Backup Power & Battery Monitoring Workflow

Created by Lamont Gibson, Modified on Tue, 23 Jun at 2:37 PM by Lamont Gibson

Purpose

This workflow is used when a customer requests assistance with:

Backup battery monitoring
Whole-home battery monitoring
Battery backup alerts
Solar battery monitoring
Power outage protection
Energy storage monitoring
UPS monitoring
Emergency power monitoring

The objective is to provide visibility into backup power systems, battery health, charge levels, outage events, and system performance so customers can maintain power reliability and receive timely notifications during utility disruptions.

Customer Objectives

Determine what problem the customer is trying to solve:

Monitor battery charge levels
Receive power outage alerts
Track backup runtime
Protect critical devices
Monitor solar energy storage
Verify backup systems are operational
Manage vacation or secondary properties
Improve emergency preparedness

Information To Collect

Backup Power Equipment

Tesla Powerwall
Enphase IQ Battery
FranklinWH
EcoFlow
Bluetti
Generac PWRcell
Anker SOLIX
UPS systems
Whole-home battery systems

Power Sources

Utility power only
Solar + battery
Generator + battery
Battery-only backup
Hybrid backup system

Existing Smart Home Ecosystem

Manufacturer monitoring apps
SmartThings
Home Assistant
Google Home
Amazon Alexa
Energy management platforms

Technician Evaluation

Battery Monitoring Features

Review:

Battery charge percentage
Charging status
Discharging status
Estimated runtime
Battery health reporting
Historical performance data

Outage Monitoring

Evaluate:

Utility outage notifications
Battery activation alerts
Battery depletion warnings
Utility restoration alerts

Energy Management

Determine whether customer wants:

Solar production visibility
Energy consumption monitoring
Backup reserve settings
Load management recommendations
Energy optimization alerts

Common Recommendations

Basic Battery Monitoring

Manufacturer mobile app
Charge level notifications
Power outage alerts

Enhanced Energy Monitoring

Solar production tracking
Whole-home energy monitoring
Runtime reporting
Consumption analysis

Vacation Property Monitoring

Remote battery status
Outage notifications
Critical battery alerts

Whole Home Resiliency Monitoring

Battery backup monitoring
Generator integration monitoring
Utility outage tracking
Emergency power reporting

Technician Actions

Identify battery backup manufacturer and model.
Verify monitoring hardware and connectivity.
Configure manufacturer monitoring platform.
Enable outage and battery status notifications.
Configure energy monitoring features.
Verify charge and discharge reporting.
Test outage and alert notifications.
Confirm customer can access monitoring remotely.
Document final configuration and recommendations within the ticket.

Resolution Criteria

The request is complete when:

Battery monitoring is operational.
Charge and health information is visible remotely.
Power outage notifications are functioning.
Battery status alerts are enabled.
Customer confirms successful access to monitoring tools.
All configurations and recommendations are documented in the ticket.