Panel and inverter barcodes scanned at commissioning, plus test readings, go into one phone form. The answers fill a handover pack template, and after a quick office check the PDF reaches the customer and the job folder the same day.
Typical results
≈2 hrs
Office retyping saved per project
Same day
Handover pack delivered at commissioning
0
Serial numbers retyped by the office
Figures reflect typical results for this kind of automation.
The challenge
Commercial solar customers need a handover pack with serial numbers, warranty terms and commissioning results for their insurer and maintenance team. Installers copy hundreds of serials onto paper, and someone in the office retypes them into a document days later. Typos cause trouble with warranty claims, and packs often arrive weeks after the system goes live.
Before and after
Office minutes per handover pack
−92%Days from commissioning to pack delivered
−100%The automation
At commissioning, the installer scans each panel and inverter barcode with their phone and enters string voltage, insulation and other test readings in the same form. On submit, the answers fill a Google Docs template with the system layout, serial list, warranty terms and commissioning results. After a quick check by the office, the PDF handover pack is emailed to the customer and saved to the job's Google Drive folder the same day.
How it works
- 01
Barcodes scanned on site
The installer scans each panel and inverter barcode with the phone camera inside the commissioning form.
- 02
Test readings entered
String voltages, insulation tests and inverter settings go into the same form, with photos of the installed equipment.
- 03
Template filled
The answers fill a Google Docs template with the system layout, serial list, warranty terms and commissioning results.
- 04
Checked, sent and filed
The office gets the draft PDF for a quick check, then it is emailed to the customer and saved in the job's Google Drive folder.
Starts from
- Panel and inverter barcodes
- Commissioning test readings
Delivers
- PDF emailed to customer
- Saved to the job folder
The impact
The office spends about 10 minutes checking each handover pack instead of two hours retyping it, and customers receive the pack on commissioning day. Serial numbers come straight from the barcode, so warranty registrations and later claims match the equipment on the roof.
Questions about this automation
What does the installer need on site?
Only a phone with the commissioning form open. The form uses the phone camera to read barcodes, so no separate scanner is needed. If a label is damaged, the installer can type that serial number by hand, and the pack marks it as manually entered.
Can the pack include our warranty terms and branding?
Yes. The Google Docs template holds your logo, layout and standard warranty wording, and only the job details change for each pack. Separate templates can be kept for different system types, and the form picks the right one from the equipment the installer selects.
What does the setup involve?
The main work is turning your current handover document into a template and building the commissioning form around it. Simple automations like this are usually live within days, and the first few packs are checked against the old format before the paper process is dropped.