A solar or EV installation job has several steps: survey, quote, installation, commissioning and service. Each step involves a different visit, often a different person and a customer who is waiting. When a survey is incomplete, the project stalls. When an install is not documented, service becomes a guessing game.
This article shows how solar and EV installers can use FieldExecutives to capture surveys properly, follow installation checklists, prove commissioning and handle service visits, and where savings can come from. See also mobile forms software for field teams.
Where time and money leak today
- Surveys come back with missing measurements, so a second visit is needed.
- Install jobs slip, and managers hear about it late.
- Commissioning checks are not recorded, so disputes follow.
- Service visits are not proven, so warranty claims are unclear.
- Technicians travel between sites without a good route.
- Project status is chased by phone.
How FieldExecutives fits into a installation technician's day
Here is the workflow, step by step, with the features used at each point.
1. Survey
The surveyor captures roof or site details on a standard form, with photos and location, so the quote and design have what they need.
Features used: Custom survey form with mandatory measurements and photos, geofenced check-in, offline-first.
2. Scheduling
Installs and visits are scheduled with address and checklist, and technicians get an efficient route.
Features used: Task assignment, route and next-stop view, AI route optimisation.
3. Installation
Each stage of the install is checked off with photos, and equipment is recorded by scanning its tag.
Features used: Checklists, photo proof, barcode or QR scan for equipment, geofenced attendance.
4. Commissioning and handover
The job cannot close until the commissioning checklist and customer sign-off are captured.
Features used: Commissioning checklist, customer signature and OTP, mandatory proof before closing.
5. Service and O&M
Service visits are scheduled and proven, and customers can rate the visit.
Features used: Recurring tasks, SLA timers, photo and signature proof, customer feedback.
Use cases
Complete surveys the first time
Mandatory fields and photos reduce repeat survey visits.
Install progress visibility
Live job status helps project managers keep dates and update customers.
Commissioning records
A standard checklist and signature give a clean handover record.
Service and warranty support
Visit history with photos supports warranty decisions and repeat issues.
Technician efficiency
Route order and assignment by location reduce travel between sites.
Where the savings and productivity gains can come from
These are the places to look for gains. They are not guaranteed results. Every business starts from a different baseline, so record your own numbers for two to four weeks before you start. Our guide to calculating the ROI of field force management software shows how.
| Area | What to measure | How the software helps |
|---|---|---|
| Repeat surveys | Surveys needing a second visit | Mandatory measurements and photos |
| Install delays | Jobs behind schedule | Live status and alerts |
| Handover disputes | Complaints after commissioning | Checklist, photos and signature |
| Service response | Service calls within target time | Task timers and assignment by location |
| Travel | Distance per job | Route order |
| Admin effort | Hours building project status reports | Status from field data |
What to measure in the first 90 days
- Surveys complete on the first visit
- Install jobs on schedule and average time to commission
- Commissioning checklist completion with signature
- Service response and resolution times
- Complaints and customer ratings after handover
For definitions and more measures, see 12 KPIs every sales and operations manager should track.
Getting started
- Standardise a survey form with mandatory fields and photos.
- Create install and commissioning checklists for each system type.
- Pilot with one survey team and one installation crew.
- Add service scheduling and customer feedback after the first month.
- Review repeat visits and delays weekly.
A full week-by-week plan is in how to implement field force management software in 30 days. Location and attendance data about employees is personal data, so tell your team what is tracked and why, and take legal advice on your policy under India's Digital Personal Data Protection Act, 2023.
Related reading
- Mobile forms software for field teams
- Proof of visit software
- SLA management software
- Offline field force management software
Where FieldExecutives fits
FieldExecutives is field force management software built for Indian teams. For solar and EV teams it covers custom survey and commissioning forms, scheduling and routing, photo, signature, OTP and QR proof, service timers, customer ratings and live project status. The mobile app works offline and syncs when the network returns, and managers and admins work on the same live data. See the solar and EV solution page, the features and pricing.
Want surveys that come back complete? Book a demo and we will walk through a survey, an install checklist and a commissioning sign-off.
