Commercial and EPC

Larger solar projects, with the discipline of an EPC office.

Commercial and industrial jobs run longer, cost more and involve more people. HelioLattice gives each project an approved quotation, a staged delivery plan, material issue, project-wise payments and expenses, and a service record that continues after commissioning.

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Who is this for? EPC companies and installers whose work includes commercial, industrial and larger projects, with a project manager, an accounts team and a store, and a need to know the money and material on every project.

Project record
Commercial · 100 kW on-grid
Stage 6 of 13 · Project manager: Rahul
Material pending
  1. Quotation revision 3 approved
    Costing visible to approvers
    Sales head
  2. Advance received
    Recorded against the project
    Accounts
  3. Material issue
    Structure issued, inverters pending
    Store
  4. Installation and commissioning
    Starts after material
    Field team
Money and material on the same recordNext owner: Store
Example with illustrative data.

How an EPC office runs on it

One record from the tender to the third year.

Larger projects fail on coordination, not on engineering. A shared record gives every desk the same facts.

Price and approve

Build the quotation from your catalogue, revise it as the scope changes, and require approval before it goes out.

Survey→Quotation→Approved

Plan the delivery

Break the project into stages with documents, utility and subsidy steps and a named owner for each.

Stages→Owners→Documents

Control material and money

Issue material from warehouses to the project, and record receipts, expenses and payment requests against it.

Issue→Expenses→Receipts

Hand over and serve

Close the project, keep the documents, and continue with AMC and service on the same record.

Commission→AMC→Service

What matters for EPC

Control without bureaucracy.

Costing control

Margins and internal costs are visible only to people with the permission, while sales and site teams see what they need.

  • Internal costing by permission
  • Approval queue

Stage ownership

Every stage is assigned to a person, with locks so the wrong person does not change a stage someone else owns.

  • Override for managers
  • Progress and idle days

Material by project

Stock held in several warehouses, issued to projects, returned if unused, with a ledger for every movement.

  • Reservations
  • Damage and loss recorded

Project-wise money

Receipts and expenses against each project, with proof, review, approval and a pending balance.

  • Separation of duties
  • Export to Excel and Tally

Reporting for owners

Project status, task operations, quotation pipeline and finance reports with role-based access.

  • Owner dashboard
  • Personal work queue

Service after handover

AMC billing, tickets and warranty replacements continue on the same customer record.

  • Service and warranty reports
  • Vendor recovery recorded

Accountability

Every project has a clear next owner.

A commercial project passes through survey, sales, projects, store, accounts and service. When each handover is recorded and each stage has an owner, the project manager spends time solving problems instead of finding who is responsible.

  • Named owner on every stage
  • Idle days and progress visible per project
  • Permission-based access for each desk

See roles and access →

Who owns what on one project
QuotationSales headApproved
Utility approvalProject managerIn progress
Material issueStoreWaiting
Payment requestAccountsPending approval

Example entries with illustrative data.

Keep exploring

Connected pages.

Survey and quotation →

Approved quotations with revisions.

Materials and stock →

Material by project.

Payments and expenses →

Project-wise money.

Questions

Common questions.

Can we manage commercial projects with long timelines?
Yes. Stages, tasks, documents and owners are configurable, so a longer project is broken into the steps your team already uses.
Can we keep margins away from site teams?
Yes. Internal costing is visible only to roles with the internal costing permission.
Can we track money per project?
Yes. Receipts, expenses and payment requests are recorded against each project, with a pending balance and approval trail.
Can our store issue material to each project?
Yes. Material is issued from warehouses to the project and returns are recorded, with a ledger of each movement.
Do we get reports for the owner?
Yes. More than twenty reports and an owner dashboard cover pipeline, projects, money and partners, scoped by role.

See a larger project run end to end.

Bring one commercial project and we will show its quotation, checklist, material and money together.

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