From quote to solar installation, forgetting nothing

Téra Solar sells and installs solar panels, mostly for businesses, but also for private individuals.

Between first contact and the invoice, there's a quote to build, an installation to schedule, installation hours to record, equipment to order, and sometimes a maintenance contract that renews.

When we arrived in 2022, the company was just starting, and there was no tool to replace: no data to migrate, but no process to observe either.

On the other hand, the team already knew precisely how it wanted to work, and the tool was adapted to its trade from day one.

The foundation first: customer relations, sales, invoicing, accounting. An opportunity carries its client, the number of meetings held, the salesperson and the source; it becomes a quote, built from templates made for them.

The approved quote creates both the invoice and the installation project. Installation hours are entered by a project manager: the installers work on the roof, not in the tool.

Installation tracking is a column board, where you drag an installation from one stage to the next. It was modified to block: until the expected fields are filled in, the installation doesn't move on.

These fields are the solar trade's own: quote approved, inverter sizing checked, meter number, type of construction. A warning ends up being ignored; a block doesn't, and it targets the points where a mistake is paid for on the roof.

Fourteen modules are in service today, from contacts to inventory, but the flow running through them is still Odoo's: it was assembled and adapted to the trade, not rewritten.

Since 2022, the company has grown in scale and the scope has widened, up to maintenance contracts. The initial configuration never had to be redone.