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Industries Solar & energy installers

Solar projects, from survey to handover. Quotes, serials and crews in one plan.

Solar and energy installers sell projects, not just products. Dika Ops follows each project from survey and quote through equipment orders, installation crews and stage invoices, and keeps the serial numbers of panels and inverters for later service.

Dika Ops for Solar & energy installersDika Ops for Solar & energy installers
The challenge

What slows solar & energy installers down.

01Survey to quote

System size, roof layout and equipment choices must be turned into a clear project quote, usually with several revisions.

02Equipment lead times

Panels, inverters and batteries come from a few suppliers. Delivery timing decides when crews can start.

03Serial numbers

Panels and inverters have serial numbers needed for warranty claims and service. They are often lost after installation.

04Crews and stage payments

Installation crews move between sites. Invoices follow project stages, and delays in one step hold up the next.

01

Project quotes

Quote the full system with equipment, mounting, labour and options, and keep each revision.

  • Multi-line quotes by system
  • Revision history
  • Accepted quote becomes the project
Project quotesProject quotes
02

Project plans and crews

Plan the survey, delivery and installation steps, and assign crews and dates.

  • Tasks with owners and dates
  • Progress by project
  • Team workload overview
Project plans and crewsProject plans and crews
03

Equipment stock and serials

Receive panels and inverters with their serial numbers, and record which serials went to which project.

  • Serial numbers on receipts
  • Serials linked to the customer
  • Stock by warehouse and location
Equipment stock and serialsEquipment stock and serials
04

Supplier orders and stage invoices

Order equipment against accepted projects and invoice by stage as work progresses.

  • Purchase orders from project demand
  • Invoices per stage
  • Payment status at a glance
Supplier orders and stage invoicesSupplier orders and stage invoices
How it runs

One flow, start to finish.

  1. 01Survey

    The site visit and requirements are recorded on the customer record.

  2. 02Project quote

    A quote is built from the system design and revised until it is accepted.

  3. 03Order equipment

    Panels, inverters and mounting are ordered, with expected arrival dates tracked.

  4. 04Install

    Crews are scheduled, equipment is issued with serial numbers and the installation is recorded.

  5. 05Invoice and support

    Stage invoices are issued, and the serial record supports later service visits.

FAQ

Solar & energy installers, answered.

Can we record serial numbers for panels and inverters?

Yes. Serial numbers can be recorded on receipts and shipments, so you can find which units went to which customer.

Can we invoice by project stage?

Yes. Invoices can follow the stages of the project, and payment status is shown for each.

Can we plan installation crews?

Yes. Project plans hold tasks, owners and dates, so you can see who is on which site.

Can we manage after-sales service?

Yes. The service module holds jobs and customer records, linked to the equipment installed.

Is Dika Ops available now?

Dika Ops is in closed beta. Join the waitlist and we will contact you as places open.

Closed beta

Run the whole company from one place.

Dika Ops is in closed beta. We onboard a few companies at a time and set everything up with you.

Dika Ops in 52 seconds
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