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

What this shows

• Two portals, not an EPC tool: the installer portal runs the job; the homeowner portal shows the customer where it is, what to approve and pay, and the papers at the end.
• A lead is the early stage of a project. Marking it won keeps the same record (KP-1042) and moves it into delivery, carrying the accepted proposal and the advance.
• Engineering has two paths: design in-house in the studio, or request a permit-ready pack from Heaven Designs with the price and due time shown before placing it.
• If the delivered design differs from what was sold, the homeowner re-approves in the portal before anything is bought.
• Procurement as a platform: manufacturers show sponsored direct offers on matching buy-list lines and pay SurgePV a commission only on orders. Here buying modules direct from Vardhan PV saves Kiranpath ₹6,000. Sponsored offers are labelled, never pre-selected and sit in the same compare table as other quotes.
• The project plan holds the installation, DISCOM net-metering, subsidy and payment milestones; the crew lead gets a phone job card with the photos to take.
• The other parties are drawn too: the Heaven Designs engineer's workbench, a supplier replying to a quote request from an email link, and a manufacturer setting up its sponsored offer. Each sees only what it needs.
• The owner gets a sales month (win rate 60%, by source) and a delivery dashboard (₹6,05,052 to collect, what is waiting on whom). Settings make the open decisions concrete: stages, roles and approvals, Heaven Designs account, homeowner portal.
• People move stages; nothing moves on its own. Subsidy is shown apart from the price. EPC and ground-mounted projects follow a different flow and are left for a later variant.