What a Rooftop Solar Installer Should Review Every Month

Feasibility, the net meter, inspection and subsidy steps take weeks. The customer counts those weeks from the day he paid the advance. A monthly list of files by stage, with days spent there, shows which need a push.

Sort the list by age, not by customer name. A file returned by the DISCOM needs a note of what was asked for. The PM Surya Ghar portal sets out its own steps, so check them there and with your DISCOM.

Count proposals sent this month and those still open from earlier. Note which system sizes and panel makes customers accept. Note too which enquiries went quiet after the survey.

Every open proposal needs a follow-up date and an owner, and a proposal revised three times is still one enquiry with its revisions kept together. Then the accepted one is clear.

Many installers take payment in parts. There is an advance, a payment on material delivery and one at commissioning. Check each customer against the stage reached, since a commissioned job missing its final payment is easy to overlook.

List amounts due by job and by age. Separate what waits on the customer from what waits on the subsidy. Customers often link the two, so explain which is which.

Every job installed this month should have its panel and inverter serials recorded. A warranty claim later starts from that record, not from a ladder. Missing serials are easier to collect while the crew still remembers the roof.

Compare material in stock with what open jobs need. Shortfalls then show before a crew is booked. Glance at warranty dates by supplier as well.

After handover, customers call when generation drops, and modules need cleaning. Log each call against the installation, not on a technician’s phone. Then compare visits done with visits due.

AMC renewals falling due next month need a call now. Complaints that repeat at one site point to a fault. Give those a proper look.