Solar workflow depth
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Quickest Solar CRM is our first pick for a small Namibian installer whose immediate problem is slow quoting and follow up that nobody owns. That placement uses a disclosed proposal-first adoption lens and still requires a Namibia proof step. OpenSolar is the clearest free design-first option, Pylon pairs design with an optional CRM, and Sunbase publishes wider solar operations. We compared seven tools against NAD documents, adviser-approved VAT, ECB regulation, routing across several regional distributors, very long travel distances, standards evidence, offline field capture, commissioning and handover.
Direct answer
Choose Quickest when proposal speed, lead ownership, field adoption and a free pilot are the first priorities. QuickEstimate owns Quickest and its published evidence is India-first, so Namibian currency, VAT, ECB and distributor stages, hosting and support all remain unverified until a demo proves them. OpenSolar is better when free solar design leads the purchase. Pylon and Sunbase deserve tests where design depth or multi-team operations dominate. Zoho, Odoo and HubSpot fit teams willing to configure a general platform and connect specialist design, tax and field systems around it. In Namibia the field module is usually the deciding factor.
7 jobs, 7 picks
A useful shortlist starts with the sales or delivery bottleneck. Each winner below reflects a different buying priority, while the overall ranking rewards a CRM that a solar sales team can adopt quickly.
Small mobile sales teams
Free: 1 user and 10 proposals monthly. Pro: INR 6,999 per user yearly, minimum 3 users. 02Best free design-first optionOpenSolarStartups combining solar design, proposals and project CRM
OpenSolar says partners fund the model; review services and connected costs. 03Best compact design and CRM trialPylonTeams wanting solar and battery proposals with optional CRM
New users receive five Standard Project credits; confirm Namibia commercial terms. 04Best broad solar operations candidateSunbaseEstablished teams evaluating a wider solar sales and project platform
Request Namibia users, modules, implementation, integrations, support and renewal pricing. 05Best configurable general CRMZoho CRMTeams with an administrator and several sales or service lines
The reviewed global page publishes USD prices and adds local taxes. 06Best configurable operations suiteOdooBusinesses joining CRM with sales, inventory, field service and accounting
Confirm current plan, apps, users, hosting, implementation, localisation and customisation. 07Best for marketing-led acquisitionHubSpot CRMTeams prioritising forms, email, meetings and pipeline
Official page states up to 2 free users and 1,000 contacts; price all required hubs.How we evaluated
We saved English search attempts across Google, Bing, DuckDuckGo, Brave and Mojeek, then traced one record from a web form or WhatsApp enquiry through site visit, load assessment, quotation, deposit, design, licensed electrical work, the distributor application, procurement, transport, installation, commissioning, invoicing, handover and service. Ranking rewards focused sales adoption first, then solar design, operational breadth, field usability, finance fit and configurable CRM depth. Namibia facts come from the Electricity Control Board, NamPower, the Namibia Revenue Agency, the Namibian Standards Institution, CRAN and the Namibian Competition Commission. Product descriptions come from official vendor pages and remain vendor claims. Published prices keep the currency the vendor shows.
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Can managers route leads, track activity, automate follow-up, forecast revenue, and see why an opportunity stalled?
Can a rep move from site information to a credible customer proposal, and how much specialist solar design happens inside the platform?
Does the workflow support the language, currency, tax, communications, documents, and handoffs common in Namibia?
What setup, migration, training, administration, and extra software does the apparent subscription require?
At-a-glance matrix
The table separates CRM depth from proposal, design, and operations coverage. Confirm plan limits and country availability in writing before signing.
Local billing check: confirm NAD pricing, tax treatment, contract currency, and payment fees in writing.
| Platform | Best for | Public price | Solar proposals | Design | Project operations | CRM depth | Free access |
|---|---|---|---|---|---|---|---|
| 1Quickest Solar CRM | Small mobile sales teams | Free plan; Pro in INR | Focused branded proposals | Namibia inputs unverified | Lead stages and follow up | Focused solar sales CRM | 1 user, 10 proposals monthly |
| 2OpenSolar | Startups combining solar design, proposals and project CRM | Free core platform | Interactive and PDF proposals | Native solar and storage design | Project CRM, tasks, schedules and files | Solar project CRM | Core platform described as free |
| 3Pylon | Teams wanting solar and battery proposals with optional CRM | Dollar pricing shown; confirm currency | Web and PDF proposals | Solar and battery design | Optional solar CRM and integrations | Solar CRM available | Five Standard Project credits |
| 4Sunbase | Established teams evaluating a wider solar sales and project platform | Quote required | Solar proposal capabilities published | Connect or verify design scope | Sales and operational solar workflows | Broad solar CRM | Request demo and trial terms |
| 5Zoho CRM | Teams with an administrator and several sales or service lines | Free for 3 users; paid USD tiers | Configure CPQ or connect a proposal tool | Specialist solar tool required | Custom modules, workflow, reports, portals and APIs | Broad general CRM | Free edition for 3 users |
| 6Odoo | Businesses joining CRM with sales, inventory, field service and accounting | One app free; paid plans published | Sales quotations and signatures | Specialist solar design required | CRM, sales, inventory, accounting, field service and more | General CRM within modular ERP | One app free plan stated |
| 7HubSpot CRM | Teams prioritising forms, email, meetings and pipeline | Free CRM; paid hubs available | Connect or configure proposal software | Specialist solar tool required | Paid sales and service expansion | Broad customer platform | Up to 2 users and 1,000 contacts |
Pricing and capability labels were checked against official sources on Sep 7, 2026. Currency conversion is intentionally omitted where a vendor does not publish a local price.
Country research
Namibia has excellent irradiance and very few people spread across a very large country. A single job can involve several hundred kilometres of travel each way, a farm with no reliable mobile coverage, and a distributor whose process differs from the one used in the last town. That changes which CRM feature actually matters. A tool that produces beautiful proposals but forces a technician to redo a survey because a photograph failed to sync has cost the company a day of driving, not a few minutes of admin.
The Electricity Control Board regulates Namibia's electricity supply industry, including licensing and the rules that govern distribution. Licence and approval status belongs in the customer record as stored fields with dates. Capture the licence or exemption relied on, the holder, the reference, the validity, the scope, the renewal date and the evidence document for your own business and for every subcontractor, then block technical sign-off when a required entry is missing or expired.
Electricity Control Board Namibia: Electricity Control Board ↗NamPower is the national utility for generation and transmission, while distribution reaches customers through regional distributors and local authorities. The counterparty is therefore a property of the site rather than of the seller. Store the distributor, the office, the customer account, the tariff category taken from the actual bill, the meter type, the phase, the requested capacity, the application route, the reference format and the contact, and test what happens when a site is filed with the wrong distributor.
NamPower: NamPower ↗The Namibia Revenue Agency administers VAT and income tax. A Namibian solar sale can mix imported equipment, local supply, design, installation, batteries, transport, civil work, maintenance and finance, and long-distance transport is a meaningful line rather than a rounding error. Configure tax per line, show whether displayed prices include or exclude VAT, retain the tax source and effective date, and have a Namibian adviser approve deposits, staged invoices, variations, credit notes, imports and invoice wording.
Namibia Revenue Agency: Namibia Revenue Agency ↗The Namibian Standards Institution publishes national standards and conformity services. Equipment evidence therefore belongs against the customer record rather than in a supplier folder. Capture module and inverter models, certificates, batch or serial numbers, import documents, the technician who fitted them, test results and warranty terms, so a claim three years later can be answered from the job record instead of reconstructed from a purchase invoice and someone's memory.
Namibian Standards Institution: Namibian Standards Institution ↗CRAN regulates communications in Namibia, and connectivity is a design constraint for any CRM used here rather than an afterthought. Before choosing a product, test the field application on the network the crews actually use, in the places they actually work. Measure what happens after four hours offline with fifty photographs queued, then measure again after a device is replaced. Those two results predict adoption better than any feature list a vendor presents.
CRAN: Communications Regulatory Authority of Namibia ↗The Namibian Competition Commission oversees competition and consumer matters. Advertising claims about savings, payback and system performance carry consequences, so the CRM should store the exact wording used with a customer, the date, the sender and the assumptions behind every number. Keep the approved template version under change control rather than allowing each salesperson to compose a saving promise inside a chat message that nobody can retrieve later.
Namibian Competition Commission: Namibian Competition Commission ↗Namibia's excellent solar resource is a reason to be more careful with yield claims, not less. A proposal should record the irradiance source, the assumed orientation and tilt, soiling and dust assumptions, temperature derating, the shading treatment, the degradation assumption, the performance ratio and the person who approved the model. Dust and high module temperatures matter here, and a model tuned for a milder climate will over-promise in a way the customer notices within one summer.
Namibian Standards Institution: Namibian Standards Institution ↗Distance changes what a quotation must contain. Store the site coordinates, the round-trip distance, the expected travel time, the crew size, accommodation where needed, the vehicle, the fuel assumption and any second visit already anticipated. When those inputs live only in a manager's head, the company discovers its real margin after the job rather than before it, and a CRM that cannot hold them is not fit for Namibian work.
Electricity Control Board Namibia: Electricity Control Board ↗Off-grid and hybrid systems on farms and lodges carry a longer service tail than urban rooftop work. Record the battery chemistry, the cycle warranty, the expected replacement date, the monitoring arrangement, who holds the credentials, the service interval, the nearest technician and the parts held in stock. A CRM that treats commissioning as the end of the record will not support a business whose customers are eight hours away by road.
NamPower: NamPower ↗Full reviews
Each review explains the useful workflow, the buyer who should shortlist it, and the country-specific question that a sales demo must answer.
Quickest is first for a narrow mobile sales adoption goal, conditional on passing the Namibian offline, finance and distributor tests.
Quickest centres the work a small team usually has to fix first: capture the enquiry, assign an owner, produce a branded proposal quickly and make the next follow up visible. A limited free plan allows an adoption pilot before a larger migration. QuickEstimate owns Quickest and publishes this ranking, so the position depends on the disclosed method rather than on independent market recognition.
No public evidence verifies NAD quoting, Namibian VAT, distributor routing, travel cost fields, offline capture on rural routes, commissioning or the handover pack. Run the pilot on a genuinely remote job rather than a town rooftop, because that is where a proposal-first tool either earns its place or reveals that it was built for a different geography. Require contract currency, data location, subprocessors, response hours, export, cancellation and renewal terms in writing.
Choose it if: proposal speed and follow up are the first bottlenecks and the offline test succeeds on a remote job. Choose another platform if: verified field service, scheduling or complete operations are required immediately.
OpenSolar is the strongest free design-first route for Namibia, subject to climate modelling, connectivity and partner checks.
OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. That gives a young installer a substantial design-to-sale test without a core licence fee. Judge it on how it handles temperature derating, soiling and off-grid autonomy rather than on the appearance of the roof render, because those are the assumptions a Namibian customer will test.
Validate Namibian imagery, irradiance, load and battery sizing, equipment libraries, off-grid and hybrid scenarios, NAD display, VAT, field connectivity and document output. Change a design after acceptance and trace price, stock, tax, payment, technical evidence and handover. Review privacy terms, overseas transfers, support coverage, partner presentation, paid services and whether a complete account export is genuinely available.
Choose it if: design and customer-facing proposals lead the purchase and a free core product is attractive. Choose another platform if: field scheduling, travel costing and service history dominate the requirement list.
Pylon supports a compact design and CRM evaluation, with billing currency and Namibian field behaviour still unverified.
Pylon documents solar and battery design, web and PDF proposals, design history, integrations and a solar CRM add-on. It says new users receive credits for five Standard Projects and teams can add unlimited users. That supports a practical test involving sales, design and management before the buyer assumes the product will replace a spreadsheet and a chat group.
Confirm the dollar currency, project rules, CRM cost, payment fees, taxes and renewal. Test Namibian locations, weather and production inputs, high ambient temperatures, off-grid autonomy, NAD display, offline use on the road, roles and support. Review data processing and export. Model several revisions on one remote job, because credit economics and version control both matter when a site visit changes the design after the first quotation.
Choose it if: the team wants to trial solar design, proposals and CRM together. Choose another platform if: travel costing, scheduling and long-tail service dominate the requirement list.
Sunbase publishes broad solar CRM scope, and scheduling across long routes is the specific capability to test.
Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. For a Namibian operator the interesting part is the operational half: dispatching a crew on a two-day round trip, sequencing several jobs on one route, and knowing what stock left the branch. Public product language is not evidence that any of that works on Namibian distances.
Ask for Namibian or comparable long-distance customer references and use a controlled demo from enquiry through survey, proposal, deposit, invoice, procurement, transport, installation, commissioning and service. Verify NAD handling, offline behaviour, scheduling, roles, audit history, privacy terms, storage, support hours, the implementation owner, the module list, the contract price, data export and how a post-acceptance change propagates.
Choose it if: a growing installer runs several crews and the vendor can prove long-distance fit. Choose another platform if: a free design tool or a simpler proposal CRM meets the immediate need.
Zoho gives a capable administrator flexibility, and travel, service and distributor fields are the ones worth building first.
Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Its free edition supports three users, which can help a process owner prototype town rooftop, farm off-grid, lodge and service records. The wider Zoho suite may reduce vendor count, but every application and integration adds ownership, permissions, pricing and maintenance questions.
Build or connect load assessment, solar design, NAD quotations, VAT, payment reconciliation, inventory across branches, distributor stages, travel costing, commissioning, assets, warranty and handover. Test mobile offline needs on a real route, processor terms, transfers, retention, API limits, support, a complete export and the administrator effort required after launch rather than during the demo.
Choose it if: the company has an administrator and wants a flexible shared commercial system. Choose another platform if: the team expects ready-made solar workflows with little configuration.
Odoo suits a Namibian operator whose stock, field service and accounting problems have outgrown a sales tool.
Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications. For a company holding stock in more than one town and dispatching technicians on long routes, the field service and inventory modules are the reason to look rather than the CRM itself. Edition, hosting, partner work, custom code and maintenance decide the real cost.
Verify a current Namibian localisation and the accounting route with the responsible implementation partner. Test NAD, VAT, transport lines, serial numbers, offline field work, approvals, distributor evidence, warranty, stock transfers between branches and migration. Connect a specialist design tool and define which system owns equipment and price. Review privacy roles, hosting, subprocessors, backups, upgrades, custom code support, exit and a restorable export.
Choose it if: stock, field service, finance and CRM should share one configurable suite. Choose another platform if: the business wants a solar-specific proposal product with minimal implementation.
HubSpot is a useful lead and marketing layer, but it leaves the Namibian field and service problem entirely unsolved.
HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. It can give a marketing-led installer a consistent record from campaign response to sales activity. Paid marketing, sales, service, content and data products expand that record, but contact tiers, seats, onboarding and multiple hubs can change the commercial comparison quickly.
Price and test the complete Namibian stack: messaging, solar design, NAD quotation, VAT, payment reconciliation, inventory, offline field delivery, scheduling, service and reporting. Use controlled fields for the distributor, the tariff category, travel distance, the responsible electrician, equipment, commissioning and warranty. Review consent, imports, suppression, processor terms, transfers, API limits, attachment storage, support and export.
Choose it if: marketing and lead management are the first priorities and the business can govern integrations. Choose another platform if: offline field work and remote service are the real problems to solve.
Buyer guide
Choose by the most expensive broken handoff, then test that handoff using real opportunities, real users, and the documents your customers actually receive.
Start with Quickest when slow quoting and unowned follow up are the visible failures. Use the free plan on real Namibian opportunities, including one Windhoek rooftop and one remote farm job with a long drive. Continue only if the vendor proves NAD, VAT, distributor routing, offline field capture, privacy, support and export in the buyer's own script and contract.
OpenSolar fits a team that needs solar design, proposals and project CRM before it can fund a wider stack. Validate Namibian imagery, irradiance inputs, temperature and soiling handling, off-grid and hybrid cases, NAD display, VAT, data terms, mobile performance in weak coverage, the partner-funded model and support coverage before the free product decides the architecture.
Pylon is worth testing when web and PDF proposals, solar and battery design and an optional solar CRM all appeal. Confirm the displayed currency, Namibian model inputs, off-grid autonomy modelling, project credit economics across several revisions, mobile use on the road, tax connections, permissions, support hours and the evidence produced at handover.
Sunbase targets broader solar sales and operational workflows, which suits a business dispatching crews from Windhoek, Walvis Bay or Ondangwa across long routes. Ask for Namibian customer proof and run the same distributor, tax, offline, scheduling, privacy, commissioning and export tests. Request current pricing for the actual module set rather than accepting a category description.
A configurable platform can model contracts, service intervals, stock across branches, staged payments and several business lines together. That flexibility requires an administrator, a specialist solar design tool and disciplined data ownership. Odoo is stronger where inventory, field service and accounting dominate; Zoho is the more familiar CRM route for a sales-led team.
HubSpot fits a business whose first priority is forms, campaigns, email, meetings and pipeline visibility. Budget the solar design, quotation, tax, payment, project, inventory, service and governance tools around it, and test total cost as contacts, seats and hubs grow rather than pricing only the free tier.
Run the same three opportunities in every shortlisted CRM: one ordinary lead, one revision-heavy project, and one deal that already failed. This removes demo theatre and exposes repeated entry, stale documents, weak mobile adoption, and missing local support.
Capture a real lead, assign it, create the proposal, schedule follow-up, record acceptance, and hand it to delivery.
Change the system, equipment, price, payment route, and installation date. Identify every stale record.
Use a duplicate, missed follow-up, rejected proposal, or delayed job and ask the CRM to show what happens next.
Produce an ordinary taxable sale, a mixed supply of equipment, transport and services, a deposit, a staged invoice, a variation, a credit note, a refund, a discount and a warranty replacement in NAD. Check inclusive and exclusive display, rounding, taxpayer identifiers, permissions and the signed revision. Let the accountant decide classification, and confirm how the vendor bills its own subscription, including currency, VAT, withholding, bank charges and exchange treatment.
Store site coordinates, round-trip distance, travel time, crew size, accommodation, vehicle, fuel assumption and anticipated return visits as structured fields that flow into the quotation and the job cost. Test a job that needs a second visit because a part was wrong. If the CRM cannot show the margin impact of that visit, it will not help a Namibian installer price the next one correctly.
Confirm the CRM can hold several distributors and local authorities with different offices, document lists, reference formats and turnaround expectations. Capture the customer account, tariff category, meter type, phase, requested capacity, application reference, inspection, fees, appointment, activation and completion evidence. Test a site filed with the wrong distributor and an account transferred to a new owner.
Record the licence or exemption relied on, the holder, the reference, the validity, the scope and the renewal date for your business and every subcontractor, plus the responsible electrician for each job. Prevent a salesperson from closing technical stages without a named owner and the required attachments, and confirm the current requirement for the actual work rather than trusting a generic installer checkbox.
Have a field user work on the real phone in genuinely weak coverage, not in the office with the network disabled for a minute. Capture location, load inventory, the bill image, roof or ground photographs, hazards, access, design inputs, equipment and serial numbers, delivery, tests, signatures, defects and commissioning. Measure sync after four hours offline with fifty photographs queued, then repeat after replacing the device.
Store the irradiance source, orientation and tilt, soiling and cleaning assumptions, temperature derating, shading treatment, degradation assumption, performance ratio, the approver and the date. Test a design change after acceptance and confirm the new yield, the new price and the customer's acknowledgement all propagate rather than the original figure surviving quietly into the handover pack.
Record the battery chemistry, cycle warranty, expected replacement date, monitoring arrangement, credential holder, service interval, nearest technician and parts stocked. Test a service call raised four years after commissioning using only what the CRM holds. On remote sites the cost of an unnecessary trip is the whole margin on the visit, so the record has to be good enough to diagnose before driving.
Map controller and processor roles, purposes, data categories, notices, access, correction, retention, deletion, transfers, subprocessors, support access, breach notification, backups, device security and termination. Test export and erasure against bills, identity documents, messages, site photographs, payment references and installed assets. Obtain written terms and take local advice before real customer data enters the system.
Export the accepted scope, variations, the as-built design, installed equipment and serial numbers, photographs, test results, commissioning, licence and distributor evidence, invoices and payment status, warranties, manuals, monitoring access, training, signatures, open defects and the service contact. Confirm customer access, retention, transfer to a new owner, cancellation, vendor exit and a complete readable archive.
The real budget
Namibian pricing is not a currency conversion exercise, and the licence fee is rarely the largest number. Quickest publishes INR terms, OpenSolar describes its core platform as free, Pylon shows dollar prices whose billing currency should be confirmed, and Zoho publishes USD global tiers. Sunbase needs a quote for the relevant scope. Odoo and HubSpot vary by apps, seats, contacts and implementation. Ask for billing currency, taxes, payment method, bank charges, users, projects, storage, integrations, API calls, messaging, onboarding, support hours, renewal, exit and every separate product required to reach a compliant invoice, a completed remote field job and a usable handover pack.
Free: 1 user and 10 proposals monthly. Pro: INR 6,999 per user yearly, minimum 3 users.
OpenSolar says partners fund the model; review services and connected costs.
New users receive five Standard Project credits; confirm Namibia commercial terms.
Request Namibia users, modules, implementation, integrations, support and renewal pricing.
Quickest lists one free user with ten proposals monthly and Pro at INR 6,999 per user yearly with a three-user minimum. Namibian commercial and tax terms are unverified.
OpenSolar states that its core platform is free because partners fund the model. Review partner choices, paid services, data use, support coverage and connected system costs.
Pylon offers five Standard Project credits to new users and states unlimited team users. Confirm the displayed currency, the CRM add-on, payment fees, project rules and renewal.
Zoho's reviewed page offers three free users alongside paid USD tiers. HubSpot states up to two free users and 1,000 contacts. Neither free plan supplies a complete Namibian solar operating stack.
Budget accounting, payment handling, messaging, design software, implementation, rugged field devices, data bundles, storage, support and administration alongside the licence fee.
Compare the cost of one complete acceptance case rather than a feature checklist, and include the drive. Measure the staff time and vehicle cost needed to capture a survey, revise a design, collect a deposit, issue an invoice, order equipment, transport it, record serial numbers, close the field job and answer a warranty call. One avoided return trip usually funds a year of licences in this market.
Ask what happens when a crew works a full day out of coverage and syncs that evening. The commercial proposal should identify queued uploads, conflict resolution, retry limits, notification, data ownership and support escalation. Price the middleware and the employee who monitors it, because a low licence fee does not resolve an unowned exception queue.
Our number-one pick
Quickest concentrates on lead ownership, a mobile proposal and the next follow up, which is a practical first adoption target for a small Namibian field sales team.
Its free plan lets one person test ten monthly proposals before the company commits to migration, custom integration or additional seats.
First place stays conditional on proof. NAD handling, VAT, distributor routing, offline capture on real routes, privacy, support and handover are not verified for Namibia.
Your next move
Start with Quickest and the specialist closest to your largest local requirement. Use the same evidence and test deals for both.
Name the bottleneck. Pick lead response, proposal speed, design, payment, install handoff, or management visibility.
Choose two tools. Compare Quickest with the strongest specialist for that bottleneck.
Run the Three-Deal Proof. Score adoption, repeated entry, revision handling, support, and full annual cost.
Research record
These sources support the market, regulatory, product, and pricing statements on this page. Product terms can change after the checked date.
Common questions
Quickest is first under our proposal-first adoption lens for a small team, but QuickEstimate owns it and Namibian localisation is unverified. OpenSolar is the better free design-first option. Pylon combines design with an optional CRM, while Sunbase targets a wider solar workflow. Because distance dominates Namibian economics, test offline field capture before you test anything else.
We found no verified public evidence for native NAD proposals or Namibian VAT handling. Quickest's published evidence is India-first. Require a live taxable quotation including a transport line, a deposit, a staged invoice, a credit note, a refund and an accounting export during the demo, plus written billing currency and Namibian support terms.
Offline field capture, measured honestly. A survey lost because photographs failed to sync costs a return drive that can run several hundred kilometres. Test the field application after four hours out of coverage with fifty photographs queued, then repeat after replacing the device, and treat the result as more important than the proposal design.
As a controlled field on the site, with the office, document list, reference format and expected turnaround stored per distributor. Namibian distribution reaches customers through regional distributors and local authorities, so the counterparty depends on where the site is. Test filing a job with the wrong distributor and moving it, because that correction happens more often than vendors assume.
Site coordinates, round-trip distance, travel time, crew size, accommodation where needed, vehicle, fuel assumption and any anticipated second visit. Those fields should flow into both the customer price and the internal job cost. Without them a company learns its real margin after the job instead of before it, which is the most common way remote work quietly loses money.
They should. Store the irradiance source, orientation and tilt, soiling and cleaning assumptions, temperature derating, shading treatment, degradation assumption and performance ratio, along with who approved the model and when. A model tuned for a milder climate will over-promise in a way a Namibian customer notices within the first summer, and the stored assumption is what protects the conversation.
The battery chemistry, the cycle warranty, the expected replacement date, the monitoring arrangement, who holds the credentials, the service interval, the nearest technician and the parts stocked. Test a service call raised four years after commissioning using only the CRM. If the answer requires a phone call to a former employee, the configuration is not finished.
Quickest offers one user and ten proposals monthly. OpenSolar publishes a free core solar platform. Zoho offers three free users, and HubSpot states up to two users and 1,000 contacts. Compare the full cost of design, tax, payments, messaging, field work, service, support and administration rather than the free tier alone.
Include the accepted scope, variations, the as-built design, installed equipment and serial numbers, photographs, test results, commissioning, licence and distributor evidence, invoices, payment status, warranties, manuals, monitoring access, training, signatures, open defects and the service contact. For remote sites add the nearest technician and the parts that should be held locally.
Use the Three-Deal Proof and require every vendor to show the same lead, revision, document, and failed handoff.