☀️ Business Onboarding Cookbook: Solar Rooftop Audits & Clean Energy Engineering

Category: Solar Rooftop Audits & Clean Energy Engineering
Primary Domain: 08_Professional_Advisory_Services
Platform: 360 SERVICE HUB

1. Overview & Business Profile Context

This cookbook provides realistic, comprehensive, and verified test data for onboarding an on-site solar engineering consultancy, rooftop feasibility surveying, and clean tech advisory firm. It exercises:

• Field / Home Doorstep Dispatch Topology with Transit Buffers: Modeling certified solar engineers dispatched to residential villas, apartment societies, and commercial factories across a defined 25 km geofence radius.
• Compound Dispatch Allocation (PERSON + EQUIPMENT): Demonstrating simultaneous booking of a certified solar PV engineer along with specialized diagnostic hardware (thermal drone imaging kit and solar irradiance pyranometers).
• Mandatory Inter-Site Transit Buffers (45 to 60 Minutes): Enforcing automated driving and equipment repack buffers to prevent scheduling overlap between geographically separated audit sites.
• Daylight-Dependent Solar Inspection Calendar: Restricting operational hours strictly to daylight hours (08:30 AM to 05:30 PM) required for accurate solar irradiance capture and thermal hotspot detection.
• Technical Engineering Deliverables: Structuring 90-minute on-site audits that culminate in 3D shadow analysis, generation simulation reports, and Discom net-metering subsidy guidance.

2. Step-by-Step Onboarding Data

Step 1 of 5: Business Information

Step 2 of 5: Add Resource (Polymorphic Flow)

Add the following 3 realistic resources covering 2 field solar engineers and 1 mobile thermal survey equipment kit:

[ What does your customer book? ]
 ├── [●] 1. Team Member / Staff       ──► Kunal Verma (Lead Solar PV Systems Engineer)
 ├── [●] 2. Team Member / Staff       ──► Neeraj Yadav (Senior Rooftop Feasibility Surveyor)
 └── [▲] 3. Vehicle / Equipment Asset ──► Kit Alpha: Thermal Drone & Solar Pyranometer Suite

Resource 1: Lead Solar PV Systems Engineer (Team Member / Staff)

Resource 2: Senior Rooftop Feasibility Surveyor (Team Member / Staff)

Resource 3: Kit Alpha: Thermal Drone & Solar Pyranometer Suite (Vehicle / Equipment Asset)

Step 3 of 5: Services & Offerings

Configure the following 4 realistic clean tech offerings covering residential shadow audits, commercial viability, and Discom net-metering advisory:

[ Services & Offerings Portfolio ]
 ├── 1. Residential Solar Rooftop 3D Shadow & Feasibility Audit (90 mins | ₹1,499 | Field/Home | Compound Staff+Kit)
 ├── 2. Commercial & Industrial Rooftop Solar Viability Survey (Hours | 3 Hours | ₹4,999 | Field/Home | Compound Staff+Kit)
 ├── 3. Pre-Installation Structural Load & Roof Waterproofing Check (60 mins | ₹2,199 | Field/Home | Staff 1:1)
 └── 4. Post-Installation Generation Benchmark & Net-Metering Audit (60 mins | ₹1,299 | Field/Home | Staff 1:1)

Offering 1: Residential Solar Rooftop 3D Shadow & Feasibility Audit (Minutes — Field / Home — Compound)

Offering 2: Commercial & Industrial Rooftop Solar Viability Survey (Hours — Field / Home — 3 Hours)

Offering 3: Pre-Installation Structural Load & Roof Waterproofing Check (Minutes — Field / Home)

Offering 4: Post-Installation Generation Benchmark & Net-Metering Audit (Minutes — Field / Home)

Step 4 of 5: Availability & Working Hours

Configure daylight-dependent operational hours across Monday–Saturday (Sundays closed):

Weekly Schedule Grid

Staff-Specific Availability Overlay

Advanced Operating Settings

Step 5 of 5: Booking Rules, Fulfillment & Policies

3. Five Deterministic End-to-End QA Test Scenarios

Scenario 1: Doorstep Geofence Radius Validation (25 km Boundary Check)

• Action:
  • Customer A enters an address in Sector 57, Gurugram (8.5 km from Udyog Vihar base).
  • Customer B enters an address in Meerut, UP (88 km from Udyog Vihar base).
• Expected Result:
  • Customer A's address is validated within the 25 km geofence; available audit slots are displayed.
  • Customer B's address is rejected with the message: "Selected address is outside our 25 km service operating radius".

Scenario 2: Compound Resource Concurrency & Asset Kit Lock

• Action: Customer A books Residential Solar Rooftop 3D Shadow & Feasibility Audit for Tuesday at 09:30 AM – 11:00 AM (locking Engineer Kunal + Kit Alpha). Simultaneously, Customer B attempts to book Commercial & Industrial Rooftop Solar Viability Survey (which also requires Kit Alpha) at 10:00 AM.
• Expected Result:
  • Customer A's booking locks Kit Alpha from 09:30 AM to 11:45 AM (including 45m transit buffer).
  • Even though Engineer Neeraj might be free, Kit Alpha is busy. Customer B's query for 10:00 AM is rejected due to equipment kit conflict.
  • Customer B is offered the afternoon slot starting at 12:00 PM.

Scenario 3: 45-Minute Doorstep Transit Buffer Injection

• Action: Engineer Kunal completes a residential audit at DLF Phase 2 from 09:00 AM to 10:30 AM. A second customer in Sector 48 attempts to book Kunal for 10:30 AM.
• Expected Result:
  • The booking engine automatically injects a 45-minute driving and drone packup buffer from 10:30 AM to 11:15 AM.
  • The earliest available appointment offered to the second customer is 11:15 AM.

Scenario 4: Daylight Cutoff & Evening Slot Invalidation

• Action: Customer queries availability for a rooftop solar audit at 06:00 PM on a Friday.
• Expected Result:
  • Because working hours close at 05:30 PM (driven by daylight requirements for drone thermal and optical sensors), 06:00 PM is rejected.
  • The system offers 03:00 PM – 04:30 PM as the final daylight slot of the day.

Scenario 5: Minimum Notice Cutoff Enforcement (12 Hours)

• Action: Customer attempts to book a next-day morning audit at 11:00 PM for 08:30 AM the next morning (9.5 hours notice).
• Expected Result:
  • Minimum notice is configured at 12 hours.
  • The system detects that $9.5 < 12$ hours.
  • The 08:30 AM slot is unavailable. The earliest bookable slot is 11:00 AM or later.