Solar EPC Management Odoo app icon

Odoo Solar EPC Software for Projects and AMC

An Odoo solar EPC management app for taking projects from site survey and estimation through commissioning, plant service, and AMC.

  • Community
  • Enterprise
  • Odoo.sh
  • On-premise

Industry

Services

Solar EPC Management Odoo module preview

Overview

About this app

The Odoo solar EPC management app helps solar installation and EPC teams handle the project lifecycle from CRM lead and site survey to template based system sizing, estimates, engineering design, BOM procurement, installation, and commissioning. After handover, teams can register plants, track AMC expiry, process service and warranty cases, and record daily generation readings. Logged in customers can view their estimations in the portal.

Features

  • Solar Lead and Site Survey Tracking

    Capture solar project details on CRM leads, record site coordinates, and use survey checklists before preparing an estimation.

  • Template-Based Solar System Estimation

    Calculate system sizing, estimated yearly yield, cost per Wp, simple payback, and CO2 offset using configurable irradiance zones and component templates.

  • Engineering Design and Solar BOM

    Document DC and AC capacity, stringing notes, SLD or layout attachments, and engineering review before generating the app's solar bill of materials.

  • Vendor-Based Purchase Order Creation

    Create purchase orders grouped by vendor from approved solar BOM lines to connect component requirements with procurement.

  • Installation and Commissioning Checklists

    Generate projects from sales orders and track installation checklists, punch lists, commissioning tests, and the resulting plant record.

  • Plant AMC, Service, and Warranty Tracking

    Record AMC hours and visit frequency, receive expiry reminders, and manage plant service tickets and warranty claims.

  • Daily Generation and Performance Metrics

    Enter one generation reading per plant per day, with optional irradiance, then calculate PR and CUF without claiming live inverter data.

  • Control Tower, Portal, and PDF Reports

    Review pipeline, delayed projects, open service, and plant performance; let logged-in customers view estimations and produce operational PDFs.

The Odoo solar EPC management app connects solar leads and surveys with engineering, procurement, installation, and post handover service.

1. Qualify leads and estimate systems

  • Record target kWp or usable area, site type, and irradiance zone.
  • Generate template based estimates for yield, cost per Wp, simple payback, and CO₂ offset.

2. Survey and document engineering

  • Capture site coordinates, checklist results, tilt, shading notes, and map location.
  • Store system design details and SLD or layout attachments before approval.

3. Build BOMs and procure materials

  • Generate the app's solar bill of materials from estimation lines.
  • Create purchase orders grouped by vendor from approved BOM lines.

4. Track installation through commissioning

  • Create an Odoo project from a sales order.
  • Use installation, punch list, and commissioning checklists before creating the plant record.

5. Manage plants and after sales service

  • Track AMC expiry, service tickets, warranty claims, and daily generation readings.
  • Review pipeline, delayed projects, open service, and plant performance through the Control Tower and PDF reports.

Compatibility and requirements

Supports Odoo 19 Community and Enterprise on Odoo.sh or on premise. Dependencies include base, Mail, Contacts, CRM, Sales, Project, Purchase, Inventory, Manufacturing, Accounting, HR, Portal, Product, and geolocation support. English only. Website may be needed if portal estimation pages do not open.

Product scope

Generation readings are entered manually; there is no SCADA or inverter API. Estimation uses templates and irradiance zones, not a full shading study. The solar BOM is app specific, not the standard Manufacturing BOM. Customers view estimations after login; there is no public anonymous quotation form.

 

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