> ## Documentation Index
> Fetch the complete documentation index at: https://docs.app.creativuk.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Hometree (HT) process

> Teams and app steps when a customer wants to proceed on Hometree finance.

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](/sales/step-by-step) — especially **Hometree**, **Contract Generation**, **Contract Signing**, and **Won**.

## Overview

```mermaid theme={null}
flowchart TD
  A[Customer wants to proceed] --> B[Advise in Teams + tap Won in app]
  B --> C[Office checks survey, design, documents]
  C --> D[Send HT screenshot to Teams]
  D --> E[Office checks vs documents]
  E --> F{HT passed?}
  F -->|Yes| G[Check signed docs + take payment]
  F -->|No| H[Fix issues with office]
  G --> I[Book installation in app]
  I --> J[Consolidate + Teams sale update]
```

## 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:

* **Book Installation** — installer, date (2+ weeks out), **09:00** slot
* See [Step-by-step guide — Book installation](/sales/step-by-step#13-book-installation)

### 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.