Keep the installation handoff from stalling on missing paperwork.
Site requirements, project dates and inspection questions arrive from different people. Keep documents and assigned work tied to the customer’s project; permitting decisions remain with the responsible authorities.
Illustrative workflow · human review
Plan the next steps for your business
Review the installation request and site
Check recorded requirements and documents
Agree the crew and project dates
Review inspection questions and handoff
This is a planning example, not a live demonstration or a promise of automatic execution. Your Fit Review confirms which steps are supported for your business.
Related capabilities and current availability
These labels come from the product capability register. Plan, setup and permissions apply; the register does not independently verify your account’s deployed functionality.
- Business records (CRM): Available
- Operational resources (locations, assets, vendors): Early access
- Native jobs & work orders: Available
- Customer communications & templates: Available
- Native shift scheduling: Available
Common challenges
Permitting and inspection workflows are complex and have no central tracking; projects stall
Related tools and workflows:
- • Business records (CRM)
- • Operational resources
Equipment and system specifications are custom per property; installation checklists are incomplete or missed
Related tools and workflows:
- • Native jobs
Warranty and service contracts are not tracked; follow-up maintenance is reactive
Related tools and workflows:
- • Business records (CRM)
- • Customer communications
Installation crew assignment does not account for electrical certification or roof expertise; safety risk
Related tools and workflows:
- • Native shift scheduling
Related industries
Bring one solar installation & energy services handoff to your free Fit Review.
Full $249 applies toward Managed Launch, an annual Core or Pro agreement, an approved integration, or migration assistance.