Solar ERP software in India

Solar ERP software for Indian installers and EPCs, and what it should cover.

A solar ERP should run the whole job, not one department. From the first enquiry to the final payment, then AMC and service for years, every team should work from the same record. This guide lists what to look for and how HelioLattice covers it.

Book a demo See the checklist

What is solar ERP software? Business software that connects sales, survey, quotation, project delivery, stock, accounts and after-sales for a solar company on a single record, instead of separate sheets and tools.

One job end to end

A single record from first enquiry through AMC.

Win

Capture, qualify and quote the enquiry.

Enquiry→Survey→Quotation

Deliver

Run the checklist, issue stock and complete utility steps.

Checklist→Stock→Handover

Collect

Track receipts and pending balance to final payment.

Receipt→Balance→Closed

Serve

Keep the customer through AMC, tickets and warranty.

AMC→Ticket→Renewal

The checklist

What a solar ERP should cover.

Area	Why it matters	In HelioLattice
Enquiries	Leads are lost when ownership is unclear	Pipeline with owners, duplicate protection and call logs
Survey and quotation	Wrong designs cost margin	Phone survey, catalogue-driven BOM and approval
Delivery	Paperwork and utility steps stall jobs	Configurable checklist with owners and stage locks
Materials	Stock drift delays installs	Warehouses, transfers, project issues and a ledger
Money	Collections and expenses leak	Claims with proof, approval flow and Tally export
After-sales	AMC revenue goes untracked	AMC billing, tickets, warranty replacements and vendor recovery
Partners	Channel leads vanish	Partner portal with duplicate holds and commissions
Control	Margins and data must stay private	Roles, scopes, hidden costing and audit log