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Customer Details AI FILLS
kW Calculator
Recommended Packages
Enter bill amount above to see recommendations
Property & Phase AI FILLS
Backup Requirement
Full backup requires a larger hybrid inverter and may increase cost. Discuss with customer.
Solar Rebate Eligibility
Complete all fields to check eligibility
Interest-Free Government Loan
Battery Rebate
Select a battery below to calculate rebate
Amber VPP
Amber VPP Earnings: Estimated $300-800/year depending on battery size and usage.
Battery Selection
Inverter Selection
Existing System
HWS Heat Pump
Heat pump hot water can reduce water heating costs by up to 75%. Eligible for STC rebates.
Finance
Brighte: Interest-free for 24 months | Humm: Low-rate plans available
Switchboard & Install
Switchboard upgrade likely needed: $200 - $600
Bollard required for battery protection — add $150-250
Paver/slab needed for battery mount — add $100-200
Over 8m: additional cable charge applies
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Company
Company Name
Agent Phone
Outbound Caller ID
Number shown to customers on outbound calls & SMS
Quoting
STC Zone
Affects rebate calculations
STC Price / Cert
Install Cost / kW
Follow-Up Sequences
Auto-sent after a deal moves to Proposal stage
Notifications
Call Notifications
Alert on new incoming calls
Deal Updates
Alert on deal stage changes
Solar AI Brain
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Call Sheet

Call Details

Customer Info

Property Details

House Townhouse Unit/Apartment Commercial
Tin Tile Flat Klip-Lok
Single Double Multi
Good Fair Poor

Existing System

Yes No
Yes No

Power Bill

Flat Rate TOU Demand

Customer Interest

Solar Panels Battery Storage EV Charger Hot Water Upgrade Add Battery
ASAP 1-3 Months 3-6 Months Just Exploring
Under $5k $5k-$10k $10k-$15k $15k+ Finance

Rebates & Eligibility

Call Notes

Next Steps

Booked Follow Up Quote Sent Not Interested
Templates
Rebate & Finance
Solar Rebate
$1,400 rebate
Solar Loan
$1,400 loan
Finance
Solar VIC Applied
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