Saved immediately on upload — used on every generated Quotation and Agreement. PNG with a transparent background works best.
Backend / API
Where your customer-facing track.html is actually hosted (usually your main website, not this admin panel) — used by the "Track Link" button on each lead.
Standard BOS components (used on every Quotation)
Panel & inverter are always pulled from the actual saved quote. These balance-of-system rows (DCDB, ACDB, earthing, cabling etc) are the same at almost every site — set your usual defaults here, and you can still tweak any row per-site in the Quotation editor before printing.
Calculator Config
All values here control what the main website calculator shows customers
Unsaved changes — website still using old values
J&K Tariff Slab Rates
JKPDCL billing slabs used in every calculation
CRITICAL
Slab
Up to (units)
Rate (₹/unit)
Slab 1 (first)
Slab 2
Slab 3
Slab 4 (201+)
JKPDCL charges this regardless of consumption. Solar cannot offset it. Currently ₹45/month.
Click any field to edit inline · Tab between cells
Lead
Date
kW
Revenue ₹
Sale Comm. ₹
Tech Comm. ₹
Material Cost ₹
Other Exp. ₹
Net Profit ₹
No completed orders yet
Monthly Revenue vs Net Profit — Last 6 Months
RevenueNet Profit
No data yet
Business Expenses
Date
Category
Description
Amount ₹
Recurring
No expenses added yet
Add Expense
By Category
Add expenses to see breakdown
Total Overhead (this month)
₹0
Auto-Backup
Saves a snapshot hourly — keeps last 24
Enabled
Last Backup
—
Snapshots
0 / 24
Data Size
—
Saved Snapshots
Oldest auto-purged after 24
No snapshots yet
⚠ Data Recovery
Diagnose corruption, repair broken fields, or restore from latest snapshot.
☢ Factory Reset
Wipe data. A safety snapshot is taken automatically before any reset.
Storage Usage
Integrity Checks
Orphaned & Stale Data
Run health check above to see report.
Product Catalog
Manage components, kits & accessories — add to any bill or quotation
Total Products
0
Kits Available
0
Companies
0
Categories
0
No products yet — click "Add Product" to build your catalog
Add Product
Fill in details — image, price & description
Or paste an image URL below:
Enter both prices to see your profit margin
Active — show in billing & quotation builders
Inactive products are hidden from dropdowns but kept in records
Tasks & Follow-ups
Scheduled callbacks and reminders
No tasks yet — click "Add Task" to schedule a follow-up
Quotations
Proformas generated for leads — pricing always matches the PDF sent
Quotes Sent
0
Accepted
0
Total Value
₹0
Site Surveys
Field visits and inspection status
Scheduled
0
In Progress
0
Completed
0
Cancelled
0
Lead / Customer
Address
Assigned To
Date
Status
Notes
Actions
Commission Tracker
Profit paid to sales executives and technicians per deal
Total Paid Out
₹0
Sales Exec Profits
₹0
Technician Profits
₹0
Notifications
All system alerts and reminders
No notifications
Invoices
Auto-generated from confirmed & completed leads
Confirmed Orders
0
Completed Jobs
0
Total Revenue
₹0
from completed orders
Est. Profit
₹0
at 22% margin
Invoice #
Customer
Phone
System
Base Price
GST
Subsidy
Amount Payable
Order Status
Date
No confirmed or completed orders yet. Mark a lead as Confirmed or Completed to see it here.
Channel Partners
Referral partners from the website — approve, set earnings & manage credentials
Total Partners
0
Approved
0
Pending Approval
0
Total Referrals
0
No channel partner applications yet — they appear here once someone fills the partner application form on the website.
Partner Name
Channel Partner · —
×
Phone / WhatsApp
—
District
—
Joined
—
Application Details
Occupation / Background
—
Leads submitted
—
Why they want to join / Notes
—
Approval & Earnings
Partner Earning per kW installed (₹)
/kW
Partner Login Credentials
Set via Team menu
Username (login ID)
—⧉
Password
—⧉
🔑 To set or update credentials: go to Team → Add Member (role: Sales Executive, linked to this partner) → use the password button on their row. Once set, share them with the partner manually.
KYC & Bank Details
Admin only · not visible to partner
No photo
These fields are only ever set or edited by an admin here. The partner cannot view, submit, or change their own Aadhaar, bank details, or profile photo from their login.
Add Task / Follow-up
New Proforma
Pick the lead — system size, panel type, and pricing are set up next using your Calculator Config, so the quote and the PDF always match.
Schedule Site Survey
No monthly bill yet? Pick "New customer" — you can turn this into a full Lead later once you have it.
💬 WhatsApp Templates
Tap a template to copy it, then open WhatsApp for this lead
Send updates
Nothing is sent automatically — review or edit the wording, then tap Open WhatsApp to send it yourself.
Bill amount is only an estimate — after a site survey, tick Override to set the actual plant size (roof space, shading, sanctioned load etc. may change it).
Invoice Settings
Apply a discount before generating the final invoice. Leave at 0 for no discount.
Discount
Live Summary
Gross (cost + GST) —
Subsidy (to customer, later) —
Discount —
Amount Payable —
Proforma Settings
Panel type & price come from your Product Catalog. Extra components (inverter, ACDB, cables etc.) are added below and included in the final bill automatically.
From this lead's recommended kW. Change only if the lead's requirement changed.
Affects wording & specs shown on the proposal
Auto-calc from kW ÷ wattage. Editable.
No. of kits · sets System Size = kit size × quantity
From selected panel. Editable.
Pricing
Catalog panel price × panel count. Editable.
Each product charges its own GST rate — set per item in Product Catalog.
Paid by the government straight to the customer's bank account after installation — it does NOT reduce what the customer pays you.
From lead calc. Editable.
Added to the total on top of your catalog product prices. Never shown to the customer by name — folded silently into the total on every document.
Extra Components
Add string inverter, lightning arrester, ACDB, cables etc. from your catalog
No extra components added yet — these will appear as separate line items in the bill
Extra components total₹0
Live Summary
Panels —
Panel Cost —
+ Components —
GST (per item) —
Total Amount —
Subsidy (to customer, later) —
Amount Payable by Customer —
Customer's effective cost after subsidy is credited: —
Add Team Member
Link to Approved Channel Partner (optional)
If this Sales Executive came in through the website's Channel Partner referral form, select them here to pre-fill their name/phone and show their per-kW earning on their panel.