Solar Energy Monitoring Workflow

Created by Lamont Gibson, Modified on Tue, 23 Jun at 2:39 PM by Lamont Gibson

Purpose

This workflow is used when a customer requests assistance with:

Solar panel monitoring
Solar production monitoring
Solar energy tracking
Solar performance alerts
Solar app configuration
Solar system visibility
Renewable energy monitoring

The objective is to provide visibility into solar production, energy consumption, system performance, battery storage, and utility interaction while helping customers maximize the value of their solar investment.

Customer Objectives

Determine what problem the customer is trying to solve:

Monitor solar energy production
Verify solar system performance
Track energy savings
Receive system fault alerts
Monitor battery storage levels
Reduce utility costs
Monitor a vacation or secondary property
Understand energy consumption patterns

Information To Collect

Solar System Information

Solar panel manufacturer
Inverter manufacturer
Battery storage system
System size (kW)
Date of installation
Monitoring platform currently in use

Solar Equipment

Solar panels
String inverter
Microinverters
Battery backup system
Smart energy meter
EV charger integration

Existing Smart Home Ecosystem

Solar monitoring app
Tesla ecosystem
Enphase ecosystem
SolarEdge ecosystem
Home Assistant
SmartThings
Google Home
Amazon Alexa

Technician Evaluation

Solar Production Monitoring

Review:

Real-time energy production
Daily production
Monthly production
Annual production
Historical trends
Production anomalies

System Health Monitoring

Evaluate:

Inverter status
Communication status
Panel performance reporting
Equipment fault alerts
Offline device notifications

Energy Management

Determine whether customer wants:

Energy consumption monitoring
Solar self-consumption tracking
Battery monitoring
EV charging optimization
Utility import/export visibility

Common Recommendations

Basic Solar Monitoring

Manufacturer monitoring platform
Production notifications
System health alerts

Advanced Solar Visibility

Consumption monitoring
Solar production reporting
Historical performance analysis
Energy savings tracking

Solar + Battery Monitoring

Battery charge monitoring
Backup reserve visibility
Outage reporting
Runtime estimates

Whole Home Energy Management

Solar production tracking
Utility usage monitoring
EV charging visibility
Smart appliance energy monitoring

Technician Actions

Identify solar equipment manufacturers.
Verify monitoring platform availability.
Confirm internet connectivity.
Configure solar monitoring applications.
Enable production and fault notifications.
Configure battery monitoring if applicable.
Verify reporting and dashboard visibility.
Test alert delivery.
Document final configuration and recommendations within the ticket.

Resolution Criteria

The request is complete when:

Solar production data is visible remotely.
Monitoring platform is operational.
System alerts are functioning correctly.
Battery information is available if applicable.
Customer confirms access to monitoring tools.
All configurations and recommendations are documented in the ticket.