SolarPlus takes you from initial enquiry through to system design, quoting, point of sale, installation, commissioning and system handover. Use the workflow tabs at the top of the page to navigate through the different steps.
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Quote Workflow
The creation of a quote launches you into a quote workflow. Follow the tabs in the header from left to right to complete a quote.
Install Workflow
The Install workflow is from Job Scheduling to Commissioning. Once a quote is marked as accepted or with customer, you have access to the Install workflow, to track the job from the point of sale through to installation and commissioning completion and handover of the system manual:
Install Manager details job tracking for installations with a schedule of default and customized installation tasks that are synced with the calendar, plus the organization of uploaded documents
A better place to track the install tasks is from the “Installs” view as marked in the image above. The install dashboard offers a high-level view of all approved jobs and their install stages. More info here: /wiki/spaces/SPHC/pages/1350140241
Risk Manager provides a risk assessment checklist for solar installations and, where required, batteries, including arc flash calculations
Install information including line diagram, cable data, panel layout, bill of materials, site-specific notes, and documents
Commission checklist for solar and system specified battery installations, provision to upload additional documents, and generation of system manual for handover
Customer List
Quote Sidebar for quick-view and Handoff
Within any quote or install workflow you can view contact information, duplicate any quote for this contact or handoff the quote/job.
The handoff function allows you to pass off to another team member, a particular quote or contact for them to follow up in their particular job role.
Handoff of a quote/install job
While working on any quote you will find the contact details always visible by clicking on the ‘list’ icon in the top right of the page header.
Open the Contact quick-view panel
Click ‘Handoff’ to switch to the handoff panel
Select the team member you wish to notify and assign a job role
Select the job role you wish to set the user to (note that you may not retain visibility of this quote if the user replaces you as for example, the Customer Rep.
Choose whether you wish to assign only the current quote/job (default) or ‘All quotes for this contact’
Add any notes to brief the user on any aspects of the quote/sale/job you wish to highlight
Click Notify
Workflow Map
