Resources
Where to start if you are running a solar business.
Pick the reading that matches your situation, whether that is a specific bottleneck, your own role, or choosing software.
What is here? Pages on the common problems solar companies face, how each role works in HelioLattice, how to compare software and a glossary of terms.
Start here
Choose a path.
Practical guides and checklists
Ten playbooks on surveys, quotations, partners, stock, collections, AMC and access.
Browse the guides → ProblemsProblems solar companies solve
Lead leakage, partner handling, stock mismatch, collections, AMC follow-up and more.
See the problems → RolesSoftware by role
Owner, sales, operations, accounts, store, field team and partner views.
See the roles → CompareHow to compare software
Ten questions to ask any vendor.
Read the questions → Buyer's guideWhat to look for in solar ERP
Criteria for choosing solar ERP in India.
Read the guide → Solar CRMA solar CRM that goes beyond the lead
Pipeline, duplicates, partner leads and follow-through into delivery.
Read about solar CRM → InstallersSoftware for solar installers
Start from the question you ask most each day.
See your day → GlossarySolar operations glossary
EPC, DISCOM, BOM, AMC and more, defined plainly.
Open the glossary → FAQFrequently asked questions
Quick answers about coverage, pricing and setup.
Read the FAQ →Keep exploring
Connected pages.
Questions
Common questions.
Is there a guide for each module?
Where can I learn how a role works?
Can I suggest a topic?
Prefer to see it live?
Bring a few open jobs and we will walk through them.