Projects & Tasks
Coordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsSuggested for Solar & Installation TeamsSOLAR & INSTALLATION TEAMS ERP · HELP & DOCUMENTATIONSolar & Installation Teams ERP.
Solar & Installation Teams ERP.
Help for every MicroERP.
Manage every installation milestone. Open any MicroERP from your Solar & Installation Teams workspace; the guides below show what each one covers and every screen in it.
19 SUGGESTED MICROERPSStart here
Start here
for Solar & Installation Teams.
These MicroERPs match the everyday work in Solar & Installation Teams. Your role decides which ones you can open.
Resource Planning
Review capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationSuggested for Solar & Installation TeamsCRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSuggested for Solar & Installation TeamsCustomer Success
Maintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsSuggested for Solar & Installation TeamsPresales & Proposals
Prepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsSuggested for Solar & Installation TeamsInventory
Keep stock items, warehouses, movements and reorder levels organised.
StockWarehousesMovementsSuggested for Solar & Installation TeamsProcurement
Track requisitions, supplier orders, receipts and purchase matching.
RequisitionsPurchase ordersReceiptsSuggested for Solar & Installation TeamsVendor Management
Organise vendor onboarding, compliance documents and scorecards.
VendorsOnboardingScorecardsSuggested for Solar & Installation TeamsCustomer Support
Assign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsSuggested for Solar & Installation TeamsAsset Management
Maintain the asset register, assignments, depreciation and retirement.
AssetsAssignmentsLifecycleSuggested for Solar & Installation TeamsFinance
Manage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersSuggested for Solar & Installation TeamsBilling
Organise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsSuggested for Solar & Installation TeamsExpenses
Review expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsSuggested for Solar & Installation TeamsHR & People
Keep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsSuggested for Solar & Installation TeamsAttendance & Leave
Coordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeaveSuggested for Solar & Installation TeamsPayroll
Prepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsSuggested for Solar & Installation TeamsForms & Approvals
Collect structured requests and follow review and approval steps.
FormsRequestsApprovalsSuggested for Solar & Installation TeamsAnalytics & Reports
Review business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsSuggested for Solar & Installation TeamsDocuments & Records
Organise business documents, records, versions and controlled access.
DocumentsRecordsVersionsSuggested for Solar & Installation Teams21 MORE MICROERPSEverything else
Everything else
in your workspace.
Sales & customer
Point of Sale
Manage counter sales, checkout and everyday store billing.
CheckoutSalesReceiptsAppointments & Bookings
Coordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilityMemberships
Manage membership plans, member records, dues and renewals.
MembersPlansRenewalsWebinars & Training Events
Coordinate webinar programmes, registrations, educators and event operations.
WebinarsRegistrationsEducatorsPeople & work
Recruitment
Follow requisitions, candidates, interviews and offers through hiring.
CandidatesInterviewsOffersPerformance Reviews
Manage goals, review cycles, calibration and performance records.
GoalsReviewsRatingsLearning & Training
Organise courses, enrolments, completions and certifications.
CoursesEnrolmentsCertificationsProcurement & stock
Orders & Fulfilment
Keep customer orders, fulfilment progress and delivery work organised.
OrdersFulfilmentDeliveryCourier & Shipments
Manage parcel bookings, pickups, shipment tracking, rates and collections.
BookingsTrackingCollectionsProduction & Job Work
Plan production work, materials, job cards and manufacturing operations.
ProductionMaterialsJob cardsAssets & service
Governance & analytics
Organisation Management
Maintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsContracts & Obligations
Track contracts, statements of work, renewals and obligations.
ContractsRenewalsObligationsCompliance
Organise frameworks, controls, evidence and attestation cycles.
FrameworksControlsEvidenceRisk Management
Review risk registers, scoring, treatments and residual risk.
RisksScoringTreatmentsInternal Audit
Coordinate audit plans, findings, remediation and verification.
AuditsFindingsRemediationLegal Operations
Keep matters, counsel, disputes and filing work organised.
MattersCounselFilingsSoftware delivery
Security Operations
Track incidents, vulnerabilities, access reviews and security policies.
IncidentsVulnerabilitiesAccess reviewsSoftware Delivery
Coordinate requirements, sprints, releases and change traceability.
RequirementsSprintsReleasesSoftware Quality Assurance
Organise test cases, test plans, runs, defects and coverage.
Test casesTest runsDefectsDevOps & Deployments
Review environments, pipelines, deployments and rollback history.
EnvironmentsPipelinesDeploymentsPrefer the website? General documentation, manuals and demos.