Service motions
The template starts with recognisable work, not a generic task type.
- Site survey and installation milestone
- Commissioning and customer handover
- Cleaning and preventive maintenance
- Generation or inverter complaint
- Warranty, AMC and corrective visit
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Site, array, string, panel and inverter identity
- Capacity, orientation and commissioning history
- Meter, isolator, earthing and battery context where applicable
- Warranty and installer responsibility by component
- Fault, maintenance and replacement history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Site position and asset identity
- Observed condition and safety constraints
- Electrical or generation readings appropriate to scope
- Before-and-after cleaning or corrective-work proof
- Commissioning, handover and open recommendation
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate module, inverter, installation and workmanship obligations
- Schedule cleaning and preventive work by site plan
- Attach manufacturer case references without implying approval
- Preserve performance complaint history for repeat review
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve connectors, cable, protection devices and approved replacements
- Track serialised inverter or module movement when relevant
- Plan test instruments, access equipment and PPE
- Reconcile site-issued material, returns and damaged components
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Link project milestones to approved billing events
- Separate AMC visits, chargeable corrective work and warranty cases
- Record advance, retention and collection state without inventing settlement
- Create tax documents only through configured finance controls