Workflows

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.

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:

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• 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

Installer Job Acceptance

Installers can be required to accept and mark a job as ‘Accepted’ in the Install page. You can enable this feature in Business Settings.

This acceptance has two options:

1. Accept the job as is.

2. Accept the job with modifications.

Accepting and modifying a quote

When an installer is given the ‘Contractor’ access AND you require jobs to be accepted by the installer, use the following workflow:

1. A quote is prepared and approved by a customer with the Installer selected with the Install job role

2. The Installer is sent the Install Job Pack. This invites the installer to the job via a link to the job in SolarPlus

3. The Installer logs in and reviews the quote.

4. The installer may do a site inspection in which they may identify additional work or some condition which demands a variation to the design.

5. The installer then has the option to accept the job as is or they may select the option ‘Accept with modifications’.

Modified Quotes

This means that the original quote (accepted by a customer) is left and a new duplicate quote is created with the status ‘Modified’.

The install can now edit the modified quote in a few ways:

1. On the install page, the installer can select items from your inventory to request them to be added to the quote.

2. On the Design page, the installer can change the panel layout, add or remove panels from the system, add or remove other components from the system

3. On the Site Survey page, set cable lengths which will affect the system performance.

Finalising Modified Quotes

The Modified quote can then be reviewed by the Customer Rep who will have received an in-app notification to advise them of this.

The rep can then send it to the customer for approval. When a Modified quote is accepted, the original quote is automatically marked Rejected.

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.

Workflow Map