From survey to commissioning with one file: quote, job, material and signed work report
For installers of photovoltaic systems and storage with 2-10 technicians, between sites lasting weeks and service calls. Price per company, not per user.
Do you recognise at least two of these?
- The quote after the survey is written in the evening, and meanwhile the customer has received two others.
- Modules, inverters, optimisers and cables arrive for one site and end up on another: at month end the margin of each job is a guess.
- Roof photos, layout and commissioning sit on three different phones.
- After commissioning, service calls, and the system's history has to be reconstructed from chats.
- Scheduled maintenance of systems under contract is remembered when the customer complains about output.
If you said yes at least twice, the problem is not the people: it is that the process lives on tools that do not talk to each other.
What does a job without a file really cost?
- A quote that leaves two days after the survey: on jobs of 10,000 €, one lost a month is enough to leave behind more than the software costs in a year.
- Material moved between sites without recording it: you find out the real margin of a job at year end, when you can no longer correct the price.
- A properly written commissioning report costs, estimated from demos, 12-15 minutes; dictated by voice about three.
- A dispute about output without signed photos and commissioning almost always ends with a free call-out.
What if the quote were ready before coming down from the roof?
Picture a survey like this. The technician photographs the roof, dictates the quote by voice ("twelve 430 W modules, 6 kW hybrid inverter, 10 kWh storage, 18-metre line to the panel") and iTER7 transcribes it and builds it from the price list: the PDF goes to the customer from the car. On signature the job is born: material order, site stages, technicians' hours. At commissioning the report with photos and the customer's signature closes the file; the system joins those under maintenance, with the deadline already in the calendar.
- Every job has quote, real costs and margin on its own: you know where you earn before year end.
- Modules and inverters have their serial number: from stock to roof it stays on record where they went, useful for warranties too.
- Service opens the system record and finds photos, layout, commissioning and every job.
- The electronic invoice comes out of the signed report, without retyping.
What about permits, grid connections and sizing?
iTER7 manages the job file: documents, photos, stage deadlines and who has to do what. Grid-connection procedures and incentives are followed as stages with deadlines and attached documents; external portals remain the operator's. iTER7 runs in the phone browser with nothing to install; fully offline use is not there today and is among the possible customisations.
Who already uses it and why you can trust it
iTER7 was not designed at a desk: it comes from the modules already in production in the installation companies followed from Noale, near Venice, and from fourteen years of business software. It is a ready-made product: setup takes about two weeks (configuration, data import, on-site training) and the on-site visit looks at how you work, not at how an "average" company works.
- Price per company: add a technician and you pay no more.
- Your data stays yours: exportable at any time, and if you wish the software installed on your own hosting.
- No multi-year lock-in: if you no longer need it, you stop.
In the solar energy sector a traceability system built by the same team is in production.
How much does it cost (after you know what not having it costs)
Launch price list, VAT excluded, per company, not per user: add a technician and you pay no more.
- Basic, 99 € a month: job calendar, work reports from the phone with photos and customer signature, customers and installations, PDF with your logo.
- Pro, 199 € a month: everything in Basic plus voice-dictated work reports, per-van stock with QR codes, quotes and electronic invoicing (Italian SDI), WhatsApp and email notifications.
- Setup, from 500 to 1,500 € one-off: configuration, data import from spreadsheets or the old system, on-site training for technicians.
199 € a month is 2,388 € a year, against one quote a month lost to slowness. Details on how much iTER7 costs.
The sensible next step
No need to decide today. The right step is a 30-minute demo with whoever coordinates the technicians, on your case: bring one week of real jobs and we see together how they would run in iTER7. If it is not for you, you still keep a written list of where you are losing time, free.
Demos are on site across Veneto and remote across Italy; starts are scheduled one at a time. Book the 30 minutes, or first read how much iTER7 costs.