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 install jobs based on technician skills, location, and availability, and each work order tracks the job from site survey through commissioning, with mobile access so a crew can update status and capture photos on site. Route optimization keeps multi-stop days efficient, and skill-based assignment matters: an electrician certified for battery storage commissioning isn't interchangeable with a crew member who only does mounting and racking.
Serial tracking ties a warranty to an exact panel or inverter
Panels, inverters, batteries, and mounting hardware get tracked with serial tracking, so a specific inverter serial number can be traced to the exact installation and customer it went into. Module product warranties typically run 10 to 15 years, inverter warranties 5 to 10 years, and performance warranties can extend to 25 years on module output, based on industry benchmarks, and none of that is defensible without a record tying a serial number 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, and the price on a vendor's quote is never the real cost of getting equipment onto a customer's roof. Freight, customs duty, and other landed costs can be added onto purchase records so they flow into inventory valuation and the specific project's actual cost, and budget-vs-actual tracking compares what a job was quoted at against what it truly cost.
Warranty and maintenance schedules start at commissioning
Once a system is commissioned, asset management tracks it as a customer asset with a warranty period and maintenance schedule generated from the same work order that recorded the install. That triggers alerts before a warranty window closes or a preventive visit is due, rather than the installer hearing from a customer only after a component has already failed.
How the Pieces Connect
A closed work order becomes the asset's equipment history
An install job, a piece of serialized equipment, and a warranty obligation are really one record viewed at three different points in time. When a crew closes a work order in the field, the specific serial numbers used on that job become the asset record's equipment history automatically, instead of someone later matching a paper install sheet to a spreadsheet and getting it wrong.
The next bid reflects real freight and duty costs
A project's real cost includes freight and duty on imported equipment, not just the vendor invoice, and that number only means something if purchase records, inventory valuation, and the project's budget-vs-actual report are connected. An installer bidding off a quoted cost that ignored freight and duty is quietly underpricing every project using imported hardware.
A maintenance visit ties back to one serial number and job
Because the asset record inherits its warranty window from the same equipment purchase and installation data, a maintenance visit gets scheduled against a system's actual commissioning date rather than a generic calendar reminder, and a warranty claim can point to the specific serial number, purchase record, and install work order in one place.
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
Field service dispatch and work order administration
You could save ~7.5 hours/month
Based on documented ERP implementation efficiency benchmarks: field service work order paperwork and dispatch administration typically see a 50% efficiency gain when scheduling, updates, and documentation happen in one connected system instead of separate calls, forms, and spreadsheets.
Technician scheduling and dispatch optimization
You could save ~2.7 hours/month
Scheduling that automatically weighs technician skill, location, and availability reduces the manual back-and-forth of matching the right technician to each job.
Technician route optimization
You could save ~6.0 hours/month
Automatic route optimization to minimize drive time replaces manually sequencing stops on a map for each technician.
Field parts inventory and replenishment
You could save ~8.1 hours/month
Automatic van stock tracking and replenishment alerts replace manually counting and reordering parts for each technician.
Service contract and maintenance schedule management
You could save ~3.0 hours/month
Automatic scheduling of preventive service against each contract's terms replaces manually tracking due dates across a spreadsheet of active contracts.
Mobile work order documentation
You could save ~5.3 hours/month
Capturing status updates and photos directly on a mobile device on-site removes the step of writing up job notes back at the office.
Automated customer appointment notifications
You could save ~3.6 hours/month
Automatic SMS and email notifications for appointment windows and technician ETAs replace manually calling or texting each customer.
Total: ~36.2 hours/month, ~$970/month
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.