Survey to switch-on, all on one thread
Between the survey and the handover, a solar or charger install passes through several people. JobTek carries the roof photos, the supply details and the agreed equipment to every one of them.
Every stage of the project, connected
A renewables install runs through survey, design, quote, deposit, equipment order, installation, commissioning, network notification and handover. JobTek keeps every stage on one job, so each person picks up exactly where the last left off and the customer always knows where things stand.
One install, four visits
- 1Survey
Property, supply, roof or wall photos and what the customer wants go on the job.
- 2Quote
The equipment, the work and the exclusions are described, and a deposit can be taken.
- 3Install
Electricians and installers are booked by skill, together or on separate days.
- 4Handover
Certificates, photos and product documents are attached and the final invoice is raised.
Commissioning paperwork, built in
Commissioning and handover
A solar PV commissioning and handover pack, an EV chargepoint commissioning record, and battery storage and heat pump commissioning records.
Network connection
A G98/G99 generation connection record, with the details your network operator asks for.
Electrical certificates
The Electrical Installation Certificate and minor works certificate for the electrical side of the work.
Credentialed installers
Every record is issued by an installer holding the right credential.
Paperwork that stays with the system
Once the system is installed, add it as an asset with its documents, certificates and service details. When the customer rings in two years, the whole installation record is right there.
Bill each stage as you go
Raise a deposit when the quote is accepted, a stage invoice when the kit goes in and the balance at handover, each linked to the same job. With JobTek Professional, customers pay each one online, accept quotes online and log in to the customer portal, with Auto Schedule and accounting connections included too.
Surveys that turn into installs
Survey, quote, install and handover on one job, with the roof photos from the survey right there on fitting day.