Challenge
- Need a professional and accurate quoting tool
- Evolving pricing models, different measures being used, e.g. $/kWh vs kW/module
- Distance based pricing, installs outside of a perimeter are billed to recognise the additional travel time and fuel
- Different options created to show the prospect, so the prospect can make a decision.
- Multiple levers to change final pricing.
- Need to provide guidance to the sales person in the field as to what commission they would receive based on their quote.
- Need to know the profitability of each job.
Solution
- Get a quoting tool built
- Put controls around the information that was being returned to head office which was currently unstructured, some not readable.
– drop-down fields
– locked down spreadsheet
– hidden worksheets
– data flow definitions
Outcome
- Quote tool makes it clear to all parties what has been ordered. That the quote is valid since it is timestamped.
- Specific make and model of panel, inverter and extras identified. Allows for multiple panel configuration sets.
- Specifies how many arrays are to be installed and the installation surface, array orientation and angle.
- Number of tiltframes are calculated
- Obstructions on the roof are listed based on a drop-down so we get a consistent answer.
- Product and performance warranties are shown where appropriate as well as performance degradation alongside price.
- Calculations incorporate STCs.
- Also calculated the commission that the sales person would receive.