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PPA milestones · PM-Surya-Ghar subsidy tracking · net-metering on WhatsApp. MNRE · BIS · CEIG-compliant from.
Customer sends meter photo on WhatsApp. Wendesk logs it, fires MNRE / PM-Surya-Ghar claim draft, and replies with claim reference — all in under 90 seconds.
31 state-level DISCOM templates pre-loaded. Forms auto-filled from CRM, signed digitally via IT Act DSC, submitted and tracked without leaving Wendesk.
8-stage EPC pipeline (Inquiry → Survey → PPA → Sanction → Install → Commission → O&M → Renewal) with milestone WhatsApp alerts to the customer.
Generic CRMs don't understand kilowatt-peaks, DISCOM application queues, PM-Surya-Ghar subsidy disbursement windows, or CEIG high-voltage clearance workflows. Wendesk's energy overlay does — out of the box.
PM-Surya-Ghar subsidy disbursal averages 4-6 months because claim packets are incomplete at submission. Wendesk's pre-flight checklist auto-flags missing meter photos, BIS certificates, and load-sanction letters before the claim goes out — reducing rework cycles from 3 to under 1.
Net-metering policy differs across 29 states — form formats, fee structures, inspection protocols, and approval timelines all vary. Teams maintain 31 spreadsheet versions. Wendesk ships all 31 state DISCOM templates pre-loaded, auto-populated from the installation record.
Field technicians get WhatsApp messages, miss them, and inverter-fault tickets sit unassigned for 48+ hours. Wendesk's O&M module auto-classifies faults (inverter · wiring · grid outage), assigns the nearest certified technician by pincode, and sends an ETA to the customer on WhatsApp.
Project managers juggle 50-200 concurrent installations across multiple states. Status lives in WhatsApp groups and Excel. Wendesk's EPC pipeline gives a real-time Kanban of every site — stage, blockers, next action — filterable by state, installer, and sanction authority.
State electricity boards revise net-metering tariffs quarterly. Billing teams manually patch rate cards. Wendesk's tariff engine applies version-dated rate tables per DISCOM zone — billing runs correctly even mid-rate-revision without manual intervention.
Most CRMs only track the sale. Wendesk surfaces the installation stage each project is in right now — the criteria that define the boundary, the responsible team, and the trend vs the previous 90-day window. Powers subsidy-claim dispatch, O&M scheduling, and renewal campaigns.
6 custom objects ship out of the box for Energy & Utilities. Add more — battery storage units, grid-tie certificates, insurance policies, DISCOM inspector contacts — in the admin, no code.
Consumer name · address · GPS pin · rooftop area · sanctioned load · phase (1ph/3ph) · DISCOM zone
Site · tenure · tariff rate · generation guarantee · digital signature · IT Act DSC status
MNRE claim ID · PM-Surya-Ghar tranche · documents checklist · submission date · disbursement status
Site · fault type · assigned technician · SLA hours · resolution notes · spare parts used
Serial number · BIS cert · IEC class · kWp rating · install date · last reading · net-gen units
State · application ref · fee paid · inspection date · approval status · net-metering tariff applied
Subsidy claim workflows · accreditation record · channel-partner eligibility
Inverter and cable cert gate · BIS IS 16221 · IEC 62109 class logged per unit
HV clearance flag above 11 kV · net-metering application · state tariff compliance
Consumer consent on data capture · DSR-ready · digital signatures on PPAs
Energy & Utilities ships with five pre-built WhatsApp flows — subsidy-claim document collection, DISCOM application status, O&M ticket dispatch, PPA milestone alerts, and net-metering approval notification.
Customer shares meter photo + DISCOM letter on WhatsApp. Wendesk extracts meter serial, logs reading, validates BIS cert, and fires the PM-Surya-Ghar claim packet — all in under 2 minutes.
Every state DISCOM application gets a reference number tracked in Wendesk. Status-change webhooks fire a WhatsApp update to the consumer and the EPC project manager simultaneously.
Consumer raises a fault on WhatsApp (or field tech logs it on the app). AI triage classifies: inverter fault · wiring issue · grid outage. Nearest certified tech assigned by pincode with ETA sent to consumer.
8-stage EPC milestone alerts fire on WhatsApp at each stage. Net-metering approval triggers a congratulatory message with generation forecast and first billing date.
<b>EN + HI from launch.</b> All flows ship in EN + HI. Marathi · Gujarati · Tamil on Pro tier — essential for tier-2/3 solar EPC markets where Hindi and regional languages dominate.
Industry baselines derived from solar EPC operator benchmarks and V1 energy-utility tenant cohorts. Median across residential and light-commercial rooftop solar installers in Maharashtra, Rajasthan, and Gujarat.
Pre-flight checklist catches missing BIS certs and meter photos before submission. Industry baseline is 3 rework cycles per claim.
from 3 cycles baselineAuto-filled state DISCOM template from installation record. DSC e-signature applied. Submission confirmed. Was a 2-3 day manual process.
from 2-3 daysAI triage + nearest-tech dispatch cuts mean resolution from 48+ hrs. SLA breach alerts fire on WhatsApp if ticket crosses 4-hr mark.
from 48+ hrs baselineEvery active installation site stage-tracked in real time. Zero sites in unknown status. Managers get daily digest on WhatsApp.
from ~30% visibleOnce you grant scoped access at mcp.wendesk.com, your agent can interact with your tenant data — gated by the same 3-part permission matcher as the dashboard.
// Claude calling Wendesk via MCP — submit PM-Surya-Ghar subsidy claim POST https://mcp.wendesk.com/mcp Authorization: Bearer eyJ... { "jsonrpc": "2.0", "method": "tools/call", "params": { "name": "industry.energy-utilities.subsidies.submit", "arguments": { "installationId": "SITE-MH-00482", "schemeCode": "PM_SURYA_GHAR", "meterPhotoUrl": "s3://wd-docs/site-mh-00482-meter.jpg", "discomApprovalRef": "MSEDCL-NM-2026-44192", "capacityKwp": 3 } } } // 200 OK — claim filed + WA confirmation sent to consumer { "claimRef": "PSGR-MH-2026-09182", "subsidyAmountInr": 78000, "disbursementEtaDays": "60-90", "waNotified": true, "audit": "via=mcp · client=claude-desktop" }
Same site-survey · milestone-billing · contractor-dispatch model for civil construction and infrastructure EPC projects.
Energy consumption tracking, utility billing, and demand-side management for manufacturing plants running on industrial tariffs.
Telecom tower energy management — DG runtime tracking, solar + DG hybrid billing, and DISCOM connection coordination for new tower sites.
Solar EPC founders, DISCOM solution providers, utility billing firms — drop your phone or chat on WhatsApp. We respond within 90 minutes, in English or Hindi.