Solar business and installation workspace guide

What the Solar workspace covers

Manage solar enquiries, proposals, projects, installations, inventory, customers and after-sales work from one operating system.

The workspace brings together leads, customers and site assessments, solar proposals and quotations, projects and installation stages, panels, inverters and inventory, technical teams and scheduling, payments, documents and reporting, service and maintenance follow-up. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage leads, customers and site assessments, solar proposals and quotations, projects and installation stages, panels, inverters and inventory, technical teams and scheduling, payments, documents and reporting, service and maintenance follow-up. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Move an enquiry through assessment and proposal, convert the approved work into a project, reserve inventory, schedule installation tasks and close the loop with commissioning and service records.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.