Most vendor pitches promise returns, yet very few EPC owners can show a working number when the board asks for
Odoo ERP for Solar & EPC Companies
Tailored for Solar EPC by Tatvamasi Labs — From Lead to Commissioning to AMC..
Most solar EPC businesses run four disconnected tools and call it a system. We configure Odoo for solar workflows — built from hands-on delivery across EPC contractors, O&M businesses, and solar manufacturers. Every configuration decision we make traces back to a real project, a real delay, and a real cost that a solar business had to absorb. We have delivered Odoo implementations for solar businesses across India, Germany, the United States, and beyond — from rooftop installers handling 50 projects a month to ground-mount EPC contractors managing multi-crore project portfolios.
50+
Solar ERP Implementations
25+
Solar Specific Odoo experts
6-12 Weeks
Typical Go-Live
Running a Solar Business on Spreadsheets Has a Ceiling
At 15+ active projects, disconnected tools become the primary reason for cost overruns, delayed invoicing, and missed follow-ups.
📋
01
Quotes Not Tied to BOM
Site surveys generate quotations not linked to material lists. Procurement runs on memory.
📊
02
No Project-Stage Visibility
Project is in installation. Finance does not know. Invoice goes out 3 weeks late.
📦
03
Inventory Is a Guess
Panels in warehouse, inverters at site A, mounting at site B. No single view.
💰
04
Vendor Bills Not Linked
Material in Tally, project cost in Excel. Actual margin unknown until closure.
📄
05
Milestone Billing Is Manual
Payment stages missed because invoicing is not connected to project progress.
🛡️
06
No SLA on Service
AMC calls come through WhatsApp. No ticket history or response commitment.
Sales & CRM – Curated for Solar EPC
From First Enquiry to Confirmed Sales Order
Solar sales cycles are long. Lead comes in, site survey is needed, proposal goes out, BOM revisions happen, then the order is confirmed — triggering procurement and project creation simultaneously.
📋
Lead & Pipeline Management
Capture leads from every source — website, campaigns, referrals, tenders. Track them through solar-specific pipeline stages. Activity reminders keep follow-ups on schedule.
Benefit: No lead falls through the cracks across your sales team.
📐
Site Survey to Quotation
Digital survey captures roof type, shadow analysis, load data, grid connectivity. Survey inputs configure quotation line items automatically. Multiple versions per enquiry.
Benefit: Quotation accuracy improves. No manual re-entry from survey to quote.
🔗
BOM-Linked Order Handoff
Every quote backed by a Bill of Materials — residential, C&I, or ground-mount. Confirmed order auto-creates inventory demand and project record. Margin visibility controlled by role.
Benefit: Sales to project handoff happens in one click, not three days.
📈
Sales Analytics & Forecasting
Pipeline value by stage, region, and system type. Win/loss analysis per sales rep. Revenue forecasting based on active opportunities. Conversion funnel reporting.
Benefit: Sales decisions backed by data, not gut feeling.
Supply Chain – EPC Operations Management
Procurement, Project Execution & Warehousing
Civil cannot start before design. Electrical cannot start before civil. Procurement must align with project stages — not run as a separate process.
📦
Procurement & Vendor Management
RFQ to multiple vendors for price comparison. Vendor pricelists for panels, inverters, cables. Purchase agreements for bulk. 3-way matching: PO, goods receipt, vendor bill.
Benefit: Every purchase validated before payment. No unmatched vendor bills.
📋
Project Management
Templates for rooftop, C&I, and utility-scale. Stage-gated execution from design to commissioning. Task dependencies enforced. Timesheet logging and budget tracking.
Benefit: Every project follows the same playbook. No ad-hoc execution.
🏭
Multi-Site Inventory
Stock tracked across central warehouse, depots, and job sites. Product variants by wattage and capacity. Serial tracking for warranty. Reordering linked to BOM demand.
Benefit: One accurate stock picture across all locations, at all times.
✅
Quality Inspection & Commissioning
QC checklists for each project stage. Inspection sign-off before progressing. Commissioning documentation from project data. Non-conformance tracking.
Benefit: Quality is built into the process, not checked after the fact.
Finance
Invoicing, Expenses & Profitability Tracking
Solar EPC revenue is milestone-based. Costs span procurement, labour, and subcontracting. Odoo shows actual profitability per project — before it closes.
📄
Milestone Invoicing
Invoices linked to project milestones: advance, mobilization, installation, commissioning. Auto-generated when milestone is complete. Credit notes and refund processing included.
Benefit: Billing matches project progress. No more 3-week invoice delays.
📊
Expense & Vendor Bills
Vendor bills matched against PO and goods receipt. Subcontractor bills processed against work completion. Bank integration with automated reconciliation.
Benefit: Every rupee spent on a project is tracked and matched.
📈
Profitability & Compliance
Analytic account per project — material, labour, subcontract tagged. Actual vs. budgeted cost at any stage. GST-compliant invoicing. Multi-company consolidation.
Benefit: Know what each project cost before it closes — not after.
🖥️
Financial Dashboard & MIS
Real-time revenue, receivables, and payables at a glance. Project-wise P&L without month-end close. Cash flow forecasting based on milestones and vendor commitments.
Benefit: Management gets financial clarity on demand, not on request.
Maintenance & Support
SLA Tracking, Tickets & Field Service
Solar EPC relationships do not end at handover. Warranty claims, AMC contracts, and inverter faults need SLA-tracked management.
🎫
Ticket Management & SLA
Ticket types for installation issues, warranty claims, inverter faults, maintenance. Response and resolution times per category. Escalation on SLA breach.
Benefit: Service commitments are tracked and enforced, not assumed.
🔧
Field Service & AMC
Service visits dispatched from tickets. AMC contract tracking with auto-renewal alerts. Technician assignment with logged hours. Spare parts tracked per visit.
Benefit: Post-commissioning becomes a revenue stream, not a cost centre.
Mobile Apps
Odoo on the Field with Mobile Apps
Solar EPC work happens on rooftops and at job sites, not behind a desk. Custom Odoo mobile apps put real-time data in the hands of your field sales, service, and HR teams — fully integrated with the same system your office runs on.
📋Field Sales CRM
Your onsite sales team captures leads, logs site surveys, and builds quotations directly from the field. Pipeline stages, follow-up reminders, and customer history travel with them on mobile.
✓ Sales reps work live on site, not on paper to enter later.
🛠️Field Service Module
The onsite service team receives work orders, updates ticket status, logs parts used, and captures customer sign-off from the job site. Every update syncs to the central system instantly.
✓ Service jobs close on site with full digital records.
👥HRMS Module
Attendance, leave requests, expense claims, and field check-ins handled from a phone. Managers approve in real time, so HR processes never wait on someone returning to the office.
✓ HR and field workforce stay connected without paperwork.
📱HRMS Mobile App
Technicians and field staff clock in at site, submit travel and expense claims with photos, and view payslips and leave balances from the native Odoo HRMS mobile app.
✓ The whole field team manages HR from their pocket.
Built for Solar EPC Companies at Scale
Whether you are a rooftop installer managing 500 projects a year or a utility-scale EPC managing multi-crore contracts across states.
Who Can Work With Us?
Solar EPC businesses, rooftop installers, utility-scale developers, and O&M providers looking to unify operations.
- ● 15+ employees dedicatedly managing EPC projects
- ● Running sales, procurement, and finance on separate tools
- ● Want to Migrate from Tally, spreadsheets, or legacy ERP
- ● Need real-time project cost visibility and milestone billing
Industries Served
Tatvamasi Labs has configured Odoo for solar and EPC operations across:
Rooftop SolarGround-Mount UtilitySolar EPC ContractorsO&M ProvidersSolar ManufacturingRenewable EnergyHybrid Solar + StorageSolar Distribution
What Your Business Gets at the End
When every department runs on one platform, leadership stops chasing data and starts making decisions.
📊
Real-Time Visibility
Every project’s stage, cost, and team on one dashboard.
💰
Accurate Profitability
Know what each project cost and earned — before it closes.
🔗
Lead-to-Invoice Flow
One connected process from lead to final invoice.
📦
Zero Stock Surprises
Real-time inventory across every warehouse and job site.
⚡
Faster Invoicing
Milestone billing triggered by project progress automatically.
🛡️
SLA-Backed Service
Every claim tracked, escalated, and resolved on commitment.
Hear Directly From Our Clients
Updates, Guides & Solar ERP Insights
Solar EPC, solar manufacturing, and O&M companies do not operate like standard manufacturing or trading businesses. Material flows to multiple
Real Results From Solar and EPC Businesses Like Yours
We at Heaven Solar had the privilege of partnering with Tatvamasi Labs to develop and implement Odoo within our organization. From the start, their team demonstrated professionalism and expertise, understanding our specific needs and delivering beyond expectations.
Before the Odoo implementation, task and resource allocation were taking considerable time and often led to delays. However, after going live with the system, we saw a significant improvement in how we managed tasks and resources—everything became more streamlined and efficient.
Before the Odoo implementation, task and resource allocation were taking considerable time and often led to delays. However, after going live with the system, we saw a significant improvement in how we managed tasks and resources—everything became more streamlined and efficient.
We are truly grateful for Tatvamasi Lab's support and look forward to continuing our collaboration.
Before working with Tatvamasi Labs, our operations couldn't keep up with our ambitions. Leads from our energy calculators had to be manually entered into our sales system, follow-ups ran on scattered emails, and we had zero real-time visibility into our vendor network or field equipment. We were a fast-growing greentech startup held back by the fragile processes underneath.
Tatvamasi Labs changed that completely. They built a custom integration between our Airrange calculators and Odoo CRM, automated our entire sales pipeline, and gave us live tracking across projects, inventory, and warranties — all without adding headcount. Within the first quarter, our lead conversions rose by 27% and we doubled our operational capacity. It wasn't just an ERP implementation; it was the infrastructure our growth actually needed.
Ready to Run Your Solar Business on One System?
From the first site survey lead to the final commissioning invoice. Book a 30-minute working demo.
📞 +91 8799696346 · ✉️ sales@tatvamasilabs.com
FAQs About Odoo ERP for Solar Companies
Yes. Odoo is configured as a project-centric platform where sales, procurement, installation, and post-commissioning service connect to the project record.
BOM templates are created for residential, commercial, and ground-mount systems with configurable variants. Quotations pull the relevant BOM automatically.
Yes. Each project type uses its own template. A single dashboard shows all active projects filterable by region, team, stage, or type.
Invoices are tied to milestones. When a milestone is marked complete, the invoice is ready for generation.
Yes. Stock is tracked across warehouse, depots, and every job site. Serial and lot tracking preserves warranty traceability.
Standard solar EPC goes live in approximately 6 weeks. Multi-entity operations extend the timeline.
Yes. Odoo CRM covers lead capture, site survey, proposals, BOM-linked quotations, and project conversion — all without middleware.
Cost depends on users, modules, data migration, and integrations. We provide transparent proposals after discovery.
