Projects and milestones - Solarflow CRM
Projects & milestones /a/projects
Every accepted quotation becomes a project here. Track the 10-step installation through to commissioning, with subsidy paperwork and payment collection in one place.
The installation pipeline
The list page is titled Installation Pipeline. Projects render as cards in a responsive grid; each card has:
- Title — auto-generated as Customer Name — kW — Year.
- Status pill — In Progress / Commissioned / On Hold / Cancelled.
- Size, Manager, Location — from the linked quotation and lead.
- Milestone progress — bar showing X/10 complete.
- Manage Milestones CTA — opens the project detail page.
Filter and sort
Four controls at the top: All Statuses, All Managers, All Locations, and a sort dropdown (default Newest First).
Project detail page
Click Manage Milestones on any tile to open the full project view. Four cards stack down the page.
1. Header
Project title, location, system size. Two dropdowns on the right:
- Project Manager — assign from the team list.
- Project Status — flip to Commissioned when handover is complete; auto-fires the GST invoice generation step.
2. Installation Milestones
Ten checkboxes in sequence. Click the box to mark Done; the row strikes through, turns green, and timestamps the user who completed it. Each milestone also exposes an Upload Proof button for site photos or DISCOM acknowledgements.
| # | Milestone | Typical trigger |
|---|---|---|
| 1 | Material procurement confirmed | PO raised with distributor. |
| 2 | Material delivered to site | All panels, inverter, BOS, mounting structure on site. |
| 3 | Structure and panel installation complete | MMS mounted, modules clamped. |
| 4 | Inverter and wiring complete | DC and AC wiring done, inverter mounted and connected. |
| 5 | Testing and commissioning complete | String voltages tested, inverter powered on, generation visible. |
| 6 | DISCOM inspection application submitted | Form filed with local DISCOM. |
| 7 | DISCOM inspection passed | Inspector signs off; certificate received. |
| 8 | Net meter installed | Bi-directional meter swapped in by DISCOM. |
| 9 | Subsidy application submitted | Filed on the PM Surya Ghar portal — reference number captured in Subsidy Tracker. |
| 10 | Subsidy disbursed | Customer's bank account credited. |
3. Subsidy Documents
Same checklist as the Subsidy Tracker — Aadhar, electricity bill, ownership proof, bank passbook, plus the post-commissioning installation certificate and inspection report. Files upload directly from the card.
4. Payment Schedule & Collections
Pre-seeded with the milestones from the linked quotation's payment template (e.g. Advance / On Delivery / On Commissioning) and the amounts derived from the grand total. Use Edit Due Date to push a milestone, or Record Payment to log a receipt against it.
Converting a quote into a project
Open the quotation and set Status to Accepted.
Click Convert to Project in the quotation header.
The lead moves to Won, a new project appears on this page with milestones reset to Pending, the subsidy entry appears in Subsidy Tracker, and the payment schedule rolls into Payments.
Field technician view
Technicians signed in with the Field Technician role see a stripped-down version: their assigned projects only, milestone checklist, and the Upload Proof button. No edit access to subsidy or payments cards. Optimised for one-thumb operation on a phone.
After commissioning, monitor subsidy disbursement in Subsidy Tracker and collect the final balance under Payments.
