Process management and software for solar PV companies.
A solar energy company sells a promise and delivers an infrastructure project. Between the first site visit and the day a plant goes live, dozens of handoffs happen across sales, engineering, permitting, procurement and installation crews. After commissioning, the same plant demands scheduled maintenance, fault response and monthly generation reporting for years. Tenderely BPM connects every one of those steps into traceable flows without code, so nothing slips between teams and every plant has a complete history.
What does a solar PV company repeat on every project?
01
Site survey and feasibility
Roof or land measurements, shading analysis, consumption data and grid tariff details must be gathered before anything can be sized. When surveyors record these in personal notes, the information reaches the office late and incomplete.
02
Proposal with payback calculation
System size, component selection, estimated generation, investment cost and payback period have to reach the customer in a coherent, defensible document. Proposals built in separate spreadsheets are hard to compare or audit later.
03
Grid connection permit
Applying to the distribution company, tracking application status, responding to requests for additional documents and recording approval dates all happen outside the project management tool — which means they go untracked.
04
Installation project
Scaffolding, panel mounting, inverter installation, electrical work, inspection and commissioning follow a fixed sequence, often with multiple crews. A step that starts before the previous one is signed off creates rework or safety issues.
05
Plant inventory and commissioning record
Panel serials, inverter model, string configuration, meter readings at commissioning and warranty start dates need to be on record. Without them, warranty claims and insurance events become disputes.
06
Operation, maintenance and fault handling
Periodic cleaning, preventive maintenance visits and unplanned fault calls recur for the lifetime of the plant. Each visit needs a record; each fault needs a resolution trail and a closed timestamp.
Where does this break down today?
The permit is tracked in someone's head
Grid connection applications sit with one engineer's email account. When that person is on site or leaves the company, nobody else knows the current status, the deadline or which documents are still outstanding.
Commissioning data lives in a photo folder
Panel serials, meter readings and inspection sign-offs are photographed on a phone and filed in a shared drive folder named after the customer. Finding them two years later when a panel needs warranty replacement is a half-day task.
Monthly generation reporting is manual
Someone reads the meter or pulls the inverter portal data, enters it in a spreadsheet and emails the customer. It happens when someone remembers, not when it is due, and there is no cumulative record of underperformance.
Maintenance visits leave no structured trace
A technician visits, cleans the panels, notes nothing, and sends a WhatsApp message to say it is done. Six months later there is no way to show the customer — or an auditor — that the visit happened, what was checked and what was found.
What changes with Tenderely BPM
01
Survey data arrives structured
Field crews submit site information through a mobile form before they leave the roof. The record reaches the office complete and timestamped, ready for the engineer who sizes the system.
02
Permit steps are visible to the whole team
Each stage of the grid connection application is a step in a flow with an owner and an SLA. When a deadline passes without action, the system sends a reminder — not because someone remembered to follow up.
03
Installation follows a gate sequence
Each phase of the installation is a conditional step that opens only when the previous one is confirmed. The approval is on record, the timestamp is automatic, and the project history is complete without anyone writing a report.
04
Every plant has a living record
With Tenderely BPM, panel serials, inverter configuration, meter readings and warranty dates are part of the plant record from commissioning day. Finding them later takes seconds, not a half-day search through photo archives.
05
Maintenance is scheduled and evidenced
Periodic visits are recurring steps in the plant's lifecycle. The technician completes a mobile checklist on site; the signed-off record is attached to the plant, not sent to a chat thread.
06
Performance is a dashboard, not a spreadsheet
Monthly generation logs, performance ratio trends and open faults sit on a dashboard. Underperforming plants become visible without anyone having to consolidate data across files.
FAQ
Can we manage both rooftop and ground-mounted projects in the same system?
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Yes. The forms and flows for each project type can differ — a rooftop survey captures different information from a ground-mounted feasibility — but both run on the same platform, and reports can cover all plant types together or separately.
Can customers see the status of their project or plant without accessing our internal data?
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Yes. A customer can be connected as a linked external user who sees only their own project record, the current step in the flow, and any step awaiting their input or approval. They never see your internal costs, margins or other customers.
Can field crews use the system without being in the office?
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Yes. The same flows and forms run on iOS and Android, so a technician on a rooftop submits a commissioning checklist or fault report directly from the site. Photos attach to the record on the spot.
How does the grid permit tracking work if the distribution company communicates by email?
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The permit application is a record in the system with an owner, a status and due dates on each sub-step. Your team updates the status and attaches documents as they arrive. SLA reminders fire when a step is overdue, so the application never sits quietly.
Is there a ready-made setup or do we have to build everything from scratch?
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The Solar Energy package comes with forms, workflows and dashboards already in place, so a working setup is available within minutes. You then adjust each form and flow to match how your company works and publish it. The package is a starting point, not a constraint.