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Wed 28 Oct 2026, 16:00

Stages

Kiranpath Solar · one project record: sales board, then the build, with grid and subsidy beside it

A person moves each stage; a full readiness checklist never moves a card on its own.

DiscardSave stages
Stages Roles and approvals Heaven Designs Homeowner portal DISCOM templates Prices and offers
Sales boardLeads · owner is the salesperson
1Inquiry
2Site visit
3Proposal sent
4Negotiation
Ends in
WonStarts the build
LostNeeds a reason
BuildProjects · same id, same record
1EngineeringDesign approved
2MaterialsAll received
3InstallJob card done
4CommissioningSwitched on
5HandoverPack sent
Ends in
MonitoringService requests stay open
Grid and subsidyRuns beside the build from design approval
Template
1Applied
2Feasibility
3Completion report
4Inspection
5Net meter
6Subsidy
Steps come from the DISCOM template
Where today's statuses goThe 13 statuses in today's project list, plus Lost, in their current order
Applied when you save
#Status todayCategory todayNew stageBoard or track
1Customer InquiryPre SalesInquirySales
2Appointment/ConsumerPre SalesSite visitSales
3Site AssessmentPre SalesSite visitSales
4Engineering DesignPre SalesSite visit proposal in designSales
5Proposal SharedPre SalesProposal sentSales
6Quotation SharedPre SalesNegotiationSales
7Permit SubmissionPost SalesEngineering and AppliedBuild, grid and subsidy
8Grid Connection ApprovalPost SalesMaterials and FeasibilityBuild, grid and subsidy
9Material DeliveryPost SalesMaterialsBuild
10InstallationInstallationInstallBuild
11InspectionInstallationCommissioning and InspectionBuild, grid and subsidy
12CommissioningInstallationCommissioningBuild
13Monitoring/WonInstallationMonitoring after HandoverBuild
–Lost–LostSales