Sales Verification Guidelines

General Sales Verification (For NSW, SA, & QLD)

• Ensure the complete address is indicated on the contract.

• Verify if address can be serviced; NSW max distance: 1000km, SA max distance: 300km, QLD max distance: 250km
  
  
• Confirm the address matches the deal and contact details in HubSpot.
  
  
• Verify that the pricing on the contract matches what was declared by the Sales Representative.
  
  
• Check that the customer signs the contract.
  
  
• Confirm that the installation date is disclosed.
  
  
• Verify that proof of deposit has been received and documented.
  
  
• Check the latest electricity bill to confirm. If there is no electricity bill yet, it can be considered.
  
  
  • The NMI number is correct.
    
    
  • The power provider matches the deal details.
    
    
• Ensure a roof design has been created and uploaded.
  Guidelines:
  
  
  • Roof design must have the same number of panels/kW as the one on the quote.
  • Quotes with Solar panels must have the Neovolt SPH inverter.
  • Quotes with more than 10kW of Solar panels must have at least 2 inverters (either a Neovolt SPH or Solis string inverter).
    
    
• Take a photo of the switchboard, ensuring:
  
  
  • The switchboard is open.
  • The surrounding area is clearly shown.
    
    
• Make sure the close date in HubSpot reflects the actual date of sale.
  
  
• Send all relevant documents and details to the “Sales Verification” group chat on Microsoft Teams for final review.
  
  

• Additional Checks for QLD Region Before Verifying

• Verify the proposed battery location within the property.
  
  

• Take a photo of the inverter label, ensuring all details are visible.