An install job is a work order with a warranty attached.
A solar or renewable energy install business runs two phases of the same job: getting a crew, the right equipment, and a customer's roof lined up on install day, and then standing behind that system for years afterward. Yukti connects field service scheduling, equipment inventory, and warranty tracking so the job doesn't end when the crew packs up.
The Real Workflows Behind Solar Installation & Renewable Energy
Jobs get assigned by technician skill, not just availability
- Field service scheduling assigns jobs by technician skill, location, and availability
- Work orders track site survey through commissioning, with mobile status updates and photos
- Route optimization keeps multi-stop days efficient; skill-based assignment matters for certified work
Serial tracking ties a warranty to an exact panel or inverter
- Panels, inverters, batteries, and mounting hardware tracked by serial number, traced to the exact installation
- Module warranties run 10 to 15 years, inverter warranties 5 to 10, performance up to 25 years, based on industry benchmarks
- None of that is defensible without a serial number tied to a specific roof and install date
Landed cost shows what a project really cost to install
- Most panels, inverters, and battery hardware are imported; a vendor's quote isn't the real cost
- Freight and customs duty add onto purchase records, flowing into inventory valuation and project cost
- Budget-vs-actual tracking compares what a job was quoted against what it truly cost
Warranty and maintenance schedules start at commissioning
- Asset management tracks a commissioned system with a warranty period and maintenance schedule
- Generated straight from the same work order that recorded the install
- Alerts trigger before a warranty window closes or a preventive visit is due
How the Pieces Connect
A closed work order becomes the asset's equipment history
- An install job, serialized equipment, and a warranty obligation are one record, three views
- Closing a work order in the field makes serial numbers the asset's equipment history automatically
- No later matching of a paper install sheet to a spreadsheet
The next bid reflects real freight and duty costs
- A project's real cost includes freight and duty, not just the vendor invoice
- That number only works if purchase records, inventory valuation, and budget-vs-actual are connected
- Bidding off a quote that ignores freight and duty quietly underprices every project
A maintenance visit ties back to one serial number and job
- The asset record inherits its warranty window from the same purchase and install data
- A maintenance visit schedules against the system's actual commissioning date, not a generic reminder
- A warranty claim points to the specific serial number, purchase record, and install work order
AI that schedules the maintenance visit before the warranty claim
Yukti's field service scheduling agent watches installed systems against their warranty windows and maintenance schedules.
Flags a system due for a check-up while it's still under warranty
Coordinates crew dispatch based on technician skill match and location
Replaces reactive maintenance visits that only happen after a customer calls in
See What This Could Save Your Team
You could save ~7.5 hours/month
Estimated total: ~36.2 hours/month, ~$970/month
Based on the default figures shown above. Adjust any input to see your own estimate.
Common Questions
Can Yukti trace which serial-numbered panel or inverter went into a specific customer's installation?
Yes. Serial tracking follows a specific panel, inverter, or battery unit from purchase through installation, so if a manufacturer issues a component-level recall or a customer files a warranty claim, you can pull up exactly which serial number is on which roof instead of searching through paper install sheets.
How does Yukti account for freight and customs duty on imported panels and inverters?
Freight, duty, and other landed costs can be added onto a purchase record for imported equipment, and that flows into inventory valuation and the specific project's actual cost. That way a project's budget-vs-actual report reflects what the equipment truly cost to get on-site, not just the vendor's quoted price.
Does warranty tracking start automatically when a system is commissioned, or does someone have to set it up separately?
It starts from the same work order that recorded the commissioning. The asset record inherits the equipment's serial numbers, install date, and warranty period from that job, so a maintenance schedule and warranty-expiry alert exist from day one without a second data-entry step.
Can a maintenance visit be scheduled based on when a specific system was installed, rather than a fixed calendar date for the whole customer base?
Yes. Each system's maintenance schedule is tied to its own commissioning date and warranty terms, so a preventive visit or a warranty check-up is timed to that specific installation instead of a blanket reminder that doesn't match when the system actually went live.
Can install crews update job status and capture site photos without filling out paperwork back at the office?
Yes. Field service work orders are mobile-accessible, so a crew can update status, log parts and materials used, and capture photos on site during a site survey or commissioning visit, and that record is what the equipment and warranty tracking downstream is built from.
Where a Simpler Tool Might Be Right
A single installer doing a handful of residential jobs a year, with no equipment inventory to track and no warranty program to administer, doesn't need job-card scheduling or asset-level warranty tracking. A simple quoting and invoicing tool covers that stage of the business well. This page is for installation businesses running multiple crews, tracked equipment inventory, or an active warranty and maintenance obligation after a system goes live.
See AI-Native ERP in Action
Whether you are outgrowing a billing tool or evaluating a full ERP for the first time, we can show you what Yukti does differently.