Software for solar energy companies in Panama.
Technical quotes, installation projects, equipment inventory and after-sales maintenance. From the initial study to the invoice, without losing the thread.
Quoting takes days and the customer is already gone.
What holds back solar energy companies in Panama.
Every quote is built from scratch
Panels, inverters, racking and labor recalculated by hand in every proposal.
The project drifts from the budget
Over-ordered materials, extra trips and unplanned hours that nobody adds up.
After-sales brings in no revenue
Maintenance visits that never get scheduled or billed, and warranties with no expiration control.
From technical quote to maintenance.
It's implemented in stages, in the order that least disrupts your operation.
Proposal with components
Build the proposal with equipment, racking and labor, with the margin calculated.
Installation in stages
Schedule, assigned materials, crews and actual progress of each installation.
Equipment and serial numbers
Serial number tracking for panels and inverters, for warranty and traceability.
Imports and costs
Import costs allocated to each unit, so you know the real installed cost.
Recurring maintenance
Maintenance contracts with scheduled visits and recurring billing.
By progress, with DGI
Electronic invoice for the down payment, progress or close-out, as agreed.
Everything that applies to a solar energy company, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
The system that supports the installation after the sale.
- Technical quote based on the customer's consumption and your catalog
- Project with materials, crew and progress
- Scheduled maintenance per installation
- Panel and inverter warranties with date and vendor
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
Which projects make money
The margin is set when you quote, not when you invoice.
- Actual vs. quoted cost, per project
- Installations with overdue maintenance
- Margin by system type
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The prospect gets their initial estimate
From their consumption, it calculates the ballpark figure and schedules a visit.
What it doesn't do: It doesn't confirm system sizing without the technical visit.
Quotes the system with panels and inverter
Builds the proposal with your catalog and your calculation criteria.
What it doesn't do: It doesn't close discounts outside the range you authorized.
Chases the project deposit
Escalating reminders with the real balance.
What it doesn't do: It doesn't negotiate terms on its own.
“Which installations have overdue maintenance?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
The panel vendor's invoice comes in on its own
Reads the document and loads model, serial number and cost.
What it doesn't do: It doesn't approve the purchase: it leaves the draft for review.
Answers the phone when a customer has an alarm
Opens the case with the installation identified.
What it doesn't do: It doesn't diagnose the fault over the phone.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
Plant monitoring on your own server
Your customers' generation data on your own infrastructure.
- Your own server, not the manufacturer's portal
- Tested backups
- Monitoring that alerts you before the customer calls
Inverters connected and watched
An inverter exposed on the internet is an open door.
- On-site connectivity for every installation
- Protected perimeter at the customer's site
- Coverage in the warehouse and workshop
Protection of monitoring and customer data
You see your customers' power consumption: that's sensitive data.
- ESET on office and field equipment
- Managed firewall over the monitoring
- Control over who accesses each plant's portal
Custom work and support
When the standard isn't enough, and who answers after go-live.
Sizing with your own tables
Your calculation criteria, not those of a calculator that doesn't know the local climate.
- Your own sizing formula
- Panel and inverter catalog
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load the equipment catalog, quote templates, crews and maintenance contracts.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Can I quote with templates by installation type?
Yes, with templates by system size and type, adjustable per project.
Does it track serial numbers for warranties?
Yes, per panel and inverter, with installation date and warranty expiration.
Does it handle recurring maintenance?
Yes, with contracts, scheduled visits and automatic billing.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Technical quoting, projects, serialized inventory, after-sales and invoicing. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's quote fast and keep the job under control.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI