On April 1 2022, it is a requirement for any STC trades on Greenbot to fulfill to 2 new mandatory requirements:
1. Solar Retailer Written Statement Declarations
The Written Statements Declarations module can be found above the Trade STC module.
To edit the fields, use the pencil edit icon beside the Written Statements Declarations Title and you will see this popup:
There are now 5 new required fields to be populated inside of job details before any trade:
Field Name | Values | Description |
Retailer Representative* |
|
This is a set field where only Solar Company Admins, and Company Staff are listed. If you need to create a company staff account please see the tutorial here. |
Positioned Held* |
|
Insert any arbitrary value here for the positioned held by the representative |
Installer Relationship to Retailer* |
|
This value specifies if the listed installer is an employee or subcontractor of your company |
System Design* |
|
Informs if the jobs' original system design have been changed or not |
Signature* | This field requires the Retailer Representatives' signature |
- Hit the save button on the pop-up Edit Representative Details screen.
- Then Save the Job to commit it to the database.
A completed Retailer Written Statement can be seen below:
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2. Inverter Serial Numbers
There is a new section for inverter serial numbers in the serial number table.
Here you may type your serial numbers manually, or if you have scanned it using the Greenbot Installers APP, these values will automatically appear here when the data is uploaded.
Please note:
Users will not be able to trade a job, if the quantity of inverter serials does not match the job data or if the field is empty.
For capturing of Inverter Serial Data, please see this recommended instructions for installers to be aware of:
https://greenbot.zendesk.com/hc/en-us/articles/4743036028697-Add-Scan-Inverter-Serial-Number-To-Your-Custom-Checklist#h_01FY82SCAZWCJ2N7182DAHZFZ6
IMPORTANT NOTE ABOUT GREENBOT INSTALLER APP:
The latest version of the app that have implemented the April 1st changes is:
Version 12.7 (Still pending release)
Version 12.6 is backward compatible and will still work with the required changes for 1 April 2022 changes.
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