Operations · Projects
Every job on one board, every stage with a reason.
An accepted quotation becomes a project with its stages, tasks and documents. A stage moves only when its tasks and required documents are done, crews are booked on a week board, the site team posts photos, and the customer follows progress on their own page.
solset.ai/projects/…
Project · Rooftop 12 kWp
- Move to Commissioning1 document missing
- Single-line diagram · rev 2Approved
- Crew A · Tue–ThuBooked
- Site update · 6 photosShared with customer
- Utility approvalIn review
- Customer tracking pageLive
Illustration of a project page.
How it works
From accepted to commissioned
One place changes a project's stage, so the history, the gates and the messages always agree.
solset.ai/projects/…
Stages
- Next stageGate check
- Stage historyWho and when
Step 1 of 5 · Stages
Stages with gates
Your own workflow stages, each with its tasks and required documents. Moving on asks for what is missing; every move is recorded with who made it.
- Stage effects such as payment milestones
- Gantt and schedule views
Projects and field work
Also in Operations
- Utility approval trackerInterconnection stages per project with reminders, moving the project when approved if you choose.
- Move stages automaticallyRules that move a project forward on a utility approval or a payment; never backwards.
- Gantt and scheduleProject plans by task on a timeline.
- Service requests and AMCService jobs with parts from stock and maintenance schedules after handover.
- Materials readinessWhat the job needs, what is received and what is still to order.
- Job costingContract value, known cost and margin per project, for admins and finance.
Good to know
- Utility approval stages and waiting days are indicative and differ by utility.
Related features
- Inventory and procurementOne stock ledger, warehouses, material issues to projects, purchase requests, RFQs, POs and goods receipts.
- Job costingContract value, known cost and margin per project, estimate vs actual by category.
- QuotationsThemed quotation PDFs or your letterhead, chosen sections, revisions, approvals and online acceptance.
Questions
Projects and field work: questions
The sun is already up
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.