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Quotes overview

A Quote specifies the system you’ve designed for a Customer. On the Platform, information about a Quote is consolidated in a Quote record.

You can create Quotes for Sales projects, but not for Service projects.

Entity diagram highlighting Quote

Quote record​

On an Quote record you can see:

  • the status of the Quote.
  • the system that we’ve designed and information about its performance.
  • the unit price of all items on the Bill of materials and the total prices presented to customers.
  • files relating to the system design (e.g. Single line diagram and Site layout).
  • the Accepted date, which is the date the Customer provided explicit commitment on a Quote, changing its status to Accepted.

From this record you can:

  • Start the Site inspection workflow.
  • Start the Installation workflow.
GST on the Quote record

The Bill of Materials is GST exclusive, while all Customer costs are GST inclusive.

Bill of materials​

A Bill of materials (BOM) is a list of the Hardware and installation items required to install a system. It is derived from a system design, and once it’s created it becomes part of a Customer’s quote.

For each item, it lists its:

  • SKU - The item’s unique code.
  • Category - Can be service, hardware, or installation
  • Sub-category - Hardware sub-categories, for example, include solarpanel, exportmeter, and tiltlegs. Or installation sub-categories, such as travel_charges or multi_story_install.
  • Description - A product name that can be displayed to customers.
  • Unit price - The price of each item exclusive of GST. This can differ by state.
  • Quantity (Qty): The number of each SKU included in the system.
  • Total: GST exclusive.

Quote details​

The Quote details table contains information about the:

  • Deposit: The amount a Customer pays when they accept a Quote. Set as a fixed value or percentage. GST inclusive.
  • Discount: The amount that's discounted off the Quote total. Set as a fixed value that's configurable in the Quote Record. Excludes deductions from Government incentives and is GST inclusive.
  • Customer Cost: The total amount displayed and charged to a customer. GST inclusive.
  • Gross Customer Cost: The total cost of the system and all items in the Bill of materials. GST inclusive.
  • GST: The GST amount as part of the Gross Customer Cost.
  • Finance Amount: If an external financing offer is included, this is the finance amount applied. It's subtracted from the Gross Customer Cost. GST inclusive.
  • Gov Loan Amount: If a government loan is approved, this is the total approved value. It's subtracted from the Gross Customer Cost. GST inclusive.
  • Gov Rebate Amount: If a government rebate is approved, this is the total approved value. It's subtracted from the Gross Customer Cost. GST inclusive.
  • STC Count (solar): STCs, or Small Technology Certificates, are an Australian Federal Government incentive that’s applicable to eligible solar systems under 100kW in Australia. This number is calculated by the platform based on the system size in kilowatts and the site address. It is also dependent on when the system is installed.
  • STC Price (solar): This is the STC Price per certificate. It's configurable in the Pricing Management app. GST inclusive.
  • STC Zone (solar): This is the zone based on the site address that determines the STC count.