Most importantly: the SunBiz Advisor service is provided on an opt-in basis. Clients who wish to use this service voluntarily share their OpenSolar account data with SunWiz, and we then provide unique Business Analytics that deliver an edge to the company. More information is provided below.

Why use the OpenSolar CRM to mark jobs as won

Indicating which proposals were successful unleashes a hugely valuable set of analyses in SunBiz Advisor. In addition to showing you where you’re most active (people, places, products, prices, segments, lead sources), we will show you where you’re most successful. You can then concentrate your efforts on what is most likely to bear fruit.

Indicating which proposals were successful enables you to track your progress in fulfilling a customer order. It also helps you manage your business.

If you’re using an external CRM, SunWiz can automate the process of automatically mark jobs as won within OpenSolar.

How SunBiz Advisor detects if a job is marked as won

A sale is recorded when one of the following occurs:

the CRM stage is first updated to ‘Installing’ or ‘Maintaining’
a checkbox in the Installing or Maintaining CRM stage is first checked
the customer accepts the online proposal
a system is marked as sold
a few other conditions.

The easiest way to update things is to use the CRM

What date SunBiz Advisor uses as the sale date

Is my OpenSolar Data Safe?

Your privacy is of utmost importance to us at SunWiz. We have respected and protected user privacy since we started, and we guarantee that your data is a 100% safe with us and we are trusted by industry leaders across the board.

Your Data is Safe with SunWiz:

We will not sell your customer details as leads
In fact, we will never disclose any personal information, customer details, or identify your business to anyone else.
When we do compare business across the market, we do so without identifying anyone, at an aggregate level. You can verify this by downloading our sample report
You can terminate SunWiz’s access to your OpenSolar account, and your data is wiped from our secure server
Its all covered in full glorious detail in our Privacy Policy

Why you Should Trust SunWiz:

SunWiz has been entrusted by over 1400 leading solar retailers with details of over 60,000 customers, as the developer of PVsell.
SunWiz is the only company trusted by leading battery manufacturers with confidential sales figures for our exclusive Battery Market Report, and we regularly handle confidential business data for a wide range of leading solar companies.
Warwick Johnston has personally been elected or appointed to many positions of leadership, including the board of the Clean Energy Council and an industry representative to Solar Victoria.
SunWiz has been vetted by OpenSolar and earned a status of Expert Partner and Exclusive Training Provider.
Personally, Warwick Johnston has received recommendations on his LinkedIn profile from numerous solar industry leaders including Nigel Morris, John Grimes, Mark Twidell, Geoff Bragg, Tristan Edis, Stefan Jarnasan and more

Interval Meter Data Tool Disclaimer

The Interval Meter Data Tool is designed to convert standard form meter data for the OpenSolar platform.

Users are responsible for meeting the requirements of the data that needs to be uploaded to the tool, which extends to but is not limited to

The completeness and accuracy of the data
Ensuring that there are no missing records
Uploading the data in one of the compatible intervals (15m, 30m or 1h).

Data uploaded to the Interval Meter Data Tool should not contain multiple datasets. In the case an excel file is uploaded, only the first sheet will be considered.

The accuracy of the output is dependent on the user’s dataset, therefore SunWiz does not guarantee the accuracy of the output.

The user must acknowledge that the output of the tool is beyond the control of SunWiz, and they must ensure that the data is accurate on their own behalf.

In the event that the program runs into an issue, the user will be issued with warnings or solutions to address or resolve the issue.

If the user requires additional support, they can avail it as a separate service from SunWiz

Warranties on performance

The Interval Meter Data tool from SunWiz attempts to convert most frequently occurring types of standard meter data file types in specific formats for the purpose of being used on the OpenSolar platform. Unless mentioned otherwise, SunWiz does not extend any guarantee of any kind, either expressed or implied, on the limited success of the Interval Meter Data Tool and the extent of it’s automation. Depending on the user’s upload, the program may require additional inputs, the training for which is not included in the purchase of this service and can be purchased separately.

Input requirements

The Interval Meter Data Tool accepts data in the 15-minute, 30-minute and 60-minute(hourly) intervals. In case the file is uploaded in an excel format (*.xls, *.xlsx, *.xlsm), only the first sheet of the file will be considered. Our tool is required to accept raw meter data, usually highlighted as ‘E’ data in its standard format; and therefore SunWiz does not guarantee that all data formats will be accepted.

For complete automation, the file must adhere to an acceptable standard format. In the case of an issue, the user will be provided with instructions by the tool on how it can be resolved. Warnings will be issued if the data is incompatible, incomplete with missing records and if multiple datasets are uploaded at once.

How SunBiz Advisor interprets your OpenSolar account data