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    Solar installations-SOP

    Uploaded by

    MAKENGO ELIAS
    1. The document outlines a 10 step installation procedure for technical sales staff to follow, including receiving customer requests, site visits, quotations, installations, handovers, and follow ups. 2. Key steps include analyzing customer needs, preparing quotations, allocating technicians and resources, verifying installation materials, completing installation work, and conducting post-installation audits. 3. Adhering to the procedure helps ensure customer expectations are met, installations meet quality standards, and that work is properly documented, priced and scheduled.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Solar installations-SOP

    Uploaded by

    MAKENGO ELIAS
    144 views2 pages
    1. The document outlines a 10 step installation procedure for technical sales staff to follow, including receiving customer requests, site visits, quotations, installations, handovers, and follow ups. 2. Key steps include analyzing customer needs, preparing quotations, allocating technicians and resources, verifying installation materials, completing installation work, and conducting post-installation audits. 3. Adhering to the procedure helps ensure customer expectations are met, installations meet quality standards, and that work is properly documented, priced and scheduled.

    Original Title

    051218 Solar installations-SOP

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    1. The document outlines a 10 step installation procedure for technical sales staff to follow, including receiving customer requests, site visits, quotations, installations, handovers, and follow ups. 2. Key steps include analyzing customer needs, preparing quotations, allocating technicians and resources, verifying installation materials, completing installation work, and conducting post-installation audits. 3. Adhering to the procedure helps ensure customer expectations are met, installations meet quality standards, and that work is properly documented, priced and scheduled.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    144 views2 pages

    Solar installations-SOP

    Uploaded by

    MAKENGO ELIAS
    1. The document outlines a 10 step installation procedure for technical sales staff to follow, including receiving customer requests, site visits, quotations, installations, handovers, and follow ups. 2. Key steps include analyzing customer needs, preparing quotations, allocating technicians and resources, verifying installation materials, completing installation work, and conducting post-installation audits. 3. Adhering to the procedure helps ensure customer expectations are met, installations meet quality standards, and that work is properly documented, priced and scheduled.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    STANDARD OPERATING PROCEDURE

    Author: Andrew Madegwa


    Title: Installation Procedure
    Department: Technical, Sales
    Effective Date: 21/01/2019
    Revision/Issue: 00/01

    No. Steps Details Action by Comment


    Must be responded to
    1. Enquiry Receive request from client Sales person
    within 8 working hours.

    Sales person/ Get all the details of the


    Client visit & filling of survey
    2. Visit client’s needs and fill the
    sheet Technician survey sheet correctly
    Analyse the client’s requirements
    It’s important to understand
    3. Analysis together the technician and come Sales person
    client’s needs
    up with the BQ
    Check on the availability
    Prepare a quotation for client
    of the items and materials
    based on the survey sheet and Sales person
    required prior to the
    4 Quotation BQ.
    quotation.
    Agree the quotation with the Terms of payment must be
    Sales person
    client clearly defined and agreed.
    Request for installation date, Date of installation and
    Technician and motor vehicle Sales person technician to be
    with TCT. determined by TCT.
    It’s important that the
    TCT communicates on the
    technician is briefed on
    availability of technician, name TCT
    the scope of work by the
    and vehicle to the sales person
    sales person.
    Resources
    5 This is to inform the
    allocation
    customer that work will be
    Sales person to notify the done at his/her premise.
    customer of the actual Any prior work that need to
    Sales person
    installation date and time after be done by the customer
    consulting Technical department. need to be completed
    before CEKL team goes to
    site.
    Sales rep ensures the file is
    Sales The file should be received
    properly filled and handed over
    person/TA at Technical by 10:00AM
    to TA for invoicing.
    Team Leader approves for It’s necessary that this is
    allowances if needed by the Team Leader considered at preparation
    technician. stage.
    TCT opens a job and requisitions
    6 Preparation the required items and
    installation materials, then The file should be at Stores
    TA
    handover the customer file and by 12noon
    requisition documents to the
    stores department.
    Stores removes the requisitioned It is important for the
    materials, hands over to the technician to confirm items
    SA/Technician
    technician who will verify before issued by stores to avoid
    heading to site. some items NOT being
    STANDARD OPERATING PROCEDURE
    Author: Andrew Madegwa
    Title: Installation Procedure
    Department: Technical, Sales
    Effective Date: 21/01/2019
    Revision/Issue: 00/01

    delivered to site

    Technician proceeds for


    installation work.
    • Begins the work as per the
    briefing In case of any
    • Updates the TL & TA on the complications/changes
    progress on a regular basis. once on site the technician
    7 Installations • On completion the technician Technician should talk to the sales rep
    fills the checklist and confirm and the team leader for
    all works is done. advice on the way forward.
    • Informs the customer and the
    sales person that the work is
    complete and that they should
    schedule for handover.

    The technician hands over the


    system to the customers who
    Its important the technician
    signs for the work done. During
    Technical / explains to the customer
    8 Handover this handover process the Sales
    Sales person how the system works to
    rep MUST be present, who
    avoid misuse of the system
    together with the customer will
    sign off the handover sheet.
    After a week from the date of
    Customer This is to ensure that the
    handover, the customer
    9 Follow up Experience work was done to the
    experience department calls up
    department customer’s expectation.
    the customer.
    The purpose of the audit is
    to ensure we meet CEKL,
    During/after installation the team NCA and ERC standards.
    Installation
    10 leaders/external auditor will visit Team Leader Audit reports MUST be
    Audits
    and audit the installation. followed up for action
    where required and filed in
    the customer file

    Prepared By: Reviewed By: Issued by:

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