> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# 4. Understand the home

> Start with the customer’s needs. Let accurate information shape the offer.

export const LessonChecklist = ({lessonId, items}) => {
  const courseKey = "arcsolar-sales-onboarding-v1";
  const readProgress = () => {
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  const [saveFailed, setSaveFailed] = useState(false);
  useEffect(() => {
    const saved = readProgress()[lessonId];
    setChecks(items.map((_, index) => Array.isArray(saved) && saved[index] === true));
    setLoaded(true);
  }, [lessonId]);
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  return <fieldset className="my-8 border-0 border-t border-zinc-200 px-0 py-5 dark:border-zinc-700">
      <legend className="pr-3 font-semibold">Your checkpoint</legend>
      <p className="mt-0 text-sm">Tick each box when you have tried it or talked it through with your manager. You can untick a box to revisit it.</p>
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          <input type="checkbox" checked={checks[index] || false} disabled={!loaded} onChange={() => toggle(index)} className="mt-1 h-5 w-5 shrink-0" style={{
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};

Lesson 4 of 7 · Sales rep onboarding

A confident recommendation starts before you choose a panel or battery.

**Your goal:** collect the essentials and understand what the energy figures mean.

## Ask for the essentials

Use your team’s approved request process to collect:

* The customer’s goal: lower bills, a battery, backup needs or a different priority.
* The installation address and existing solar or battery details.
* A recent electricity bill and the site photos your team requires.
* Roof, switchboard, phase, access or installation details that still need checking.

Read [Collect site information](/quoting/site-information) for the full checklist. Never promise technical suitability from an incomplete form.

## Read a bill with ArgonixIntelligence

1. Open the quote’s bill-assessment flow and use an approved sample bill.
2. Choose **Assess bill with ArgonixIntelligence**.
3. Open **Review bill assessment**.
4. Compare the extracted billing period, usage, rates and address with the original.
5. Apply only the values you have checked. Confirm the installation site separately.

The detailed [bill-analysis guide](/quoting/bill-analysis) shows what to review. Keep private customer bills in the approved workflow.

## Explain savings simply

Savings are an estimate based on assumptions, not a promise. Check whether usage means electricity bought from the grid or total household use, especially when the home already has solar.

Confirm the bill period, tariffs, existing system and whether it will be kept or replaced. Ask your manager when an input is unclear.

Try saying: “This estimate uses the usage and rates we reviewed. Your result will depend on how you use the system and future energy prices.”

[Understand the savings estimator](/quoting/savings) before explaining a live result. If your role includes roof layouts, also read [Roof design](/quoting/roof-design) with your manager.

## ArgonixIntelligence, by your side

Bill analysis saves preparation time. You remain the final check on every value you apply. If the source and assessment disagree, resolve that difference before quoting.

<LessonChecklist lessonId="assessment" items={["I know which bill, photos and site details to request.","I can compare a bill assessment with its source before applying values.","I can explain that savings are estimates and identify the assumptions to check."]} />

[Continue to lesson 5: Build a confident quote](/sales-onboarding/quote)

[Previous step](/sales-onboarding/conversation) · [Course overview](/sales-onboarding)

*The ArcSolar team · [support@arcsolar.com.au](mailto:support@arcsolar.com.au)*


## Related topics

- [3. Make the conversation count](/sales-onboarding/conversation.md)
- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [Understand the dashboards](/reporting/overview.md)
- [Understand the customer's quote view](/quoting/customer-view.md)
- [Understand the PayTo mandate](/setup/payto.md)