How is retrofitting a battery different from a new-build solar and battery installation?

A retrofit works with an existing solar PV system. The key differences are coupling method - AC coupling keeps the existing inverter, DC coupling replaces it - fire safety compliance checks under PAS 63100:2024, and the need to review existing MCS documentation before work begins. The job scope is typically narrower, but the site survey and DNO assessment are equally important.

What DNO notification does a battery retrofit require?

Most domestic and small commercial battery systems require a G98 notification to the Distribution Network Operator, which can be submitted after installation. Larger systems that exceed defined export limits require G99 approval before installation, which can take 45 days or more. Confirming which notification applies during the site survey is essential for setting accurate lead times with the customer.

How does Zigaflow help manage the compliance documentation on battery retrofit jobs?

All job documentation is held in the Zigaflow job record. Engineers complete the site survey and installation checklists digitally via the eForms App, which syncs back to the job automatically. Once the EIC, DNO confirmation, and warranty documents are in the job record, the final invoice can be raised directly - no separate document chase required.

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Workflow Scenario

Renewables - Adding Battery Storage to Existing Solar System

Retrofit. Compliant. Closed.

Step by step

Receive and Qualify EnquiryLeads

Customer contacts the business wanting battery storage added to an existing solar PV system. Capture system size in kWp, inverter make and model, age, and MCS certification status. Note the customer's goals: bill savings, backup power, or smart tariff compatibility.

Book and Conduct Technical Site SurveyJobs

Assign an MCS-certified engineer to assess the property. Confirm AC or DC coupling suitability based on the existing inverter, battery location options under PAS 63100:2024 fire safety guidance, and whether the export level triggers a G98 or G99 DNO notification.

Build and Send QuoteQuotes

Price battery hardware, inverter upgrade if DC coupling is required, installation labour, DNO notification administration, and Electrical Installation Certificate. Set a quotation validity period and send to the customer for acceptance.

Raise Purchase Orders on AcceptancePurchase Orders

Issue POs for battery hardware and any ancillary equipment once the customer accepts the quote. Confirm the delivery date aligns with the planned installation day and track supplier acknowledgement.

Complete Installation and Safety ComplianceeForms

Engineer installs the battery on a fire-safe mounting point, connects to the solar system, fits circuit protection to BS 7671, and tests the full system. The eForms site checklist is completed digitally on-site, confirming all PAS 63100 requirements are met before the engineer leaves.

Submit DNO Notification and Issue EICJobs

Submit the G98 or G99 notification to the Distribution Network Operator. Issue the Electrical Installation Certificate and MCS documentation where applicable. Store all compliance documents in the job record.

Raise Final Invoice and Close JobInvoices

Once handover documentation is issued to the customer, raise the final invoice from the completed job record. Sync to accounting software for payment tracking and close the job.

What this workflow solves

Quoting a battery retrofit accurately requires knowing the existing inverter specs, coupling type, and DNO capacity before I can give a reliable price - and half of that information doesn't arrive until the site survey.

I've lost jobs to competitors who got their quote back the same day as the survey. My process takes two weeks from survey to quote and customers don't wait.

After installation I'm chasing the engineer for the EIC, DNO paperwork, and monitoring credentials - everything needed for handover ends up in different places and the final invoice gets delayed by days.

Frequently asked questions

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