Solutions Solar & energy

Run your solar business end to end, from first enquiry to maintenance.

VIA ERP connects your leads, site surveys, quotes, installation projects, invoicing and the follow-up of what you installed. Pick what matters to you: CRM only, service only, or the whole chain.

Book a demo See the key modules

Demo with an expert
14-day free trial on VIA Cloud
Cancel anytime

The life of an installation

LeadRecord, source, next action Available
Site surveyCheck-in and check-out on site Available Business+
QuotePDF, versions, either-or options Available
Installation projectPhases, tasks, hours, budget Available Business+
InvoicingStraight from the quote Available
Service & maintenanceEquipment, interventions Beta — your administrator enables it

A diagram of the journey, not a screenshot.

Your daily challenges

Four places where a solar business loses time, and what VIA ERP puts there.

Following up leads

Every enquiry has a record, a stage and a dated next action. No more callback forgotten in a notebook.

Site surveys

The day’s round, arrival and departure checked in on site, the survey checklist filled in on the record.

Installation projects

The signed quote becomes a project with its phases, tasks, hours and budget.

Service / maintenance

Installed equipment, its serial number and warranty, interventions and preventive maintenance.

The customer journey end to end

Seven steps, each with its real status today.

Lead

Entered or imported, with its source and contact details.
Available
Qualification

Pipeline stages, activities, lead scoring (Business).
Available
Site survey

Planned visit, check-in and check-out (Business).
Available Business+
Quote

PDF, versions, conversion to order. Either-or options in beta.
Available
Installation

Project, phases, tasks, hours and budget (Business).
Available Business+
Invoicing

Invoice from the quote or the order, no re-keying.
Available
Maintenance

Tickets, equipment, interventions, preventive maintenance.
Beta — your administrator enables it

What are you interested in?

Pick one topic, several, or everything. The matching sections move to the top.

All topics are shown.

How to read the badges

Available: Usable today. If a plan badge sits next to it (Business+, Professional+), you need that plan; with no plan badge, every plan includes it, from Starter.
Beta — your administrator enables it: Shipped but off by default: your workspace administrator switches it on in Apps & Features. Plan terms for the beta may still change.
Coming soon: Not usable yet. It is not sold on any plan today.

Qualify and follow every deal

The sales pipeline, follow-ups and history in one place, from the cheapest plan.

Pipeline as a list and a kanban Available
Leads and opportunities by stage, with amount and owner.
Activities, reminders and calendar Available
Dated calls, meetings and tasks, with a reminder before they are due.
Lead scoring Available Business+
Rules you define rank the leads to call back first.
Relationships between contacts Beta — your administrator enables it
The end customer, the partner installer, the roof owner, the supplier: every link has a role.
Custom fields Beta — your administrator enables it
Target capacity, roof type, grid connection: the fields your trade needs, on the lead, the opportunity and the project.

Organising site surveys

The field module gives the technician their day and records what happened on site.

My day and planned visits Available Business+
The technician’s list of visits, with arrival and departure checked in on site.
Customer sites Beta — your administrator enables it
The installation address, separate from the customer’s head office, linked to its equipment.
Map of visits and sites Beta — your administrator enables it
A map of Tunisia hosted by VIA. Pins are placed by hand: there is no address search.
Survey checklist Beta — your administrator enables it
A question template (yes/no, choice, number, date, text) filled in on the record and exportable to PDF.

What you need: The field module needs the Business plan and is switched on by an administrator. Sites, map and checklists are in beta, switched on in Apps & Features.

From survey to signed quote

The quote is made in VIA ERP and never re-keyed afterwards.

Quotes as PDF, with versions Available
Line discounts and taxes, several versions of the same quote.
Conversion to order or invoice Available
Full or partial, without re-keying a line.
Either-or options and line margin Beta — your administrator enables it
Offer two inverters to choose from or an optional battery; each line’s cost and margin stay visible internally. The accepted configuration is frozen on the order.
Approval of orders and invoices Available Professional+
A validation step before an order or an invoice goes out. Quotes do not go through it.

Running the installation

The won quote becomes a project. VIA ERP is not a PV design tool: it organises the job, not the panel layout.

Phases, tasks and milestones Available Business+
A project template per installation type, reused from one job to the next.
Hours entered and approved Available Business+
Your crews’ hours, billable or not, with an approval flow.
Project budget Available Business+
Budget lines by category on the project record.
Real project profitability Beta — your administrator enables it Business+
Estimated, committed and actual cost, invoiced revenue and margin. Actual cost comes from accounting entries, not from a typed-in field.

Service and maintenance of installations

Beta — your administrator enables it

What you installed stays tracked: the equipment, its warranty, every intervention and what it cost.

Service tickets
The customer’s request, which becomes a quote or an intervention.
Installed equipment
Panels, inverters, batteries: serial number, site, warranty end date.
Interventions
Parts, labour, cost, coverage (warranty, billable or not) and invoicing.
Technician planning
Assigning and rescheduling interventions.
Preventive maintenance
Plans that generate the upcoming maintenance visits.
Intervention checklist
The on-site checks, filled in on the intervention and exportable to PDF.

What you need: Service & Maintenance is in beta: an administrator switches it on in Apps & Features. The beta’s plan terms are not set yet.

Documents, deadlines and checks

Beta — your administrator enables it

The papers that have an end date, and the checks that must be done the same way every time.

Documents with an expiry date
Certificates, insurance, attestations: attached to the contact, equipment, site, project or intervention.
Reminders before the deadline
An in-app and e-mail reminder before and on the expiry date.
Checklists and questionnaires
Versioned templates with sections and required questions, on the opportunity, project, intervention or site. PDF export.

What you need: All three are in beta, on every plan, switched on in Apps & Features.

Receiving enquiries

Today a lead enters VIA ERP entered by your team or imported. Automatic capture from your channels is built but not yet open for sale.

Leads entered or imported Available
Lead record with source, contact details and owner. Import from a spreadsheet.
Forms on your website Coming soon
A hosted or embedded form that creates the lead directly.
Enquiry inbox Coming soon
Every incoming enquiry in one place, with assignment rules.
Facebook / Instagram Lead Ads Coming soon
Leads from your Meta ads, without copy-paste.
WhatsApp Business Coming soon
Incoming conversations attached to the lead.

Useful modules and capabilities

The building blocks a solar business uses, with the plan or status of each.

CRM

Lead capture Coming soon

Service & maintenance Beta — your administrator enables it

Projects Business+

Visits & map Business+

Documents & expiry Beta — your administrator enables it

Checklists Beta — your administrator enables it

Invoicing Accounting Business+

Custom fields Beta — your administrator enables it

Customer relationships Beta — your administrator enables it

Stock & purchasing Business+

What VIA ERP does not do

Common expectations in solar that VIA ERP does not meet today.

No system sizing
No irradiance, yield or panel-layout calculation. The quote carries what your design office sized.
No maintenance contract with an SLA
An intervention is covered by warranty, billable or non-billable. There is no contract with guaranteed response times.
No signed intervention report
No intervention report PDF and no customer signature on site. The intervention’s checklist does export to PDF.
No address search or territories
Pins are placed by hand on a map of Tunisia. No sales territories.
No quote approval
The approval flow covers orders and invoices, not quotes.
No Gantt chart
Projects are read as lists and records.

What your plan needs

CRM, activities, quotes and invoicing are available from the Starter plan. The field module, projects, lead scoring and accounting need the Business plan; approval of orders and invoices needs Professional or an add-on.

Service & Maintenance, quote options, the map, customer sites, checklists, expiring documents, contact relationships, custom fields and project profitability are in beta: off by default, an administrator switches them on. Their plan terms are not set yet.

Automatic lead capture (website forms, enquiry inbox, Meta, WhatsApp) is not open yet.

Let’s look at your solar business in VIA ERP

Tell us what matters to you — leads, surveys, service or the whole journey — and the demo starts there.

Book a demo See pricing