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Access Settings

Overview

The Settings sub-module in the Solar CRM provides administrators with the ability to configure system-wide parameters for solar project management. By customizing site types, installation statuses, maintenance types, financing options, and inspection results, businesses can align the platform with their operational processes.

This section ensures flexibility and standardization across projects while simplifying data entry and reporting.

Accessing Settings

  • Log in to CrmLeaf.
  • From the left navigation panel, go to Solar → Settings.
  • The settings page provides multiple configuration options displayed in categorized lists.

Navigation Path

Login → Solar → Settings → [Choose Configuration Option]

Key Configuration Options

  • Overview
    • Provides a general overview of solar installation configuration.
  • Site Types
    • Define and manage categories of sites (e.g., Residential, Commercial, Industrial, Government).
  • Installation Types
    • Manage roof types (e.g., Flat Roof, Sloped Roof, Ground Mount).
  • Permit Statuses
    • Configure permit approval workflows (e.g., Pending, Approved, Rejected).
  • Installation Statuses
    • Set installation progress markers (e.g., In Progress, Completed, Delayed).
  • Inspection Results
    • Define inspection outcomes (e.g., Passed, Failed, Re-inspection Required).
  • Financing Option Types
    • Manage financing schemes available (e.g., Lease, Loan, Purchase, PPA).
  • Maintenance Types
    • Categorize maintenance activities (e.g., Preventive, Corrective, Inspection, Emergency).
  • Financial Plans
    • Configure high-level financing plans that may be applied across projects.

How to Manage Settings

  • Select the configuration you want to update (e.g., Manage Site Types).
  • Add, edit, or delete records as required.
  • Changes are immediately reflected across the Solar module (in Site Management, Assessments, Maintenance, etc.).

Benefits

  • Ensures consistency in project data.
  • Reduces manual errors with standardized dropdowns.
  • Provides flexibility to adapt the CRM to unique business workflows.
  • Simplifies filtering, reporting, and compliance tracking.