● Onboarding

Six steps. The paperwork is the slow one.

Signing up to Jouli is not a sign-up, it is a compliance intake. The proposal your customer receives carries your legal name, your ABN, your bank details and your licence number. Until we hold those, the software will price and build for you — but it will not send.

One client is live today, and it is Mission Green, the installer that built the product. The onboarding below is the path that company's own operation runs on.

01 — The path

Apply, prove who you are, set your numbers, go live.

Most of the elapsed time is you finding documents, not us configuring software. The honest shape of it is: a short call, then a day or two of paperwork at your end, then pricing is a conversation, then you are sending.

Self-serve

Apply

Company name, ABN, the states you work in, how big the team is and what you quote — solar, batteries, or both. That is the whole form. It tells us whether your states, your hardware and your volume are ones we can price correctly today.

Effort: ten minutes · You hear back from a person

The gate

Identity intake

This is the real work, and it is all paperwork you already hold somewhere. Every field here ends up printed on a customer-facing document, so none of it can be approximated.

  • Registered legal name, trading name and ABN. The entity the contract is with, not the name on the van.
  • Registered address.
  • A bank account for customer payments. It prints on the proposal and on the deposit invoice.
  • An electrical licence number for every state you operate in. One per state. A subcontractor's licence is not cover for your company.
  • SAA accreditation status, and your accreditation number if you hold one.
  • NETCC approval status, and your signatory date if you are approved.
  • CER agent status, for whoever assigns your certificates.

Effort: a day or two of chasing documents · The slowest step, every time

A conversation

Rate card

Not a settings screen you fill in alone. We sit down with your actual cost base: panel and inverter buy prices, battery costs, your labour rate, what you add for a double storey or a switchboard upgrade, the margin you target and the discount cap you will let a rep use without asking.

Those numbers are stored append-only and versioned. Changing a price next quarter writes a new version — it never rewrites what an old quote was priced on. They are yours: no other company on the platform can see your cost base, your margin or your floor, and neither can we show it to them.

Effort: one working session, around an hour, with whoever owns your pricing

Free

Trial

Fourteen days, starting the day your identity intake completes — not the day you applied, because a trial you cannot send from is not a trial. Ten sendable proposals, on your real jobs, with your real costs. No card.

Quote something you have already quoted by hand and compare the two numbers. If the engine and your spreadsheet disagree, that disagreement is the thing worth talking about.

Effort: yours to spend · 14 days · 10 sendable proposals

Commercial

Go live

You pick a plan, we enable sending, and the proposal cap lifts to the plan's included count. Going over the count never blocks a quote — the proposal goes out and the extra is billed at $6.

Being straight about the mechanics: there is no self-serve card page yet. Today you are invoiced directly and provisioning is done by hand, by one person. With one client live that is the correct amount of machinery. It is also why "apply" is a conversation rather than an instant tenant.

Effort: a purchase decision · Solo $149/mo · Team $449/mo · Retailer $1,290/mo

Ongoing

Support

Email on Solo. Same-business-day response on Team. A named contact on Retailer, who also handles your onboarding. The rebate feed carries a freshness commitment for paying customers; the free public feed does not.

Effort: none, until something is wrong

Why the send button starts off. A proposal carrying the wrong ABN, or no licence number for the state the job is in, is not a quote with a typo — it is not a lawful quote. That lands on you, not on us, which is exactly why we will not let the software do it. So a new tenant opens in sandbox: price a job, build the proposal, generate the job sheet and the diagram, preview the document end to end. Everything works except the one irreversible action. The moment identity is complete, sending switches on.

02 — The split

You bring two things. The rest is already loaded.

The division matters, because it is the difference between a two-week configuration project and a one-hour session. Anything that is the same for every installer in Australia is our job to maintain.

You bring

Your catalogue and your cost base

The panels, inverters and batteries you actually sell, with your buy prices. Your labour rates and the extras you charge for. Your target margin, your discount cap and the floor you will not go under. These are the numbers only you know, and they are the only numbers we need from you.

Our own catalogue sits at 37 items. Thirty-one of those carry a manufacturer datasheet and fourteen carry a written warranty document, and the proposal attaches whichever of the two we hold. Where we hold neither, it says so rather than guessing.

Already there

The shared truth nobody should maintain twice

The full CER small-scale certificate table, all 137 postcode ranges, so a zone is read from the installation postcode instead of the nearest capital. If a postcode is ever missing, pricing falls back to the state rate and raises a warning to the operator rather than failing quietly.

Cheaper Home Batteries Program tiers at 100, 60 and 15 per cent, with the scheduled step-downs applied on the day you price and modelled out to 2030. And per-postcode rebate data with a public corrections ledger, so when a figure changes you can see what changed, when, and why.

03 — The exit

Leaving is part of the deal.

A business should not have to argue with a vendor to get its own quoting history back. Deciding this up front is cheaper than deciding it during a cancellation.

Your data is yours One-click export of every proposal, lead and correspondence row, as JSON and as CSV. No request form, no waiting on us.
Retention is your setting You choose how long records are kept. A nightly purge honours that number — the default is 730 days — and it keeps honouring it for as long as you are a customer.
On exit Your organisation is deactivated and the records are purged on the schedule you chose, not held indefinitely on the chance you come back.
Accepted proposals A signed acceptance is kept as a write-once snapshot, because a document someone signed must still read the way it read when they signed it.

Start with the paperwork.

If you can put your hands on your ABN, your bank details and a licence number per state, you are most of the way through the slow part already.