Qora One GSTA rooftop solar installation looks simple from the outside: panels on a roof and a meter on the wall. Behind it are a dozen teams and steps. Sales closes the deal, a surveyor checks the roof, someone designs the system and the bill of materials, purchase orders the material, accounts releases payment, stores dispatches, installers fit it, a supervisor tests it, and the DISCOM fits the net meter. Then the subsidy paperwork has to be filed.
When any one of those hand-overs depends on a phone call or a WhatsApp message, projects slip. Customers wait, material sits at the wrong site, and the subsidy claim is filed weeks late.
Where projects usually get stuck
- Between sales and projects. The deal is won, but the project team hears about it days later and without the details that were agreed.
- Material planning. The BOM isn't final, so purchase cannot order and the installation date moves.
- Payments. Material is ready but cannot leave until accounts confirms the customer's payment, and nobody knows who is waiting on whom.
- Net metering and inspection. These depend on outside parties, so they need someone to own them and follow up.
- Handover and paperwork. The system is running, but the documents needed for the subsidy and the warranty are incomplete.
Run every project through the same phases
The companies that install on time treat every project the same way, in fixed phases, each with one owner:
- Project creation and team assignment
- Site verification
- Material planning (BOM) and inventory check
- Purchase and purchase orders
- Proforma invoice, then accounts approval and payment
- Dispatch and material receiving at site
- Installation
- Testing and commissioning
- Net meter installation
- Final site inspection, handover and closure
Two rules make this work. A phase cannot be skipped: once it is finished it locks, so the record shows what really happened. And the risky steps need an approval, so a supervisor signs off site verification and commissioning, a project manager signs off the BOM and the final inspection, and accounts signs off the payment before anything is dispatched.
Make the status visible to everyone
A phase plan only helps if people can see it. The owner should be able to open one screen and see which projects are in which phase, which are waiting for an approval and which are late. A project manager should see their own projects. An installer should see today's jobs and nothing else.
Keep the subsidy in view from day one
For residential rooftop systems under the PM Surya Ghar scheme, the subsidy depends on documents and on the steps being done in order, including net metering by the DISCOM and the final inspection. Tracking the subsidy as part of the project, not as a separate spreadsheet, means the paperwork is ready when the system is.
How Qora One CRM handles it
Qora One CRM was built around exactly this workflow. A won deal becomes a project with 17 phases, from creation to closure. Five of them have approval gates, finished phases lock, and work can be sent back for rework with a reason. Purchase orders, dispatch, material receipts, subsidy tracking and the final handover all sit in the same project, so everyone from sales to service sees one version of the truth.
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Leads, proposals, approvals, the 17-phase installation workflow, purchase, inventory, AMC and service, plus GPS attendance, leave and payroll for your whole team.
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