The problems solar and energy companies face
- Enquiries that need sizing. "Can it carry two ACs and a freezer?" Sales staff spend hours on people not ready to buy.
- Quotations in many versions. A quote is revised twice on WhatsApp, and nobody is sure which price was accepted.
- Crews out of reach. Installers work on roofs with weak signal, and reports come back as scattered photos.
- Equipment without a trail. Panels, inverters and batteries leave the warehouse, and nobody knows which job used what.
- Maintenance that lapses. The 90-day service visit depends on someone remembering, and warranty dates sit in a forgotten file.
How NETICS solves them
Enquiries qualified before your team picks up
NETICS answers on your website chat and WhatsApp from your Knowledge Base: system sizes, what each can run, warranties and coverage. If you choose "Provides quoted services" during onboarding, a quote request taken in chat becomes a request that moves from qualifying to quoted, accepted, paid and completed, while the lead moves on the CRM pipeline. Site surveys go into Bookings against a survey team or vehicle. See AI customer agents, Sales pipeline and Bookings.
Quotations customers accept themselves
In My Enterprise > Quotations, build the quote line by line with VAT and a Valid until date, then Download PDF or Copy customer link. The customer opens the link and types their name to accept. When they ask for a better price, a revision records "What changed, and why", the earlier round closes so it can no longer be accepted, and Negotiation history shows every round. Send for approval puts a quote in front of management first, and Create draft invoice bills an accepted one. See Enterprise operations.
Installations with daily field reports
Projects & field reports follows each job from Survey to Scheduled, In progress, Commissioned and Handed over. Assign the crew, record the site address and planned dates, and Issue stock to send materials to site, which updates Inventory. The crew files a Daily field report from their phone; with no signal it reads "Saved on this device. It will send when you have signal." Record commissioning stores the checks and results, and Hand over to the customer closes the project once the customer has accepted it.
Service plans that book their own visits
Service & maintenance keeps an Equipment register: equipment name, serial number, installed location and date, Warranty expires and Next maintenance. Set Service every (days, 0 = no plan) to 90, and NETICS books one open visit at a time, up to 60 days ahead, and nothing for retired equipment. Completing a visit sets the next from the day the work was done. Parts fitted leave stock, Invoice parts and labour bills the owner, and the people responsible get reminders before warranty and maintenance dates.
Deliveries, stock and money
Delivery logistics assigns a driver and vehicle to each delivery to site and closes it with who received it and any missing or damaged items.
In ERP Route, Inventory tracks every panel and inverter by branch and location, and Finance holds the invoices from quotations and service visits. See ERP and finance. Every customer keeps one record in NETICS CRM, and WhatsApp chats land in the Omnichannel Inbox.
An example day
An Abuja installer with a Lagos branch:
- 7:30. A homeowner asks in the website chat, "Do you install solar for homes in Abuja?" NETICS asks what they want to keep running and opens a quote request once they confirm.
- 10:00. After the survey, a sales officer builds a quotation for the inverter, batteries, panels and installation, and sends it for approval.
- 12:30. The customer asks for a lower price. The officer issues a revision with the reason; the first round closes.
- 15:00. The customer accepts by typing their name. The project manager opens a project, assigns the crew and issues materials.
- 17:00. A crew files its daily field report from a roof with no signal. It sends when they reach the road.
- 18:00. The Company overview shows "Maintenance due", and the service schedule already holds next week's visits.
Which plan fits
Starter (NGN 50,000 a month) covers the front office: NETICS answering enquiries on your website and WhatsApp, NETICS CRM with the pipeline and follow-ups, Bookings for surveys, Finance invoices and 1,500 AI answers a month. Pay as you go has the same features with one seat and no monthly fee: you pay from credits as you use them, 3 credits (NGN 45) for each AI answer.
Growth (NGN 200,000 a month) adds Inventory and Procurement for your equipment, a phone line answered by NETICS, 10,000 AI answers a month, more branches and seats, and business agents that flag stuck work and low stock.
Enterprise, agreed with the NETICS team, is where Quotations, Projects & field reports, Delivery logistics and Service & maintenance live, switched on by your NETICS account team, plus Website Builder with the "Energy, construction or trades" layout. See the pricing page or start the 3-day free trial, which needs no card.
Frequently asked questions
Do my installers need to download an app?
No. Crews use NETICS in their phone's browser. A field report written without signal is kept on the phone and sent once the connection returns, never twice.
Can NETICS size a solar system for a customer?
It answers from the guidance you publish, such as which package suits which appliances, and gathers the details your team needs to quote. The quotation itself is prepared and approved by your staff.
Does a service plan tell the customer about the visit?
The plan books the visit into your service schedule and reminds the staff who created or own it. NETICS does not message the customer about a planned visit by itself; your team confirms the date with them.
Is there a solar template?
No. Industry is a label in NETICS. What shapes the workspace is how you work, such as "Provides quoted services" and "Takes appointments", and the Services and projects order flow, from Requested to Completed, with work done "At the customer's site".