The whole job in MyOffice
Staying compliant while running a sales process is a balancing act. MyOffice keeps both in one place, so the compliant route through a job is also the quick one.
Steps to Success
A solar PV job in MyOffice runs through these 19 steps. Each shows green, amber or red, so anyone in the business can see where a job stands.
- Pre-sales survey, MPAN details and EPC
- Proposal: component locations, roof panel layout, system design and calculations
- Proposal won or lost
- Order and signed contract
- Payment stage 1 and order acceptance
- Roof appraisal
- Phasing and earthing, schematic upload, DNO pre-application
- Deposit registration and workmanship insurance
- Payment stage 2 and installation date
- Risk assessment and method statement
- Purchase order sent to supplier
- Installation engineer: in-process check, PV array test, BS 7671 certificate
- Handover engineer
- Delivery note uploaded
- DNO confirmation
- Commissioning certificate
- Building control notification
- Balance payable and completed invoice
- MCS certificate registered and handover pack
Roof design
Find the property on the map, check its orientation and lay out the array. The design and its calculations stay attached to the job and feed the proposal.
Around the job
One login for the office and the people on site.
Schematic design tool
Draw the system schematic in MyOffice. It stays with the job for the DNO submission and the handover pack.
Proposals and orders
Quotes, proposals, signed contracts, staged payments, invoices and supplier purchase orders.
DNO submissions
Pre-application and confirmation tracked per job, with schematics filed alongside.
Digital handover packs
Built from the documents already in the job and delivered to the customer digitally, with a copy kept on file.
Lead management
Enquiries tracked from first contact through the sales pipeline into a live project.
Customer records
Files, proposals, purchases, serial numbers, invoices and notes in one place per customer.
Back office
Company details, responsible persons, colleagues and certifications, plant and equipment.
Email and SMS
Templates for the messages you send on every job, and a shared email inbox.
The technologies it covers
Design and MCS calculation tools for each technology you install.
- Solar PV
- Solar thermal
- Biomass
- Air source heat pumps
- Ground source heat pumps
From first call to assessment
What happens when you join.
See a demo
We walk you through the system using the kind of jobs you do.
Get set up
Your company, staff and the technologies you install are configured in MyOffice.
Run your jobs
Leads, designs, orders and handovers go through one journey, with the paperwork produced as you go.
Pass your assessment
We support you in the run-up to your MCS assessment and can attend on the day.
See PaperClip with your own jobs in it
Book a free demo, call 0333 102 0300 or email team@pclip.net.