Sales project job types
Sales projects include two job types:
- Inspection – for visiting the site to assess the system design.
- Installation – for installing and commissioning the system.
Inspection
An inspection job allows your installation team to visit the customer's property before committing to the full installation. This helps identify any issues with access, roof condition, or other factors that might affect the design or installation approach.
When you create an inspection job, the project moves to the Inspection stage.
| Step | Where | Purpose |
|---|---|---|
| Start inspection job task | Console | Start the job, and add an optional job note to the information sheet for installers. |
| Accept and schedule inspection job | Installer app | Review the inspection job and agree on a date and time with the customer. |
| Inspection checklist task | Installer app | Complete the inspection and record information for the inspection report. |
| Review inspection reports task | Console |
Review the report and determine if the:
|
| (Conditional) Update Pylon quote task | Console |
This task is only shown if the site passes inspection, and the quote needs to be updated. In it, you’ll be prompted to update the quote in Pylon. |
Once the inspection is completed, the project can move forward to installation, or be marked as Failed if critical issues are identified.
If needed, you can set inspection jobs as required in your organisation’s settings.
Installation
The installation job covers everything from pre-installation preparation through to final commissioning and invoicing. This is where the solar system is physically installed and connected.
When you create an installation job, the project moves to the installation stage, and the Quote status changes to Accepted. The job includes these Tasks, which must be completed in order.
| Step | Where | Purpose |
|---|---|---|
| Start installation | Console | Start the installation job workflow. |
| Start installation job task | Console | Start the job, and add an optional job note to the information sheet for installers. |
| Lodge application to connect task | Console | A reminder to lodge the application to connect with the customer’s distributor. |
| Upload permission to connect task | Console | A reminder to upload the permission to connect to UPowr. |
| Accept and schedule installation job | Installer App | Review the installation job and agree on a date and time with the customer. |
| Set up site in STC platform | Console | A reminder to set up the site in your STC platform. |
| Pre-installation checklist task | Installer app | Record information for the installation report. |
| Roof works installation task | Installer app | Record information for the installation report. |
| System installation task | Installer app | Record information for the installation report. |
| Commissioning sheet task | Installer app | Record information for the installation report. |
| Review installation reports task | Console |
Review the report and:
|
| (Conditional) Update Pylon quote task | Console |
This task is only shown if the quote needs to be updated. In it, you’ll be prompted to update the quote in Pylon. |
| Update asset serial numbers task | Console |
This task is only shown if serial numbers are missing. In it, you’ll record the missing serial numbers for any assets that you installed. |
| Upload installation compliance documents tasks | Console |
A reminder to upload the:
|
| Invoice customer task | Console | A reminder to generate an invoice and send it to the customer. |
| Confirm customer payment task | Console | A reminder to add the final payment to the project charges. |
Once all tasks are complete and thejob reaches Commissioned status, the project moves to the Completed outcome.