User Guide

Reference documentation for the Black Diamond Solar quote builder and admin portal.

Getting Started

Overview

The system consists of two main pages:

Quote Tool — Used by sales reps to build, price, and print solar + battery quotes for customers.
Admin Portal — Used by administrators to manage contractors, product pricing, and user accounts.

The quote tool is public and does not require login. The admin portal requires a Supabase Auth account.

Both pages include toolbar links to navigate between them. The admin toolbar also contains a Logout button. This guide is accessible from both pages via the Guide link in each toolbar.

Quote Tool

The top toolbar provides quick access to all quote actions.

The toolbar with Rep/Contractor selectors, action buttons, search, Guide link, and Admin gear icon.

Element	Description
Rep	Select the sales representative for this quote. Saved alongside each quote.
Contractor	Select the contractor. This determines the rate card used for installation pricing and sets the contractor details on printed quotes.
Quote Type	Choose Traditional Solar (default) or Zero Bill. Zero Bill adds a premium to the customer price calculated as the greater of a flat base amount or a percentage of the price before rebates. Both values are configurable in Business Parameters.
New	Clear the form and start a fresh quote.
Save	Save the current quote to the database. Requires a customer name and postcode.
Print	Generate a PDF quote document for the customer.
BOM	Open the Bill of Materials view showing all components, supplier codes, quantities, and costs.
Search	Toggle the search bar to find previously saved quotes by name, address, or phone.
Admin	Navigate to the contractor admin page (gear icon).

Customer Information

Enter the customer's contact details and installation address. These appear on the printed quote.

Empty customer form with placeholder text.

Filled customer form — postcode triggers STC zone lookup.

Field	Description	Notes
Customer Name	Full name of the customer	Required for saving
Email	Customer email address	—
Street Address	Installation street address	Google Places autocomplete — start typing and select a suggestion to auto-fill Suburb, State, and Postcode. Manual entry still works.
Suburb	Installation suburb	Auto-filled by address autocomplete
State	Australian state/territory	Auto-filled by address autocomplete. NSW, VIC, QLD, SA, WA, TAS, NT, ACT
Postcode	4-digit postcode	Required. Auto-filled by address autocomplete. Triggers automatic STC zone lookup which determines the solar rebate multiplier for this location.
Phone	Customer phone number	—

STC Zone: When you enter a valid postcode the system automatically looks up the STC zone (1–4). Zone 1 receives the highest rebate; zone 4 the lowest. This directly affects the customer price.

Address Autocomplete: The Street Address field uses Google Places to suggest Australian addresses as you type. Selecting a suggestion auto-fills Suburb, State, Postcode, triggers the STC zone lookup, and calculates the driving distance from the contractor to the install site. The Distance Matrix API requires the Maps JavaScript API, Places API, and Distance Matrix API to be enabled in Google Cloud Console.

Installation Details

This collapsible section captures the physical installation parameters. Click the section header to expand.

Installation details expanded — segmented controls for storeys, mounting, orientation, and phase; dropdown for roof type; steppers for rows and arrays.

Field	Description	Values
Building Storeys	Number of storeys at the installation site. Affects installation pricing.	Single / Double
Battery Mounting	How the battery will be mounted. Wall mount may incur extra cost for some configurations.	Wall / Ground
Panel Orientation	How panels are oriented on the roof. Affects mounting rail calculations.	Portrait / Landscape
Roof Type	The roof material/style. Determines which mounting kit is used and may show conditional fields.	Metal, Tile, Concrete/Terracotta, Klip Lock, Terracotta, Flat
Rows	Number of panel rows on the roof. Used for mounting rail calculations.	1–20 (stepper)
Arrays	Number of separate panel arrays. Each array needs its own mounting hardware.	1–10 (stepper)
Phase	Electrical phase at the property. Determines which inverters are available and maximum system size.	Single Phase / Three Phase

Conditional Fields

Tilt Angle — Appears when roof type is Flat. Select the tilt frame angle: 10–15°, 15–30°, or 30–60°.
Kliplock Profile — Appears when roof type is Klip Lock. Select the specific profile: Universal 406/700, Klip-Lok 700, 406, or 105.
Wall Mount Warning — May appear when wall mounting is selected to alert about weight or compatibility constraints.

System Configuration

The core of the quote. Configure the system type, manufacturer, panels, and battery.

A configured system: Sigenergy manufacturer selected, 37 Longi panels (17.57 kW), and 32 kWh battery capacity.

System Type Tabs

Choose one of three configurations:

Tab	Description
Solar + Battery	Full hybrid system with panels and battery storage. Default selection.
Solar Only	PV panels with a string inverter, no battery. Battery controls are hidden.
Battery Only	Battery retrofit — no panels. Panel controls are hidden.

Manufacturer

Select the battery/inverter manufacturer. Currently supported: Sigenergy and SolaX. Each manufacturer has its own product range for inverters, batteries, gateways, and accessories.

Panel Selection

Choose a solar panel model from the dropdown. The dropdown only shows active panels from the pricing database. Use the stepper buttons to set the number of panels. The system size in kW is calculated automatically.

Battery Capacity

Use the stepper to select desired battery capacity in kWh. The system will configure the nearest achievable capacity using available battery modules and display the actual capacity. Each manufacturer has different module sizes (e.g. 5 kWh increments).

Battery Type: For manufacturers that offer multiple battery types (e.g. SolaX LV vs HV), a battery type selector will appear allowing you to choose.

Inverter & Gateway

The inverter and gateway are selected based on your system configuration.

Inverter section showing auto-selected energy controller, battery config (4× 8kWh = 32 kWh), PV oversizing warning, and CEC Approved status.

Field	Description
Inverter / Energy Controller	Auto-selected based on system size, phase, and manufacturer. You can override the selection from the dropdown.
Gateway / Backup Protection	Sigenergy only. Select gateway for backup protection from the dropdown. Hidden when SolaX is selected.
Backup Scope	Sigenergy only. Segmented toggle (Partial / Full Home) to the right of the gateway dropdown. Disabled until a gateway is selected. Selecting Partial sets backup circuits to 3 and auto-adds the "Partial board upgrade" addon. Full Home sets circuits to 5 and adds "Meter board upgrade". The addons swap automatically when you switch.
Backup Options	SolaX only. Appears when batteries are configured. Three-option segmented toggle: None (default), Partial, or Full Home. Partial sets backup circuits to 3 and adds "Partial board upgrade". Full Home sets circuits to 5, adds "Meter board upgrade", and auto-adds an EPS Box for X3-Hybrid inverters. X1-VAST and X3-Ultra have built-in whole-home backup so no EPS Box is needed. Selecting None removes all backup-related addons and circuits.

Status Indicators

Recommended Config (blue box) — Shows the battery module breakdown (e.g. "2× 5kWh modules").
CEC Approved (green shield) — The selected inverter + panel combination is listed in the CEC approved combinations table.
CEC Warning (orange shield) — The combination is not found in the CEC approved list. The system may still be installable but the rep should verify.
Oversizing Warning — Panel array output exceeds the inverter's maximum input capacity.
Min Modules Warning — Below the minimum number of panels required for this inverter.
Phase Cap Warning — System size exceeds the maximum allowed for single-phase connections.

Accessories

This collapsible section manages additional items included in the quote.

Accessories section showing an auto-included power sensor (green "Included" badge), the manual accessory dropdown, and the custom item button.

Auto-Included Accessories

Some accessories are automatically added based on the system configuration (e.g. mounting hardware, isolators). These appear as green pills with an "Auto" badge. Each has a checkbox to exclude it if not needed.

Manual Accessories

Use the accessories dropdown to add optional items. Select an accessory to add it to the quote. Added items appear as blue pills and can be removed with the × button.

EV Chargers

If available for the selected manufacturer, EV charger options appear as selectable pill buttons. Click to toggle on/off. The price is shown on each option.

Electrical Upgrades

This collapsible section appears when a contractor is selected and has a rate card configured. It shows installation-related cost items from the contractor's rate card.

Item Types

Type	Behaviour
Auto items	Automatically included based on the system configuration. Always costed.
Standard items	Displayed as a label + price. Always included when visible.
Checkbox items	Displayed as a 3-column grid of checkboxes. Tick to include the cost.
Add-on items	Select from the dropdown to add. Remove with the × button. Per-panel items (e.g. System Removal) show a +/− stepper labelled "panels". Per-metre items (e.g. DC Run, AC Run) show a +/− stepper labelled "metres"; charges apply only beyond the threshold (e.g. DC Run charges after 20 m, AC Run after 8 m).

Additional Fields

Field	Description
Backup Circuits	Number of backup circuits including RCBO. Auto-set by the backup scope/options toggle (Partial = 3, Full Home = 5) but can be manually overridden. For SolaX, appears when Partial or Full Home is selected. For Sigenergy, appears when a gateway is selected. Each circuit adds to the installation cost.
Travel Distance	Driving distance in km from the contractor's address to the installation site. Auto-calculated via Google Distance Matrix API when an address is selected or the contractor changes. Can be manually overridden. Charges apply per km beyond the contractor's travel threshold (default 80 km). A yellow warning appears if the distance exceeds the contractor's service region.

Custom Add-ons

Click Add Custom Item to add a free-text line item with a custom price. Use this for anything not covered by the standard rate card items.

Price Summary

The sidebar (right column on desktop, below on mobile) shows the live pricing breakdown.

Price summary for a 17.6kW + 32kWh system: customer price, urgency banner, line-item breakdown, GST, and STC rebate.

Section	Description
Customer Price	The headline price including GST and after all rebates. Updates in real time as you configure the quote.
System Summary	One-line description of the system (e.g. "6.6kW + 10kWh Sigenergy").
Urgency Banner	Shows the price increase that will apply after the May 1 2026 STC changes. Automatically hidden after that date. See STC Rebates below.
PV Equipment	Line items for panels and solar-related hardware.
Battery & Inverter	Line items for battery modules, inverter, gateway, and related components.
Accessories	All selected accessories and custom add-ons.
Installation	Installation cost subtotal from the rate card (visible when a contractor is selected).
Price Before Rebates	Total ex-GST price before STC rebate is applied.
GST	10% GST on the total.
STC Rebate	Government rebate based on system size, STC zone, deeming period, STC factor, and current STC price. Shown in green. See STC Rebates below.
Discount	Green highlighted banner below the price card. Enter a dollar amount to deduct from the final customer price (inc GST). The discount is saved with the quote and appears on the PDF. Set to 0 for no discount.

Mobile: On narrow screens the summary sidebar moves below the form and a floating price bar appears at the bottom of the screen showing the customer price at a glance.

STC Rebates & May 2026 Transition

The quote tool calculates government STC (Small-scale Technology Certificate) rebates for both solar panels and batteries. The rebate scheme changes on May 1, 2026 and the system handles this automatically.

How STC Rebates Work

The rebate is calculated from three factors:

System size — kW of solar or kWh of battery installed.
STC zone — determined by postcode (zone 1 gets the most sun, zone 4 the least). The zone rating is a multiplier on the system size.
Deeming period — the number of years of future generation the system is credited for.
STC price — the market price per certificate, set in Business Parameters (currently $37).

The PV rebate formula is: floor(kW × zone_rating × deeming_years) × STC_price

PV STC Rebate

The PV deeming period is set by the admin in Business Parameters via a dropdown. It drops by 1 year each January under the legislated schedule (5 in 2026, 4 in 2027, ... 1 in 2030). The dropdown only allows selecting the current year or future values.

Component	Calculation
PV deeming period	Set in Business Parameters (e.g. 5 for 2026)
PV rebate	`floor(kW × zone_rating × deeming_period) × STC_price`

Battery STC Rebate

The battery rebate uses an STC factor set by the admin in Business Parameters. The formula is: floor(kWh × factor) × STC_price, capped at 50 kWh.

From May 1, 2026, the battery rebate applies a tiered structure based on battery size:

Capacity Tier	STC Rate	Example (factor 6.8, $37/STC)
0 – 14 kWh	factor × 100%	14 kWh → 95 STCs → $3,515
14 – 28 kWh	factor × 60%	+14 kWh → 57 STCs → $2,109
28 – 50 kWh	factor × 15%	+22 kWh → 22 STCs → $814

The STC factor declines every 6 months from May 2026 (8.4 → 6.8 → 5.7 → ... → 2.1 in Jul 2030). The admin sets the Install Period in Business Parameters and the correct deeming period and factor are applied automatically.

Urgency Banner

The price summary shows an orange urgency banner comparing the current customer price to what it would be at the next scheduled STC step-down (either PV deeming reduction or battery factor reduction, whichever comes first). This helps sales reps encourage customers to act before the rebate reduction.

The banner automatically hides when no future step-down exists in the published schedule.

Admin-controlled: Set the Install Period in Business Parameters to match when systems will be installed. The PV deeming period and battery STC factor are automatically derived from the legislated schedule. The urgency banner shows the price increase at the next scheduled step-down.

Workflows

Creating a New Quote

Click New in the toolbar to clear the form.

Select a Rep and Contractor from the toolbar dropdowns.

Enter the customer's name and start typing the address — select from autocomplete suggestions to auto-fill suburb, state, postcode, STC zone, and travel distance.

Expand Installation Details and set the roof type, storeys, phase, and other parameters.

Choose a system type tab, select the manufacturer and panel, then set panel count and battery capacity.

Review the auto-selected inverter. For Sigenergy, select a gateway and choose the backup scope (Partial or Full Home). For SolaX with batteries, choose the backup option (None, Partial, or Full Home). The appropriate board upgrade and backup circuits are added automatically. Check for CEC warnings.

Add any accessories or electrical upgrades as needed.

Review the Price Summary sidebar to confirm the customer price.

Saving a Quote

Click Save in the toolbar. The quote data is saved to the database and can be retrieved later via search. The customer name and postcode are required to save.

Searching & Loading Quotes

Click the search icon in the toolbar to open the search bar. Type a customer name, address, or phone number. Results appear below the toolbar. Click a result to load that quote into the form.

Printing a PDF Quote

Click Print in the toolbar to generate a formatted PDF document. The PDF includes the customer details, system specification, pricing breakdown, and contractor information.

Bill of Materials (BOM)

The BOM button in the toolbar opens a full-screen overlay listing every component with supplier codes and quantities. The full system price (inc GST, before rebates) is shown prominently in the header.

At the bottom, STC rebates, any discount, and the final Customer Price (inc GST) are displayed. No individual item prices are shown in the BOM — only quantities.

Use Print / Save PDF within the BOM view to export it.

When a quote is saved, the full BOM is snapshotted into the quote record. This preserves exact line items and costs at the time of saving, regardless of later price changes. The snapshot can be viewed from the admin Quotes view (see Admin — Quotes).

Admin — Contractors

The admin portal opens to the Contractors mode by default. Access it by clicking Admin in the quote tool toolbar, or navigate to admin.html directly. You must log in with a valid account.

The admin login screen. Enter your email and password to access the admin portal.

Contractor List

The left panel shows all contractors. Use the search input at the top to filter by name. Toggle between Active and All to show or hide deactivated contractors.

Element	Description
Search	Filter the contractor list by name. Matches are highlighted in real time.
Active / All	Filter buttons. "Active" (default) hides deactivated contractors.
Status badge	Green for active contractors, grey for deactivated.
Compliance dots	Small coloured indicators showing compliance status (insurance, licence expiry, etc.).

Details Tab

Click a contractor to view their details in the right panel. The Details tab shows contact information, licence, and compliance fields.

Field	Description
Company Name	The contractor's registered business name.
Contact Name	Primary contact person.
Email	Contact email address.
Phone	Contact phone number.
Address	Business address. Google Places autocomplete enabled — used as the origin for travel distance calculations.
ABN	Australian Business Number.
Licence Number	Electrical contractor licence number.
Licence Expiry	Licence expiry date. Generates a compliance warning when approaching expiry.
Insurance Expiry	Public liability insurance expiry date.
CEC Accreditation	Clean Energy Council accreditation number.
Service Region (km)	Maximum service distance in km. If the install address exceeds this distance, a yellow warning appears in the quote tool.
Travel Threshold (km)	Free travel distance in km (default 80). Travel charges only apply for km beyond this threshold.
Active	Toggle the contractor's active status. Deactivated contractors are hidden from the quote tool dropdown.

Click Save to persist changes. Use Deactivate to soft-delete the contractor (they remain in the database but are hidden).

Compliance Warnings: If a contractor's licence or insurance is expired or expiring soon, a warning banner appears at the top of the details panel.

Rate Card Tab

Switch to the Rate Card tab to manage the contractor's installation pricing. The rate card defines all the line items that appear in the quote tool's Electrical Upgrades section.

Category Groups

Items are organised into categories (e.g. "Electrical", "Structural", "Travel"). Each category is a collapsible group with its own header.

Managing Items

Inline editing — Click a price value to edit it directly in the list.
Add item — Click the + button in a category header to add a new rate card item.
Edit item — Click an item row to open the edit modal with all fields.
Delete item — Use the delete button in the edit modal to remove an item.

Item Edit Modal Fields

Field	Description
Name	Display name of the rate card item.
Category	Which group this item belongs to.
Type	How the item behaves: auto (always included), standard (displayed with price), checkbox (optional tick), or addon (selectable from dropdown).
Price	Cost in dollars (ex GST).
Condition	Optional condition expression that controls when this item is visible (e.g. only for battery systems, only for double storey).

Reset to Defaults

Use the reset button to restore the contractor's rate card to the system default values. This overwrites all custom pricing.

Clone Contractor

Click Clone in the toolbar to duplicate an existing contractor. The clone modal lets you:

Select the source contractor to copy from.
Enter a new company name for the clone.
Choose whether to copy the rate card.

The cloned contractor is created as a new active entry with all details and (optionally) rate card items copied.

Admin — Pricing

Switch to Pricing mode using the mode switcher in the admin toolbar. This mode manages all product pricing data that feeds into the quote tool.

Product Tables

Use the Category and Manufacturer filter dropdowns to narrow the product list. Products are displayed in a table with columns specific to each product type.

Category	Key Columns
Panels	Model, wattage, supplier code, price, active
Inverters	Model, capacity (kW), phase, type, supplier code, price, active
Battery Modules	Model, capacity (kWh), type, supplier code, price, active
Gateways	Model, type, supplier code, price, active
EV Chargers	Model, power (kW), supplier code, price, active
Accessories	Name, type, supplier code, price, active
Add-ons	Name, description, price, active
Battery Mounting	Type, model, price, active
Mounting Kits	Roof type, model, per-panel price, active
Mounting Parts	Part name, length, price, active

Click the Active toggle on any row to enable or disable a product. Disabled products are hidden from the quote tool but remain in the database.

Click a price cell to edit it inline.

Click New in the toolbar or click an existing product row to open the product modal. The modal shows common fields plus type-specific fields depending on the product category.

Common Fields

Field	Description
Name / Model	Product display name.
Manufacturer	Sigenergy or SolaX.
Supplier Code	Unique code from the supplier, used for BOM and bulk import matching.
Price	Unit cost in dollars (ex GST).
Active	Whether the product is available in the quote tool.

Type-Specific Fields

Each product type has additional fields (e.g. wattage for panels, capacity for batteries, phase for inverters). These are displayed dynamically in the modal based on the selected category.

Bulk Import

Use the bulk import feature to update prices from a CSV file.

Click Import in the pricing toolbar.

Select a CSV file. The file should contain columns for supplier_code and price at minimum.

Review the preview table showing matched products and proposed price changes.

Click Apply to update all matched product prices in the database.

Matching: Products are matched by supplier_code across all product tables. Unmatched rows are shown but skipped during import.

Business Parameters

The Business Params section (accessible from the category filter) controls global pricing variables used in quote calculations.

Parameter	Description
GP Margin	Gross profit margin percentage applied to equipment costs.
Sales Commission	Sales rep commission percentage.
STC Price	Current market price per STC certificate (used in rebate calculation).
Install Period	Select the period when systems will be installed (e.g. "Jan-Apr 2026"). The PV deeming period and battery STC factor are automatically set from the legislated schedule. Past periods are disabled.
PV Deeming Period	Read-only. Automatically derived from the install period. Shows the number of deeming years for PV STC calculation.
Battery STC Factor	Read-only. Automatically derived from the install period. The factor used in battery STC rebate calculation.
Install per kW (PV)	Base installation cost per kW of solar capacity.
Install per Stack	Base installation cost per battery stack.
Fixed Overhead ($)	Hidden flat dollar amount added to the final customer price (inc GST). Not visible in quotes, BOM, or PDF line items. GP margin and commission do not compound on it.
Zero Bill Base Premium ($)	Minimum premium added when quote type is "Zero Bill". The actual premium is the greater of this base amount or the percentage-based amount below.
Zero Bill Premium (%)	Percentage of the price before rebates (inc GST) used to calculate the Zero Bill premium. Compared against the base amount; whichever is higher is applied.

Caution: Changes to business parameters affect all new quotes immediately. Review values carefully before saving.

Admin — Quotes

Switch to Quotes mode using the mode switcher in the admin toolbar. This view shows all saved quotes in a table with financial breakdown columns.

Quotes Table

Each row shows the quote date, customer name, sales rep, system size, price (inc GST), customer price, COG, installation cost, STC rebates, commission, discount, net GP, and net GP percentage.

BOM Viewer

Quotes saved with the BOM snapshot feature have a BOM button in the last column. Clicking it opens a fully costed Bill of Materials overlay showing:

Customer header — name, address, contact details, and quote date.
Itemised line items — grouped by category (PV Equipment & Mounting, Battery Components, Accessories, Installation). Each line shows description, SKU/supplier code, quantity, unit cost (ex GST), and line total (ex GST), with category subtotals.
Grand Total COG — sum of all categories (ex GST).
Pricing summary — Price Before Rebates (inc GST), PV STC Rebate, Battery STC Rebate, Discount, Zero Bill Premium, Fixed Overhead, and Customer Price (inc GST).

Click Print to print the BOM. The print view hides all other admin UI for a clean output.

Note: Quotes saved before the BOM snapshot feature show "N/A" instead of a BOM button. To capture the BOM for an older quote, load it in the quote tool and re-save.

Admin — Users

Switch to Users mode using the mode switcher in the admin toolbar. This mode manages Supabase Auth accounts that can access the admin portal.

User List

The user list table shows all registered admin accounts with their email address and creation date.

Adding a User

Click New in the toolbar to open the add user modal.

Enter the user's email address and a password (minimum 6 characters).

Click Create to create the account. The user can now log in to the admin portal.

Deleting a User

Click the delete button next to a user to remove their account. You cannot delete your own account (the button is disabled for the currently logged-in user).

Self-deletion prevention: The system prevents you from deleting the account you are currently logged in with. To delete your own account, another admin must do it.