Clear Entry Paths
Admin and office staff users now get a more obvious starting point so the correct portal is only one click away.
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ADMIN DASHBOARD
Welcome back, Admin
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Live snapshot of every active solar job, pending survey & install approval, and field-squad health.
LIVE
Super Admin
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Admin
Super Admin
ACTIVE JOBS
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PENDING APPROVALS
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INSTALLED TODAY
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SURVEYED TODAY
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REVENUE MTD
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7-Day Installs
Today's Pipeline
Peak hours 11 AM – 2 PM
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Live
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Job AllotmentAssign every stage
ProjectsClient engagements
Work DetailsFull job lifecycle
Survey ApprovalsAwaiting your review
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Install ApprovalsSign off completed installs
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Service TicketsCustomer complaints
PartnersDelivery agencies
Field TechniciansSurveyors · Installers · QC · AMC — all roles
SettingsAdmin configuration
Quick Access
Direct entry to the modules you touch most often.
PIPELINE KPIS
Today's run-rate & lifetime totals
Use the date filter above to scope "Today" and "Site Planned/Running" to any specific day. Everything else stays anchored to month-to-date and lifetime.
TODAY
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Installed Today
Completed installations
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Site Planned
Installs scheduled today
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Site Running
In-progress right now
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Technicians Logged In
Punched in today
MONTH TO DATE
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Installed · Month to date
Since the 1st of the current month
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Surveyed · MTD
Surveys this month
PIPELINE PULSE
Active jobs0
Pending approvals0
QC awaiting0
LIFETIME · ALL TIME
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Total Installed
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Total Surveyed
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Total QC Done
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Technicians Onboard
KPI Drilldown
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FIELD WORKFORCE
Field Technicians
Everyone who self-registered through the mobile app — surveyors, installers, QC and AMC techs — with their full registration packet just one click away.
Role
Status
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FIELD TECHNICIAN PROFILE
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ACTION
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CLIENT ENGAGEMENTS
Projects
Every active client engagement — contract, kickoff document, and the jobs that roll up under it.
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NEW PROJECT
Add Project
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PROJ-0000
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STAFF DASHBOARD
Office Staff
Compact staff management with fast actions, cleaner scanning, and backend pagination. Each entry covers personal details, salary, bank, education and project mapping in a single multi-step record.
Active Today
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Manager
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Supervisor
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Operator
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Staff Directory
One active listing at a time, 50 rows per page from the backend, with a compact table that stays readable on screen.
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PROFILE
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Staff Registration
Compact multi-step staff onboarding with salary, bank, education, and project mapping.
1Personal
2Salary
3Bank
4Education
5Other
FULL JOB LIFECYCLE
Work Details
Click any job to walk the entire pipeline — from creation through survey, installation and QC — with every photo, video and timestamp captured in the field. One-click PDF report at the bottom.
Active Jobs
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Click to filter the list below
Total Surveyed
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Click to filter the list below
Total Installed
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Click to filter the list below
Total QC
0
Click to filter the list below
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JOB-00000
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BILLING
Invoice
Issue and track invoices for both partners and project clients. PDF downloads ready on every row.
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NEW INVOICE
Create Invoice
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📋 Job Allotment
Job Allotment — assign every stage from one place.
Tick jobs below and use "Assign…" to allot a surveyor, installer or QC inspector. Click a tile to filter the list. Use "Add Jobs" to onboard fresh consent lists.
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LENS
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LENS
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All Jobs
Every installation job created so far. Click any row to view full pipeline status, stage history, and assigned field staff.
| Job | Beneficiary | Consumer No | Meter No | Address | Division / Subdivision | Installer | Date | Status |
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🛠️ O&M · Post-install
Service Tickets
Customer complaints — low generation, panel/inverter faults, leakage. Assign technicians, track SLA, resolve.
👥 Onboarding
Pending Approvals
Self-registered field staff. Review details, assign a role, and approve or reject. On approve a vendor code is auto-generated and the user can log in.
📋 Pipeline
Survey Approvals
Sites the surveyor has submitted. Review the dossier and approve to record design kW + DISCOM/subsidy flags — on approve the job auto-routes to the closest installer.
🔧 Pipeline
Installation Approvals
Sites the installer has finished. Review the photos, video, and post-install checklist — Approve to auto-route to the closest QC inspector, or Reject with a reason and the job goes back to the installer for rework.
🏢 Your team
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Live view of your installers + jobs routed to your contractor.
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🤝 Partners
Partners
Installer agencies and delivery partners. Each partner covers a set of subdivisions and holds a roster of installers. The routing engine picks one partner per job using a fair-share quota (active jobs ÷ capacity weight) and then ranks their installers by load + proximity.
💰 Financial Operations
Expenses & Wallet Management
Manage unit rates, advance payment requests, wallet transactions, and expense approvals.
Unit Rate (per installation)
₹5,000
| Installer | Amount | Remarks | Status | Date | Action |
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💰 No payment requests yet. | |||||
🎖️ Admin-tier Field Operations
Supervisors
Operations leads who approve registrations, assign field staff, approve jobs, commission sites, schedule AMC, and create tickets. They cannot self-apply — only super admin creates supervisor accounts. Vendor codes: SUP-XXXX.
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Total Supervisors
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Active
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On Hold
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| # | Name | Contact | Region | Jobs | Done | Status | Action |
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🎖️ No supervisors yet. Click "Add Supervisor" — only super admin can do this. | |||||||
🔐 Access Control
Roles & Responsibilities
Grant features per staff. Toggle each capability — they only see what you switch on. Auto-creates a login on first save.
Pick a staff member
Select someone from the list to assign permissions.
⚙ Workspace
Settings
Platform rates, preferences, and account — everything you control in one place.
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💰
Platform Configuration
Rates used across revenue & billing
Unit rate per installationApplied to revenue, billing & wallet calcs
₹
Current effective rate
₹5,000
📍
Attendance Geofencing
Flag punches that are too far from an assigned site
Allowed radiusMetres from nearest assigned-job site. Default 300 m.
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Appearance
Personalize how the dashboard looks
Dark modeSwitch between light & dark theme
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Notifications
Real-time alert preferences
Sound alertsSoft chime on new activity
Desktop notificationsSystem pop-ups even when tab is hidden
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Account
Your signed-in profile
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