Behind the Scenes at Grid Guru: How We Process Your G99 & Handover Pack Applications
- Neil Avery
- Feb 26
- 3 min read
From Website Submission to DNO Approval: Our Structured Workflow Explained
At Grid Guru, we often talk about taking the paperwork burden away from solar PV and heat pump installers — but what actually happens after you hit “Submit” on our website?
In this blog, I want to take you behind the scenes and show you exactly how your application moves through our system — from initial submission, through DNO approval, right to a completed MCS-compliant handover pack.
Step 1 – Your Website Submission Feeds Directly into Our CRM
When you submit a job through our website form, the information doesn’t sit in an inbox waiting to be manually sorted.
It feeds directly into our HubSpot CRM system, where:
Your installer profile is already logged
Your membership number is recorded
Your qualifications and services are stored
All previous emails, calls, and notes are tracked
Every job submission is attached to your account
This gives us full visibility of your history with Grid Guru — ensuring consistency, accountability, and speed.
Step 2 – We Open Your Job File (What We Actually See)
When you submit a G99 application (for example, up to 50kW with a PV handover pack), here’s what appears in our office:
MPAN number
DNO identification (based on postcode)
Installation address
Inverter and system details
Export requirements
Supporting documents (LOA, fuse photo, SLD, datasheets, etc.)
We immediately create a structured submission workflow inside HubSpot.
This isn’t just a checklist — it’s a tracked process with:
Internal tasks
Deadlines
Correspondence logs
DNO submission records
Offer tracking
Post-install notification reminders
Every single stage is documented.
Step 3 – Document Review & DNO Preparation
We then assess the documentation you’ve uploaded, including:
Letter of Authority
Fuse photograph
Phase type confirmation
Inverter ENA Type Test reference
Schematic system design
Export limitation details (if applicable)
We collaborate all of this information and prepare a compliant DNO submission.
For a G99 application, that means:
Correct form selection
Technical validation
Export capacity confirmation
Supporting documentation formatting
Submission via the appropriate DNO portal or email
Everything is stored within your job record.
Step 4 – Full Workflow Through to Offer & Installation
A G99 isn’t just “submit and wait.”
Our system tracks:
Submission date
Expected response time
DNO correspondence
Offer received
Offer acceptance (which we handle on your behalf)
Installation deadline
Commissioning requirements
Nothing is left to memory. Nothing gets lost in email threads.
Step 5 – Post-Install & Handover Pack Creation
Once you complete the install, the second phase begins.
We collect:
Installation photos
Generation meter images
Test results
Final inverter confirmation
Commissioning confirmation
From there, we:
Register building control
Arrange insurance-backed warranties
Register MCS certification
Create structured web links to datasheets
Compile your full handover pack
Your finished handover pack is:
Fully MCS compliant
Bespoke to your company
Professionally structured
Stored securely for future retrieval
If you ever need it again — we have it on record.
How Many Steps Are Involved?
Honestly? Quite a few.
From submission to completion, a single G99 + Handover Pack process involves:
Multiple validation stages
Several internal checks
DNO correspondence
Installer follow-ups
Compliance registrations
Final document production
And this is exactly why most installers outsource it.
Because while you’re on-site installing systems, we’re managing:
Deadlines
Documentation
Compliance
Communication
Audit protection
Why We Built It This Way
The reason we use a structured CRM workflow is simple:
✅ Full transparency
✅ Timeline tracking
✅ Zero missed steps
✅ Faster turnaround
✅ Consistent quality
✅ Complete documentation history
It allows us to scale efficiently while keeping quality high.
And for you, it means peace of mind.
The Most Popular Service We Provide
By far, our most requested service is:
G99 Application → Through to Completed Handover Pack
Start to finish.Fully managed.Fully documented.
Want help with your next Application?
Contact Grid Guru today and we’ll walk you through it.
Ready to Get Started?
If you’re an installer and want to hand off your Admin starting today, click below to submit your next job:
or
Contact us directly
T: 02920 609009
Stay Connected
Don’t forget to check out our latest vlog explaining the service visually:
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Grid Guru – Powerful Solutions. Minimal Paperwork.
Let us handle the forms, so you can focus on the future.
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