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Creating a Job

A step-by-step guide from the BridgeSelect documentation.

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The Bridge Select portal allows you to create various job types, including Solar PV + Battery (combo), Battery Upgrade only, Hot Water, and Aircorn jobs.

⚡️How to Create a New Job(Solar PV+ Battery)

1

Log in to your Bridge Select portal, go to the Jobs section, and click the Create button.

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2

After clicking the Create button, a pop-up will appear. Fill in the required details, then click Create again to proceed.

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✅ Customer Details Tab

3

Once the job is created, you will be redirected to the Job Details page. In the Customer Details tab, enter the Owner Details and Installation Details, then click Save & Next page to proceed.

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✅ System Details Tab

4

In the System Details tab, go to the Panel Details section and select the Panel Brand, Model, and Total Number of Panels.

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5

Once the panel details are selected, the STC details will be automatically calculated based on the selection. Then, enter the Financial Payment information.

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6

Once the panel details have been entered, proceed to select the Inverter Brand, Model, and the Number of Inverters to be installed.

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7

With the inverter details completed, proceed to select the appropriate battery connection. Then, click on the Add Battery button, choose the Battery Brand, Model, and specify the Number of Batteries to be installed. Finally, click the ADD button .

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8

Enter the battery details. To claim BSTC, tick the checkbox to trigger automatic calculation. Then, fill in the Financial Payment and select the appropriate Battery Installation type, then click Save & Next page to proceed.

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NOTE: If you're already familiar with the process of adding battery units, you may proceed directly by following this link: Learn how to add a battery to a job.

✅ Install Details

9

In the Install Details tab, provide the property information and complete all required fields, including the System Type, NMI Number, Distributor Job Reference Number, Meter Number, and other relevant installation details.

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10

In the Installer Details section, enter the installation date and complete all required fields. You may then select either the Installer Company or assign an individual Installer, Electrician, and Designer based on the job requirements.

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Note: If an Installer Company is selected, all installation roles will be assigned to that company.
11

Once the Install Details section is completed, enter all remaining required information along with the Installer Company details, then click Save & Next Page to continue.

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✅ Document & Photos

12

In the Document & Photos tab, all required photos captured by the installer during the installation process. Uploaded images will be displayed in the Photos section.

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13

Once all photos have been captured and the job is marked as installed, navigate to the next tab: Retailer Declarationaccept and sign the Declaration. If the job is a Solar PV + Battery (combo), both declaration forms must be signed.

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14

After Declaration you click Check Information & Save button at the bottom of the form.

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For platform support, please contact your Bridge Select representative.

Still need a hand?

If you have any questions, please do not hesitate to reach out to us.

Contact the BridgeSelect Support Team