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 |
|---|---|---|
| Confirm inspection task | Console | Confirm the inspection job, and add an optional 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 artefacts task | Console | Look over the inspection report and decide if any changes are needed to the Pylon proposal. |
| Complete inspection review task | Console | Decide whether the project can continue to an installation job. |
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 |
|---|---|---|
| Confirm installation task | Console | Confirm the installation job, and add an optional note to the information sheet for installers. |
| Lodge Permission to Connect task | Console | A reminder to lodge the application to connect with the customer’s distributor. |
| Receive 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. |
| Send order request to supplier | Console | A reminder to order stock for the installation job. |
| 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 artefacts task | Console | Look over the installation report and decide on an outcome. |
| Update asset serial numbers task | Console | Add the serial numbers of any assets that you installed to UPowr. |
| Upload regulatory documents task | Console | A reminder to upload the required regulatory documents ot UPowr. |
| Upload STC assignment form task | Console | A reminder to upload the STC form to UPowr. |
| Generate customer invoice task | Console | A reminder to generate an invoice and send it to the customer. |
Once all tasks are complete and thejob reaches Commissioned status, the project moves to the Completed outcome.