Processing Sales

OpenSolar

Trello

The purpose of this SOP is to outline the necessary steps we need to follow to correctly relay the details of our sale to the installer so they can prepare and make sure the job is completed efficiently.

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Method

Submit the

New Sale Form⁠

with all the details from the sale (follow video steps to complete).

The customer’s contact details & property details can be found in the calendar event in Outlook Calendar.

The details of the sale (system sold, price, payment option) will be sent via Whatsapp.

Download all relevant photos/documents for the sale from the calendar event and attach them to both

Trello⁠

and

Hubspot⁠

Add all relevant notes to Hubspot & Trello.

Create an OpenSolar Proposal for this sale and design the system accordingly.

Refer to

OpenSolar Basics⁠

for training on designing proposals.

Download the “Combined Proposal and Contract PDF” and name the document with a unique reference number. Once done, attach it to Trello.

To name the document, take the customer’s name initials and their property number.

E.g. Thomas Armstrong - 26 Tamora Cres = TA0026

Ensure finance application is approved (if applicable) and if not, remember to keep an eye on the application to make sure it’s approved before the installation date for the sale.

If needed, confirm with the sales person if they have any idea why the finance application wasn’t approved so you know the best way to proceed.

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