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After-sales and AMC - Solarflow CRM

Fuzen
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After-sales & AMC /a/after_sales

Where commissioned customers come back to you — faults, warranty calls, and the annual maintenance contracts that fund a steady service team.

Service and AMC Center with Service Tickets tab showing ticket number, project, issue type, status, reported date

Two tabs

The page header is Service and AMC Center. Tabs:

  • Service Tickets — individual fault reports.
  • AMC Contracts — recurring annual maintenance agreements.

Two CTAs in the top right: + New Ticket and New AMC.

Service tickets

Logging a ticket

1

Click + New Ticket. Pick the linked Project (only Commissioned projects show up).

2

Pick an Issue Type: Inverter Fault / Panel Output Low / Physical Damage / Net Meter Issue / Other. Write a clear Description.

3

Assign a Technician (optional — you can assign later). Click Save.

4

The ticket appears in the table with a generated Ticket No, status Open, and today's date as Reported On.

Working a ticket

Click Update on any row to open the ticket panel. You can change status (Open → In Progress → Resolved → Closed), upload before/after photos, write resolution notes, and stamp the resolution date.

Filters

  • Search tickets… — matches against ticket number, customer name, description.
  • All Issue Types, All Statuses, All Technicians — narrow the list.
Service ticket overdue automation. An Open or In Progress ticket that doesn't get an update for 5 days fires a notification to the assigned technician and the admin. Configure in Settings → Automation & Notifications.

AMC contracts

Creating an AMC

1

Click New AMC. Pick the linked Project.

2

Enter Start Date and End Date. For a 1-year contract, set End Date to Start + 365 days.

3

Enter the Annual Value in rupees and the number of Visits Included (typically 2–4).

4

Click Save. The contract appears in the AMC table with status Active.

Double-check the End Date when seeding contracts — one of the demo AMCs runs only ~2 weeks because the End Date defaulted to the next month, not 12 months on. There's no validation guarding against short contracts.

Renewals

30 days before a contract's End Date the AMC Renewal Reminder automation fires (configurable lead time in Settings). Flip the contract status to Renewed after issuing the new one, or Expired if the customer drops.

Reading the dashboards

The home Dashboard surfaces Open Tickets count at the top, and AMC contracts expiring in the next 60 days for admins.

A solid AMC book turns one-off solar projects into recurring revenue. Configure WhatsApp templates for renewal reminders in Settings.

Author avatar
Pushkar Gaikwad

Pushkar is a seasoned SaaS entrepreneur. A graduate from IIT Bombay, Pushkar has been building and scaling SaaS / micro SaaS ventures since early 2010s. When he witnessed the struggle of non-technical micro SaaS entrepreneurs first hand, he decided to build Fuzen as a nocode solution to help these micro SaaS builders.