Every job, from enquiry to handover
PaperClip MyOffice is the cloud system MCS installers use to design, quote, order and hand over each job, with the compliance evidence collected as they go.
- EnquiryLead manager and sales pipeline
- DesignRoof design and schematic tool
- SaleProposal, contract and order
- InstallDNO, purchasing and engineers
- HandoverDigital handover pack and MCS certificate
Design and specification
Work out what fits the property and how it connects, inside the job it belongs to.
Roof design
Find the property on the map, check how the roof faces and lay out the array.
- Orientation overlay on the roof map
- On-roof panel layout
- System design and calculations saved to the job
- Roof appraisal recorded as its own step
Schematic design tool
Draw the system schematic in MyOffice and keep it with the job.
- Phasing and earthing recorded
- Schematic filed against the job
- Included in the handover pack
DNO submissions
The application and the reply are steps in the job, with the schematic alongside.
- DNO pre-application
- DNO confirmation
- Visible to the whole team as a traffic light
Sales and orders
From the first call to a signed contract, without re-keying the customer into another system.
Leads, proposals and orders
Every enquiry becomes a customer record, then a proposal, then an order.
- Lead manager and project pipeline
- Quick quotes, proposals and invoices
- Proposal marked won or lost
- Signed contract and order acceptance
- Staged payments and deposit registration
- Purchase orders sent to your supplier
Installation, compliance and handover
The evidence an assessor asks for is produced by doing the job.
Steps to Success
Each job follows a numbered route with a traffic light on every step, so anyone can see what is done and what is holding it up.
- DNO pre-application and confirmation
- Risk assessment and method statement
- In-process checks and test certificates
- Commissioning certificate
- MCS certificate registration
Digital handover packs
The customer's pack is built from the documents already in the job and delivered digitally.
- Built from the job's own documents
- Delivered to the customer digitally
- A copy kept on file with the job
Customer records
Everything about a customer and their installation in one place.
- Files, proposals and orders
- Purchases and serial numbers
- Invoices, notes and contact history
Back office
The company-level records an assessor also asks about.
- Company details and responsible persons
- Colleagues and certifications
- Plant and equipment
- Email and SMS templates
Why a digital system beats the folder
MCS now cares less about your manual and more about the evidence behind each install.
Assessments start in your office
The assessor asks for records and handover documents. They are already filed against the job.
Steps cannot be skipped quietly
A red light on the DNO application or the contract is visible to everyone before install day.
Six years of records, searchable
Every installation's paperwork stays retrievable long after the van has left.
For every technology you fit
Design and MCS calculation tools for each one.
- Solar PV
- Solar thermal
- Biomass
- Air source heat pumps
- Ground source heat pumps
Questions installers ask
Can I try it before I commit?
Yes. Book a free demo and we will walk you through the system using the kind of jobs you do.
Does it work on site?
Yes. MyOffice is cloud based, so customer records and documents open on a computer or a mobile device wherever you are.
Which technologies does it cover?
Solar PV, solar thermal, biomass, air source heat pumps and ground source heat pumps, with design and MCS calculation tools for each.
Will you help with our MCS assessment?
Yes. We support you in the run-up to your assessment and can attend on the day if you would like us there.
See PaperClip with your own jobs in it
Book a free demo, call 0333 102 0300 or email team@pclip.net.