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Manage KW to MW Projects

Streamline your small to big projects in central place with seamless execution

Solar Rooftop & Ground Mount & Solar Pump

Manage any type of project with effective and proven solution along with subsidy & documentation

Feature Rich Mobile App

Capture Site Survey, Photos, Documents, Project Progress, Expenses, Material, Approvals, Complaints and more

Project Management

Plan-Execute-Control-Analyze  projects with mobile app with notification, reminder and escalation

Project Profitability & Visibility

Keep close eye on project cash-flow and profitability and reduce time, cost and material

About us

Why OctaBees EPC ERP?

Specially designed  EPC ERP Software to meet ever changing dynamic needs of Renewable Energy Companies.

  • Customize your project execution workflow
  • Fill Site Survey, Inspection, Service form using Mobile App
  • Track Project Progress Day to Day basis
  • Project Cost Ratio and Cash Flow Report
  • Project Planning & Tracking
  • Keep eye on your Cost, Expenses, Material and Staff
  • Notifications and Reminders on Email, SMS and Mobile Apps
  • Subsidy & Documentation management
  • Location Tracking of Field Staff

Inquiry

Inquiry from mobile App, WebApp, Customer Website

Site Visit

Site Survey forms, inspect, upload photos and videos.

Costing

Budgeting through BOM, Expenses.

Quotation

Send via email

Order Conformation

Conform your order.

Planning

Resource, Time, Component, Daily target

Procurement

RFQ, PO, Approvals

Project Execution

Daily installation tracking, Time Tracking, Material dispatch & tracking

O&M

AMC, Servicing, Repair and Complaints

Modules & Features

Lead

Never miss a Lead, Follow-ups & Opportunity for Business

Lead

Never miss a Lead, Follow-ups & Opportunity for Business

  • Basic Lead Info
  • Job Assignment (ex. Follow ups, Meetings, Site Survey, Inspection etc)
  • Follow up Schedule & Reminders
  • Send Company Profile, Product Brochure, Introduction Email with Single click
  • Lead History
  • Report: Lead Conversion Ratio, Lead Source wise, Leads by Sales Rep, Lead location wise and many more.

Costing

Quick & Easy way to create better Estimates and know your margin in advance

Costing

Quick & Easy way to create better Estimates and know your margin in advance

  • Prepare Costing
  • Material finalization from BOM
  • Material Pricing from FIFO, Stock Average, LIFO, Last Purchase, Market Price
  • Expenses & Charges for Project

Quotation

Flexible & Appealing Quotation Templates Which Clients likes to Accept

Quotation

Flexible & Appealing Quotation Templates Which Clients likes to Accept

  • Prepare Quotation
  • Quotation Approval
  • Send Quotation Via Email
  • Quotation Revisions
  • Generate Customer Order

Project Management

Smoothen Your Project Processes with Easy to Track & Collaborate

Project Management

Smoothen Your Project Processes with Easy to Track & Collaborate

  • Customer Order Basic Detail
  • Upload Project Documents, Photos & Videos
  • Project Planning (who, what, when)
  • Track Project Stages
  • Track Project Inventories
  • Project wise Procurement
  • Track Installation/Execution Progress
  • Project wise expenses
  • Project Cash flow
  • Reports: Project Cashflow, Project Cost Ratio, Planned Vs Actual (Material, Time, Cost), Gantt Chart, Kanban Project View

Invoicing

Effortless Invoicing and Tracking Payments

Invoicing

Effortless Invoicing and Tracking Payments

  • Create Invoice
  • Record Payment Entry
  • Payment Acknowledgement Auto Notification: SMS/Email
  • Due Payment Auto Reminders: SMS/Email
  • Report: Due Payment Report, Credit Note, Debit Note, Monthly Payment

Purchase

Compare Vendor Quotation & Choose Best, Reconcile Price & Quantity with Invoice

Purchase

Compare Vendor Quotation & Choose Best, Reconcile Price & Quantity with Invoice

  • Material Requisition & Approval
  • Vendor Management
  • PO Approval
  • PO Lock & Revision
  • Bill Receipts, Record Payment
  • RFQ-Request for Quotation (Vendor Tendering), and Proposal Comparison
  • Receive Material in Batch, Record Serial Numbers
  • Material QC & Return Process
  • Reports: Due Payment Report, PO vs Invoice Price,Pending Quantity

Inventory

Track, Manage and Control your Material

Inventory

Track, Manage and Control your Material

  • Product Category, Product and Variant setup
  • Warehouse Management
  • Warehouse Location setup (Zone, Rack, Stack etc)
  • Stock In, Stock Out and Transfer
  • Inventory Audit, Setup Frequencies
  • Serial Number wise Tracking
  • Pallet Transaction for bulk items
  • Barcode Enabled Screens
  • Barcode Printing
  • Good Receipt Note, Delivery Challan Printing
  • Reports: Low Stock Report, Over Stock Report, Stock Valuation

HR

Efficient & Productive Human Capital Management

HR

Efficient & Productive Human Capital Management

  • Employee Management
  • Leave Management
  • Attendance& Timesheet
  • Payroll
  • KRA & KPI

Expenses & Advances

Discipline Staff Expenses with better scrutiny & check

Expenses & Advances

Discipline Staff Expenses with better scrutiny & check

  • Manage Advance payment to Staff
  • Employee Expenses & Approval
  • Reports: Due Balance, Expense Category wise, Expense Project wise, Expense trip wise, Expense Employee wise& more
  • Expense Cap/limit based on designation

Manufacturing

Productivity at the Best

Manufacturing

Productivity at the Best

  • Create MO from Customer Order
  • Production planning and Costing
  • Auto load BOM for MO product
  • Setup Routing & Assembly line
  • Create dynamic QC for finish good
  • Material requisition and tracking
  • Finish good Tracking & Transfer
  • Serial number creation and barcode printing

Tender

Get Notifications on Critical Dates and Manage Tender Documents

Tender

Get Notifications on Critical Dates and Manage Tender Documents

  • Tender Record management
  • Uploading Documents
  • Critical Date Notification – i.e AMD Release Date etc

O&M

Manage - Collaborate - Control - Analysis

O&M

Manage - Collaborate - Control - Analysis

  • Contracts with Customers, Contractors & Vendors
  • Asset Management
  • Service Schedule Setup
  • Service Due Notifications
  • Service Form, Inspection Form using Mobile App
  • Reports

Complaints

Effective Complaint Tracking & Resolution

Complaints

Effective Complaint Tracking & Resolution

  • Complaints from Web, Phone and Mobile App
  • Assign complaints to multiple person
  • Fill Inspection Report
  • Email & SMS Notification to customer on Complaint Register and Solved
  • Reports- Complaints Open Duration, Complaints Category

Repair & Replace

Systematic way to Repair & Replace

Repair & Replace

Systematic way to Repair & Replace

  • Gate-In Material, record entry
  • Forward to department, multi-department
  • Replace Sub-parts
  • Mark Ready to dispatch
  • Generate Repair Invoice

Statistics

  • 70+ EPC Companies
  • 3000+ Projects
  • 500+ Field Staffs