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

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.

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.

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.

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.

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.

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.

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.