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Applying for Solar Victoria Home Rebate Program
What to Expect?
Once a sale is finalized, the sales team provides us with the necessary details, including a comprehensive sales contract containing all information required for the Solar Victoria rebate application. Additionally, the customer’s email and phone number are shared for communication purposes.
We then upload the customer’s information to the Solar Victoria portal and generate their login credentials, allowing them to complete the rebate application. Throughout the process, we actively track the application’s progress, send timely reminders, and provide assistance if required to ensure smooth completion.
After the rebate is approved and the installation is complete, we upload the Certificate of Electrical Safety (CES) and the final sales contract to the portal. If any adjustments are needed, we ensure they are made promptly to finalize the process efficiently.
Applying for PreApprovals
What to Expect?
The pre-approval process begins with verifying that we have the customer’s electricity bill. We then log in to the respective distributor’s portal—such as Powercor, AusNet, or any other applicable provider—to submit the necessary system details, including the requested export limit.
Before submission, we carefully verify all provided data to ensure accuracy and compliance. Once the pre-approval request is submitted, we update the status in the shared Google Sheet, allowing installers and retailers to track the progress. This ensures they have the necessary confirmation when designing the system and preparing for installation.
Applying for Certificate of Electrical Safety (CES)
What to Expect?
As the installation is completed, the installer will send us a description of the work in a set pattern that we provide (if required) or use their own standard format.
The installer or retailer will provide:
✔ Description of Work
✔ Job completion date
✔ Confirmation that the job was scanned on the same date
We will cross-check all the provided information before creating and filling out the CES.
CES Creation & Verification – We will generate the CES and verify all details using the supporting documents provided.
Form Completion & Saving – Once all required fields are accurately filled, the CES will be saved in the system.
Installer Notification – The installer will be informed via WhatsApp once the CES is ready for review.
Installer Submission – The installer will review the CES, select the inspector, and submit it for approval.
Defect Monitoring – We will track the application and notify the installer if any defects are raised.
Defect Resolution & Resubmission – After defects are fixed, the installer will inform us, and we will resubmit the CES for final sign-off by the inspector.
Final Notification – Once the CES is approved, we will notify the installer.
Creating Small Scale Technology Certificates (STC's)
What to Expect?
Job Creation & Installer Notification
Once a job is scheduled for installation, we create the job in Greenbot and notify the installer that the job is now visible in their mobile app.
As the installation is completed, the installer submits all required photos through the app and sends a Job Completion Message via WhatsApp. We can provide our structured format for this message, or the installer can share their own preferred format for us to follow.
If the client uses a platform other than Greenbot, such as FormBay, they will guide us through their process, and we will take it from there.
Verification & Confirmation
We review the submitted photos to ensure all necessary documentation is available.
Once verified, we confirm with the installer that everything is in place.
Form Completion & Signature Requests
We fill out the STC form and send signature requests to both the system owner and the installer.
We follow up until all signatures are obtained.
Parallel CES Application
While awaiting signatures, we apply for the Certificate of Electrical Safety (CES).
Final Verification & STC Submission
After receiving the CES, we upload it and ensure the STC completion date matches the CES.
We reconfirm all system details before generating the STCs.
STC Submission for Claim Processing
Once STCs are created, we finalize and submit the job for STC claims processing.
Grid Connection Paperwork
What to Expect?
Data Collection: We gather all necessary information from the installer, including system details, customer information, and technical data required for grid connection paperwork.
Document Preparation:
- Create CES (Certificate of Electrical Safety)
- Prepare EWR (Electrical Work Request)
- Complete EG Applications (Embedded Generation)
- Manage Pre-Approvals (as per distributor requirements)
- Verification: All documents are reviewed for accuracy and completeness before submission.
- Submission: We submit the required paperwork to the relevant distributor, ensuring compliance with their specific guidelines.
Creating Owners Manual
What to Expect?
The Owner’s Manual is an essential document pack provided to customers after the installation of their solar system. It contains all necessary compliance and warranty documents, ensuring they have a complete record of their system.
We compile the Owner’s Manual by attaching the following documents:
- Array Mounting Certificate
- Wiring Certificate
- DC Isolator Certificate
- Datasheets for Inverter and Panels
- Warranty Sheet for Inverter and Panels
- Wi-Fi Guide for Inverter
- Testing & Commissioning Sheet
- Roof Layout
We typically recommend using OpenSolar for generating Owner’s Manuals due to its structured format and ease of use. However, if the client has their own preferred solution, they can provide us with the required documents, and we will prepare, finalize, and submit the Owner’s Manual accordingly. Once completed, we send the final version to the customer on behalf of the installer or retailer.
Onboarding customer's to CRM
What to Expect?
Our Onboarding Customers to CRM service is designed to assist retailers and installers in managing their leads efficiently. If they have hot leads that need to be organized and assigned, we handle the process of downloading lead data from the source CRM—we recommend HubSpot for its robust lead management features.
Once the leads are retrieved, we assign them to the appropriate sales team members and notify them daily about new assignments. This ensures that the sales team can focus on closing deals without worrying about lead distribution.
Important Note: This is strictly a lead management service. We do not engage in sales or closing deals—our role is to streamline the process and support sales teams by ensuring their leads are properly assigned and updated within the CRM. The sales team takes over from there to nurture, follow up, and close the deals.
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