Problems we solve · Service

Turn the service tail into steady income, and stop losing customers after installation.

A customer calls about an inverter fault and nobody can find the original job. An annual maintenance visit is missed. A warranty replacement costs you and the supplier is never asked to pay. After-sales is where solar companies earn long-term trust and income, and where most of them lose both.

Book a demo See the signs

What is AMC and service follow-up? Billing annual maintenance, answering support calls, recording what service costs and recovering warranty costs from suppliers. It works when the customer's whole history is one click away.

Signs you have it

How after-sales slips.

Lost history

Service staff cannot see what was installed and paid.

Unbilled visits

Support work done without invoicing.

Warranty cost absorbed

Replacements that the supplier should pay for.

Unhappy customers

Complaints with no owner and no resolution notes.

How HelioLattice fixes it

One record from sale to service.

History on the customer

Service staff open the customer and see the survey, quotation, payments and documents from the sale.

Customer→Project→History

Ticket with an owner

A support ticket is raised against the project, prioritised, assigned and resolved with notes.

Ticket→Owner→Resolution

Bill and record

Raise AMC invoices, record receipts and record service expenses against the customer.

AMC invoice→Receipt→Service cost

Recover from vendors

Record warranty replacements and the amount and decision on vendor recovery.

Replacement→Amount→Decision

What changes

After-sales that earns and learns.

Customer history

One place for the original job and everything after it.

  • Ticket count on the customer
  • Documents and notes

Support tickets

Numbered tickets with priority, assignee, status and resolution notes.

  • Linked to the project
  • Support complaints report

AMC billing

AMC invoices and receipts recorded against the customer and project.

  • Invoice and receipt entries
  • Service dimension report

Warranty and recovery

Replacement products, purchase bill references and vendor recovery decisions on record.

  • Warranty dimension report
  • Recovery amount noted

Keep exploring

Connected pages.

AMC and service →

The module behind this fix.

Payments and expenses →

Money on the same record.

Reports →

Service and warranty summaries.

Questions

Common questions.

Can service staff see the original job?
Yes. The customer and project hold the survey, quotation, payments and documents, and support tickets sit on the same project.
Can we bill AMC?
Yes. AMC invoices and AMC receipts are recorded against the customer and the project.
Can we recover costs from suppliers?
Yes. Warranty replacements record the products involved, and vendor recovery records the amount and the decision.
How do we know what after-sales costs us?
Service expenses are recorded against the customer, and summaries by service and by warranty show the totals.

See an installed customer's full history.

Bring one installed customer and we will show the sale and the service together.

Book a demo The AMC and service module