Zoho FSM solar installs & AMC at scale.
Work orders, drag-drop dispatch board, technician mobile app (offline-first), GPS check-in, route optimisation, customer signature on-device, parts consumption tracking. Built for solar install & AMC operations.
Zoho FSM · dispatch
From signed deal to PTO commissioning, on Zoho FSM.
7 steps from "Closed Won" in CRM to "Net meter live" with the crew's offline-first mobile app keeping every install on track.
CRM stage → FSM work orders.
Deal hits "Materials Ready" → FSM auto-creates survey WO, install WO, inspection WO. Customer address, system specs, ALMM panel + inverter list, install date all pre-filled.
Drag-drop crews. Skill + load aware.
Dispatcher sees all crews on a map. Skill (lineman / electrician / supervisor), territory, current load all factored. One drag → WO assigned. Driver + vehicle attached. Customer notified.
Route + checklist + serial scanner.
Mobile app opens with today's WOs in optimised order, route map, install checklist, parts list. Works offline at low-signal sites. GPS check-in on arrival. Job-card auto-prepared.
Krishna Solar · 11.2 kW
Photos + serials + readings.
Crew arrives → GPS check-in. Photographs the install (before / during / after). Scans each panel + inverter serial. Records electricity meter reading. Notes any issues. Customer reviews progress.
Job card signed on customer's phone.
Customer reviews job card on the crew's tablet/phone. Signs with finger or Aadhaar OTP. PDF auto-emailed. CRM stage advances to "Install Complete". Photos archived against the deal.
Inventory decrements, Books bills.
WO closed → 21 panel serials locked to customer (warranty clock starts). Inventory auto-decrements. Books fires the final-milestone GST invoice. AMC contract auto-enrolls. CRM moves to "AMC".
Preventive visits auto-dispatched on schedule.
Quarterly + monsoon AMC visits auto-populate the FSM dispatch board. Crew gets WO + customer install history + panel/inverter serials + previous CSAT. Job-card signed on customer's phone. Renewal touchpoint logged in CRM.
Zoho FSM · per user.
Per-user pricing in INR, billed annually (excl. 18% GST). Per user includes dispatch console access; technicians use the mobile app.
- Dispatch console
- Intelligent scheduling
- GPS tracking
- Route optimisation
- Inventory integration
- Zoho CRM integration
- Everything in Standard
- Advanced workflow automation
- Territory management
- Skill-based dispatching
- Zoho Desk + Books integration
- Custom modules
Technicians get free mobile app access (only dispatchers / agents are charged). 15-day free trial.
Solar install + AMC dispatch in 14–30 days.
Solar-tuned work-order types (site survey, install, inspection, PTO, AMC visit, reactive), branded mobile app for crews, parts consumption tracked against inventory.
FSM QuickStart
10–25 technicians · basic dispatch + WO.
- Zoho FSM Standard
- Solar WO types configured
- Dispatch board setup
- Mobile app onboarding
- 14-day hypercare
- General User Manual Documentation
FSM Pro + AMC
25–100 crews · install + AMC + reactive.
- Zoho FSM Professional
- 5 WO types (survey/install/insp/PTO/AMC)
- Skill-based routing
- Inventory consumption tracking
- Desk ticket → FSM WO auto
- Customer signature on device
- 21-day hypercare
- Product Specificed Usermanual Documentation
FSM + Branded mobile
100+ crews · native iOS/Android app · your brand.
- Zoho FSM Professional + Catalyst
- Native iOS + Android app in your brand
- Custom WO types via Creator
- Multi-territory + dealer dispatch
- Custom analytics
- 30-day hypercare + 1-mo AMC
- Department Based Training
- Department + Product Specificed Usermanual Documentation
Built for solar install + AMC.
Work orders, dispatch board, technician mobile app, customer signing. Offline-first for low-signal install sites.
Solar WO types
Site survey / install / inspection / PTO / AMC preventive / reactive service six pre-configured WO types with checklists.
Dispatch board
Drag-drop assignment. Skill (lineman/electrician/supervisor) + territory + load aware. Auto-suggest crew. Multi-WO routing.
Offline-first mobile
Crew app works at low-signal install sites. Site survey + photos + serial scan + meter reading all captured offline, sync when online.
GPS check-in
Geo-fenced check-in. Manager sees every crew live on map. Route optimisation for multi-stop AMC days. Hours-on-site tracked.
Customer signing
Job card signed on customer's phone or crew's tablet. PDF auto-emailed. Aadhaar OTP for AMC renewals. Audit-ready.
Parts consumption
Crew scans parts used at install. Inventory decrements live. Spare-part reservation rules per AMC contract.
Why solar businesses pick Elite Tech Corporation for FSM.
Branded mobile app
Native iOS + Android in your brand, not the generic Zoho FSM app. App Store + Play Store deployment included in Enterprise tier.
Solar WO playbook
6 pre-configured WO types with India-specific checklists (DISCOM rep visit, monsoon-specific AMC, ALMM serial scan at install).
CRM + Inventory + Books wired
Closed deal → WO. Install complete → inventory decrement + invoice fires + AMC enrolled. One platform, zero hand-offs.
AMC dispatch automated
Preventive AMC visits auto-populate dispatch board. Quarterly + monsoon-specific scheduling. Renewal touchpoint logged in CRM.
Zoho FSM · solar questions.
30-min FSM scoping.
We'll map your install + AMC workflow, configure WO types, dispatch board, mobile app fixed quote in INR.