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greenbank_form [Solar eCRM]

Solar eCRM

Look Professional. Be Profitable

User Tools

Site Tools


greenbank_form

Green Bank Form

Green bank form can be generated by clicking on “Print green bank form” from installation view page. Once the button is clicked, green bank form page will show and the following details can be filled to generate with green bank form.

Installation -> Customer Name -> Print Greenbank Form 

Owner Details & Postal Address

Field name Description
If Owned by Company (Name) If a customer is a company, user can put the company name
First name First name of customer
Surname Surname of customer
Unit type Unit type of customer
Unit Number Unit number of customer
Street Number Street number of customer
Street Name Street name of customer
Street Type Street type of customer
Suburb Suburb of customer
State State of customer
Postcode Postcode of customer
Preferred daytime contact number Preferred daytime contact number of customer
After hours contact number After hours contact number of customer
Email Customer's email


Installation Details

Details of the location where installation is going to be held

Field name Description
Property Name Name of the property
Unit Type Type of unit
Unit Number Unit number
Street Number Street number
Street Name Street name
Street Type Street type
Suburb Suburb
State State
Postcode Postcode


Solar system description

Details of the solar system. Panel and Inverter information must match exactly with the CEC approved list

Field name Description
Panel Brand Type the correct Panel Brand
Panel Model Type the correct Panel Model
Inverter Brand Type the correct Inverter Brand
Inverter Model Type the correct Inverter Model
Inverter Series Type the correct Inverter Series
Inverter Serial Number Type the correct Inverter Serial Number
Number of Panels Type the correct Number of panels
Watts per Panel Type the correct Watts per panel
STC deeming period STCs must be registered within 12 months of installation and select 5 years or 15 years
Total capacity in kW Type the correct total capacity in kilowatt
Total solar STCs Type the correct total of solar STCs if there is any
Installation date The day the system was first able to produce and deliver electricity
Multiple factor Select one of the multiple factor
Select system “Grid connected system ” and “Standalone power system” Select any
Do you wish to enter photo-voltaic serial numbers for small generation units? If “yes”, a form for photo-voltaic serial numbers for small generation units will display


Eligibility

This section include a list of yes or no questions for user to select.

Field name Description
Have you previously received or been approved for a rebate or financial assistance for any small generation unit at this address? select yes or no
Have you received Solar Credits (multiplied STCs) for a small generation unit at this premise/address? select yes or no
Is this an eligible premise if claiming Solar Credits (STC Multiplier)? select yes or no
Are you installing a complete unit (ie panels and new inverter) select yes or no
Are there existing panels at this address? select yes or no. If yes, two input box will display and user have to enter the location of new panels from existing panels using metres and direction


* Calculate out of pocket expense *

This section is to calculate the extra costs.

Field name Description
Total cost for installation (parts and labour) Enter total cost for installation including parts and labour
Meter connection cost Connection cost for meter. Enter the estimation if this may charge later. Enter “N/A” for QLD residents
Any other cost Any extra costs. e.g. tree felling
Deduct value of STCs, any rebate or benefits Enter deducted value of STCs, any rebate or benefits
Please state total out of pocket expense Enter total out of pocket expense


CEC Installer Section

This section is to enter the details of the installer, designer and electrician.

Field name Description
Installer Name Enter correct installer name
Classification Choose one of the classification I , D+I , D+S
Contact Number Enter contact number of installer
Accreditation Number Enter accreditation number
Unit Type Enter Installer's unit type
Unit Number Enter Installer's unit number
Street Number Enter Installer's street number
Street Name Enter Installer's street name
Street Type Enter Installer's street type
Suburb Enter Installer's suburb
State Enter Installer's state
Postcode Enter Installer's postcode
Designer Name Enter correct designer name
Classification Choose one of the classification D , D+I , D+S
Contact Number Enter contact number of installer
Accreditation Number Enter accreditation number
Unit Type Enter designer 's unit type
Unit Number Enter designer 's unit number
Street Number Enter designer 's street number
Street Name Enter designer's street name
Street Type Enter designer's street type
Suburb Enter designer's suburb
State Enter designer's state
Postcode Enter designer's postcode
Electrician Name Enter correct electrician name
Contact Number Enter electrician's contact number
Licence Number Enter electrician's licence number
Unit Type Enter electrician's unit type
Unit Number Enter electrician's unit number
Street Number Enter electrician's street number
Street Name Enter electrician's street name
Street Type Enter electrician's street type
Suburb Enter electrician's suburb
State Enter electrician's state
Postcode Enter electrician's postcode


CEC compulsory written statement

Field name Description
Owner's full name Enter full name of owner
PV & Inverter Standards Select one or many of given PV and inverter standards
Grid connected System Select one or many of given grid connected system
Standalone System Select one or many of standalone system


Payment details

Field name Description
This will be direct to the installer/supplier as a payment on your behalf for the installation of the small generation unit Select if it is true
This will be as a monetary payment being paid back to the owner of the small generation unit Select if it is true
Name of person/company receiving payment Enter name of person/company receiving payment
BSB Enter BSB number
Account Number Enter account number
Account Name Enter account name


GST declaration

Field name Description
Personal use System owned by an individual who is not registered for GST and the System is for domestic use only Select check box if it is true
Business use Owned by a business not registered for GST Select check box if it is true
Business use System owned by a business who is registered for GST. If so, provide your ABN below and attach your tax invoice Select check box if it is true
Business name Name of business
ABN Enter Australian Business Number (ABN)


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greenbank_form.txt · Last modified: 2019/02/28 13:41 (external edit)