Siya Infotech & Solar Energy CRM README / Operating Document Owner: Manoj Business: Siya Infotech and Solar Energy System: Google Sheets + AppSheet CRM Version: 1.0 Date: 21 April 2026 --- 1. Purpose This CRM is designed to manage the complete solar customer lifecycle from lead entry to subsidy and after-sales support. The system helps manage: customer leads PM Surya Ghar applications loan processing site assignments installation workflow wireman work document upload complaints and service agent commissions staff task assignments --- 2. Team Roles Owner Manoj assign tasks approve site visits monitor dashboard verify payments and commissions Sales Rihan lead follow-up customer visit bank loan visit sales updates Application Executive Rushikesh PM Surya Ghar portal documentation issue corrections Support Divya complaint management customer support Installer Vishal panel installation structure fitting site completion photos Wireman Samadhan AC/DC wiring inverter connection testing meter and earthing --- 3. Google Sheet Tabs Customers Master customer database. Staff All staff names and roles. Tasks Daily work assignments. SiteAssignments Installer and wireman site allocation. Installation Installation work progress. WiremanWork Electrical work updates. Documents Customer KYC and site photos. --- 4. Process Flow Lead Entry → PM Application → Loan → Site Assignment → Installation → Wiring → RTS → Subsidy → Complaint Support --- 5. Document Checklist Required documents: Aadhaar Card PAN Card Bank Passbook 7/12 Utara Electricity Bill Home Photo Terrace Photo Loan Documents Installation Photos --- 6. Site Assignment Workflow Manoj assigns: Vishal = Installer Samadhan = Wireman Each site creates: 1 site assignment record 2 task records --- 7. Status Flow Assigned → Site Reached → Work Started → Panel Installed → Wiring Completed → Testing Done → Completed --- 8. Notes All updates should be entered from AppSheet mobile app after each visit. mAke screenshot and google sheet