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Open: the quote’s site-information step or the customer’s site details.
  1. Confirm the installation address, including unit and postcode.
  2. Review existing dwelling, roof, storey, electrical-phase and access details.
  3. Use the site-information request action when the customer needs to supply more.
  4. Confirm the destination before sending the secure link.
  5. Ask the customer to complete the form and upload the requested bill/photos.
  6. Review the returned information before selecting equipment or confirming readiness.
The customer-facing form is for supplying information. Submission does not accept a quote, approve finance or reserve an installation date.

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Review uploads

Check that the bill belongs to this customer and site and covers the intended period. Check that photos are readable and show the requested equipment or access point. Record anything that still needs an installer review. Site information can be reused in quoting, but do not assume older photos reflect current conditions. Reconfirm changes such as a switchboard upgrade, new electric vehicle or replacement roof.

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If the customer cannot complete it

Check the link status and the upload instructions shown. Use the approved alternative collection process if needed, and record the source and date. Do not place a private customer link in public documentation.

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ArgonixIntelligence in this workflow

Use Assess bill with ArgonixIntelligence once the correct bill is uploaded. Applying extracted site details requires review; an extracted address or meter identifier should not silently replace verified customer information.

Related topics

4. Understand the homeThe customer journeyManage the pipeline and deal stagesManage projects and jobsCreate and send a quote