Simplicity Power Solar M1 Form

Simplicity Power Solar M1 Form

Once form has been completed and submitted, our team will review for Perfect Packet. Please await a text from our team alerting you that Perfect Packet has passed. You can also text Simplicity Concierge for an on the fly audit
Sales Rep Name
Customer Name

First NameLast Name
Customer Email
example@example.com
Customer Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Project Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Lender Chosen
Customer Primary Language
Was HDM or Thrive Used?
What Lead Source did this sale originate from?
Setter Name (if applicable):

Welcome Call

Follow Script below and upload recorded audio or video of client welcome call according to script
Upload Recording Here

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Work Order Details and Special Information
Were batteries included? If so, please detail whether you have sized amperage for whole home backup or critical load, and if critical load, which circuits the homeowner would like backed up
What is the best time of day to reach your homeowner by call or SMS?
If we are unable to reach the homeowner, who can we call instead? Please provide name, phone number, and relationship to buyer
Please Include any additional trades sold with PV project we need to handle and add notes to the box below

Other
Please add any special circumstances or information we should know about to best serve your client

Required Documentation
Driver's License Front

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Driver's License Back

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Utility Bill

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Proof of ownership/title (if needed)

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Photo of front of home

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Add-On or Second System Details

Skip this page if not an add on or second system - THIS PAGE IS MANDATORY FOR ADD ON SYSTEMS
Existing System CAD Diagram

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Existing System Interconnection Agreement

IF CUSTOMER IS UNABLE TO LOCATE THEIR PREVIOUS INTERCONNECTION DOCUMENTS, PLEASE COPY AND PASTE THE FOLLOWING (IF UTILITY IS NOT ONCOR, SWAP FOR CORRECT UTILITY NAME AND EMAIL ADDRESS-CONCIERGE CAN PROVIDE IF NEEDED):
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IF CUSTOMER IS UNABLE TO LOCATE THEIR PREVIOUS INTERCONNECTION DOCUMENTS, PLEASE COPY AND PASTE THE FOLLOWING (IF UTILITY IS NOT ONCOR, SWAP FOR CORRECT UTILITY NAME AND EMAIL ADDRESS-CONCIERGE CAN PROVIDE IF NEEDED):

“to: dg@oncor.com

from:_______________[customer email]

cc: admin@simplictypower.io, [your email]

My name is ______________ and I live at __________________. I currently have a solar system on my home and I am requesting a copy of my existing interconnection documents for my system. Please reply to all when sending me this document.

Thank you, “
Existing Inverter Type

Other

Are you completing your own Site Survey?
Simplicity Power Sales Rep Site Survey
Please follow the photo checklist before to procure all necessary survey photos. You can refer to the FastPass Survey Standard Operating Procedure (available via Concierge request) for example photos and additional details if needed. Once submit, please reach out to Simplicity Concierge for in-home verification that the photos have been approved for a FastPass and Perfect Packet completion prior to leaving the home so we can ensure a quick install and no delays.
Front of Home with House Number Visible

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Main Service Panel -

UPLOAD CLOSE UP PHOTO, 6 FEET BACK PHOTO, AND PHOTO OF STICKER INSIDE PANEL - 3 MINIMUM REQUIRED PHOTOS HERE
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Subpanel Photos (if applicable) (photos up close AND photo 4 feet back) -

SIMILAR TO MAIN PANEL, TAKE 3 MINIMUM PHOTOS FOR EACH PANEL: UP CLOSE, FAR BACK, AND OF THE STICKER. ASK THE CUSTOMER IF THERE ARE ANY OTHER ELECTRICAL PANELS ANYWHERE INSIDE OR OUTSIDE THE HOME
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Electrical Service Meter -

UPLOAD CLOSE UP PHOTO, 6 FEET BACK PHOTO - 2 MINIMUM REQUIRED PHOTOS
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Roof Plane Photos where arrays will be placed

CAPTURE CLEAR PHOTOS OF ALL ROOF PLANES WHERE PANELS COULD POSSIBLY BE PLACED SO WE ARE ABLE TO ACCURATELY TELL THE QUALITY OF THE ROOF AND ANY OBSTRUCTIONS
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Attic Rafter Photos

MEASUREMENTS ARE NOT REQUIRED, BUT HEAVILY RECOMMENDED. MEASURE THE WIDTH AND DEPTH OF THE RAFTER AND PHOTOGRAPH AND MEASURE THE SPACE BETWEEN RAFTERS
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Google Maps Satellite Screenshot showing meter and main panel locations

THIS IS A MANDATORY PHOTO SO OUR ENGINEERING TEAM IS ABLE TO ACCURATELY TELL WHERE THE WIRING WILL TAKE PLACE. BE AS CLEAR AND ACCURATE AS POSSIBLE. IF YOU ARE SELLING A GROUND MOUNT SYSTEM, YOU WILL NEED TO ADDITIONALLY MARK WHERE ON THE PROPERTY THE PANELS ARE EXPECTED TO BE PLACED.
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Battery Placement Location (if applicable)

FOR ANY BATTERY INSTALLS, WE WILL NEED CLEAR PHOTOS OF 2-3 POSSIBLE PLACES AT THE PROPERTY WHERE WE CAN INSTALL THE BATTERIES ON THE WALL OR WHETHER WE WILL NEED TO CONSTRUCT A CONCRETE PEDESTAL MOUNT FOR THEM
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Ground Mount Location Photos (if applicable)

FOR GROUND MOUNT SYSTEMS, TAKE AS MANY CLEAR DEPICTIVE PHOTOS OF THE LOCATION WE WILL BE INSTALLING THE GROUND MOUNT SO WE CAN VERIFY TRENCHING REQUIREMENTS AND ANY OBSTRUCTIONS TO ACCOUNT FOR AHEAD OF TIME
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Misc Additional Photos (if needed)

THE MORE DETAILED PHOTOS THE MORE ACCURATE OUR DESIGNERS CAN CONSTRUCT YOUR CAD DIAGRAM - REMEMBER YOU ARE THE ONLY POINT OF REFERENCE FOR OUR TEAM TO ACCURATELY DESIGN THE BEST SYSTEM FOR THE HOMEOWNER; BE DETAILED SO WE CAN OFFER THE BEST EXPERIENCE TO THE HOMEOWNER WITH AS FEW REVISIONS NEEDED AS POSSIBLE
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Should be Empty:

Simplicity Power Solar M1 Form

Welcome Call

Work Order Details and Special Information

Required Documentation

Add-On or Second System Details

Simplicity Power Sales Rep Site Survey