. Site survey
    Roof, load and photos captured on phone
    Surveyor
  2. Quotation approved
    Revision 2 · priced from the catalogue
    Sales head
  3. Customer documents
    ID, bill and ownership proof verified
    Documents
  4. DISCOM feasibility
    Waiting: sanctioned load letter
    Project manager
  5. Material issue
    Panels, inverter, structure from stock
    Store
  6. Installation and commissioning
    Checklist and photo evidence
    Field team
Collected so far: advance receivedNext owner: Project manager

Example job with illustrative data.

Built for the whole company

1
job record
From enquiry to payment and service
269
permission controls
Across 26 areas of the product
20+
operational reports
Sales, jobs, money and partners
3
data scopes
All, assigned or managed by team

How a job moves

Every step has a record and a named owner.

A rooftop solar job runs for weeks and passes through many hands. HelioLattice keeps each step, its documents and the person responsible together, so the owner can see where a job is waiting without calling around.

  1. Enquiry

    Leads arrive by call, walk-in, import or channel partner, and are assigned with follow-ups and call logs.

    Sales

  2. Site survey

    Roof, electrical and structural details and location-stamped photos are captured on a phone.

    Surveyor

  3. Quotation

    A priced bill of materials is built from your catalogue, approved, revised and sent as a customer proposal.

    Sales and approver

  4. Documents

    Identity, ownership and bill documents are collected, uploaded to the job and verified.

    Document collector

  5. DISCOM and subsidy steps

    Your own checklist stages for utility and scheme paperwork, each assigned to a person.

    Project manager

  6. Material and delivery

    Stock is issued from the right warehouse to the project, and every movement is recorded in the stock ledger.

    Store

  7. Installation

    Field crews work an assigned list, update status and upload evidence from site.

    Field team

  8. Payment, AMC and service

    Receipts and balances run to final payment. Then AMC billing, service tickets, warranty replacement and vendor recovery continue against the same customer.

    Accounts and service

The platform

Nine connected modules on one customer and one job.

Each module reads and writes the same records, so a quotation becomes a project, a project draws stock, and the stock and payments show up in your reports.

Sales

Enquiries and pipeline

Solar-specific stages, bulk import, assignment, call logging, follow-ups and referral routes.

Explore enquiries → Survey and quote

Phone survey to proposal

Structured surveys feed a quotation engine that prices from your catalogue, with approvals and revision history.

Explore survey and quotation → Delivery

Your delivery checklist

Define the stages, documents and utility steps once, then measure every live job against them.

Explore delivery → Stock

Materials and warehouses

Catalogue, brands, price history, multiple locations and a full movement ledger tied to quoting and projects.

Explore materials → Money

Payments and expenses

Receipts, expenses and payment requests with proof and approval, exportable to Excel and Tally.

Explore payments → Service

AMC and service finance

AMC invoices and receipts, service costs, warranty replacements and vendor recovery on the same history.

Explore service → Reports

Owner and manager reports

More than twenty reports across leads, jobs, money and partners, plus a personal work queue for every user.

Explore reports → Channel

Partner portal

Dealers and agents submit enquiries, track status and see commission through their own login.

Explore partners → Access

Roles and permissions

Build roles from 269 permissions, scope data by person or team, and keep an audit trail.

Explore access control →

Roles and access

Every team sees what it needs, and nothing it does not.

A solar company has sales, survey, projects, store and accounts working on the same jobs. HelioLattice lets you give each person exactly the access their work requires, down to who can see internal costing or approve a quotation.

  • 269 permissions across 26 areas, combined into roles you control
  • Data scopes: everything, only what is assigned, or what a manager's team handles
  • Stage-level access on delivery workflows
  • Separate, independently authenticated login for channel partners
  • Audit trail of who changed what and when
See how access control works
Standard roles, side by side
CapabilitySales executiveSite engineerAccountantAuditor
See assigned leads
Build and send a quotation
Complete a site survey
Submit an expense claim
Approve or reject claims
Read the ledger
Read the audit trail
Full   Limited   No access. Based on standard roles; every company defines its own.

By role

One system, a different view for each desk.

Owner and director

See the pipeline, stuck jobs and pending money without asking five people.

  • Open jobs by stage and owner
  • Collections and pending balances

Sales head

Assign enquiries, watch ageing and approve quotations before they reach the customer.

  • Bulk assignment and follow-ups
  • Quotation approval queue

Operations and projects

Run each job's checklist, chase documents and utility steps, and see what is blocked.

  • Stage assignment to named staff
  • Documents verified on the job

Store

Keep the catalogue and stock current and issue material against the right project.

  • Multiple warehouses and transfers
  • Issue and return to projects

Accounts

Review claims, record receipts, track payables and export to the accounting package.

  • Approval workflow with proof
  • Excel and Tally export

Channel partner

Send enquiries and follow each one, with commission visible to the partner.

  • Own login and portal
  • Status and commission tracking

Money and service

Collections, costs and service history on the job they belong to.

Operational finance sits next to the work. Record what was collected and what is pending per project, route expenses and payment requests through approval, and keep AMC billing and warranty recovery attached to the customer and the project.

  • Receipts, expenses and payment requests with proof and approval
  • Receivables and payables with ledgers
  • AMC invoices and receipts, service expenses, warranty replacement and vendor recovery
  • Structured export to Excel, Tally XML and Tally JSON
Service and finance entries for one customer
AMC invoiceLinked to the customer and projectIssued
AMC receiptRecorded against the invoicePaid
Service expenseRecorded against the ticket referenceApproved
Warranty replacementOriginal and replacement product recordedVendor recovery open

Example entries with illustrative data.

In daily use

How a mid-size Indian EPC runs its day on HelioLattice.

HelioLattice is in live use at a mid-size EPC company in India, replacing a mix of spreadsheets, chat groups and shared folders.

Status from one list

The owner and sales head read the state of open jobs from reports and the work queue, not from phone rounds.

Material against the project

The store issues stock to a project from the same catalogue the quotation was priced on, and returns are recorded too.

Partners on the same enquiries

Channel partners follow their own enquiries and commission while the team works the same records.

Questions

Answers owners usually ask first.

What is HelioLattice?
HelioLattice is operations software for solar installation and EPC companies. It runs enquiries, site surveys, quotations, delivery checklists, material stock, payments and after-sales service on one job record, with role-based access for every team.
Who is HelioLattice built for?
Rooftop solar installers and EPC companies that run many jobs at once: residential, commercial, or channel-led. The owner, sales team, surveyors, project managers, store, accounts and field crews each get the screens and permissions their work needs.
How is HelioLattice priced?
One yearly plan covers every module. A one-time implementation fee covers the study of your business, configuration, and the data we set up for you before go-live. The fee depends on your scope, and we confirm both numbers in writing after a demo.
Can I control what each person sees and does?
Yes. Roles are built from 269 individual permissions across 26 areas of the product. You can scope data to everything, only what is assigned to a person, or what their team manages, and restrict access at the level of individual delivery stages. Changes are recorded in an audit trail.
Can dealers and channel partners use it?
Yes. Channel partners get a separate portal with their own login. They submit enquiries, follow the status of each one, and see their commission, while your team works on the same enquiries inside HelioLattice.
Does HelioLattice work with Tally and Excel?
Yes. The payments and expenses module exports structured data to Excel, Tally XML and Tally JSON, so your accountant continues in the accounting package you already use.
Does it cover after-sales service and AMC?
Yes. AMC invoices and receipts, service expenses, warranty replacements and vendor recovery are recorded against the customer and the project, with the service ticket reference noted, so the service history and its cost sit in one place. Support tickets link to the project they belong to.
Can HelioLattice send WhatsApp notifications?
WhatsApp integration is part of the platform. Notification bots for your team and messaging bots for your customers are set up with you during implementation.

Bring a few of your real open jobs. We will walk through them on the screens.

A short demo covers enquiry, survey, quotation, delivery checklist, stock and pending payment on the kind of work your team does. We confirm your yearly plan and implementation fee in writing afterwards.

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