DNO G98 and G99 notification milestones, MCS certification compliance, VAT on solar installations, Smart Export Guarantee documentation and automated milestone billing - purpose-built for UK residential installers and commercial solar developers.
No credit card required · Free onboarding · Used across United Kingdom
Track DNO notification submission and acknowledgement for G98 projects, and the full DNO technical review and approval sequence for G99 projects. Alerts fire when DNO responses are overdue, and deadline tracking prevents delayed notifications that affect project timelines.
Track MCS installer accreditation numbers and renewal dates. Ensure MCS-certified products are specified in every grid-connected BOQ. Generate MCS installation certificate documentation at project completion for SEG registration and warranty purposes.
Automatically apply 0% VAT for residential solar installations and 20% for commercial. Correct invoice format for each type, with clear VAT treatment notes for client accounting. VAT data exportable for Making Tax Digital (MTD) filing via compatible accounting software.
Generate the SEG eligibility documentation package - MCS certificate, meter details, export measurement confirmation - and track SEG registration as a post-commissioning milestone so clients can begin receiving export payments without delay.
UK installation crews can geo-check-in at job sites across England, Scotland and Wales, complete tasks, photograph roof layouts and log equipment serial numbers from the CrmLeaf mobile app - works on all major UK networks.
All invoicing in GBP. Pipeline, revenue and margin reporting in GBP. Close rate by lead source, outstanding DNO applications and milestone billing status - all in the CrmLeaf dashboard for UK operations.
MCS installation certificates are required for Smart Export Guarantee registration, product warranty claims and any future feed-in scheme eligibility. CrmLeaf generates the MCS certificate documentation package at project completion and stores it against the client record - accessible for any future warranty or incentive claim.
We install across four counties in the South East - about 30 residential systems a month. The DNO notification process for G98 systems used to be tracked in a spreadsheet that nobody updated consistently. We had two projects where the DNO notification was never submitted and the client could not register for SEG. Moving the DNO milestone into CrmLeaf with automatic deadline alerts ended that problem completely. MCS documentation is also now generated automatically at project close.
since moving to CrmLeaf milestone tracking
Yes. G98 notification (submission + DNO acknowledgement) and G99 approval (application submission, technical review, conditional approval and final approval) are configured as UK-specific project milestone sequences in CrmLeaf. Deadline alerts fire when DNO responses are overdue, and the dashboard shows the DNO status of all active projects simultaneously.
CrmLeaf automatically applies the correct VAT rate based on the installation type set on each project. Residential solar is invoiced at 0% VAT since February 2024. Commercial and industrial installations are invoiced at 20% standard rate. The invoice format meets HMRC requirements for both types and is compatible with Making Tax Digital accounting software exports.
CrmLeaf tracks MCS installer accreditation numbers, MCS product certification for specified equipment and generates a project documentation package at completion that includes the information required for MCS certificate issuance. The documentation is stored against the client record in CrmLeaf for future SEG registration, warranty claims or incentive applications.
Yes. UK residential installers use CrmLeaf for high-volume proposal automation, DNO notification tracking, MCS documentation and automated milestone billing. UK commercial solar developers use CrmLeaf for larger multi-phase projects, G99 approval workflows, planning permission milestones and high-value contract billing.
DNO G98/G99 milestones, MCS compliance, correct VAT rates and SEG documentation - built for the UK solar market.
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