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Solar maintenance companies · CRM

Keep one record per roof, so the fault, the visit and the renewal sit together.

A CRM for a solar maintenance company is the record of every roof you look after, with its system, faults, visits and contract dates, kept where the desk and the engineer can both read it. GullySales sets up the fields, stages and reminders around how your visits really run, and trains the team to fill them.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for CRM implementation and customisation

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for solar maintenance companies

Sales and marketing for solar maintenance companies, the overview.

Last updated 6 Oct 2026.

For solar maintenance companies

Where it usually goes wrong, and what we would do.

  • “The customer is a phone number, not a roof”

    Two calls from one owner on different numbers create two customers, and the engineer arrives not knowing about the earlier fault.

  • “Engineers fill the sheet at night, or not at all”

    A paper job sheet is carried on the roof and typed up later or lost. The record is a day late and missing the readings.

  • “Serial numbers live in photos on a phone”

    The inverter's serial plate and the install year sit in an engineer's gallery. A warranty claim a year later starts with a search through someone's pictures.

What we do

What we deliver for solar maintenance companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. One record per roof

    Address, system size, inverter make and serial number, panel make, install year and the original installer, all on one record.

    Result: The desk and the engineer read the same page.

  2. Stages for a fault and for a contract

    Enquiry, visit booked, visit done, quote sent, contract signed, renewal due and lapsed, named the way your team says them.

    Result: Every roof is at a known stage.

  3. Entry from the roof

    A short phone form the engineer fills at the end of the visit: findings, readings, photos and whether parts are needed.

    Result: The record is complete before the engineer leaves the site.

  4. Reminders for renewals and seasons

    Reminders built from the contract dates, and a seasonal list for the cleaning round.

    Result: Renewals do not rely on memory.

  5. Import of the old sheets

    Existing job sheets and chat records cleaned into the new record without losing the visit history.

    Result: You start with your history, not an empty system.

  6. A one-page view for the owner

    Open faults, quotes waiting and renewals due, on one screen.

    Result: You see where the business is losing roofs.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

What to record, and when

What to write down for each roof, who writes it, and what it lets you do later.

System details at first contact
Record inverter make, system size, install year and the original installer. The first call gives the make and the size, and the visit gives the serial number.
Faults and what was found
Write the symptom in the owner's words and the cause in the engineer's. Over a season this shows which fault comes up most and which make it belongs to.
Readings at every visit
Record the generation and any fault code on arrival and before leaving. Without them, an owner's claim that cleaning changed nothing cannot be answered.
Photographs on the record
Keep the display, the serial plate, the roof and any damage with the visit, not on the engineer's phone. When he leaves, the photos stay.
Quote, contract and renewal dates
Put each quote date, the amount quoted, the contract start and the renewal date on the roof's record. Renewal reminders come from these dates.
Do you need software yet?
If one person handles all the roofs and a sheet holds one row per roof, not yet. When two people take calls, or renewal dates are being missed, move to a CRM.

Who it is for

This is written for these solar maintenance companies.

  • Residential rooftop AMC and panel cleaning services
  • Housing society and apartment common-area solar maintenance
  • Commercial and industrial rooftop O&M contractors
  • Waterless and robotic panel cleaning specialists
  • Inverter and battery repair and replacement specialists
  • Solar pump and solar water heater service dealers
  • Third-party O&M for EPC-built and ground-mounted plants
  • Performance audit and thermography inspection firms

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the crm work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Can we manage with a spreadsheet?
Yes, for a small number of roofs, with one row per roof and one person who keeps it. It breaks when two people edit it, when photos must sit with the record, or when renewals depend on reminders. Count how often that has happened to you and you will know which side you are on.
Our engineers will not update anything. What then?
Cut what they must enter to what only they know: findings, readings, a photo and whether parts are needed. The desk fills the rest from their message. A long form on a roof is a form nobody fills.
Our customer details sit in WhatsApp chats. Do we lose them?
No, but they must be copied into the roof record, because chat search will not find a serial number from last year. Start with the roofs whose contracts come up for renewal and add the others as they call.
Who owns the customer data in the CRM?
You do, and your agreement with any software firm should say so and say how you export it. Owners' phone numbers and addresses are personal data, so keep access to those who need it and check your obligations with your adviser.
Customers only want cleaning and stop after one visit. How do we sell a contract?
Price the single cleaning on its own, and sell the contract on what a cleaner cannot give: an inspection, readings at each visit and a named engineer for faults. Show a sample visit report before the owner decides. Some owners will only ever want a bucket and a hose, and that is a fair answer.
Can you get us empanelled by inverter or panel makers as a service partner?
No. Empanelment is between your company and the maker, on their terms. We make your company name, address and service areas match across your site, Google and listings, so a maker's helpline or a dealer checking you finds the same business everywhere.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.

From the blog

Further reading for solar maintenance companies.

All articles

More for solar maintenance companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for solar maintenance companies

Or start from the overview: sales and marketing for solar maintenance companies.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need