JOB PROCESS START TO FINISH
CALL A LEAD THEN FOLLOW UP WITH EMAIL
DURING THE PHONE CALL, IF THEY ASK FOR A PRICE OF A SYSTEM, JUST LET THEM KNOW THAT EVERY CASE IS DIFFERENT. WE DON'T JUST WORK WITH ANY CLIENTS. WE ONLY WORK WITH PEOPLE WHOM WE KNOW WE CAN HELP MAXIMISE THEIR SAVINGS WITH SOLAR POWER. TELL THEM TO FOLLOW OUR FACEBOOK TO LEARN MORE ABOUT US AND OUR CUSTOMERS. AND IF THEY FEEL CONFIDENT USING US, THEY CAN GET A QUOTE BY CONTACTING CRAIG.
ONCE JOB IS WON IN THE CRM
(contract is signed by client and returned to us)
ENTER DETAILS INTO THIS WORKFLOW AND PROCESS THE ORDER STEP BY STEP.
SEND A WELCOME EMAIL TO THE CUSTOMER
REQUEST SOLAR RUN AUSTRALIA TO APPLY FOR DISTRIBUTOR PRE-APPROVAL
ENTER DETAILS INTO THIS WORKFLOW AND PROCESS THE ORDER STEP BY STEP.
CONTACT VEDESH GODBOLE FROM SOLAR RUN AUSTRALIA TO PROCESS THIS FOR US:
Vedesh Godbole: 0423183959 | v.godbole@solarrun.com.au
Here are information on how to apply them if we ever have to do them ourselves. ENDEAVOUR PRE APPROVAL
There is a physical form for Endeavour which can be filled out if client already has a system installed- see forms below:
To speak to someone from Endeavour who processes the manual form: Ring 02 98537977 between 9am - 4pm working days.
ESSENTIAL PREAPPROVAL
Insert the perfect text that explains and educates your visitor to take the desired action you want them to take.
AUSGRID PREAPPROVAL
Insert the perfect text that explains and educates your visitor to take the desired action you want them to take.
Update Bridge Select
ADD CUSTOMER AND JOB DETAILS TO BRIDGE SELECT
Create Purchase Order In CRM
Check Stock Availability With Solarrun First
CALL WAREHOUSE TO CHECK STOCK AGAINST PURCHASE ORDER KHEM AT THE ENERGY DEPOT
PHONE: 0401 815 915 or 0452622355
Organise Date For Installation
CALL INSTALLER TO CHECK AVAILABILITY -
THEN CONFIRM AVAILABILITY WITH CUSTOMER.
Installers We Use
Mick / Momcillo Medic 0425255172 unaelectrical@yahoo.com
Kevin Bellomo 0499851687 info@mgesolutions.com.au
Wayne New 0418427659 superiorair1@bigpond.com
Rodney Marsh 0427079497 r.marsh@solarrun.com.au
Wayne Hinton 0408264837 wayne@empireenergy.net
Send Email Confirmation To Customer
SEND EMAIL REGARDING INSTALLATION DATE. INSTALLER LICENSE DETAILS (REQUIRED).
ATTACH THE INSTALLER PDF INFO PAGE ACCORDINGLY SO THAT THEY KNOW WHO IS GOING TO THEIR HOME FOR THE INSTALLATION.
Mick Medic
Rodney Marsh
Wayne New
Kevin Bellomo
Wayne Hinton
Email Install Details To Installer
PANEL LAYOUT IMAGE
PURCHASE ORDER
ADDRESS, DATE OF INSTALL
Allocate Installer In Bridge Select
Day Before Installation
CALL CUSTOMER AS A FRIENDLY REMINDER THAT THE INSTALLER IS COMING TOMORROW
Day Before Installation
CALL CUSTOMER AS A FRIENDLY REMINDER THAT THE INSTALLER IS COMING TOMORROW
Video on How to create Invoice in Xero and also how to apply payment OR ACTIVATE
FINANCE IF THIS JOB IS BEING FINANCED VIA PAYRIGHT [ https://merchant.payright.com.au/ ] OR
BRIGHTE [ https://portal.brighte.com.au/ ] ( [ https://portal.brighte.com.au/]
Request a login and password from our Director, Craig)
Install Completed
Check Info In Bridge Select And Submit STC
THINGS TO LOOK OUT FOR IN BRIDGE SELECT BEFORE YOU SUBMIT STC:
All icons have to go green - if it's still gray it needs to be attended to
All three installer presence photos are completed
SWMS, COMMISIONING REPORT, CCEW documents are attached
All panels' serial numbers are scanned and verified - please ensure the installers to not scan the paper. It has to be a scan of the serial numbers on the actual panels
APPLY FOR METER SERVICE REQUEST WITH ELECTRICITY RETAILER
IF YOU ARE FOR METER UPGRADE VIA EMAIL, PLEASE ATTACH THE 2 DOCUMENTS:
1.CCEW
2.DISTRIBUTOR PRE-APPROVAL
ORIGIN HAS AN ONLINE PORTAL THAT YOU CAN APPLY DIRECTLY:
Video Below on How to fill out the online portal
ENERGY AUSTRALIA USES A SPECIFIC FORM THAT NEEDS TO BE FILLED OUT AND EMAIL TO THEM:
Video Below on How to fill out the online portal
RECEIVE PAYMENT FROM CUSTOMER OR FROM FINANCE
PAYMENTS BY CUSTOMERS WILL COME INTO OUR BANK ACCOUNT THEN GETS IMPORTED AUTOMATICALLY INTO XERO.
WATCH VIDEO ON APPLYING THEIR PAYMENTS IN XERO
PAYMENTS BY PAYRIGHT OR OTHER FINANCE INSTITUTIONS WILL COME INTO OUR BANK ACCOUNT AND AUTOMATICALLY GETS IMPORTED INTO OUR XERO.
WATCH VIDEO ON APPLYING THESE PAYMENTS IN XERO.
Email Paid Invoice To Customer
SENDING CUSTOMERS FULLY PAID INVOICE / RECEIPT AND THANK YOU EMAIL.
ATTACH THE FIT FLYER AND REWARDS PROGRAM FLYER TOGETHER WITH EMAIL
UPLOAD ALL DOCUMENTS INTO CRM - MAKE IT GO GREEN
All areas in CRM with an* has to be uploaded with the required documents / photos.
Watch video below on how to make jobs go green in CRM
PAY SOLARRUN AU FOR THE STOCK
SOLARRUN AU WILL PAY INSTALLER
POWER TRADER WILL PAY US THE STC DIRECTLY
DELIVER THE FINAL PHYSICAL FOLDER TO CUSTOMER
WE SEND THE FINAL FOLDER WITH ALL THE IMPORTANT DOCUMENTS TO THE CUSTOMER.
THE FOLDER CONTAINS:
1.ALL PRINTED DOCUMENTS WITH * IN CRM
Business Card
COPYRIGHTS 2022 | SOLARRUN ILLAWARRA | TERMS & CONDITIONS