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Onboard Customer Site task

This Task is:

  • triggered when a Customer is created in, or transferred into, the UPowr platform.
  • done by Principal Design.

In it, you’ll review the information the system was able to pre-fill and manually enter other information where required.

Outcomes​

Pre-filled sections​

The information the Customer has entered and uploaded is provided in the Project request section. It may also be used to pre-fill the Details and Bills sections.

Details​

This is where you review or enter information about the installation Site. If the Customer provided this information during the lead submission or product application stage, many fields here will be pre-filled.

Files​

This is where you can view any files provided by the Customer, including recent electricity bills and the switchboard photo.

Energy usage and retail offer​

This is where you enter information about the Customer’s energy usage and bill amounts. If they:

  • Uploaded a PDF of a recent electricity bill - the Bill readings tab may be pre-filled.
  • Entered a historical bill amount - the Bill amounts tab will be pre-filled.
  • Uploaded a non-PDF bill - this section will be blank, and you’ll need to view their bill to fill out the Bill amounts or Bill readings tab.

The energy profile and retail offer will be automatically selected based on the DNSP. You can, however, override these with preconfigured or custom offers.

Interval meter data

The UPowr platform is able to ingest meter data at 30-minute intervals for a Site. If this option is used, the data will be shown on the Site record.

Steps​

To do this Task:

  1. Go to Details and enter the required information:. This may include:
    • Prime contractor - This will determine which Prime contractor is assigned to complete relevant Tasks and view information in Retool.
    • Project class - This will determine the Project class flags applied.
    • Address - Enter the correct address and drag the pin (📍) to the correct location.
    • Phases - Take from switchboard photo if provided, or set to 1.
    • NMI - Copy from a bill if provided, or look up.
    • DNSP - Copy from a bill if provided, or look up.
    • Retailer - Copy from a bill if provided, or leave blank if not known.
    • Switchboard photo reviewed date - Enter if a switchboard photo was uploaded.
  2. Go to Energy usage and retail offer section and review the information in it. If required, you can also:
    • Enter any missing information.
    • Override the default Energy profile.
    • Override the default Retail offer.
  3. Select what happens after the task:
    • Start a Quote / Start a Quote in a new Sales project (Note: What you see will depend on whether a Sales project has been created)
    • Do nothing
  4. Click Complete.

Reject the Project​

When a Customer fills out a Quote request form, a Sale project is automatically created for them. If you don't need continue onboarding their Site, for example, if it's in an unsuitable location, you can reject the Project.

To do this:

  1. Click the Reject Project button.
  2. Select the rejection reason.
  3. Click Reject.

The task will close.

Export data is required for battery-only quotes

If the Customer has requested a battery-only Quote, export data must be entered in the Bills section. This data may be pre-filled, but if it wasn’t, you’ll need to infer it from an uploaded bill.