1
Capture and assign the enquiry
Search Customers → Customer Records before creating a record. Confirm contact details, lead source, owner and communication consent. Meta leads can arrive automatically.
2
Qualify and record the next action
Call or message from the customer record or Comms. Record the outcome, update the appropriate stage and create an owned follow-up task. Gather the address, electricity bill, goals and site information.
3
Assess and quote
Open Quick Create Quote. Check the customer, equipment, installation conditions, bill analysis, savings, incentives, payment schedule and internal BOM. Preview before sending.
4
Follow up and confirm the outcome
Check the sent/viewed/accepted state and the customer’s scheduled messages. Keep manual outreach coordinated with automatic journeys. Check acceptance and payment separately.
5
Prepare the installation
Open the linked project. Confirm customer information, funding, installer, equipment and readiness. Set a date only when the required prerequisites are satisfied.
6
Deliver and close out
Track the job, collect completion evidence, resolve compliance and rebate work, and reconcile outstanding payments. Complete the remaining tasks before close-out.
Make each handover clear
Agree these responsibilities with your team. Job titles may differ, but every handover needs a named owner and a next action.
Do not leave a handover only in a conversation. Update the relevant record and create an owned task for outstanding work.
Keep these records distinct
Accepted does not mean paid. Paid does not mean ready for installation. Installed does not mean compliance and financial close-out are finished.
Your next step
- Setting up the business: follow organisation onboarding, then work through the setup checklist.
- Running operations: continue to projects and jobs, then calendar and rebate tracking.
- Managing payments: read payments and project finances.
- Welcoming a rep: prepare their team access, then send them Sales rep onboarding. They can follow it independently, with a manager-approved practice record.