Solarflow help center

Nine short guides covering every screen in your Solar CRM - from first lead through to AMC renewal.

The four KPIs, your sales pipeline, overdue follow-ups, and stuck subsidies - all in one glance.

Capture customers, move them across stages, and open a lead to see notes, surveys, and quotations.

Schedule a roof visit, fill the technical form, upload site photos, and read the recommended kW.

Build a line-itemised quote with auto-filled central + state subsidy and customer-facing net cost.

Convert an accepted quote into a project and check off the 10-step installation milestone list.

Monitor portal status, net-meter status, and time elapsed for every project's subsidy application.

Record advances, deliveries and final payments; generate GST invoices at commissioning.

Log service tickets for inverter and panel faults, and track annual maintenance contracts.

Configure company profile, product catalog, state subsidy table, payment templates, and team roles.

PM Surya Ghar Muft Bijli Yojana subsidies as of 2024 are baked into the app and may be revised by the admin in Settings → Subsidy Rules.