Solar CRM

Solar CRM

Comprehensive Solar Management Solution for Arise Solar, Australia

Project Summary

Arise Solar, a leading solar energy provider in Australia, required a complete end-to-end solution encompassing pre-sales, order management, project management, invoicing, and after-sales support. The solution included a web application and mobile apps for sales and installers to facilitate various tasks efficiently.

Application Details and Features

The solution for Arise Solar was divided into two main applications: Solar Application and Warehouse Application.


Solar Application:


Leads:

  • Manage Leads
  • Import Leads

Customers:

  • Manage customer information and interactions.

Installer:

  • Manage installer details and assignments

Contacts:

  • Manage contacts associated with leads and customers.

Projects:

  • Oversee project details from initiation to completion.

Installation:

  • Track installation schedules and progress.

Invoice:

  • Installer Invoice (Pending and Paid)
  • Sales Invoice (Pending and Paid)

STC:

  • Manage Small-scale Technology Certificates (STCs).

Reports:

  • Invoice Report
  • Active Sales Report
  • Outstanding Report

Tracker:

  • Lead Tracker
  • Installation Booking Tracker
  • Grid Connection Tracker
  • Refund Tracker
  • Promo Tracker
  • Payway Payment Tracker
  • Promotion Tracker
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Warehouse Application (Portal + Mobile App):

Manage Warehouse:

  • Location-wise warehouse management.

Stock Item:


  • Manage stock items.

Stock Order:

  • Create and track orders.
  • Payment Tracker

Stock Transfer:

  • Manage stock transfers between locations.

Wholesaler Order:

  • Manage wholesalers and their orders.
  • Order Tracker

Reports:

  • Stock Deducted Report
  • Stock Received Report
  • Broken Serial Number Report
  • Stock Prediction (Based on Solar Application jobs, Wholesaler Order, and Stock Order)
  • Pending Scan Jobs (Solar Application Jobs)
  • Pending Scan Stock Order
  • Pending Scan Wholesaler Order
  • Serial Number Wise Report
  • Reconciliation Report
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Challenges

  • Requirement Understanding: Understanding the comprehensive needs of a complete end-to-end solar management solution, including integrating various third-party APIs and frameworks.
  • Role-Based Access: Implementing a robust role-based system for managing permissions and privileges for different users.
  • Real-Time Data Management: Ensuring real-time updates and seamless data flow between web and mobile applications.
  • Integration with External Systems: Efficient integration with third-party APIs like Twilio, SendGrid, Google Map API, Xero Accounting, etc.

Technology Used

  • Backend: ASP.NET WebForms, ASP.NET Core 3.x
  • Frontend: Angular 9.x, jQuery, Xamarin Forms, IOS (SWIFT), Android (Java), React Native
  • Database: SQL Server 2008 – 2012 R2
  • Third-Party Frameworks: ASPNETZERO (multi-tenancy based ASP.NET MVC framework), Telerik Reporting, Scandit Barcode Scanner (Native, Xamarin, and React Native SDK)
  • Third-Party API Integration: - Twilio (SMS/Programmable SMS) - SendGrid - Google Map API V2 - Xero Accounting - FormBay - GreenBot - Payment Gateway - NearMap

Solution

  • Custom Workflow Implementation: Developed custom workflows for managing leads, projects, installations, and invoicing to cater to Arise Solar’s specific requirements.
  • Mobile App Development: Created mobile apps for sales and installers to facilitate on-the-go access and task management.
  • Third-Party Integrations: Seamlessly integrated with various third-party APIs and frameworks to enhance functionality and user experience.
  • Comprehensive Reporting: Implemented detailed reporting features to provide insights into sales, installations, stock management, and financials.

Summary

The comprehensive solution developed for Arise Solar has streamlined their operations from pre-sales to after-sales support. The web application and mobile apps have enabled efficient lead management, project tracking, installation scheduling, invoicing, and stock management. The integration with third-party APIs and robust reporting features have further enhanced the operational efficiency and decision-making capabilities of Arise Solar.

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