Crystal CRM
Solution — Solar & Electrical Agencies

Long warranties. Long relationships. Fully tracked.

Solar installations run for decades — Crystal CRM keeps every warranty, service record, and client relationship organized for the long haul.

Preview · Solar installation with multi-year warranty tracking

Industry Context

Solar service cycles span years, not months

Panels, inverters, and batteries each have different warranty periods. A client might call about an inverter issue five years after installation — and your team needs to know instantly whether it's still covered.

Capability 01

Long-Term Warranty Tracking

Track separate warranty periods for panels, inverters, and batteries — each with accurate start and end dates.

  • Multi-year warranty tracking per component
  • Separate serial numbers for panels, inverters, batteries
  • Clear visibility into what's still under warranty, years later

Capability 02

Performance & Maintenance Records

Log every maintenance visit and performance check over the system's lifetime — building a complete service history.

  • Scheduled annual maintenance visits
  • Field agent notes on system performance
  • Historical record supporting warranty claims

Capability 03

Confident Support, Even Years Later

A client calling about a 4-year-old installation gets an agent who instantly knows the system's warranty status and service history.

  • Instant warranty coverage lookup by component
  • Full installation and service history on demand
  • No searching through old paper files

Capability 04

Field Visits for Remote Installations

Solar installations are often in less accessible locations — GPS tracking confirms your technician actually made the trip.

  • GPS-verified check-ins at installation sites
  • Visit duration and outcome tracking
  • Route visibility for managers coordinating remote visits
Preview · Long-term product timeline showing installation, multiple maintenance visits, and warranty status over years

Works Seamlessly With

The features built for this workflow

Give your solar business the long-term tracking it needs.