Access Solar Module

Access Solar Module

Overview

The Solar module in CrmLeaf is designed to help EPC vendors, contractors, and businesses manage the entire lifecycle of solar projects. From site creation and surveys to project tracking and maintenance, the Solar module centralizes all key workflows, improving efficiency and transparency.

Why Use the Solar Module?

With the Solar module, you can:

  • Manage multiple solar project sites in one place
  • Conduct detailed site surveys and assessments.
  • Generate estimates & BOM (Bill of Materials) for cost planning.
  • Track payment schedules linked to project milestones.
  • Plan and monitor maintenance schedules and records.
  • Streamline collaboration between teams and clients.

Accessing the Solar Module

  • Log in to CrmLeaf.
  • From the left-hand menu, expand Solar.
  • The following sub-menus are available:
    • Site Management
    • Site Surveys
    • Site Assessments
    • Estimates & BOM
    • Payment Schedules
    • Maintenance Schedules
    • Maintenance Records
    • Settings

Accessing the Solar Module