. Overview

Renewable Energy Management Pro transforms Dolibarr ERP & CRM into a complete, industry-specific business platform dedicated to companies operating in the renewable-energy sector. From the first commercial contact to the long-term maintenance of an installed power plant, the module covers the entire value chain of a solar, wind, hybrid or storage project.

Built on a robust, multi-entity and SaaS-ready architecture, the module unifies the commercial pipeline, the engineering studies, the project and worksite execution, the field operations, the energy monitoring and the financial follow-up inside a single, coherent and translatable solution that natively enriches the standard Dolibarr objects (third parties, contacts, quotes, orders, invoices, payments, products, stock, projects and agenda).

What the module manages

·       Energy studies (photovoltaic, wind, hybrid) with production, ROI, IRR and CO₂ calculations

·       Energy audits for buildings, industrial and tertiary sites

·       Photovoltaic, wind and hybrid power-plant projects

·       Battery storage systems (Lithium, GEL, AGM) — capacity, cycles, lifespan

·       Off-grid and on-grid installations

·       Preventive, curative and contractual maintenance

·       Technical teams, technicians, equipment and worksites

·       Public and private tenders, maintenance contracts and field interventions

·       Residential, industrial, tertiary, agricultural and public-sector customers

·       An energy-monitoring center ready for IoT / SCADA integration

2. Technical Specifications

 

3. Main Menu & Navigation

The module installs a dedicated top menu — Renewable Energy Management — that opens a complete left-hand navigation tree. Every page also displays a compact quick-navigation bar at the top, and an in-page tab automatically highlights and expands the matching left-menu entry for a consistent, predictable navigation experience.

·       Dashboard, Prospects, Customers, Energy CRM, Activities

·       Energy studies, Energy audits, Energy projects

·       Photovoltaic installations, Wind installations, Storage systems, Worksites

·       Contracts, Interventions, Maintenance

·       Technical teams, Technicians, Equipment

·       Planning, Monitoring, Tenders, Invoicing, Reporting, Setup

4. Smart-Grid Supervision Dashboard

Unlike a classic ERP dashboard, Renewable Energy Management Pro opens on an Energy Supervision Center inspired by smart-grid control rooms. The interface is organised into five thematic zones with dynamic cards, real-time widgets and charts, using an Energy-Green, Turquoise, White and Anthracite colour scheme.

Interactive Energy Map

·       Active projects — number of projects currently in execution

·       Total installed power (kW) — aggregated power of all installations

·       Estimated energy production (MWh/yr) — forecast output of the fleet

·       CO₂ reduction (t/yr) — avoided emissions across the portfolio

·       Ongoing worksites — construction sites currently open

Strategic KPIs

Commercial KPIs:

·       Active prospects

·       Quotes sent

·       Signed contracts

·       Conversion rate

Technical KPIs:

·       Installations in progress

·       Completed installations

·       Planned interventions

·       Completed interventions

Energy KPIs:

·       kW installed

·       MW in portfolio

·       Estimated energy production

·       Realized savings

Financial KPIs:

·       Monthly revenue

·       Annual revenue

·       Average project margin

·       Unpaid invoices

Charts

·       Installations trend over the last 12 months

·       Project breakdown by technology (PV / wind / hybrid / storage)

·       Plus an embedded pipeline preview across the eight commercial stages

5. Energy CRM & Sales Pipeline

A specialised CRM drives the commercial activity. Prospects are qualified through a dedicated, drag-and-drop Kanban pipeline tailored to the renewable-energy sales cycle, and every interaction is logged in a complete activity history.

Pipeline stages

·       Prospect

·       Qualification

·       Preliminary study

·       Technical visit

·       Quote

·       Negotiation

·       Signature

·       Installation

Complete interaction history

·       Phone calls

·       Emails

·       Meetings

·       Site visits and notes

Each prospect card features a KPI cockpit (pipeline stage, estimated power, estimated budget) and a Linked Records panel that lists every connected study, project, activity or quote with one-click creation of new linked records.

6. Energy Studies

The module manages photovoltaic, wind and hybrid feasibility studies, sizing the installation from the customer's real consumption and energy needs.

·       Consumption & needs — annual consumption, peak power, recommended power

·       Sizing — recommended kWp, required surface, number of panels

·       Forecast production — estimated annual output in kWh

·       Financial indicators — annual savings, ROI, IRR, payback

·       Environmental impact — avoided CO₂ in tons per year

7. Energy Audits

Energy audits cover building, industrial and tertiary sites. Each audit records the current consumption, the energy class, the savings potential, the estimated investment, the payback period and the recommended actions — producing a structured basis for automatic reporting.

8. Project Management

A complete project sheet centralises every dimension of an energy project and follows it through its full life-cycle.

Information:

·       Customer, location and technology

·       Grid type (on-grid / off-grid / hybrid)

·       Installed power and budget

·       Project manager and linked native Dolibarr project

Execution tracking:

·       Study

·       Procurement

·       Installation

·       Commissioning

·       Progress percentage, estimated production and avoided CO₂

9. Photovoltaic & Wind Installations

Installations are managed in a unified object covering both solar and wind technologies, with dedicated menu views for photovoltaic and wind plants (filtered automatically).

Photovoltaic:

·       Solar panels, inverters, mounting structures and cabling

·       Number of panels, panel power, required surface

·       Estimated production and commissioning date

Wind:

·       Turbines, towers and generators

·       Number of turbines, turbine power, tower height

·       Estimated production and maintenance follow-up

10. Energy Storage

Battery storage systems are tracked with their full technical and lifespan characteristics, covering Lithium, GEL and AGM technologies.

·       Battery type and capacity (kWh)

·       Voltage, number of cycles and maximum cycles

·       Depth of discharge and efficiency

·       Installation date and warranty

11. Worksite Management

Each worksite links a project to a technical team and tracks its planning, budget and progress.

·       Worksite planning and assigned team

·       Materials used and budget consumed

·       Progress percentage, delays and status

12. Contracts, Interventions & Maintenance

Maintenance contracts (preventive, curative, global) define the yearly amount, the number of visits per year and the SLA. Field interventions cover installation, maintenance, troubleshooting and inspection, with planned and actual dates, duration and reports — ready for a responsive field-application use.

Maintenance operations are organised as Preventive, Curative and Contractual, each linked to an installation and a technician, with cost tracking, findings and the next due date to feed automatic alerts.

13. Teams, Technicians & Equipment

The module structures the human and material resources of the company.

Teams & technicians:

·       Technicians, electricians, project managers and engineers

·       Availability, skills, certifications and productivity

·       Team specialty, zone and number of members

Equipment:

·       Panels, inverters, batteries, structures, cabling and turbines

·       Direct link to Dolibarr Products and Stock

·       Brand, model, unit power, unit price, warranty and supplier

14. Tenders

Public and private tenders are followed from submission to result, with the reference, deadline, estimated amount, targeted power and outcome (won / lost / in progress).

15. Energy Monitoring

A dedicated monitoring center supervises production, consumption, self-consumption, grid injection and battery state of charge across the fleet, with a performance ratio and alert detection. The architecture is ready for real-time IoT connectivity and a simplified SCADA, and is prepared for future connectors to Huawei, SMA, Fronius, Victron, SolarEdge and Growatt inverters.

16. Planning & Invoicing

The Planning page consolidates upcoming interventions, worksites and preventive maintenance in a single chronological view.

The Invoicing hub connects energy projects directly to native Dolibarr sales documents — quotes, orders, invoices and payments — supporting deposits, progress billing, final balance and maintenance-contract invoicing. One-click links pre-fill the customer to create a quote from a project.

17. Reporting Hub

A complete Reporting menu delivers twelve cross-functional reports, each exportable to CSV, Excel and PDF and printable directly from the browser.

·       Commercial — prospects by source, conversion by sales rep, tenders

·       Technical — installations by technology, interventions by type, maintenance

·       Energy — energy production, savings by study, CO₂ reduction

·       Financial — revenue by technology, profitability by technology

·       Human resources — team workload and productivity

18. Automation Engine & Notifications

A built-in automation engine evaluates IF/THEN rules on a daily scheduled job or on demand: automatic prospect assignment, prospect-to-customer conversion, quote-to-project and project-to-worksite transitions, maintenance alerts and Email / WhatsApp notifications. Every rule tracks its number of runs and can be activated or paused individually.

19. Native Dolibarr Integration

The module is designed to enrich — not replace — the standard Dolibarr core. It links to third parties, contacts, quotes, orders, invoices, payments, bank, products, services, projects, agenda and human resources, and prepares the automations Prospect → Customer, Quote → Project, Project → Worksite and Project → Invoicing.

20. User Rights & Profiles

Granular permissions are organised into eight functional groups, each with read, write and delete levels, plus an administration right. They map naturally onto the company roles:

·       Director

·       Sales manager

·       Project manager

·       Engineer

·       Technician

·       Accountant

·       Administrator

21. Database Model

Seventeen dedicated SQL tables (prefixed llx_energy_) store the business objects, plus dashboard and reporting tables. Every table carries the standard columns entity, status, date_creation, tms, fk_user_creat and fk_user_modif for full multi-entity and audit support:

llx_energy_prospect, llx_energy_study, llx_energy_audit, llx_energy_project, llx_energy_installation, llx_energy_storage, llx_energy_contract, llx_energy_intervention, llx_energy_maintenance, llx_energy_equipment, llx_energy_team, llx_energy_technician, llx_energy_worksite, llx_energy_tender, llx_energy_monitoring, llx_energy_activity, llx_energy_automation, llx_energy_dashboard, llx_energy_reporting.

22. Demonstration Data

From the Setup page, a single click installs a realistic demonstration dataset — and another click securely removes it. The dataset is automatically seeded on first activation and includes:

·       100 prospects and 50 customers (native third parties) + 15 suppliers

·       60 studies, 40 audits and 100 projects

·       80 installations and 40 storage systems

·       50 worksites, 100 interventions and 120 maintenance operations

·       20 technical teams, 60 technicians and 40 equipment items

·       30 maintenance contracts, 30 tenders and 150 monitoring records

·       Plus native draft quotes and invoices when those modules are enabled

23. Premium Features & Roadmap

Premium capabilities included from version 1.0:

·       Specialised energy CRM and interactive energy map

·       Automatic ROI and CO₂ calculation

·       Maintenance contracts, energy audits and tender management

·       Executive energy dashboard

·       Multi-agency and multi-worksite management

·       Email & WhatsApp notification architecture

·       Customer-portal and REST-API-ready foundations

Planned evolutions:

·       AI-assisted solar sizing and energy forecasting

·       Real-time IoT monitoring and simplified SCADA

·       GIS mapping and drone inspection

·       Predictive AI maintenance

·       Technician and customer mobile applications

·       Inverter connectors: Huawei, SMA, Fronius, Victron, SolarEdge, Growatt

 

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