User journeys

“Is solar worth a look?”

1. Lands on the home page and reads the Barbados Solar Industry Prelude.
2. Opens the Solar Offset Calculator and enters the monthly bill amount and kWh from that bill.
3. Picks whether the business runs mainly in the day or 24 hours.
4. Sees the matching kit, its indicative price, the estimated monthly kWh offset, the annual savings and the payback, all labelled as a preliminary estimate.
5. Registers as a client for a full, site-specific assessment.

From first building to installer quote

1. Registers and logs in. The banner at the top always shows their name, role and active site.
2. Adds a site (for example, Head Office) with its address, tariff category and operating hours.
3. Records electronic equipment, using presets where the nameplate wattage is unknown.
4. Adds existing solar equipment, if any.
5. Records the panel mounting area from building plans, or books a technician survey to have it certified.
6. Opens the Site Savings Estimate: current bill, recommended system, bill after solar and export earnings.
7. Reviews the battery verdict, the full cost of ownership, tax savings and payback.
8. Optionally models a loan, compares the three scenarios (grid-tied with export, zero-export, off-grid), and checks what a budget would buy.
9. Opens Show the Math on any figure to check it.
10. Saves the Decision Dossier and prints it for the bank.
11. Sends the Dossier to chosen installers, messages them, and receives turnkey quotes in piDSS.

From registration to certified measurement

1. Registers as a technician with their trade, certification and survey fee. The Procurement Manager approves the account.
2. Sees survey requests assigned to them, with the client's site, address and notes.
3. Messages the client to confirm the visit, if needed.
4. Visits the site and submits the certified panel mounting area, surface type, shading, structural notes and fee charged.
5. The client's site now shows Certified by Technician, and the sizing uses the verified area.

From registration to quote

1. Registers as an installer with the company profile and fee rates. The Operations Manager approves the account.
2. Sees incoming quote requests, each with the client's site and Decision Dossier.
3. Submits a turnkey quote (price, notes and validity date) and updates the request status.
4. Messages the client to answer questions or arrange a visit.

Keeping prices live

1. Registers as a supplier. The Procurement Manager approves the account.
2. Updates the company profile.
3. Posts and updates prices for catalogue items, each with its as-of date. Saved client Dossiers keep the prices they were issued with.

Platform team

Keeping the numbers honest.

Rates Manager

When the utility announces a new fuel charge or tariff, updates the rate and its effective date. Every calculation uses it straight away; saved Dossiers do not change.

Supply Manager

Adds and maintains catalogue equipment and builds pre-configured kits from it.

Procurement Manager

Maintains the supplier and technician directories, and approves or rejects supplier and technician registrations.

Operations Manager

Maintains the installer directory, approves or rejects installer registrations, and oversees survey assignments.

Service Manager

Maintains maintenance plans and professional services, with their fees.

Client Manager

Views and maintains client records, and tracks every quote request from sent to accepted.

Platform Owner

Assigns roles to accounts and holds overall administrative control.