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.

Demo video cover: iTER7 at an installation company

iTER7 is the management system for solar installers where survey, quote, job, material and commissioning report live in one file, dictated by voice from the roof. Three questions before you go on: how many quotes go out after the customer has already received two others? Where are the roof photos and the signed commissioning today? How much material arrives for one site and ends up on another?

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.

Real iTER7 screens on the technician's phone. The data is demo data, not a customer's.

Work order in iTER7: 60% progress, 8 hours planned, actual time and variance worked out automatically
On the work order: planned, actual and variance at a glance.
iTER7 voice work report: the technician talks and the text appears, with what has been covered ticked in green (work, materials, things to fix)
The technician talks the job through. Green means already covered.
The work report the customer receives: customer, date, technician, outcome, duration and work done
The customer gets a link, not a phone call.

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.

Where it comes from 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 usually two to four weeks, depending on customisations (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, no VAT charged (Italian flat-rate scheme), 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 (sent to Italy's SDI through your provider), 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 small: describe how you work and send me one week of real jobs; I reply in writing with 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. Contact us, or first read how much iTER7 costs.

iTER7 at an installation company

Veneto · jobs, work reports, per-van stock

Why it matters: an installation company gets paid only once someone rebuilds what was done. Here the technician describes the job by voice, the customer signs on the phone and the invoice starts from the signed report: no paper to copy out in the evening, no forgotten extra work.

Before: paper work reports retyped in the evening, signatures to chase, materials disappearing from the vans, late invoices because first someone had to rebuild what had been done.

What was built: iTER7 with a job calendar, work reports dictated by voice on the phone, the customer's signature on screen, per-van stock with QR codes, branded PDFs and the electronic invoice from the signed report.

What changed: the work report is ready when the job ends, signed, and the invoice starts from there. No sheets to retype. Before-and-after times are being measured with the client: the numbers will appear here once measured, not estimated.

The AI inside: an assistant you talk or write to in Italian ("my jobs this week", "how many of this item are in van 2", "close the job"): it searches customers, jobs, stock and bills of materials on its own and prepares the action. The dictated work report becomes a draft with materials taken from the catalogue, and the system flags materials used beyond the quote. Quotes can be dictated too. Customers' WhatsApp messages and emails arrive already sorted: what they ask for, which job they refer to, what to do next. Photographed or PDF documents read themselves.

AI security: the AI proposes, a person confirms, and who and when is recorded. The assistant can only perform actions from a closed list, with a cap on proposals every ten minutes; manipulation attempts (prompt injection) are filtered; emails, IBANs, tax codes and card numbers never reach the logs. Coverage of the OWASP risks for LLM applications is documented item by item, including the ones not covered.

Data and AI: a dedicated instance for the company, data exportable at any time. AI models are chosen and changed in configuration (the interface also works with models hosted in the company); bill reading uses a service in the EU region. Under the AI Act it most likely falls under limited risk: the assistant states that it is automated and that nothing runs without confirmation, and it never evaluates people.

Try it yourself: the free demo opens with your own data: you just sign up with your email.

Questions from solar installers

Can I write the quote on the phone during the survey?

Yes, in the Pro plan: the technician dictates the quote by voice, iTER7 transcribes it and builds it from the price list, and the PDF goes to the customer before leaving.

Can I compare the quote with the real costs of the job?

Yes: every job has quote, loaded material, technicians' hours and real costs on its own. The margin shows during the site, not at year end.

Does it track serial numbers of modules and inverters?

Yes: from stock to roof it stays on record where every serial number went, with the QR code on the van. Useful for warranties and service.

Does it manage scheduled maintenance of installed systems?

Yes: at commissioning the system joins those under maintenance, with a deadline in the calendar and a reminder to the customer by WhatsApp or email.

Does it follow grid-connection procedures and incentives?

As stages of the job with deadline, owner and attached documents. The operator's portals remain external: iTER7 keeps the file and the deadlines, it does not replace the portal.

How much does iTER7 cost?

99 euros a month (Basic) or 199 euros a month (Pro) per company, users included, plus a one-off setup from 500 to 1,500 euros with data import and on-site training.

How long does it take to start?

About two weeks: configuration, import of customers, price lists and materials, on-site training of technicians. Setup costs from 500 to 1,500 euros one-off.

Can I follow scheduled maintenance of installed systems?

Yes: at commissioning the system joins those under maintenance, with the deadline in the calendar and a reminder to the customer by WhatsApp or email.

Do you import data from the old system or from spreadsheets?

Yes: customers, installations, suppliers and materials are imported from spreadsheets, CSV or an export of the old system, before the technicians are trained. It is included in the setup.

Contact us: free analysis, feasibility and quote.

Two lines are enough: what you do, how many technicians or people on the shop floor, where time is lost today.

You leave with a written list of where time and margin are lost, yours even if you stop there.