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Project Operations

Can this job start on Thursday?

Is the material here, is a crew free, may the stage move, and what happened on site today. Four questions the board answers before anybody drives out.

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Greenfield Foods — Unit 2
P-100087

Ordered and received against this project

Modules 585 W52 nos0%
Inverter 30 kW1 no0%
Structure steel2,450 kg0%
DC cable & BOS1 lot0%
Not ready to startsteel 60% received

Read from the purchase orders and goods receipts you already raised — free warehouse stock is shown beside it as context, never counted as coverage.

Starter
plan site surveys and field reports start on
Professional
plan projects, crews and material readiness start on
Growth
plan multiple warehouses start on
4
net-metering stages tracked per project (India)
The board and the crews

A pipeline that matches how you build. And who is on which roof.

Solar EPC work does not fit a generic task app, and it does not fit one vendor's idea of a solar pipeline either. Define the stages once and everything downstream follows them — then see, by the day, which crew is where.

The board

Stages you define, gates that warn

Your stages, not oursName the stages your business actually runs — between two and eight of them — and every board, funnel and report re-reads them. Changing the list never rewrites a project behind your back; it shows you how many would move before you save.
Gates that warn, not blockDrag a job forward with checklist tasks still open and it names them and asks. "Move anyway" is right there, because on site the reason is usually a good one.
And it remembers the moveEach transition is stamped, which is what makes time-in-stage and bottlenecks real numbers later instead of an impression.

Booked, or double-booked

Week of 14 October · 3 crews · 12 booked crew-days

MTWTFS
Crew A
Crew B
Crew C
Crew A is on two sites on Thursday. Saved anyway — flagged so somebody decides.

  • Who is free on Thursday

    A week of crews against days, so the answer is a glance rather than three phone calls.

  • Who is double-booked

    A crew is in one place at a time unless you raise its capacity. Two jobs on one day is flagged the moment you make it.

  • And it still lets you

    A clash is a warning, never a refusal — sometimes a split crew is exactly what you meant, and refusing would only make somebody delete the other booking.

Material

Ask before the crew arrives, not after.

Procurement knew what had been ordered. Operations knew what each job needed. Nothing joined the two, so the steel being on a truck was discovered on site.

1Request
2Approved
3PO sent
4Received
5Bill matched
Readiness against this projectWhat its bill of materials needs, what has been ordered for it, and what has actually been received — per line, so one over-delivered item cannot hide another that never arrived.
Free stock is shown beside it, never inside itWarehouse stock is a shared pool. Counting it as coverage would let two projects both look ready on the strength of the same forty modules, so it is context and labelled as context.
Three-way matched before it is paidThe vendor bill is checked against the order and the goods receipt, and price, quantity and unexpected-item differences are named rather than quietly accepted.
Inventory is quantities across as many warehouses as you run, with every movement carrying its reason and its reference. It does not track lot, batch or panel serial numbers — if you need a module's serial against a warranty claim today, that is not something this does yet.

Net metering

India · DISCOM applications

Not Startedno clock
Applied36d / 30d
Approved15d expected
Meter Installedno clock

Waiting 36 days on the application — 6 over. Chase it.

Approvals · India

How long has it been sitting there?

A register tells you which stage a DISCOM application is in. A worklist tells you how long it has been stuck — and puts the ones that are late at the top, where somebody will ring about them.

The application reference lives on the project, the date it entered each stage is stamped when you advance it, and the waiting count is derived from that — so the number on the screen and the number in the chase-up email cannot disagree.

A project with no recorded start date shows no clock at all rather than a fabricated one, and it is offered a start date instead of being quietly sorted to the bottom.

The day counts are indicative defaults, not a statutory SLA. DISCOM timelines differ by state and by scheme, and a wrong legal number on a screen is worse than an obviously approximate one. Outside India this section does not apply — net metering is an Indian process, and every grid-connection regime has its own.
From the site, and after

The update arrives on the record. The record outlives the job.

Not in a group chat that scrolls away by Friday. A rooftop is a twenty-five-year relationship: what the site team recorded during the install is what the service engineer opens in year nine.

From the site

A phone browser, not a group chat

The surveyMeasurements, shadow notes and photographs recorded at the site from a phone browser, against the project they belong to.
The daily updateWhat was done, how many were on site, what is blocking tomorrow, and photographs — one short form, filled in before the crew leaves.
Progress that cannot be talked upThe percentage comes from the tasks actually completed. Nobody types a number into it, so "90% done" means ninety per cent of the work is closed.
Everything here runs in a mobile browser. On Android the Solset AI app is live on Google Play; the iPhone app is not published yet, so iPhone users work in the browser.

Handover and after

The job ends; the record does not

The commissioning packA close-out checklist suited to the work, and the certificate only generates once every item on it is ticked. A handover document a customer signs should mean something.
Maintenance that books itselfA schedule raises its own service visits on time — cleaning, an inverter check, the annual review — so year three does not depend on somebody remembering year one.
And where the time goesAverage time in each stage, the stage that holds jobs up most, and anything that has not moved in a fortnight.
Cycle-time figures start from the day stage history was switched on for your workspace. There is nothing to reconstruct them from before that, so an early gap is unknown rather than zero — the charts stay honestly empty until there is enough to say something.

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Common questions

What operations teams ask first

Including the one we answer with a plain no, because finding it out after switching is worse.

Field to office

Every job, with one honest status.

Stop chasing updates across three group chats and a spreadsheet. Put the next installation on a record the whole team reads the same way.

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