Projects overview

A Project is a container for all the work done to fulfil a Customer's request. For example, the published Quotes and completed Jobs that facilitated their solar system purchase.

To track a Project's progress, you can refer to its Stage and State.

Project types

The Platform uses two Project types:

• Sales projects are used to organise any Quotes, Site inspection jobs, and Installation jobs that are needed when selling a product to a Customer.
• Service projects are used to organise any Audit and Asset replacement jobs that are needed when providing a post-installation service to a Customer.

Service (Legacy) projects

In v2.19, we switched from using a single Project type (called Project) to two - Sales and Service. To do this, we updated existing Projects:

• Projects with Quotes, Site inspection jobs, and Installation jobs became Sales projects.
• Projects with Rectification jobs and a Quote or other Job type also became Sales projects.
• Projects with only Rectification jobs became Service (Legacy) projects.

As of v2.21, creating new Service (Legacy) projects is no longer possible. From this version forward, post-installation work can be managed using Service projects.

Project record

On the Platform, information about a Project is consolidated in a Project record. Here you can see:

• the Project type, and the Stage and State that it's currently in.
• Quotes and Jobs that have been created for this Site.
• files associated with the Project.
• workflow information, such as completed and open Tasks for the Site.
• charges related to the Project.
• a timeline of the Project with Stage/State changes and when they happened.
• the Contract accepted date, which is the date the Customer accepted the Project contract.

From here you can:

• Create new Quotes and Jobs
• Set and edit a Customer's preferred days for Installers to be on-site.
• Change the Project class.
• Close the Project manually.

Active quote

During a Sales project, when a Customer accepts a Quote and they enter the Buying stage, the Quote becomes the Active quote for the Project.

As the Project progresses, the Active quote can change. For example, if you edit the Customer's Active quote after a Site inspection and the Customer accepts this updated Quote, it will become the Project's new Active quote.

Sales project: End-to-end example

This example follows a Customer's end-to-end journey, and looks at at what records are created along the way and their statuses. It doesn't cover all possible statuses and is only intended as an overview. It's broken it into the Sales project stages:

1. Onboarding
2. Quoting
3. Considering
4. Buying
5. Installing
6. Closed

1. Onboarding

We create a Customer's Sales project once they complete a Quote request form, triggering the Onboard customer site task.

1.1. Operator onboards customer

The journey begins when the Operator completes the Onboard customer site task.

• This triggers a new Customer record, Site record, and Sales project record.
• At this time, there is no Quote or Job.

	Sales project	Quote	Job
Status	Onboarding/Onboarding	-	-

2. Quoting

2.1. Operator starts designing system

With onboarding completed, the Operator designs the Customer's system.

• Starting the Design system task triggers the creation of a new Quote.
• The Sales project stage also changes to Quoting.

	Sales project	Quote	Job
Status	Quoting/Design	Initiated	-

2.2. Operator submits Quote for approval

When the Operator completes the Quote, it's submitted for approval and publishing.

• If the outcome of the Final quote review task is Approve quote for publishing, the Quote will progress. But if the outcome is Request changes, the Operator will redesign it.

	Sales project	Quote	Job
Status	Quoting/Reviewing	Draft	-

2.3. Operator reviews Quote

While an Operator reviews the Quote in the Prepare quotes and Final quote review tasks, its status is Reviewing. Then when the Quote is published, its status becomes Created.

	Sales project	Quote	Job
Status	Quoting/Reviewing	Created	-

3. Considering

3.1. Operator publishes the Quote

Once the Quote is published for the Customer to review, the Sales project stage changes to Considering.

	Sales project	Quote	Job
Status	Considering/Considering	Created	-

4. Buying

4.1. Customer accepts the Quote

In this scenario a Site inspection is required, so when the Customer accepts the Quote a Site inspection Job will be triggered.

	Sales project	Quote	Job
Status	Buying/Awaiting Site Inspection	Created	Site Inspection: Created

4.2. Site inspection completed

Once the Site inspection is completed, the Customer can decide to proceed with the Quote through the checkout journey.

	Sales project	Quote	Job
Status	Buying/Buying	Created	Site Inspection: Completed

5. Installing

Once the Customer has performed the required explicit commitment action, such as paying a deposit, the Installation Job is triggered.

	Sales project	Quote	Job
Status	Installing/Installing	Accepted	Installation: Created

6. Closed

The Customer's journey ends once the installation Job is successfully completed.

	Sales project	Quote	Job
Status	Closed/Completed	Accepted	Installation: Completed