Energy systems

Keep installation work and service follow-up connected.

Solar work can move from a site conversation to a quote, installation materials and later service calls. Navixo helps the office keep the operational stages visible.

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Your operational path

From the first request to a useful record.

Use the stages that apply to each job; not every industry job requires a quote, Delivery Challan or collection.

01
The office records a new site enquiry or a service request.
The office records a new site enquiry or a service request.
02
A quote with alternatives and terms is prepared.
A quote with alternatives and terms is prepared.
03
Follow-ups keep the decision moving to Won or Lost.
Follow-ups keep the decision moving to Won or Lost.
04
Engineers receive assigned site work and record material used.
Engineers receive assigned site work and record material used.
05
The office records handover and future service context.
The office records handover and future service context.

Business value

What the owner gets from the connected trail.

Solar work has a longer decision path before field work begins, making quotation revisions and follow-up especially useful alongside the engineer workflow.

Keep quote decisions traceable
Bridge approved work to the field team
Preserve site and service context

Actual software

See the modules behind the workflow.

These public-safe product captures illustrate the declared modules; they are not a live tenant or editable demo.

Create quotation product screen with safe demo data. — **Create quotation**Quotation header and safe item-entry workspace with customer, specification, quantity and warranty fields.

Edit quotation product screen with safe demo data. — **Edit quotation**Existing quotation revision workspace for safe specification and follow-up editing.

Quotation item entry product screen with safe demo data. — **Quotation item entry**Repeatable quotation line-item entry with synthetic customer-facing selling rates, filled equipment names, make, model, quantity and warranty; purchase-cost and profitability controls are omitted.

Quotation follow-up controls product screen with safe demo data. — **Quotation follow-up controls**Follow-up email form preview; no email is sent and the synthetic recipient remains an example address.

Quotations follow-up list product screen with safe demo data. — **Quotations follow-up list**Quotation funnel list with synthetic customer-facing selling amounts; purchase-cost and profitability controls are omitted for the public showroom.

Assign and edit service call product screen with safe demo data. — **Assign and edit service call**Service-call edit workspace with customer, category, priority, assignment and status controls; internal notes are omitted.

Relevant modules

Explore the product areas that support this work.

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