Install
Lake Residence
14 Gibson Street, Bowden SA
3
jobs
1
return
2
forms
Today
Bowden SA
24°C
Light wind - clear for rooftop work
Now
24° 12pm
27° 3pm
26°
24° 12pm
27° 3pm
26°
Service
Nguyen Site
8 West Lakes Boulevard, West Lakes SA
Needs Attention
Install
Lake Residence
Job Number: JOB-1048
14 Gibson Street, Bowden SA
0412 345 678
customer@example.com
Residential
GoodWe + Lynx Battery
GoodWe
Battery + Solar
Sale Revenue: $0
Site Forecast
Low risk
Clear conditions, UV high, wind 14 km/h SW.
Team Assignment
Calendar linkedJob Sheet
Zoho synced
Prototype job type
Last sync
Today 7:42 AM
Zoho Sync
Ready for Scheduling
Account, Purchase Order and Install records matched.
Installation Booking Date
08 Jul 2026
Stock Delivery Mode
Installer pickup
Purchase Order
PO-7814
Supplier Pick Up No: SPU-44219
Stock Collection Date
26 Jun 2026
Site Details
Roof
Roof TypeTile
StoreysSingle storey
Roof Pitch22 degrees
Inverter wall materialBrick veneer
Internet at propertyYes
Direct sunlight on inverter/batteryNo
Meter & Grid
Electricity Phase3 phase
NMI2001234567
Meter NoMTR-778912
Electricity RetailerAGL
Meter TypeSmart meter
Grid Approval NoPV-SEG-908172
Existing solar or battery?Yes
Existing System Information
Existing System Size6.6 kW
Existing Inverter ModelFronius Primo
Existing battery storageNo
System Details
System Snapshot
Type of InstallationSolar + Battery
System TypeHybrid
Grid Connection TypeGrid connect with battery
PV System Size10.56 kW
Panel Model440 W Black Frame Panel
No of Panels24
Panels to be Installed OnMain roof north/west
Battery Details
Battery Size (kWh)16.4
Battery BrandAlphaESS
Battery & Inverter Integration TypeNeeds Review
Black Out ProtectionYes
No of Back Up Circuits4
Distance from Inverter2 m from SWB
Battery LocationGarage wall
Battery to be installed onBrick wall
Battery backs on toGarage
Battery ground surfaceConcrete slab
Extras & Notes
ExtrasBird mesh, monitoring setup
Installation NoteConfirm conduit run before mounting inverter.
Stock List for Installation
Item & Description
Qty
GoodWe Lynx Home F Plus Battery
1
BAT-LYNX-F-16.4 - Battery module set
GoodWe GW10K Hybrid Inverter
1
INV-GW10K-ET - 3 phase hybrid inverter
440 W Solar Panel
24
PV-440-BLK - Black frame panel
Battery Isolator
1
BAT-ISO-63A - DC isolator
Terms & Conditions - PO: Standard SunEnergy purchase order terms apply.
Job Status
Scheduled
Stock decision for not completed jobs
Return type
On completion or not-completion
Create full job PDF, include completed forms and photos, save to the customer file, then email installs@sunenergy.com.au and accounts@sunenergy.com.au.
PDF Pack Preview
Customer file
Lake Residence / INST-240617
Email recipients
Installs, Accounts
Zoho update
Status + PDF/photos links
Photos
0 attached
Automation Queue
- Waiting for completion status.
Job Photos
0 photosNo photos attached yet.
CRM synced
Customer, site and system details imported from Zoho CRM.
Start job
Complete JSA before work begins.
Commissioning
Battery and inverter sheets required.
Site Docs
Ready for Scheduling
2 jobs
Zoho synced jobs with stock/site readiness checks passed.
SA Job Map
Admin web viewSouth Australia
Booked
Ready
Scoping
Service required
Service booked
Stock Return
Anyone assigned to the job can action its required stock return. Admins and managers create and allocate whole-job or partial return tasks.
Viewing as
Create / Allocate Return
Admin and manager access only
Assigned to me
1 item pending return
Partial return
BAT-ISO-63A
Battery isolator
Expected 1 - Returned 0
Assigned return
Whole-job return
MC4-PAIR
MC4 connector pair
Returned 2 - Photo attached
Returned by
Read-only for installers. Approved Google Drive documents and authorised technical sources are indexed for search and AI support; source updates are managed in the Admin web version only.
Drive Sync
Restricted source folder
Indexed
AI
Installer Support
Answers come from approved SunEnergy guides, manufacturer manuals and job context.
Example
For a battery communication fault, check isolator state, comms cable seating, inverter pairing mode, then confirm model-specific LED/error code guidance.
GoodWe Battery Communication Faults
Battery Commissioning Checklist
Operations Control
Admin Panel
Monitor the day, resolve sync issues, manage returns, and keep installers moving.
Booked
12
Ready
4
Issues
2
Returns
3
Reporting
This week
Completion rate
86%
24 of 28 jobs
First-time complete
79%
Up 6% vs last week
Not completed
4
2 stock, 1 access, 1 weather
Avg job duration
6.4h
Install booked to complete
Completion by Job Type
Solar + Battery
82%
Solar Only
91%
Battery Only
75%
Service
88%
Not Completed Reasons
Stock issue
2
Site access
1
Weather
1
Customer unavailable
0
Installer
Jobs
Complete
Ashton Lake
8
88%
Mason Reid
7
86%
Jess Taylor
6
83%
Scheduling
Monthly Planner
8 weeks ahead
Installation booked
Installation not completed
Called for booking
Installation completed
To be rescheduled
Pencilled ONLY
Job fallover
SWB work required before job
Job to be finished
Job Map
Stock Returns
Needs allocation
2
Assigned
5
Overdue
1
User Management
Installers
18 active
Managers
4 active
Admins
2 active
Ashton Lake
Electrician · Installer app access
Mason Reid
Installer · Assigned jobs only
Chantha Lake
Admin · Web admin access
Knowledge Sources
Web admin only
Installer Google Drive KB
Approved
Folder ID: 1raFQa0hIqbPTRvXZ70SOL6484COVFznE
Manufacturer / authority websites
Review
Approved URL list for manuals, error codes and technical bulletins.