Can customers upload documents themselves?

Yes. A customer portal can collect utility bills, signatures, site photos, IDs, and other required documents with status tracking.

Can installation teams use it in the field?

Yes. Field views can be built for mobile use so crews can see job details, upload photos, and mark tasks complete on site.

Does this include proposal generation?

It can. Proposal generation, quote storage, and document templates can be included if those are part of your current bottleneck.

Can we build this in stages?

Yes. The safest path is usually starting with the highest-friction workflow, such as document collection or project status, then expanding.

All services

Solar Management Platform Development

Solar management platforms for proposal tracking, installation workflows, document collection, customer updates, and operations dashboards.

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Audit

req/s, zero deadlocks: 15Kreq/s, zero deadlocks
double-charges in production: 0double-charges in production
production systems shipped: 10+production systems shipped
years building for clients: 7+years building for clients

Sound familiar

Signs you need this now.

Solar companies do not just need a website; they need a workflow from lead to proposal to site survey to permits to installation to post-install support. A custom solar management platform keeps those handoffs visible instead of scattered across sales tools and spreadsheets.

Projects stall between sales and installation

A sale closes, but site survey, permits, documents, and installation scheduling happen in separate systems. Customers keep asking for updates because nobody has one shared view of project status.

Document collection slows every job

Utility bills, site photos, contracts, permits, and approvals are requested manually and stored inconsistently. One missing file can delay an installation even when the customer is ready.

Operations has no clean pipeline view

The team can see sales pipeline in the CRM but not the true installation pipeline after the deal closes. That makes staffing, scheduling, and bottleneck planning reactive.

Scope

What you get.

Lead-to-installation project workflow

Every solar project moves through defined stages from lead intake to proposal, survey, permitting, installation, and completion.

Customer document portal

Customers can upload required files, review status, and see what is still missing without constant back-and-forth with the operations team.

Proposal and quote tracking

Solar proposals, revisions, approvals, and deal status are stored against the customer and project so sales handoff stays clean.

Scheduling and crew visibility

Survey, installation, inspection, and follow-up appointments can be tracked in one operational calendar or dispatch view.

Operations dashboard

Project count by stage, stalled jobs, missing documents, and upcoming installs are visible without manual spreadsheet updates.

CRM and payment integrations

The platform can connect to your CRM, payment provider, document system, or notification tools so solar operations are not isolated.

How it works

Four steps, no mystery.

Quick scoping call

A short call (or async over WhatsApp) to understand what you're working with and what "done" actually looks like for you.

Fixed scope, no surprises

A clear written plan of what's included and how long it takes, before any work starts.

The actual work

Progress you can see, not a black box. You get updates as milestones land, not just a status report at the end.

Handover

Everything documented and handed over cleanly, with a walkthrough so your team isn't stuck waiting on me for routine changes.

You might also need.

Questions

Frequently asked.

Yes. Leads and deal status can sync from an existing CRM while the custom platform manages the post-sale operational workflow.

Start here

Tell me what you're dealing with.

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Prefer email? info@hasnain.io

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