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Open the quote’s energy profile and savings step.

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Set the baseline

Confirm consumption, average bill, tariff, usage rates, daily supply charge and feed-in rate. Choose whether consumption means household use or grid purchases shown on the bill. For existing solar, grid imports alone do not measure all household demand. Check whether the old system stays, expands or is replaced.

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Review the assumptions

Check daytime, evening and overnight use, load shifting, system size, battery capacity and generation assumptions. When plan search is offered, match the customer’s actual tariff; use manual rates when it does not match. A recent bill gives less context than annual or interval data. Explain that limit before presenting a comparison.

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Share the result

Read the current cost, estimated future cost and savings together. Check whether finance repayments or recurring benefits are included. Generation, timing, exports, losses and tariff changes affect the outcome. Resolve warnings and inspect the customer preview. If the evidence cannot support a useful comparison, use the available omit-savings option. Sent documents retain the issued assumptions. Savings and payback are estimates, not guarantees.