Renewables - Commercial Solar O&M Visit to Invoice

Confirm the visit date with the site contact and issue a pre-visit notification covering access arrangements, system changes since the last visit, and roof safety requirements.

Brief the engineer using the system record, last visit report, and inverter performance data so the engineer arrives with full context on the installation.

Verify the van kit before departure: fuses, isolator spares, DC connector tools, cleaning supplies, and the O&M checklist loaded on the eForms App.

Carry out the visual inspection of panels, mounting rails, cabling, fixings, and isolator switches, recording condition against each item in the eForms App.

Complete connection testing, insulation resistance measurement, earthing verification, and inverter fault history review; record all results in the site O&M report.

Compare inverter output data against expected generation figures; clean panels where soiling or debris is present and note pre- and post-clean condition in the report.

If any faults require follow-up work beyond minor adjustment, raise a works order before leaving site so the remedial scope is tracked and billed separately.

On return to the office, close the job and raise the maintenance invoice against the customer account, linked to the completed O&M report.

Maintenance visits are booked but not tracked centrally, so engineers arrive on site without the system history or notes from the previous visit.

The O&M report is completed on paper and filed separately from the job record, meaning the service history and the invoice live in different places.

Defects found during a visit get noted verbally but no works order is raised, and the remedial job falls through the gaps.