Every Feature Your
Solar EPC Business Needs

12 fully integrated modules — each purpose-built for solar EPC workflows. No generic CRM hacks. No workarounds. Everything just works.

Sales & CRM Operations Monitoring Billing Inventory Finance Communications HR & Team Settings

Close More Deals.
Faster Than Before.

A solar-specific CRM built around how solar sales actually work — site visits, electricity bill analysis, ROI conversations, and long follow-up cycles.

Lead Capture
Web forms, WhatsApp, referrals, direct entry
AI Proposals
Upload bill → complete proposal in 60 seconds
Smart Follow-ups
AI-suggested next action, auto-reminders
Pipeline Analytics
Conversion rates, deal velocity, win/loss analysis
Lead Scoring
Auto-score based on consumption, capacity, location
Sales Team Targets
Individual targets, leaderboards, commission tracking
Sales Pipeline — This Month
New Leads48
Proposals Sent31
In Negotiation14
Won (Closed)9
18.7%
Conversion Rate
8.4 days
Avg Deal Cycle
₹1.2Cr
Pipeline Value
AI Proposal: 45 Seconds

Upload electricity bill → AI reads data → sizes system → calculates ROI → generates branded PDF. No manual entry. No errors. Every time.

19 Fields Extracted from Any Electricity Bill

Upload a PDF or a photo. Voltavic reads the bill, identifies the utility, and pulls every field needed for accurate system sizing — automatically.

Consumer Name Consumer Number Meter Number DISCOM Name Connection Type Phase (Single / Three) Sanctioned Load (kVA) Connected Load (kW) Units Consumed (kWh/month) Billing Period Previous Meter Reading Current Meter Reading Tariff Category Tariff Rate (₹/unit) Fixed / Demand Charges Taxes & Duties Total Bill Amount Subsidy (if applicable) Payment Due Date

Works with bills from MSEDCL, BESCOM, KSEB, CESC, TPDDL, PSPCL, UPPCL, and 40+ Indian DISCOMs.

Enter kW. Get Exact Component Counts.

No lookup tables. No manual calculation. The BOS engine sizes every component from system capacity, roof type, and installation height — and adds CGST+SGST per line item.

Capacity Panels (550W) DC Cable Inverters MC4 Connectors String Boxes Earthing
5 kW 9 60m 1 20 1 2
10 kW 19 120m 2 40 2 3
25 kW 46 275m 3 48 4 5
50 kW 91 500m 5 72 6 6
100 kW 182 900m 8 112 10 8

Values adjust for roof type (flat/tilted/ground), installation height, and panel wattage. Every BOM line item carries CGST 9% + SGST 9%.

All 9 Stages.
All Teams. One View.

From site survey to final handover — and then into AMC — every stage is tracked, every team is coordinated, every document is stored.

Stage 1
Site Survey
Shadow analysis, load study
Stage 2
Design
Layout, SLD, 3D model
Stage 3
Engineering
Structural, electrical design
Stage 4
Procurement
POs, delivery tracking
Stage 5
Civil Work
Foundation, earthing
Stage 6
Mounting
Structure, panel install
Stage 7
Electrical
Wiring, inverter, meter
Stage 8
Testing & Comm.
Energisation, DISCOM
Stage 9
Handover
Certificate, portal access
Stage 10
AMC
Recurring maintenance

Team Assignment

Assign specific engineers, designers, and labour teams to each stage. Automatic notifications on task assignment and completion.

Document Management

Upload and store all project documents per stage — drawings, permits, photos, test reports. Always accessible, never lost.

⏱️

Timeline & Delay Alerts

Set expected stage durations. Get alerted when a stage is running late — before it impacts the delivery date.

Labour Management

Track daily labour deployment per site, record headcount, manage sub-contractor agreements and payments.

Project Analytics

Average project duration, cost vs budget variance, stage completion rates — all visible per project and in aggregate.

Quality Checklists

Pre-built quality checklists for each stage. Engineers complete on mobile, photos attached as evidence. No stage skipped.

Right Team for Every Project Size

When you create a project, Voltavic suggests the team composition based on capacity. One click assigns all roles from your Worker Directory — real names and phone numbers, not just role labels.

Capacity Head Tech Electricians Technicians Labour Supervisor Total
≤ 5 kW 1 1 1 2 5
5 – 20 kW 1 2 2 3 1 9
20 – 50 kW 1 2 3 6 1 13
> 50 kW 2 3 5 7 1 18

Suggestions pull from your Worker Directory — each assignment links a real field staff member by name and mobile number, not just a role label.

What Gets Recorded at Every Stage

Stage 1 · Survey
GPS coordinates, roof photos, shadow analysis, sanctioned load confirmation, meter location
Stage 2 · Design
Layout drawing, Single Line Diagram (SLD), 3D model, DISCOM application documents uploaded
Stage 3 · Procurement
PO raised → delivery challan → GRN → inventory deducted. Every item tracked to this project.
Stage 4 · Engineering Assignment
Labour plan finalised, team assigned by name from Worker Directory, task checklist generated per role
Stage 5 · Installation
GPS-tagged panel photos, structure mounting proof, wiring photos — uploaded from field app, verified by office admin before stage advances
Stage 6 · Commissioning
Inverter startup video, grid-sync confirmation, first-generation reading, DISCOM approval document uploaded
Stage 7 · Testing
Output verification, PR ratio check, string-level IV curve, earth leakage test report
Stage 8 · Audit
Admin reviews all photos, approves or rejects with reason. If rejected → milestones revert to RESUBMIT status.
Stage 9 · Handover
Completion PDF auto-generated with all approved photos + timestamps. Client portal access granted. Monitoring activated.

Real-time Visibility
Across Every Site.

Connect all your inverters and monitoring devices. See live generation, catch faults before clients call, and auto-generate performance reports.

Live Generation Dashboard

Real-time kW output per site, per inverter, per string. Total portfolio generation in one view. Updates every 30 seconds.

↑ Portfolio generating 847 kW right now

Instant Fault Alerts

AI detects anomalies — inverter faults, string failures, soiling loss, grid outages. Instant push notification + WhatsApp + SMS to your team.

️ Galaxy Farms — Inverter 2 offline since 09:14

Performance Reports

Daily, weekly, monthly generation reports auto-generated and delivered to clients via email or WhatsApp. PR ratio, CUF, yield analysis included.

Universal Inverter Support

Works with Sungrow, Huawei, SMA, ABB, Delta, Growatt, Fronius, and all major brands. Custom SCADA and data logger integrations available.

Bill From Actual
Generation Data.

For PPA and OPEX solar projects — auto-generate monthly invoices directly from actual kWh generated. No manual calculation. Exact billing every cycle.

  • Schedule auto-billing on 1st of every month from live generation data
  • Configurable tariff rates per client — fixed, slab-based, or time-of-day
  • Auto-send invoice via WhatsApp + email with PDF attachment
  • Payment follow-up on day 7, 14, 30 if unpaid — fully automated
  • One-click payment reconciliation — mark paid, partial, or disputed
  • Full payment history and aging report per client
Auto Invoice — Kapoor Industries
Billing PeriodDecember 2024
Units Generated26,840 kWh
Tariff Rate₹5.20 / kWh
Invoice Total₹1,39,568
Sharma Textiles — Nov invoice Overdue 8 days
Mehta Group — Nov invoice Paid
Galaxy Farms — Nov invoice Partial — ₹42K pending

Never Run Out.
Never Overpay.

Complete inventory across panels, inverters, cables, mounting hardware, and all BOS components — across every warehouse and every project site.

Stock & Catalog

Maintain a master catalog of all solar products — panels, inverters, cables, connectors, mounting — with SKUs, specs, and supplier info.

Purchase Orders

Create and track POs with full approval workflow. Multiple line items, tax calculation, vendor comparison, and delivery tracking.

Delivery Challans

Generate site-specific delivery challans, record GRN (goods received notes), and auto-update warehouse stock on receipt.

Procurement Plans

Plan material requirements per project and per stage. Auto-suggest procurement based on upcoming project timelines.

Multi-Warehouse

Manage stock across central warehouse, regional stores, and project sites. Inter-warehouse transfers tracked automatically.

Vendor Management

Maintain approved vendor list with ratings, price history, payment terms, and GST details. Get best-price auto-suggestions.

Complete Financial
Visibility.

Payment Management

Track project payments, milestone billing, and running payment history

Quote Management

Track acceptance rates, compare quoted vs actual project costs

Installer Network

Manage sub-contractor billing, commission payouts, and installer performance

Revenue Dashboard

Monthly revenue, collections, outstanding, and financial forecasts

WhatsApp. Email. SMS.
All Tracked.

Connect all your communication channels. Every conversation with every lead and client is logged, tracked, and visible to your entire team.

WhatsApp Business

Send proposals, invoices, service updates. Bulk campaigns with templates. All replies tracked in the CRM against the lead or client. Read receipts visible.

Email Tracking

Send from your own email domain. Track opens, clicks, and replies. Auto-log all email threads against the right contact. Sequence automation available.

SMS Campaigns

Bulk SMS for payment reminders, service alerts, and promotional campaigns. DLT-compliant. Delivery reports and opt-out management built in.

Voice Call Logging

Log all sales and support calls with notes, duration, and outcome. Optional call recording. Integrates with popular VoIP providers.

Every Type of Team.
One System.

In-house engineers, sub-contractors, part-time labour, freelance designers — manage all with the right access, attendance, and performance tracking.

Multi-type Workforce

Full-time, part-time, contract, freelance, sub-contractor — different employment types with different pay structures, access levels, and tracking.

Smart Attendance

Self-reporting via mobile with GPS verification. Office staff use web check-in. Field staff use geo-tagged mobile app. No buddy punching.

Leave Management

Apply and approve leaves via app. Team calendar view. Auto-impact analysis — see if a leave affects active project timelines.

Role Permissions

Granular module-level permissions. Admin, manager, engineer, sales, accounts, viewer — or build custom roles exactly as needed.

Performance Reports

Tasks completed, site visits made, SLAs met, proposals sent — individual performance dashboards for every team member.

Payroll Integration

Attendance data exports directly for payroll processing. Supports variable pay, overtime, deductions, and advance tracking.

Configure Everything.
Your Way.

Personalise Voltavic completely to match your business — your branding, your taxes, your products, your proposal templates.

Company Profile

Logo, address, GST, bank details — used on all documents

Invoice Settings

Numbering, terms, payment methods, late fee rules

Estimate Settings

Validity periods, discount rules, approval workflow

PDF Templates

Beautiful proposal and invoice templates, fully branded

Notifications

Configure who gets notified for what — per module, per role

Categories & Brands

Product categories, approved brand list, panel/inverter catalog

Tax Configuration

GST rates, HSN codes, tax slabs — auto-applied to invoices

Integrations

Tally, WhatsApp API, inverter brands, payment gateways

All Features Included.
From Day One.

No module add-ons. No feature unlocks. Start your free trial and get everything.