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All site visits, installations and handover documents live here β one job at a time.
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β‘ Create First Design
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System Size
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Battery
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Client
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Stage
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1
Site Visit
2
Install Prep
3
Installation
4
Completion
5
Handover
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Design Change Detected β Action Required
The site assessment recommends a different system to the original accepted proposal.
Originally Proposed
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Accepted by client
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Recommended After Site Visit
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Based on actual site conditions
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β Design change documented.
STEP 1Site Visit Assessment
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Client Notification
Client not yet notified
Fill in the assessor name and visit date/time below, then notify the client.
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Visit Details
Roof Assessment
Electrical
Shading
Recommended System
Saving...
STEP 2Installation Preparation
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Team Assignment
Equipment Specification
STEP 3Installation Checklist
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Tick each item as the installation progresses. Each tick is saved immediately.
Pre-Installation
Structural & Mounting
Electrical
Commissioning
STEP 4Final Completion & Sign-off
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Final System Specs (as installed)
Inspector Sign-off
STEP 5Customer Handover
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Compliance Details (COC)
Customer Training
Handed Over By
Handover Document Preview
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