Site Surveys

Site Surveys

Schedule, assign & record roof assessments

What's new

You're on v1.3.0

v1.3.0 New 2026-07-12

Redesigned Settings + Cashfree payments

Settings is reorganised into clear cards — everyday options up top, technical ones under "Advanced".
New: logo & favicon upload, SEO title/description, and a switch to show or hide the public landing page.
Payments now support Razorpay AND Cashfree — pick one; the webhook URL to paste into your gateway is shown right there.
Email via Brevo or your own SMTP; SMS via MSG91 (transactional or DLT) — choose one of each.

v1.2.0 New 2026-06-29

In-app documentation & What's new

v1.1.0 Improved 2026-06-19

White-label polish — your logo, brand name and accent colour across every screen.
Colour-palette presets plus a fully custom palette option, with a live preview.
Faster dashboards and accessibility improvements across the admin and portals.

v1.0.0 Release 2026-06-10

Initial release — public website with solar savings calculator, enquiry & consultation forms, and a public project tracker.
Lead CRM with pipeline stages, rule-based scoring, follow-ups and a kanban board.
Site surveys with engineer assignment, roof assessments and geo-tagged photos.
Quotation engine with system sizing, bill of materials, GST, subsidy and branded PDF proposals.
Installation phase board (survey → design → material → install → commission → net-meter → handover) with work orders and checklists.

Schedule Survey

Survey	For	Engineer	Date	Recommended	Status
SRV-2026-002	Vivek Menon	Arjun Mehta	20 Jul 2026 Afternoon (12-4)	8.00 kW	Scheduled
SRV-2026-003	Priya Sharma	Arjun Mehta	13 Jul 2026 Morning (9-12)	3.00 kW	Completed
SRV-2026-001	Anil Reddy	Arjun Mehta	21 Jun 2026 Morning (9-12)	6.00 kW	Completed