ESP & OC SOLAR
Quickbase is the CRM for which installer
what is ESP
This assessment is conducted to evaluate roof condition, shading, electrical panel capacity, and identify any necessary installation changes.
what is site survey
This person or company is responsible for scheduling the installation date for the solar panel system.
Who is the installer
This document, received after design approval, gives the installer official permission to begin the solar panel installation.
What is the Notice to Proceed (NTP)?
The timeframe that the post SS call should be completed in
What is within 24 hours
This installer typically arrives between 8:00 AM and 10:00 AM to begin the panel installation
what is both installers unless HO requests another time
This person and/or company is responsible for scheduling the site survey before the solar panel installation can proceed.
who is depends on the installer
Project Pro (PP) should add projects to the install sheet at this point in the solar panel installation process.
What is once the PV portion has been confirmed as completed
The 4th step in the solar process
What is permitting and ICX
The purpose of an inverter
If NTP is not granted, OC Solar will notify SR and HO that the project is on hold after this many days.
What is 8 days
This person or group is authorized to complete a site survey before the solar panel installation.
Who is HO, SR, or installer (at an additional cost)
If there are any scheduling conflicts when confirming the install date with the HO, Project Pros should do this to keep the process on track.
What is address the conflict and work on a solution with the installer and HO?
This is the timeline of inspections & PTO
what is scheduled within 2 weeks and up to 60 days to be granted
what is weekly updated on status and next steps
For OC Solar, this person or department should be contacted for all post-installation questions.
This is how often Project Pro should follow up with the installer if there is no set completion date for the site survey review
what is every 48 hours
Project Pros should follow up on pre-install work for which of these reasons: ensuring all necessary work is completed, avoiding project delays, and maintaining clear communication between all parties.
What is all of the above
PROJECT PRO SHOULD CONFIRM THIS WITH THE HO ONCE THE SYSTEM HAS BEEN COMMISSIONED
what is making sure they have access to their monitoring apps
When a change order is needed during a solar project, this is what Project Pro should do to keep the process moving forward.
what is email CSM
This is the maximum amount of time a project should remain in acceptance, and Project Pro (PP) should follow up this often to ensure the project moves forward.
What is 1 business week (5 business days) with follow ups every 2-3 business days
A successful site survey, must provide these key elements to move the project forward.
What are photos of the roof, electrical (main) panel, shading analysis, and any necessary installation notes?
Once the final SOW is received, Project Pro must verify ___ and ___ and obtain approval from __
what is making sure the plans are accurate, include any sold adders or customer requests, and get SR approval?
List the 6 main parts of solar installation process (point of sale to system opertating)
What are: 1. Site Survey 2. Design & Engineering 3. Install Plan & SOW 4. Permitting + ICX 5. Installation 6. Inspection + PTO
This type of battery is designed to store excess solar energy for later use, while the other is primarily used to provide power during outages.
What is Arbitrage Battery vs. Backup Battery