FOR LEWIS & JULES
One place to find the plans, guides and reference pages we have published for Static.
Bookmark this page. Public documents and protected team guides are listed separately below, with a short description and the permanent link for each.
Showing all 10 documents
These pages open without a team login. Share their permanent links when you want someone to read the document.
Why an early deposit can leave a job in Sales, and a proposed awaiting-signature stage in Operations. Includes diagrams, inspected CRM rules and a test plan.
Diagnostic report from Jules to Lewis and Andrew. No CRM changes applied; business policy and implementation remain to be agreed.
https://static-deposit-before-signature.pages.dev/Set up ApprovalMax and Xero, give each setter the right access, route work approval to Lewis and accounting approval to Nicole, then check the resulting bill.
Includes configuration screenshots, a setup checklist and the separate Setter guide.
https://static-setter-invoicing.pages.dev/Download invoicing screenshotsA training reference for setters: install ApprovalMax, accept the invitation, set notifications, enter a weekly claim and follow up on corrections or approval.
Claim screenshots show the browser form. The guide also links to the official iPhone and Android apps.
https://static-setter-invoicing.pages.dev/setters/The shared organisation chart for Static Solar & Electrical and Nickel Energy, showing functions, roles and reporting relationships.
An evolving working structure. Use this permanent link for the latest published chart.
https://static-organisation-chart.pages.dev/The plan for building Static’s growth engine across marketing, sales, systems and training, with priorities, stages and intended outcomes for the first 90 days.
The published plan is a reference for the proposed direction and delivery priorities.
https://static-first-90-days.pages.dev/The proposal for Jules’s expanded leadership role, setting out responsibilities, the division of ownership and how sales and marketing can grow without every decision returning to Lewis.
A proposal for discussion. Public availability does not indicate acceptance of its terms.
https://static-leadership-proposal.pages.dev/A decision brief proposing a 14-day exercise to understand what consumes Lewis’s time, identify delegation opportunities and develop practical changes.
This is the proposal for the exercise, not a live time-capture tool.
https://static-20-hours.pages.dev/The published owner guide to the field booking system: the customer journey, systems involved, team responsibilities, operating controls and decisions.
Retained as a published reference. It reflects the system documented at publication; later workflow changes may supersede individual instructions.
https://static-booking-manuals.pages.dev/No public documents match these filters.
These links open the existing Static Team Access gate. They are hosted online, but their contents require team access.
The team guide for booking a real appointment at the door, checking customer details, recording useful context and handling changes to an existing booking.
The Static Team Access gate is active. Use the existing team access arrangements. Guide contents were not rechecked behind the gate during this inventory.
https://setter-hub.pages.dev/The team guide for checking appointments, reading the consultation brief, managing availability and arranging the customer’s next step.
The Static Team Access gate is active. Use the existing team access arrangements. Guide contents were not rechecked behind the gate during this inventory.
https://setter-hub.pages.dev/solar-consultant/No protected guides match these filters.
This register covers the published documents found across eight Static document-hosting projects, including the two guides within Setter Hub and both invoicing guides. The invoicing screenshot download is included with Lewis’s setup guide.
Local HTML files, drafts and archive copies are excluded from this shared Vault. The Vault links to published pages; private working files remain outside the register.
The deposit report link was checked on 26 September 2026; the earlier links were last checked on 18 September 2026. A working link confirms availability, not that every instruction or proposal remains current. The two protected guides were checked to their access gate.