Workflow automation
for Solar installers.
Keep homeowners informed between milestones.
Permits, inspections, and utility coordination create distinct project dependencies. Map the records and updates without promising dates controlled by another organization.
Start with work you recognize.
Sales handoff
Transfer the approved scope and customer record to the project team.
Permit follow-up
Track submissions and requests for additional information.
Utility coordination
Separate application status from confirmed authorization.
Utility application status update.
An example to work through with your team.
The project team submits the relevant utility application.
Record the submission and the person responsible for follow-up.
Check for a confirmed response through the existing channel.
Update the project record and send the appropriate homeowner message.
Is there a confirmed utility decision?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleKeep the application pending or route requested information to its owner. Do not imply permission to operate from a submitted form.
- Accountable owner
- Interconnection coordinator
- Useful outcome
- A recorded status and a homeowner update that matches it.
Get the rules clear.
- Where is utility correspondence recorded?
- Who confirms authorization before closure?
- How are requests for additional documents assigned?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.