Solar 101
Battery Issues
Sales
Reports
Best Practices
200

These are the seasons when solar systems typically produce more energy than the homeowner consumes.

What are spring and fall?

200

This DC‑coupled‑only setting can cause your battery system to show a dramatic drop in reported production once the battery is full.

What is a Production Limit?

200

This is when a customer receives their $500 referral bonus.

What is when the person they referred is commissioned by our team?

200

This is the process we use to report completed work, verify the system is functioning, document the quality of our installation, and communicate the customer’s experience.

What is submitting a Work Order?

200

This is the shortened company mission statement.

What is ‘100% Customer Satisfaction’

400

These issues, such as shading or panel‑to‑panel production mismatch, are mitigated by this device.

What is a Power Optimizer?

400

This is how you should set the PCS settings for a Tesla Powerwall connected to a 225‑amp bus.

What is "180-Amps"

400

After setting an appointment with a prospective customer, this is how you report the set and pass the information to the sales team.

What is texting the Leads Department number and submitting all customer details, especially contact info, address, and their answers to the qualifying questions?

400

These are the two items required to properly report a ‘fix‑it’ you completed in Quickbase.

What are a Commissioning Fix‑It Work Order and an update to the existing ticket?

400

This is when Work Orders and their associated pictures must be submitted.

What is: before leaving the job site the work order is assigned to, with few exceptions, and no later than the end of the work day?

600

These two factors, one environmental and one technical, most commonly reduce a solar panel’s production below its rated output.

What are shading and temperature?

600

When a system’s battery CTs and meter fail to measure all on‑site solar production on a sunny day, this is how your reading will appear wrong.

What is: the consumption reading drops to zero?

600

This is the non‑referral‑based sales tactic you should use between appointments whenever possible.

What is "knocking nearby neighbors of the appointment you just ran and name‑dropping that customer"?

600

These are the four required steps you must take when a customer tells you they can no longer meet with you.

What are: pick an available time to return, update the current work order, create a new work order, and ensure it’s on your calendar?

600
This is how you should proceed when a scheduling conflicts arises

Contact your Manager immediately and then coordinate with the schedulers.

800

This is the method AC‑coupled batteries use to prevent solar production when the system is generating more power than the unit can handle.

What is Frequency/Phase Shifting?

800

In backup operation, an orange‑flashing Halo on a Sonnen HB11 is signaling this condition.

What is: an overload during backup operation?

800

These are the names of each of the three types of sales appointments our Energy Technicians run.

What are "Site Survey (SS), Home Savings Analysis (HSA), and Approved Commission"?

800

After completing an inverter swap that has been approved for RMA, this is the ticket type you must create and the information that must be included in its description.

What is creating a Customer Service Red Truck ticket and including the customer’s name, the RMA number, the date of the swap, and the old and new serial numbers?

800

This is the name of the policy we use to determine when it’s time to move on.

What is 'The Point of No Return Policy'?

1000

Time‑of‑Use rate schedules, batteries, and production limits are all methods used to address this grid‑level electricity problem, named after the shape of its daily demand pattern.

What is the Duck Curve?

1000

This type of issue occurs when a battery backup system fails to enter backup mode due to the high startup demand caused by an electronic device’s capacitor.

What is inrush?

1000

These are the three vital sales principles represented by the acronyms FFF, FUGI, and KISS.

FFF - Feel, Felt, Found

FUGI - Fear of Loss, Urgency, Greed, Indifference

KISS - Keep It Super Simple / Keep It Simple, Stupid / Keep It Stupidly Simple?

1000

Per David's request, this is the required format for writing a Sonnen HQ Escalation email.

What is: ‘Subject: SONNEN HQ ESCALATION : Customer Name’? 

1000

This is the quadrant of the Urgency Importance matrix that is most valuable to you and the company.

What is "Not Urgent but Important/Make-Time/Ought-To-Dos"

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