Project and Field Operations for Helios Renewables
A solar EPC contractor moved site surveys, installation tracking and commissioning onto one connected Zoho estate.
Site survey to commissioning tracked end to end
Helios Renewables (sample)
Ahmedabad, India
Zoho Creator field app & CRM integration
10–12 weeks, four phases
Client overview
Helios Renewables designs and installs rooftop and ground-mount solar systems for commercial clients across Gujarat and Maharashtra, running survey, design, installation and commissioning teams.
Business challenges
The commercial pipeline and the field work were tracked in different places, and neither reflected reality.
- Site surveys captured on paper and re-typed at the office
- Installation progress tracked in a shared spreadsheet
- No link between the signed order and the project plan
- Commissioning documents scattered across email
What they needed
- A mobile survey form capturing site data and photos
- Installation milestones visible against each order
- One place for commissioning documents and sign-off
- Reporting on project stage across the portfolio
Our solution
Kelevo built a Zoho Creator field application for site surveys with offline capture and photo upload, linked it to Zoho CRM so surveys attach to the opportunity, and used Zoho Projects for installation milestones with a commissioning document pack per site.
Key features delivered
- Mobile site surveyStructured capture with photos, working offline and syncing on reconnect.
- Survey linked to the orderEvery survey attached to its CRM opportunity, no re-typing.
- Milestone trackingInstallation stages tracked per site in Zoho Projects.
- Commissioning packDocuments and sign-off collected against each completed site.
Business impact
0
re-typed survey forms
1
view from enquiry to commissioning
5
stages tracked per site
The survey team stopped carrying paper. What they capture on site is what the office sees, immediately.
Sample Name
Operations Head, Helios Renewables
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