SurgePV lifecycle mock · example data

Lead to handover in SurgePV: every screen, and the journeys between them

One rooftop job followed from first call to handover, for Kiranpath Solar, a fictional installer in Indore, through two portals: the installer's and the homeowner's. 31 screens; 18 are tagged Needs backend work for the notable pieces (the pipeline, project plan and purchase records are all new). The story is dated: each screen shows the day it happens, from Wed 28 Oct to Thu 19 Nov 2026. Nothing here is connected to a real account.

Skim all screensShort version One at a time with arrow keys or Play, or all on one page

What this shows

11. Lead to won

CR06Pooja's phone: follow-ups todayCR01Sales pipelineCR03Add leadCR02Lead: Vikram BhosaleCR04Mark as wonNeeds backend workStage change event on the lead record; notification to the design engineerCR05Project overview, just won

22. Engineering: in-house or Heaven Designs

EN01Engineering: choose a pathEN02Heaven Designs request formEN03Confirm the Heaven Designs requestNeeds backend workHeaven Designs order API; billing ledger for the monthly invoiceEN04Heaven Designs request HD-20417 in progressNeeds backend workTwo-way messaging with Heaven Designs; SLA clock that pauses while a question waitsEN05Review the delivered Heaven Designs packageNeeds backend workDesign diff of the delivered package against the sold proposal v2EN06Send the design options to VikramNeeds backend workCustomer approval link on the homeowner portal; WhatsApp notification template; approval record with time and revision

33. Procurement, with sponsored direct offers

PR01Buy list from the approved designNeeds backend workSponsored offer matching on buy-list lines (product, region, quantity)PR02Send a request for quotesNeeds backend workSupplier reply link that turns a quote into rows; import of quotes that arrive as PDF or photo; sponsored offer matching by linePR03Compare quotesNeeds backend workCommission ledger for orders placed on sponsored offersPR04Create 2 POs from the best planNeeds backend workPO approval by role, PDF generation and email to the supplier after approval; order handed to the manufacturer portal for sponsored POsPR05Purchase ordersPR06Receiving for KP-1042Needs backend workSerial scanning by phone camera; shortfall follow-up linked to the POPR07Vardhan PV's view: sponsored offer resultsNeeds backend workManufacturer portal, offer matching to buy-list lines by product, region and quantity, commission billing

44. Project management and installation

PM01Projects in executionPM02Project planPM03DISCOM and subsidy paperworkNeeds backend workDocument templates per DISCOM (forms, drawing and report formats differ by utility).PM04Crew schedulePM05Raju's phone: job cardNeeds backend workOffline photo capture that uploads when the phone has signal, tied to the step and the project.PM06Commissioning and handoverNeeds backend workSerial reconciliation across goods receipt, job card scans and design; handover pack built from project documents and sent by WhatsApp link.

55. Homeowner portal

CP01Homeowner portal: my solar projectNeeds backend workOTP sign-in to the phone number on the project; customer-safe view of the project recordCP02Homeowner portal: choose your designNeeds backend workapproval record with timestamp, design version and option; notify Pooja and AdityaCP03Homeowner portal: paymentsNeeds backend workcustomer-submitted payment reference and screenshot, matched by Kiranpath before a receipt is issuedCP04Homeowner portal: installation dayCP05Homeowner portal: net meter and subsidyCP06Homeowner portal: your system is handed overNeeds backend workhandover pack generated from the project's documents; download links that stay valid after the project closes