Accessing Systems:
Home Screen: All relevant systems are listed here.
Search Function: You can find a specific system by:
System Name
Site ID
Zip Code
System Status Indicators:
Green Icon: Indicates the system is fully activated with no issues.
Red Icon: Indicates activation is incomplete, pending, or there is an issue.
Filtering Systems:
Filter Options: Located in the top-right corner of the screen.
Select Filter: Choose to view systems with either:
Activation Complete
Activation Incomplete
Apply Filter: Tap "Done" to view the filtered results.
In this video, we’ll walk through creating an activation for a new system using Installer Toolkit.
Initial Setup:
First Login: When you log into Installer Toolkit for the first time:
Enable Location Services for the app.
Set Download Preferences and select the default grid profile for your location.
After Setup: Your app will automatically open to the system screen upon subsequent logins.
Creating a New System Activation:
Tap the Plus Button: Located in the bottom-right corner of your screen.
Enter System Details: Tap “System Details” to begin entering the required information.
Entering Information:
Order of Steps: Complete the steps in the order listed on the screen.
System Name: Enter a name for the system you are installing.
Optional Reference ID: Add an installer reference ID if needed.
Owner Type: Select the appropriate owner type from the drop-down menu:
Residential
Commercial
Other
Third Party Installer: If applicable, check the "Third Party" box.
Owner/Host Details: Enter the following information for the system owner or host:
Name
Email Address
Mobile Phone Number
Street Address
Country and State (from the drop-down menus)
City
Zip Code
Grid Profile: Tap to change the default grid profile if required for the system.
Completion:
Successful Creation: You will see the message “System Created Successfully” at the bottom of your screen.
System Details: The system details will now be marked as complete.
Finding Your Systems
Home Screen:
Systems List: All relevant systems are listed on your home screen.
Search Options: You can locate a system by:
System Name
Site ID
Zip Code
Status Indicators:
Green Icon: Indicates the system is fully activated with no issues.
Red Icon: Indicates the activation is incomplete, pending, or there is an issue.
Filtering Systems:
Filter Option: Located in the top-right corner of the screen.
Select Filter: Choose to view systems with:
Activation Complete
Activation Incomplete
Apply Filter: Tap "Done" to view the filtered results.
Using Installer Toolkit Functions
Sync and Directions:
Swipe Left: On any system to reveal the Sync and Directions options.
Tap Sync: To update Enlighten with system details from Installer Toolkit. A confirmation will appear once the sync is successful.
Tap Directions: To open the maps application on your device and view the system's location.
Map View:
Map View Option: Located next to the filter button at the top-right of the home screen.
View Systems on Map: Tap the Map View option to see all systems displayed on a map.
Interact with Map: Tap a system on the map to access the same directions and sync options available in the list view.
Configuring Tariff Information
Access Tariff Editor:
Tap Tariff: To view the available options for configuring your system’s rates.
Choosing Rate Type:
Rate Options:
Single Rate
Time of Use
Select Rate Type: Choose from the drop-down menu and tap "Configure" to start adding rate information.
Single Rate Configuration
Enter Universal Rate:
Universal Rate: Input a single rate applicable at all times.
Add Different Rates:
Checkbox Options: Add different rates based on:
Weekends
Weekdays
Seasonal Rates:
Tap Plus Button: Add rates based on:
Season
Month of the Year
Select Season and Month: From the drop-down menu. You can enter multiple combinations as needed.
Save Changes:
Tap Save Icon: Located in the top-right corner.
Prompt on Unsaved Changes: If you tap the back button without saving, the app will ask for confirmation.
Time of Use Configuration
Visual Rate Representation:
Rate Visualization: Shows different rates for various times of the day.
Configure Time of Use Rates:
Universal Configuration: Set a base rate for every day.
Different Configurations:
Weekday/Weekend Rates
Seasonal/Monthly Rates
Tap Plus Button: To add or modify rates.
Additional Options:
Grid and Battery Behavior: Adjust settings specific to your installation.
Force Charge: Select if you want to charge batteries during specific times of day.
Add New Time Rates: Based on grid rates.
Buyback Configuration
Configure Buyback:
Tap Buyback Option: If you have an agreement to sell surplus energy to the utility.
Override Existing Values: Tap "Copy to Buyback" and choose:
Yes: To overwrite current settings.
No: To keep existing settings.
Ignore Option: If buyback is not applicable to your system.
Preparation Steps
Complete Initial Setup:
Add System Details: Ensure all system information is entered.
Scan Devices: Complete the scanning process for all devices to be provisioned.
Reference Videos: If needed, review our videos on System Creation and Device Scan for guidance.
Provisioning Process
Connect to Envoy:
Navigate to System: In Installer Toolkit, locate your system.
Connect to Envoy in AP Mode: Ensure you are connected to the Envoy in Access Point (AP) mode.
Verify Connection:
Tap Step 4: Go to “Envoy Connectivity” in the workflow.
Check Status: Look for a green checkmark between the Installer Toolkit or phone icon and the Envoy.
If Not Connected:
Phone Settings: Turn on Wi-Fi and turn off cellular data.
Connect to Envoy’s Wi-Fi: Access the Envoy’s network.
Return to Envoy Connectivity Screen: Confirm the green checkmark is displayed.
Start Provisioning:
Tap “Start Provisioning Devices” to begin the process.
Keep Device Close: Ensure your device remains near the Envoy throughout the provisioning.
Provisioning Steps:
Display Screen: The provisioning devices screen will show the steps being executed.
Grid Profile Update: The Toolkit will verify and update the grid profile in the Envoy.
Tariff Information Check: The Toolkit will check and update any outstanding tariff information.
Provision Devices: The Toolkit will start provisioning micro inverters, batteries, and Q relays.
Post-Provisioning Validation
Validate Devices:
Return to Devices and Array Screen: In your system, check the status and details of each provisioned device.
View Real-Time Data: Tap each device to see real-time data and status provided by the Envoy.
Preparation
Add System Details:
Step One: Before scanning devices, ensure you have added your system details.
Navigate to Devices and Array:
Tap “Devices and Array” to begin.
Input Device Count:
Enter Total Devices: Input the total number of devices to be installed.
Tap “Done” to save the information.
Edit Device List:
Return to “Devices and Array”: You can add more devices at any time by tapping “Edit.”
Scanning Devices
Start Scanning:
Position Your Mobile Device: Place it over the barcode or QR code on the device.
Tap “Scan Device”: To initiate the scan.
Locate the Barcode or QR Code:
Find on Envoy: Locate the serial number barcode or QR code on the Envoy.
Successful Scan:
Serial Number Display: Once scanned, the serial number will appear in the app.
Tap “Done” to return to the Devices and Array screen.
Repeat for Additional Devices:
Scan Remaining Devices: Follow the same process for other devices like “In Power” or “In Charge.”
Alternative Scanning Methods
Manual Entry:
Enter Serial Number: You can input the serial number manually if needed.
Power Line Scan:
AP Mode: Use the power line scan feature in AP mode for additional options.
Auto-Scan for Micro Inverters:
Enable Auto Feature: Turn on the auto feature to quickly scan all micro inverters.
One Scan Point: After scanning the first, subsequent serial numbers will automatically populate.
Tap “Close Scanner” after completing the scans.
Accessing Sync and Directions Options
Swipe Left:
On Any System: Swipe left on the system you want to manage to reveal additional options.
Available Options:
Sync: Tap this option to update Enlighten with the latest system details from Installer Toolkit.
Directions: Tap this to get directions to the system's location.
Syncing Your System
Tap “Sync”:
Update Details: This action will send the latest system details from Installer Toolkit to Enlighten.
Confirmation:
Successful Sync: A confirmation message will appear once the sync is completed successfully, ensuring your information is up-to-date.
Start the Configuration:
Tap on Step 6 of the workflow to begin configuring your meters.
Select the meters you want to configure.
Follow the Meter Wizard:
Choose Yes to use the meter wizard and verify your CT configuration.
After clicking on the production meter, you should see a positive reading if everything’s set up correctly, and your PV system is on and producing.
Make sure your PV is on, and your battery circuit is off. Then, select the appropriate checkboxes.
Check for Issues:
The wizard will alert you if there’s a problem with your CT installation, such as a negative reading or load imbalance.
Resolve any issues, then tap Next.
Verify PV Production:
To ensure accurate readings, turn off your PV and select the appropriate checkbox. Your readings should drop close to zero.
Once the production readings look good, tap Enable Production Meter.
Set Up Consumption Meters:
Tap Done to start setting up your consumption meters.
In the first step, the total home load reading will be displayed. Make sure both the PV and battery circuit are off.
Select the appropriate checkboxes and tap Next.
Turn on a Known Load:
To check the accuracy of the total home load reading, turn on a known load in your home.
The reading should increase. Select the checkbox and tap Next.
Confirm the reading has increased and tap Yes.
Check PV Production with Load:
In Step 3, switch on the PV and observe the readings with the production.
Turn on the PV and start the timer. It’s a good idea to wait about five minutes to ensure the PV is producing.
If everything looks right, tap Next.
Finalize Meter Setup:
Choose the appropriate meter location based on your setup and tap Next.
The final reading will display. Compare this with your utility meter reading.
If the values match, tap Yes, then Enable Consumption Meter.
If the values don’t match, tap No, adjust the meter location, and validate again.