Solar, enquiry to warranty

The journey at a glance

1. Stage 1EnquirySolar lead logged
2. Stage 2Roof layoutPanels on the roof
3. Stage 3Parts listNothing missed
4. Stage 4Quote and subsidyPriced and claimable
5. Stage 5ApprovalMargin protected
6. Stage 6Site verificationChecked before stock moves
7. Stage 7InstallationActual material tracked
8. Stage 8Handover and warrantySigned off, covered

Stage by stage

1. 1 Enquiry

   Without software Enquiries are scattered across phones.

   With AIMS Each enquiry becomes a solar opportunity.

   Customer records and activity

2. 2 Roof layout

   Without software Panel counts are guessed in the office.

   With AIMS The roof is filled with panels and drawn.

   Panel layout and parts list

3. 3 Parts list

   Without software Cables, earthing and boxes get missed.

   With AIMS Your rules add every part by system size.

   Panel layout and parts list

4. 4 Quote and subsidy

   Without software Subsidy and tax are worked out by hand.

   With AIMS Subsidy slabs and tax are applied on the quote.

   Solar quotations

5. 5 Approval

   Without software Discounts go out unchecked.

   With AIMS Discounts and scope go for approval first.

   Solar quotations

6. 6 Site verification

   Without software The site needs more than was quoted.

   With AIMS Verified quantities are checked against the quote.

   Site verification and installation

7. 7 Installation

   Without software Nobody knows what was really used.

   With AIMS Estimated, confirmed and actual quantities are tracked.

   Site verification and installation

8. 8 Handover and warranty

   Without software Warranties are tracked in files.

   With AIMS Panel and inverter warranties start at handover.

   Site verification and installation

What builds up over time

• Every quote built the same way, so margins hold across reps and branches.
• Paperwork filled from the job, so connections and subsidies are not held up.
• Each installed system on record with its warranties, ready for service.

Guides on this topic

• DC-to-AC ratio: setting sizing limits on quotes

  What the DC-to-AC ratio is, why installers oversize panels against the inverter, and how to put a limit on every quote so no rep goes too far.

  2 min read
• Lead to cash, and where deals leak on the way

  The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.

  2 min read
• Net-metering paperwork: fill it once from the quote

  Why net-metering and subsidy paperwork slows solar jobs down, and how to fill every form from the quote instead of retyping it.

  2 min read
• Quoted vs installed: stopping material variance

  Why solar jobs use more material than quoted, where the margin goes, and how to check the site before stock leaves the store.

  2 min read

Questions you may have