> ## 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.

# Step-by-step appointment

> Full walkthrough of Solar Progress from survey to welcome email.

After you tap **Start Solar Progress**, work through these steps on the **Solar Progress** screen. Tap a step to open it, complete it, then return to Solar Progress for the next one.

## Before the appointment — check it is in the app

**The day before each visit**, confirm your appointment appears in the app. Do not wait until you arrive at the property.

<Steps>
  <Step title="Open Appointments">
    Tap **Appointments** at the bottom of the screen.
  </Step>

  <Step title="Expand the date filter">
    Under **Appointment Date Filter**, tap the chevron to expand the filter panel.
  </Step>

  <Step title="Tap This Week or This Month">
    Under **Quick Appointment Filters**, tap **This Week** or **This Month** — always use one of these to confirm you can see upcoming jobs. The list defaults to **today only**, so tomorrow's appointments will not show until you change the filter.
  </Step>

  <Step title="Find your customer">
    Check your appointment is listed with the correct name, address, and date. If it is missing, contact your team lead **before** the visit — do not create a duplicate job yourself.
  </Step>
</Steps>

<Warning>
  If you only look at today's list the day before, you may think an appointment is missing when it is scheduled for tomorrow or later. Always tap **This Week** or **This Month** to check.
</Warning>

## 1. Survey

**Survey** opens first.

* Most customer details are pre-filled — **double-check everything**
* Complete all required fields
* Add every required photo — installers and scaffolders use these on site
* Photos must be **clear and accurate** (roof, fuse board, access, shading, etc.)
* Save as you go; submit when complete

<Note>
  If the customer **does not have an energy bill**, say so in the survey. An **Energy Bill Disclaimer** signing step may appear later in the workflow.
</Note>

## 2. OpenSolar — link your design

After the survey, open **OpenSolar** from Solar Progress.

Before the appointment, have designs ready in OpenSolar. During the visit you can:

1. **Search by address** — find an existing project
2. **Enter the Project ID** — from the Manage tab in OpenSolar
3. **Create a design** — ideally completed the day before the appointment

After linking:

* Confirm the design is saved
* Tap **Complete Step** if shown
* Return to the app (**Solar Progress**)

## 3. Calculate — choose calculator type

Tap **Calculate**. You choose:

| Calculator              | When to use                                                |
| ----------------------- | ---------------------------------------------------------- |
| **Off Peak Calculator** | Customer has day & night rate, an EV charger, or low usage |
| **Flux Calculator**     | Single rate or Octopus Flux customers with higher usage    |

Then complete:

* Template selection (system options)
* Customer details if prompted
* Calculator inputs (arrays, battery, consumption)
* **System Pricing** — review figures before presenting

<Warning>
  Present pricing only after you are happy the calculator is correct. If the price is wrong, **contact your team lead** — reps cannot override prices in the app.
</Warning>

## 4. Proposal

Tap **Proposal** on Solar Progress.

* Generate and review the proposal
* Present it to the customer in the appointment

## 5. Solar Projection

Tap **Solar Projection**.

* Walk the customer through projected savings and performance

## 6. Hometree

Tap **Hometree** on Solar Progress.

* The app opens the Hometree Finance login page in your browser
* The step marks complete when opened — you can return to Hometree anytime

<Note>
  When the customer wants to proceed on HT, follow the full [Hometree process](/sales/hometree) — including Teams updates and when to tap **Won**.
</Note>

## 7. Contract generation

Tap **Contract Generation** (**Select Contract Sheet**).

* Choose the correct proposal sheet (Off Peak or Flux/EPVS as shown)
* Tap **Generate Contract**
* Review the PDF

Generate the **EPVS contract** before filling Hometree — contract details feed into the HT application.

## 8. Energy Bill Disclaimer (if required)

Only appears when the survey recorded **no energy bill**.

* Send and complete the disclaimer signing
* Wait for signed status before continuing

## 9. Contract signing

Tap **Contract Signing**.

* Have the customer sign the contract in-app or via the signing link
* Confirm signed status before moving on

## 10. Express consent

Tap **Express Consent Signing**.

* Send and complete express consent with the customer

## 11. Booking confirmation

Tap **Booking Confirmation Signing**.

* Complete booking confirmation signing with the customer

## 12. Payment

Tap **Payment** (**Process Payment**).

1. Open your **Lopay** app on your phone
2. Take the **£500 holding payment** from the customer
3. Back in the app, tap **Mark Payment Complete & Continue**

<Warning>
  Only mark payment complete after the £500 has successfully gone through on Lopay.
</Warning>

## 13. Book installation

Tap **Book Installation**.

* **Select an installer** from the list assigned to **you** (reps only see their mapped installers)
* Pick a date **at least two weeks** ahead
* Select **09:00** in available times (required for the booking to work)
* Tap **Book Installation**
* Confirm the success message, then **Continue to Next Step**

Some installers need two days on the calendar — follow the on-screen installer notes.

## 14. Welcome email and finish

Tap **Send Welcome Email**.

* Check customer name, email, and address
* Tap **Send Welcome Email**
* The app moves you to **Finish Appointment**

### Mark Won or Quote

On **Finish Appointment** choose:

| Option    | When                                                             |
| --------- | ---------------------------------------------------------------- |
| **Won**   | Customer accepted — files go to **Customer Orders 2**            |
| **Quote** | Customer took a quote only — files go to **Customer Quotations** |

Tap **Confirm & Organize Files**.

You can also tap **Won** or **Quote** earlier on the **Solar Progress** header when the customer decides — see [Hometree process](/sales/hometree) for when to mark **Won** during HT.

## Step order on Solar Progress

Your screen may show these labels (plus Energy Bill Disclaimer when needed):

1. Survey
2. OpenSolar
3. Calculate
4. Proposal
5. Solar Projection
6. Hometree
7. Contract Generation
8. Energy Bill Disclaimer *(conditional)*
9. Contract Signing
10. Express Consent Signing
11. Booking Confirmation Signing
12. Payment
13. Book Installation
14. Send Welcome Email

Then **Finish Appointment** for **Won** or **Quote**.