AADHAV SOLAR EPC APP

Offline Lead Manager + Excel Update + Quotation

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Best Offline Web Application for AADHAV SOLAR

Upload your Excel lead sheet, update EPC fields, track PM Surya Ghar / site work status, export updated Excel and prepare a printable 3-page quotation from the selected lead.

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Total Leads
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Hot Leads
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Quotation / Proposal
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Converted / Won
0Total Estimated kW
₹0Estimated Pipeline Value
0EB Numbers Added
0Follow-ups Due

Lead Status Analytics

Shows quotation, follow-up, won/lost movement
Live

Priority Split

Hot / Warm / Cold lead concentration
Sales

Area-wise Leads

Top locations from imported Excel and manual entries
Market

System Type / Capacity

On-grid, hybrid and other EPC categories
EPC

PM Surya Ghar Quick Access

Use this section during customer calls to quickly open the official portal, explain subsidy status, and keep follow-up notes aligned with the lead manager.

Open Official Portal
Dashboard Notes

PM Surya Ghar Follow-up Checklist

  • Collect EB number, Aadhaar, mobile OTP access and roof photos.
  • Mark portal stage: Pending, Applied, Feasibility, Vendor Agreement, Installed, Net Meter, Subsidy Claim.
  • Use quotation Page 1 for customer consent before portal application.
  • Verify latest subsidy and DISCOM rules on the official portal before final commitment.

Excel Sheet Update Fixed + EB Number Column

This version imports your uploaded Excel template columns, allows proper editing in the EPC Lead Manager and exports an updated .xlsx file directly from browser.

Recommended Daily Flow

Upload Excel → verify leads → add EB Number/roof/solar EPC data → set priority and follow-up date → export updated Excel → use selected lead for quotation.

EPC Lead Manager - Excel Updatable
Supports .xlsx import from your template, manual edits, local save and updated Excel export.
Drop your Excel file here or click Upload ExcelExpected template columns: Customer Name, EB / Consumer No, Area, City, Phone, Reference, Type, KW, Phase, Inverter Brand, Panel Brand, Price, Priority, Status, Follow-up Date, Assigned To, Notes.
Tip: Click Edit to update solar EPC details. Click Quote to transfer the lead into the quotation page.
3 Page Solar Quotation
Use “Quote” from lead table or fill manually.

Customer Follow-up Reminders

Track payment follow-ups, document collection, quotation callbacks, installation updates and net meter reminders with date, time and staff ownership.

0Total Reminders
0Due Today
0Overdue
0Payment Follow-ups
Reminder Control Center
Use this for customer payment follow-up, EB/document pending, quotation callback, site visit and subsidy status follow-up.

Due / Upcoming Reminders

Suggested Follow-up Ideas

Daily 10-minute routine: Morning call payment pending customers, afternoon document follow-up, evening update task status. Use Notes to record promise date and amount.
Payment follow-upDue date + amount
Document follow-upEB / Aadhaar / photos
Installation follow-upMaterial / team / site
Net meter follow-upApplication stage

Daily Staff Task Management Dashboard

Assign daily work to yourself and staff, track pending / in-progress / completed tasks and keep the existing lead manager flow untouched.

0Total Tasks
0Pending
0Due Today
0Completed
Task Assignment Board
Create sales, accounts, installation, purchase, customer support and PM Surya Ghar daily tasks. Assign to staff or yourself.

Pending

In Progress

Waiting / Hold

Completed

Vendor Agreement Word Generator

This add-on keeps your uploaded Word agreement template format as it is and only replaces the variables from Excel or manual web input.

Exact template mode: The app does not recreate the agreement layout. It opens the DOCX template, replaces placeholders like DATE, CONSUMER NAME, CONSUMER NUMBER, CONSUMER ADDRESS, TOTAL PANEL CAPACITY, PANEL MAKE & CAPACITY, INVERTER MAKE, INVERTER CAPACITY and PROJECT PRICE, then downloads the finished Word file.
Manual / Lead Input
Fill manually or load from an existing lead, then generate one Word agreement.
Status: Ready. Using embedded vendor agreement template unless you upload another DOCX template.
Excel / Template Options
Use your Excel format: Column A has field names and Columns B onward are customer records.

Upload Word Template DOCX

Optional. If not uploaded, the embedded vendor agreement template will be used.

Upload Agreement Excel

Column A = variables. Columns B, C, D... = different customer agreements.

Field NameManual Value

PM Surya Ghar / TNEB Vendor Workflow

One place for AADHAV SOLAR vendor-side process: EB bill checking, last 6 bill usage capture, solar load calculation, TNEB USRP application, PM Surya Ghar portal, DCR verification and post-installation subsidy tracking.

Important: TNEB / TNPDCL and PM Surya Ghar portals use captcha, OTP and login security. This offline webpage cannot bypass captcha or directly download PDFs from government portals. Use the buttons below to open official links, enter customer details manually, download the bill PDF from the portal, then enter/upload the data here for calculation and tracking.
1

EB Bill Inspection

Open TNPDCL Bill Status, enter service connection number, registered mobile number and captcha. Download bill PDF and record last 6 bill units.

2

Load Recommendation

Calculate average monthly units and recommended solar kW. Separate note for residential subsidy and commercial/non-subsidy customers.

3

TNEB USRP Apply

Apply in TNEB Unified Solar Rooftop Portal for CFA / non-CFA, upload latest EB bill and required documents.

4

PM + DCR + Closure

Complete PM Surya Ghar/vendor steps, verify DCR certificate/panel serials, upload commissioning/net-meter details and track subsidy claim.

Customer Data Capture & Solar Load Calculator

Average monthly usage
0 units
Enter last 6 bill units to calculate recommended solar capacity.

Vendor Checklist

Copied Data Preview

Customer data will appear here.

Important Official Links

TNPDCL Bill Status

Check EB bill using service connection number, registered mobile number and captcha. Download bill PDF for analysis.

Open Bill Status

Service Number Guide

Use this if the customer is confused about the correct service connection number format.

Open Guide

TNEB USRP Home

Unified Online Solar Rooftop portal for subsidy / non-subsidy applications and net-meter process.

Open USRP

TNEB Apply CFA

Apply for rooftop solar under PM Surya Ghar / CFA flow in Tamil Nadu.

Apply Online

TNEB Application Status

Track application reference number and captcha after submitting customer application.

Check Status

TNEB Required Documents

Check official document list, file size limits and upload requirements.

Open Documents

PM Surya Ghar Main Portal

National PM Surya Ghar portal for registration, consumer flow and vendor/customer coordination.

Open Portal

PM Vendor Login

Vendor login / registration area for empanelled vendor workflow.

Open Vendor Login

PM Consumer Login

Customer registration/login and vendor-selection OTP flow.

Open Consumer Login

JanSamarth Solar Loan Portal

Use this for customer solar loan / bank finance support under government-linked credit flow. Keep applicant KYC, bank details, income documents and quotation ready.

Open JanSamarth

National Rooftop Solar

DISCOM information, portal links and official rooftop solar references.

Open National Portal

DCR Verification Portal

Verify Domestic Content Requirement certificate and panel serial traceability.

Open DCR Portal

DCR Certificate / Panel Verify

Search by DCR certificate number or panel number before final upload.

Verify DCR

MNRE ALMM List

Check approved solar module manufacturers/models before material planning.

Open ALMM

Solar Rooftop Calculator

Official calculator reference for customer discussion and cross-checking.

Open Calculator

TNEB Subsidy Details

Use this to verify latest subsidy details before final customer commitment.

Open Subsidy Page

Vendor-Side Working Notes

StageData to CaptureAADHAV SOLAR Action
Pre-SalesConsumer no, registered mobile, last 6 bills, sanctioned load, phase, roof area, shadow condition.Calculate solar kW, prepare quotation, explain subsidy/loan, collect consent for portal application.
ApplicationLatest EB bill PDF, Aadhaar/KYC, bank details, customer OTP, roof/site photo, vendor agreement.Apply in TNEB USRP / PM portal, save reference number, assign staff follow-up and reminder.
ExecutionPanel make, inverter make, serial numbers, DCR certificate number, installation photos, earthing/LA/DB details.Verify DCR, upload documents, schedule inspection/net meter and update customer.
Loan / FinanceLoan required, applicant KYC, bank details, income proof, quotation amount, subsidy eligibility and repayment preference.Open JanSamarth, guide customer for loan application, track sanction, disbursement and payment follow-up.
ClosureCommissioning date, net meter date, subsidy claim status, payment balance, AMC schedule.Send handover file, warranty details, payment follow-up and maintenance reminder.

Excel Import / Export & Backup

All data is stored in your browser local storage. Export Excel daily as backup before closing the browser.

Import Excel

Upload .xlsx or CSV file. Imported rows will replace current table after confirmation.

Export Updated Sheet

Downloads a real .xlsx file with your updated EPC fields and the original lead columns.

Browser Storage

Your edited leads are saved locally on this computer only.

Important: Browser cannot overwrite your original Excel file automatically for safety. Use Export Updated Excel and save the new file in your required folder.