1
Choose the customer
Search for the existing customer and opportunity. Confirm email, phone and installation address. Resolve any duplicate warning before continuing.
2
Review site information
Review the customer form, uploaded bill and site details. Request missing photos or information. See site information.
3
Select services and energy profile
Choose solar, battery or the supported combination. Enter the energy profile or use bill analysis. Only the equipment steps relevant to the chosen services appear.
4
Select solar and battery equipment
Choose the exact package, panel model, quantities, inverter, battery and phase-compatible equipment. Review installation conditions, panel removal, extra storeys, cable runs and indoor requirements. Check Roof Vision when available.
5
Review savings
Confirm usage, tariff and existing-system assumptions in the energy/savings step. Review the estimate and any warnings. If savings are omitted, the customer preview must reflect that.
6
Review pricing, incentives and payment
Check the package-price basis, dated STCs, other selected benefits, services, discounts and the final total. Choose direct payment or configured finance and review all milestones and fees.
7
Review the bill of materials
Check exact equipment and quantities plus any required detailed materials. Internal costs and notes belong in the internal review, not customer copy.
8
Preview, then send
Open the customer preview. Check the recipient, site, selected system, total, savings, payment schedule and agreement. Use the final confirmation to issue the quote. Confirm the quote appears in the register and review delivery warnings.