Customers
How a mid-size Indian EPC runs on HelioLattice.
HelioLattice was built alongside a working Indian solar EPC, with its sales, survey, projects, store, accounts and service teams as the daily users. This page describes how that company uses the platform, without naming the business or sharing its data.
Who is this company? A mid-size solar EPC in India handling residential and commercial rooftop projects, with its own sales team, surveyors, project managers, store, accountants and a channel of referral partners.
A job in the real company
One job, many desks.
Enquiry and survey
Enquiries are assigned and followed up with call logs. A surveyor completes a phone survey with photos and a verdict.
Quotation and approval
A quotation is priced from the catalogue and approved before it goes to the customer.
Delivery and stock
The delivery checklist assigns each stage, and stock is issued to the project.
Money and service
Receipts and expenses run through review and approval, and service follows on the same record.
How each desk uses it
Different seats, one record.
Sales
Pipeline, assignment, follow-ups and quotation approval.
- Enquiries and pipeline
- Quotation queue
Survey and field
Phone surveys, assigned work and evidence upload.
- Survey with photos
- My work queue
Projects
Checklist stages, documents and utility steps with owners.
- Stage ownership
- Document verification
Store
Catalogue, warehouses and project issue.
- Stock ledger
- Transfers and returns
Accounts
Claims with proof, pending balances and exports.
- Verify, approve, post
- Excel and Tally export
Owner
Dashboard, reports and roles for every desk.
- Role-scoped reports
- Audit log
Keep exploring
Connected pages.
Questions
Common questions.
Can you share the company's name?
Is HelioLattice suited to a company our size?
Can we speak to a user?
See it run on your own jobs.
Bring a few open jobs and we will show how they move.