Give operations a clear next step
The installer should not need to rebuild the job from a group chat. Keep the agreed scope, site evidence and open items together. Give each blocker an owner.
Prepare the handover
Start with the accepted quote, payment status, site photos and equipment. Use the customer’s SMS and call history to check commitments. GreenDeal and Formbay can bring application evidence and rebate progress into the project.
Before confirming a date
| Check | What you need |
|---|---|
| Scope | Accepted quote and agreed changes |
| Payment | Verified payment or resolved finance conditions |
| Site | Usable photos, access details and technical review |
| Approvals | Required network and installation approvals |
| Capacity | Equipment and a suitable crew |
| Customer | Confirmed access and appointment details |
Sources: [3]
Example: paid, but not ready
Illustrative job J-208 has an accepted quote and a verified deposit. Access details are missing and the battery location needs review. Keep the requested date tentative. Resolve those two items, confirm any scope change and check crew availability before promising the installation.
Keep technical approval separate
This checklist supports coordination; qualified people still assess safety, design and compliance. Pending payment is not cleared payment, and a planned installation is not completed work.
Follow a job through ArcSolar
Book a demo and see how an accepted quote connects to the project and operations calendar. Bring one recent handover and we’ll walk through the next steps with you.
Sources and review (8)
Published by ArcSolar. Examples are illustrative; product details come from the sources below. Editorial standards.
- ArcSolar customer payments — ArcSolar; checked 12 September 2026.
- ArcSolar sales to operations handover — ArcSolar; checked 12 September 2026.
- Clean Energy Regulator: battery installers and designers — Clean Energy Regulator; checked 12 September 2026.
- Connect GreenDeal — ArcSolar; checked 12 September 2026.
- Connect Formbay — ArcSolar; checked 12 September 2026.
- Rebate and certificate tracking — ArcSolar; checked 12 September 2026.
- CallIntelligence — ArcSolar; checked 12 September 2026.
- Browser calls and SMS — ArcSolar; checked 12 September 2026.