Skip to main content
When a customer wants to proceed on Hometree (HT), follow this process. It reduces errors on HT documents and avoids re-checking everything after HT approval. This works alongside the app steps in Step-by-step guide — especially Hometree, Contract Generation, Contract Signing, and Won.

​
Overview

​
Step-by-step

​
1. Advise in Teams and tap Won in the app

When the customer confirms they want to proceed on HT:
  • Post in your Teams channel that you are doing HT
  • On Solar Progress, tap Won in the header (or mark Won when you finish — follow your team lead’s timing)
This tells the office to start checking your job.

​
2. Office checks documents

The office will check:
  • Survey
  • Design (OpenSolar)
  • Documents generated in the app
Wait for their go-ahead before assuming HT is approved.

​
3. Send HT application screenshot

In Hometree, screenshot the application showing these boxes filled in:
  • Panel
  • Inverter
  • Battery
  • Generation
Send the screenshot in Teams.

​
4. Office matches and approves

The office compares your screenshot to the contract and survey. When it matches, they approve you to continue with HT in Hometree.

​
5. If passed on HT

Once HT is passed:
  • Office checks all documents are signed in the app
  • You take payment (£500 holding via Lopay, then Mark Payment Complete in the app)

​
6. Book installation

In the app:

​
7. Consolidate

Complete any remaining consolidation steps your team requires (welcome email, final checks).

​
8. Send sale update in Teams

Post the sale update in Teams so everyone knows the job is complete.

​
Contract before Hometree

Generate and sign the EPVS contract in the app first. Use those details to fill the Hometree application — do not complete HT before the contract information is ready. Order in the app:
  1. Solar Projection
  2. Hometree (open HT — step marks complete)
  3. Contract Generation → sign contract
  4. Fill HT using contract details
  5. Continue payment and installation steps

​
If something does not match

Stop and message the office in Teams. Do not submit HT or mark later steps complete until survey, design, contract, and HT application all align.