BOOKING JOBS
BOOKING JOBS
IMPORTANT KEYPOINTS:
How to book jobs
Questions to ask
Adding notes
LED (Important details that shouldn't be missed):
ABN
Name of business
photo
RCP
signature
materials
HEAT PUMP (Process):
Step 1 - Obtain a quote
Step 2 - Apply for eligibility
Step 3 - Get the system installed
SOLAR (Steps):
Receive the Quote Requests to generate the Proposals
Create the Quote from PV Sell
Create quote Solar VIC if required
Send the Proposal to the Salesperson / client or who referred the client as needed