This checklist is designed for you to use at the time of battery installation, before leaving the site. It helps set customers up for SmartShift, lowers the chance of post-install support issues, and speeds up referral payouts.

If your customer has chosen Amber follow this checklist to prepare their set-up for SmartShift.

If they haven’t yet chosen you can still complete most steps to avoid re-work later if they decide to join.

By following these steps onsite, you reduce errors, prevent delays, and give customers a smoother experience.

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Brand-specific checks

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AlphaESS / HIVE / REA Power

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Download printable PDF.pdf

❖ Sites with multiple brands of inverters

If the site uses different inverter brands (e.g. SolarEdge + Fronius), email [[email protected]](mailto:[email protected]?subject=Multi-brand%20inverter%20sources%20-%20CUSTOMER%20NAME&body=Customer%20name:%20ENTER%20CUSTOMER%20NAME%0AAddress:%20ENTER%20INSTALLATION%20ADDRESS%0ANMI%20(optional):%20ENTER%2010-DIGIT%20NMI%0AInstaller%20code:%20ENTER%20INSTALLER%20CODE%0A%0AData%20sources%20(select%20the%20most%20accurate%20system%20for%20each):%0A-%20Solar%20production%20data:%0A-%20Solar%20curtailment%20commands:%0A-%20Battery%20state%20of%20charge%20and%20charge/discharge%20rate:%0A-%20Battery%20charge%20or%20discharge%20commands:%0A-%20Household%20load%20data:%0A-%20Site%20import/export%20data:%0A%0ANotes:) with the most accurate source for each data stream to avoid onboarding errors

Email [[email protected]](mailto:[email protected]?subject=Multi-brand%20inverter%20sources%20-%20CUSTOMER%20NAME&body=Customer%20name:%20ENTER%20CUSTOMER%20NAME%0AAddress:%20ENTER%20INSTALLATION%20ADDRESS%0ANMI%20(optional):%20ENTER%2010-DIGIT%20NMI%0AInstaller%20code:%20ENTER%20INSTALLER%20CODE%0A%0AData%20sources%20(select%20the%20most%20accurate%20system%20for%20each):%0A-%20Solar%20production%20data:%0A-%20Solar%20curtailment%20commands:%0A-%20Battery%20state%20of%20charge%20and%20charge/discharge%20rate:%0A-%20Battery%20charge%20or%20discharge%20commands:%0A-%20Household%20load%20data:%0A-%20Site%20import/export%20data:%0A%0ANotes:)

Customer name, address, NMI
For each signal, the brand or system that should be the source:
- Solar production data
- Solar curtailment commands
- Battery state of charge and charge or discharge rate
- Battery charge or discharge commands
- Household load data
- Site import or export data </aside>

AlphaESS / HIVE / REA POWER

Onsite Checklist

Check system compatibility

Compatible with AL-serial AlphaESS inverters.
Not compatible with GoodWe. See Compatibility Checker

System Setup

[ ] Remove time-based controls in Alpha Cloud settings Step-by-step details
[ ] Ensure firmware is up to date
[ ] Ensure the timezone is correct and set to your nearest capital city in AlphaESS Cloud,(e.g. "(UTC+10:00) Canberra, Melbourne, Sydney".
- Please do not use the options in the "Australian Eastern Standard Time" format).
- Step-by-step details
[ ] If customer has multiple brands of inverters, email [[email protected]](mailto:[email protected]?subject=Multi-brand%20inverter%20sources%20-%20CUSTOMER%20NAME&body=Customer%20name:%20ENTER%20CUSTOMER%20NAME%0AAddress:%20ENTER%20INSTALLATION%20ADDRESS%0ANMI%20(optional):%20ENTER%2010-DIGIT%20NMI%0AInstaller%20code:%20ENTER%20INSTALLER%20CODE%0A%0AData%20sources%20(select%20the%20most%20accurate%20system%20for%20each):%0A-%20Solar%20production%20data:%0A-%20Solar%20curtailment%20commands:%0A-%20Battery%20state%20of%20charge%20and%20charge/discharge%20rate:%0A-%20Battery%20charge%20or%20discharge%20commands:%0A-%20Household%20load%20data:%0A-%20Site%20import/export%20data:%0A%0ANotes:) ****with the most accurate source for each data stream to avoid onboarding errors

Account & Access

[ ] Check for VPP enrolment
- Look in OEM app/portal or ask customer
- If enrolled, advise customer to contact previous provider
- Send them this unenrolment email template
[ ] Ensure customer knows their Alpha Cloud login and password

Customer Reminder (if joining Amber)

[ ] During registration they need to:
- Enter the correct serial (starts with AL) and check code in the registration form.
- if they have multiple AlphaESS batteries, they will need to onboard their batteries separately
- This is often entered incorrectly and will block onboarding.
[ ] Inform the customer about solar curtailment limits:
- DC-coupled: Eligible for solar curtailment
- AC-coupled: Not eligible

More details in our FAQ

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