Using Geo/Onsite for Battery + PV
How to create your BAT+PV combined form
We created this guide to help you get your combined PV+Battery form through the finish line. If you face any hiccups, please reach out.
Tiana Bergmans
03805 0719
James Pasinis
03805 0720
1. Starting a new assignment
This is what you see when you are creating a new form.
Click “Begin a new Assignment”.
Our platforms will prompt you with the information required.
Fill in the installation address
Fill in the System owner details
If you wish, you can add an internal reference
2. Save your Job Reference for later and keep filling the form
If you have any questions about your job, let us know the reference number, so we can speed up the process of helping you.
The Retention of Title can now be issued electronically
Geo allow for two different install dates for PV and Battery. But the form will only send agreements once the second date is met
For forms with two dates, we need two compliance certificates
PV questions will come first, then Battery.
4. Calculating Certificates and Assigning your team
Once you save your job, Geo will tell you how many certificates the job accounts for.
Click “Save” and your install team should be ready to go.
5. Getting the number of batteries in
For now, always answer “No” to the question “Are you adding capacity to a modular stackable system?”
In number of batteries, add the number of modules.
We’ve been amending this info manually after a recent guidance from the regulator.
For Stackable Systems: Please make sure installers capture photos of all the modules.
6. Assigning your team
The same team should handle both the battery and pv install.
When you assign your install team, the job will start showing on their app.
7. Capturing the photos
The installer can take all of the photos under one job.
Make sure the installer captures 6 unique selfies
Once you add the products, you’ll see the components
8. Adding the Documents and Agreements
The documents you’ll need are:
Installation invoice
Compliance Certificate
Proof of NMI
For the consumer agreement, we’ve combined them, so you only need to send one.
Still have unanswered questions?
Speak to our team today