Solar & Renewables

How Bitrix24 Helps Solar and Renewable Energy Installers Manage Site Surveys, Quotes and Installation Jobs in One Platform

Bitrix24 estimates, created in one click from a deal and linked back to the client record · © Bitrix24

A homeowner fills in a form asking what a rooftop system would cost. A facilities manager wants a proposal for a warehouse roof in Jebel Ali. A developer needs a tender response by Thursday. Each enquiry arrives on a different channel, and each one eventually needs a site survey, a bill of materials, a price, and a crew on a roof with the right inverter already in the van.

Solar and renewable energy installers are really running three businesses at once: a consultative sales business, a product distribution business and a field service business. Most run all three on separate tools — a spreadsheet of leads, a folder of PDF quotes, a WhatsApp group for the crews, and an accounting package that only hears about a job once it is finished. The gaps are where margin quietly disappears: the quote nobody followed up, the inverter promised from stock that was already committed elsewhere, the commissioning report nobody can find nine months later. Bitrix24 is worth a look because one platform covers the pipeline, the quote, the signature, the stock and the crew.

One pipeline from first enquiry to signed contract

Bitrix24 opens with a Contact Center that pulls omnichannel communication into the CRM — website widget and CRM forms, live chat, WhatsApp, Instagram, telephony and email all land against a record rather than in someone personal inbox. Underneath sits standard sales management: leads, deals, contacts, pipelines, access permissions and roles. Most installers need more than one pipeline, because a residential rooftop enquiry and a commercial tender behave nothing alike. Bitrix24 supports separate pipelines with their own stages, plus rules, triggers, workflow automation and automated funnels — so a deal reaching Survey booked can create the survey task and notify the engineer automatically.

There is an AI angle that suits this industry specifically. CoPilot in CRM offers call transcription, call summaries and field autocompletion in deals. Discovery calls in solar are technical — roof orientation, existing DB board, tariff structure, connection approval status — so having the call summarised against the deal means the surveyor is not reconstructing it from memory a week later.

Site surveys and estimates nobody has to retype

Estimates are where solar businesses lose the most time, because every proposal is half standard and half bespoke. Bitrix24 treats estimates as a first-class CRM object: created in one click, linked to a deal, lead, contact or company, viewable on a Kanban board, and supported by templates and automation. When an estimate is generated from a deal, details such as the client name, products and deal amount are filled in automatically — the surveyor is picking components, not retyping an address.

Templates are the part worth setting up properly. A handful of standard configurations become templates a salesperson adapts rather than rebuilds, and rules and triggers can send an estimate automatically once a client submits a form on your website. Because estimates sit on a Kanban board, it is immediately visible which proposals have been sent and are sitting unanswered — usually a longer list than anyone expects.

Getting the contract signed without printing anything

Bitrix24 Sign handles e-signature inside the same workspace. You send a document by email, SMS or WhatsApp, and the client signs without creating a Bitrix24 account — which matters when the signatory is a building owner who will touch your systems exactly once. Bitrix24 states the tool is UETA and ESIGN-compliant.

Bitrix24 Sign, sending a CRM-linked document for e-signature by email, SMS or WhatsApp · © Bitrix24

Because Sign is integrated with CRM, document fields can be auto-populated from the deal, and you can save reusable templates — a supply-and-install agreement, a warranty schedule, an O&M contract. Automation can prepare a document and drive it through signing, and if the process stalls Bitrix24 shows where it stopped. In a business where the gap between a verbal yes and a countersigned contract routinely runs to weeks, knowing which contract is stuck on the client second signatory is worth something.

Panels, inverters and batteries in the same system as the deal

This is where a general-purpose CRM usually gives up and an installer goes back to a spreadsheet. Bitrix24 includes a product catalog with categories and subcategories, bulk import, units of measurement, discount pricing, images and custom fields unique to your business — Bitrix24 own examples include dimensions and weight. For an installer those custom fields become panel wattage, inverter rating, MPPT count, battery chemistry and warranty term. A separate service entity sits alongside products, which is how design fees, scaffolding, utility approval handling and annual cleaning visits get priced on the same estimate as the hardware.

Bitrix24 inventory management, tracking stock across multiple warehouses · © Bitrix24

Inventory management sits directly on that catalogue: multiple warehouses, stock receipts, sales orders, write-offs, transfers and audits, with reports covering stock balance, gross profit and gross margin. Access permissions are set per employee, so a storekeeper can process receipts without changing prices. The operationally important detail is that once an item is sold and the deal closes, stock balances update automatically. Any installer who has promised a client a specific inverter model that was already committed elsewhere will understand why that behaviour alone justifies the migration.

Installation day: dispatching crews and keeping the office informed

Once a contract is signed the job becomes field work, and Bitrix24 treats it as tasks and projects: deadlines and time blocks, job descriptions, checklists and directions attached, delegated to a technician or a whole team, progress tracked in real time. Standardised job templates with default checklists, safety guidelines and required materials are one of Bitrix24 own recommendations for field teams, and they map neatly onto a solar install, where the mounting, DC, AC, commissioning and handover steps are the same every time even though the roof never is.

The mobile app is what the crew actually touches: map-integrated task locations for navigation via external GPS apps, push notifications for new assignments and schedule changes, instant messaging with dispatch, and status updates with time tracking. Technicians can open the customer record on site to see history, notes, files and photos before they climb anything, and log photos from the job rather than reconstructing them that evening. Shared calendars give the coordinator a colour-coded view of who is available and where each team member will be, so overlaps get spotted before a crew is halfway to Sharjah.

Invoices, payments and the long relationship after handover

Billing stays inside the CRM. Invoices are created and sent straight from a deal using templates or custom fields, with payment and product details inserted automatically; Bitrix24 also lists Storecove e-invoicing integration and rule-based automated invoicing, so an invoice can be issued when a deal reaches a defined stage. For staged solar contracts — deposit on signature, balance on commissioning — that stage-triggered behaviour is the whole point.

Payments can be collected by generating a payment link from a deal and sending it by email, SMS or messenger, with the client choosing card, PayPal or Apple Pay, receiving proof of payment, and the rep checking status in real time. After handover, automations can trigger a satisfaction survey once a job is marked complete and launch recurring maintenance reminders. Panel cleaning and annual inspection are the most predictable recurring revenue an installer has, and the most commonly forgotten — a recurring task with an automatic client reminder is a small configuration with a disproportionate payback.

Where a Bitrix24 partner comes in

None of this is useful out of the box. A default Bitrix24 has generic deal stages, an empty catalogue, no warehouses and no document templates. The value appears only once the pipelines match how you sell, the product fields match what you install, the warehouse structure matches where your stock sits, and the automation rules fire at the stages your team really uses. That configuration work — plus migration, mobile rollout and training crews to update job status live rather than batching it at the end of the day — decides whether the system is adopted or quietly abandoned.

B24 Biz Solutions is an official Bitrix24 partner based in Dubai, working with businesses across the UAE, the wider Middle East and South Asia. We set up the survey-to-installation pipeline, build the component catalogue and warehouse structure, configure estimate and contract templates with e-signature, wire up stage-based invoicing, and get crews working from the mobile app. Bitrix24 itself describes the platform as a flat fee with no per-user pricing, and reports being used by more than 15,000,000 organisations worldwide — which tends to keep the economics simple for an installer whose headcount swings with the project pipeline.

If you are running rooftop and commercial solar projects out of spreadsheets, WhatsApp groups and a stack of PDF quotes, the first conversation is a short one: we map what you have, then show you what the same week looks like with one record per site.