Platform · After-sales
The handover is the start of the relationship.
A solar plant runs for twenty-five years; the EPC that built it is judged on what happens after the certificate is signed. Voltara keeps the after-sales book on the same record as the build — every warranty, every SLA, every ticket and every visit, attached to the project and the exact BOM line it concerns.
8
states in the claims workflow
5
after-sales document templates
204
automated checks gate every release
Voltara manages the after-sales workflow — contracts, warranties, tickets, visits. Live inverter and meter telemetry is not part of the product today; it is on the integration roadmap.
§01 · THE WARRANTY REGISTER
Every warranty, pinned to the part it covers
Warranties are not a project attribute — they are a line-item attribute. The register holds warranties per project and per BOM item, with expiry alerts, so “is that inverter still covered?” is a lookup, not an archaeology dig through supplier PDFs.
- Warranties registered per project and per BOM item — the modules, the inverter and the battery each carry their own terms.
- Expiry alerts surface before cover lapses — the difference between a warranty claim and a goodwill repair at your cost.
- Because the register keys on the project’s BOM, the warranty book and the as-built bill of materials read the same parts.
§02 · SLA & TICKETS
SLAs as templates, tickets run to resolution
Service commitments start as SLA templates — written once, applied per contract — so every promise you sell is one the team has kept before. Service tickets then run from report to resolution with photo evidence attached: what the technician found, and what they left behind.
- SLA templates standardise the service terms you sell, instead of every contract inventing its own.
- Service tickets run from report to resolution, with photo evidence attached along the way.
- The acknowledgement goes out as paper — the service ticket acknowledgement is one of the platform’s document templates.
§03 · MAINTENANCE VISITS
Visits on a schedule, reports on the record
Preventive maintenance is a calendar problem before it is a technical one. Maintenance visits are scheduled on the platform, and each visit closes with a maintenance visit report from the document templates — so the O&M file grows visit by visit instead of being assembled at renewal time.
- Schedule maintenance visits against the project — the calendar lives where the plant record lives.
- Each visit produces a maintenance visit report — paper the client and the O&M file both receive.
- Visits, tickets and claims share one after-sales record, so the plant’s service history reads in one place.
§04 · THE CLAIMS WORKFLOW
Eight states from defect to resolution
A warranty claim is a negotiation with a supplier conducted on behalf of a client — exactly the kind of process that dies in an inbox. The claims workflow runs eight states from intake to resolution, so every claim has a current state, a next step and a paper trail.
- Eight states — every claim is in exactly one, and the register shows which.
- Claims live in the same after-sales workspace as the warranty register, so the cover and the claim read together.
- The warranty claim form ships as a document template — the supplier receives a clean claim, not a forwarded email thread.
§05 · THE PAPERWORK
Five documents that carry the relationship
After-sales is a paperwork business: the agreement that defines the service, the certificate that starts the clock, the forms that move claims and visits. Five of the platform’s fifteen document templates belong to this module.
O&M agreementHandover certificateWarranty claimService ticket acknowledgementMaintenance visit report
- The O&M agreement and the handover certificate bracket the handover — one defines the ongoing service, the other closes the build and opens this book.
- The warranty claim, service ticket acknowledgement and maintenance visit report templates keep the running relationship on paper, not in chat threads.
§06 · WORKS WITH
What the after-sales book reads from
The relationship runs on the same record that built the plant.
Projects & delivery
Where the plant came from — the 8-state delivery machine, the 20-point pre-commissioning checklist and the handover that opens this book.
Finance & billing
The commercial engine next door: four billing methods, retainage, multi-currency invoices and receipts, and per-project P&L.
Quality & compliance
30 gates (QG-01–30) with evidence attachments — the build discipline that makes the after-sales book shorter.
Open the after-sales book on your own plant.
Demos are founder-led. We’ll register a warranty against a BOM line, run a ticket to resolution with photos, schedule a maintenance visit and walk a claim through its eight states.
Book a demo Included in the EPC Platform — $899/mo
After-sales ships with the EPC Platform at $899/mo (10 seats). Annual pricing is monthly × 10 — two months free. Paddle.com is the merchant of record.