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For solar EPC and installation teams

Solar Software

FSMFlow is solar software for installers and EPC teams. Capture the lead, plan the site survey, send the quotation, run the installation project, then look after the plant through AMC (annual maintenance contract) and service visits, all in one place.

Book a DemoQuotation software
  • Lead pipeline
  • Project stages
  • AMC and service visits

Illustrative product visual · sample data

Challenges we solve

One solar software platform from first lead to after-sales service

Solar projects pass through many hands over many weeks. These are the gaps that cost installers time, and how FSMFlow closes them.

  • The problem

    Leads from ads, referrals and dealers get lost

    With FSMFlow

    Solar CRM software that logs every lead, sets follow-ups and moves each one through a pipeline until the quotation is won.

    Sales CRM software

  • The problem

    Quotes take days and need rework whenever the system size changes

    With FSMFlow

    Create a quotation for the system size, send it for approval, and convert the won quote into a project and an invoice.

    Quotation software

  • The problem

    Projects stall between survey, installation and commissioning

    With FSMFlow

    Solar project management software that treats every site as a project with stages, tasks, owners and photos, so you can see what is blocked and why.

    Work order management software

  • The problem

    Panels, inverters and cables run short when the crew arrives

    With FSMFlow

    Track stock of panels, inverters, structures and cable, and link material to each project before the crew leaves.

    Inventory management software

  • The problem

    Plants get no attention after handover

    With FSMFlow

    Record panel and inverter warranty and AMC for every plant, schedule operations and maintenance (O&M) visits such as cleaning and inspection, and get renewal reminders.

    Warranty management software

  • The problem

    Installation crews work from calls and paper checklists

    With FSMFlow

    Solar field service software in the crew’s pocket: site details, checklists and photos on a phone, and live progress for the office.

    Field service app
Project workflow

The solar project workflow, from lead to after-sales service

Follow every site through the same stages, whether it is a home rooftop or a factory roof.

  1. Lead

    Capture it and follow up in the CRM.

  2. Site survey

    Roof, load and shading notes.

  3. Design and quotation

    System size, cost and approval.

  4. Order confirmed

    The won quote becomes a project.

  5. Installation

    Structure, panels, inverter and wiring.

  6. Commissioning

    Testing, handover and sign-off.

  7. After-sales service

    AMC, cleaning and repairs.

Modules for solar businesses

Six FSMFlow modules that fit a solar business

Each module links to the next, so FSMFlow works as solar EPC software: a won lead flows into a project, a service plan and a payment record.

  • Solar CRM for every lead and follow-up

    Track enquiries from every source, schedule follow-ups and see your pipeline by stage.

    Sales CRM software
    • New lead
    • Survey booked
    • Quote sent
    • Won

  • Quotations by system size

    Estimate panels, inverter and installation cost, send it for approval and convert the won quote into a project and an invoice.

    Quotation software
    • System size (kW)
    • Approval
    • Invoice
    • Payments

  • Project tasks and stages

    Break each installation into stages and tasks with owners, checklists and photos.

    Work order management software
    • Stages
    • Checklists
    • Photos

  • Panels, inverters and cables in stock

    Warehouse and van stock linked to projects, with low-stock alerts.

    Inventory management software
    • Warehouse stock
    • Project use
    • Low-stock alerts

  • Warranty and O&M schedules

    Panel and inverter warranty, AMC contracts and scheduled service visits for every plant.

    Warranty management software
    • Panel warranty
    • AMC visits
    • Renewals

  • Projects, revenue and dues at a glance

    See projects by stage, revenue and pending payments without building spreadsheets.

    Reporting software
    • Projects by stage
    • Revenue
    • Pending payments
Also on FSMFlow

FSMFlow also runs HVAC and AC service teams

Service visits, AMC schedules and spare parts work the same way for AC service teams.

HVAC field service software
FAQ

Frequently asked questions

Straight answers about running a solar installation and EPC business on FSMFlow.

  • Yes. The lead, site survey, quotation, installation project, commissioning and after-sales service are tracked on one record, so the whole team sees the same status.

  • No. FSMFlow runs the business side: leads, quotations, projects, crews, materials, AMC and payments. Keep using your design tool and record the system size and details on the quotation and project.

  • Yes. Each plant can hold its warranty and AMC details with a visit schedule, and FSMFlow reminds your team before visits and renewals are due.

  • Yes. Rooftop installers and EPC teams that run several projects at once can treat each site as its own project with stages, tasks, materials and payments.

Run every solar project from first lead to service visit

Book a demo and see a lead become a quotation, a project and an AMC schedule in FSMFlow, shaped around how your team works.

Book a DemoSee pricing

A short walkthrough made for solar installers and EPC teams.