Here's a quick walk through on how to create and schedule a Solar Installation job in the GreenDeal Retailer platform.
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Introduction
So you've successfully logged into the GreenDeal Retailer platform. Welcome!
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Click here to 'Add an Installer'
Before I show you how to create a STC solar installation job. Let me first quickly show you how to add an installer to your retailer portal. Click Installers here on the left hand side menu.
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How to create an installer - 2
Here you see a list of all your existing installers. So to create a new installer. Click on Add an installer button.
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How to create an installer - 3
Alright so to create an installer we need to fill this form. Let me quickly fill the mandatory fields here.
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How to create an installer - 4
see here - how I have completed some important and mandatory info for demo purposes. Installer name and contact details. And, see here it is important to mark whether the installer is also a designer, an electrician and a plumber. You'll note that I marked this installer to be a designer and an electrician only and not a plumber for demo purposes. Click Create!
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How to create an installer - 5
Great! You have added the installer successfully to your retailer portal. Let's create a STC solar installation job now. And, we should be able to use this installer which we just created. Let's go.
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Click "PVD Jobs"
So To schedule a solar installation job. Access the "PVD Jobs" section.
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Click "Create a PVD"
Click 'Create a PVD'
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Work Type
Select the 'Work Type' you would like. There are three options. We select STC as this demo is focussed on a how to create a Solar Panel installation job. The other two options - PRC BESS 1 and 2 are for Battery installation which is covered in another demo video.
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Connected Type
Next we move to System Information. Select how the system would be connected. ON or OFF grid. In this case let's select On Grid
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NMI Field
Now we fill in the NMI field
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NMI Field
note 10 or 11 characters only.
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Click here
Enter the Grid connection Application reference number
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Grid Connection Application Reference number
When you apply for a Grid Connection, your Network Service Provider would have provided you with a reference number.
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Trade Mode
So now it's time to select how you want the STC value to be paid. For now, choose OSW Credit. This option allows you to use this credit to purchase solar panels or inverters from OSW in future. You can also choose cash if you would like to get paid the STC value via bank account. But please note that Cash trade usually takes more time.
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Click "One Stop Warehouse Finance Pty Ltd" as your STC Agent
Select "One Stop Warehouse Finance Pty Ltd." as your STC agent
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Click "One Stop Warehouse Finance Pty Ltd" as your STC Agent
Here
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PO reference for this Job
Enter your PO reference for this Job
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Order reference for this Job
-- now Enter your order reference for this Job. Please note that order reference number is optional.
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Installation address
ok lets specify the installation address
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You can see address on the map
here it has generated the map of your location - and here you can see the roof of the house on the map
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Select Installation Type
Now, let's enter details about the installation. Select New as the Installation Type
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Additional details about the new system
Specify additional details about the new system.
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Enter additional details about the building
Provide any other information about the building.
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Site Attributes
In site attributes, select your story type, in this case , select "Single"
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Click "Building or Structure"
Select your system mounting type. For this solar installation job, select Building or Structure
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Select Roof type
select your Roof type, in this case we Select "Tile."
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Select Panel Type
now select your Panel Type, in this case we Choose "Mono."
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Phase
Select your phase. In this case we Select "Single."
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Property Type
select your Property type, in this case let's choose residential
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Enter the Owner's First Name
Enter the Owner's First name
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Owner's First Name
Enter it here
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Owner's Last Name
Last name goes here
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Mobile Number
Enter Owner's mobile number
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Owner's Mobile #
enter in this field here
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Owner's email ID
Enter Owner's email address
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Owner's Email ID
here
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Owner's STC Unit Price
Enter the STC unit Price. This is the STC price offered to your customer, a recipient created tax invoice will be issued to your customer via email and text message when job becomes submitted.
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Co-owner
Also. You could add the co-owner here. For example a family member who could sign off on behalf of the owner when the owner is not available. Isn't it handy?
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GST(STC)"
Ok one more thing. Leave GST unchecked in this case because GST does not apply for residential jobs however, if the installation is intended for a commercial building or commercial purposes , please select the GST.
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Schedule Date
Let's now schedule the installation job. Select a date from the date picker
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Scheduled Date is set!
Nice, we have set the schedule now
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Enter 3 or more characters to select a solar panel
Now let's select your solar panel
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Enter how many solar panels you need?
Enter how many solar panel you need. Also don't forget you could add more panels if you like. And, choose another company for your other panel provider.
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See how you are progressing through the form
Oh and did you see .. on the right this shows how you are progressing through the form
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See Est. STC's here
Here you see how many STC are estimated based on the number of solar panels required
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Select Inverter
Now is the time to select the inverter
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Enter how many inverters are required?
Enter the number of inverters required. And, see the green bar. It shows how much inverter capacity is allowed and that your system complies with the CEC design and installation guidelines. Well done!
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Select your installer
ok let's Select an Installer
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Dummy installer
let's choose a dummy installer for the demo purposes.
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Select your Designer
now let us select the designer
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Dummy Designer
for demo purposes let us choose the dummy designer again
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Select Electrician
now let's Select an Electrician
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Dummy electrician
and to keep it simple - we choose a dummy electrician too
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Enter any instructions for your installer
And this is important from my experience - Enter any instructions for your installer here
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Click here if you want your installer to pick up the order?"
Ok one last step - Specify here if the installer needs to pick up the order.
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Click here to confirm the order
Alrighty - Let's Confirm the order!
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Review before you click create
Okay - let's review quickly before we click the create button
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If all looks good then Click "Create Job"
so it all looks great - let's create the job
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Enabling the Solar Panel Validation function
Select Yes to enable the Solar Panel Validation function.
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Click "The job has been created successfully!"
Acknowledge the successful creation of the job.
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So here are a few important details.
So here are a few important details - see here - the estimated number of REC quantity 54
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And here
and here, the estimated rebate amount of $2,105.46. And,2 lines below, see it is in the scheduled stage now.
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Live Chat
If you need any assistance at any time, please do not hesitate to reach out to us via the Live Chat option located on the bottom right corner of the app. Just click and ask your question
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Thank you
So just to summarise this demo covered the important steps required to create a PVD job - in other words a STC Solar installation job in GreenDeal's Retailer desktop platform, including selecting work types, providing system information, confirming details, and finalizing the job creation process. Follow the engaging instructions to efficiently navigate through each step. Thank you again for your time and good luck with the installation. Let's go Solar.
Greensketch Team