Hand over manuels and install sequence

[dansk]

Hi -

Just wanted to know how everyone else carrys out the paperwork side:

This is the way i do it

1. Send Estimate
2. Then site survey
3. Follow up with formal quote which gets signed and forms the "contract"
4. (internal proceedure) Create job card and order good etc
5. Do the install
6. Come back and create the Hand over Manuel -This is the bit im unsure of: Do you guys go back and Hand over the manuel or do you take it to site and complete it on site? but if you do im not sure how you would? Or do you post it to them and talk through on the phone? or just post it and not talk about it?

Cheers

P.S - Do any of you go back in 12 months to check the system?

 

[bugsy]

If your refering to O/M manuals,

ours contain the following sections;

Project details: main contractor, consulting engineer , project manager , our details as electrical contractor ( names ,addresses , contact details,)
Scope of works,
List of manufacturers, catalouge cuts of items used including catalouge numbers and suppliers details
as installed drawings,
test certification
operational details of equipment installed
maintenace proceedures with regards to equipment installed
risk assements for above,
details of recommended planned maintenance

 

[dansk]

No not really - more to do with at what stage do you create the manuel - and do you go back to the customer to hand it over? or post it to them?

 

[SolarCity]

We hand our manuals over. We take it with us (having registered the installation that morning) and complete the test certificates on site.

We survey the job as part of our first visit.

 

[ian.settle1]

Hi -

Just wanted to know how everyone else carrys out the paperwork side:

This is the way i do it

1. Send Estimate
2. Then site survey
3. Follow up with formal quote which gets signed and forms the "contract"
4. (internal proceedure) Create job card and order good etc
5. Do the install
6. Come back and create the Hand over Manuel -This is the bit im unsure of: Do you guys go back and Hand over the manuel or do you take it to site and complete it on site? but if you do im not sure how you would? Or do you post it to them and talk through on the phone? or just post it and not talk about it?

Cheers

P.S - Do any of you go back in 12 months to check the system?

Depends upon what type of work it is, if it is commercial normally the client will keep 5% of the contract price as a retainer for the contractor to come back to carry ouy defects in the first 12 months then you recieve it when the 12 months is up.

Reason they keep this retainer is to ensure you come back to carry out any defect work but also should you go bust in that 12 months they use that 5% to go towards the costs of employing someone else to do any defect work.

 

[dansk]

We hand our manuals over. We take it with us (having registered the installation that morning) and complete the test certificates on site.

Good thinking batman.

 

[robbobnbill]

We do the same as BiggsSolar if we dont have any info such as generation meter number, before going to site i usually fill in the MCS and just ammend it on site via the net on my phone saves time and bandwith of doing the lot, most clients we have are happy to print it off themselves if we email the cert over, the wonders of technology

we also create a single .pdf of the handover pack and email it over after handover

 

[dansk]

Good advice - thanks, i like the .pdf idea - do you scan the manuel in and save a copy?

 

[SRE]

We do the same as BiggsSolar if we dont have any info such as generation meter number, before going to site i usually fill in the MCS and just ammend it on site via the net on my phone saves time and bandwith of doing the lot, most clients we have are happy to print it off themselves if we email the cert over, the wonders of technology

we also create a single .pdf of the handover pack and email it over after handover

Do you provide the MCS certificate before the final payment has cleared in the bank? What if they change their mind about paying for it?

 

[dansk]

Its a bit of a grey area that one - but under REAL, the customer has a duty to pay, and if they have signed the contract (which has to be done has part of MCS) then there shouldnt be a problem with payment. I havent had to do it yet, but can you not log back in and cancel the cert? - or at least you could tell them that!

 

[SolarCity]

I forget what the terms of the contract (REAL template) say about non-payment. I'd imagine as you are locked in contract then you are able to retrieve goods that are not paid for.