Process

01/23/2026

The Knowledge Center is now the main tool to verify adders and equipment compatibility. The cheat sheet is being progressively migrated.

🔗 Equipment Compatibility: https://equitysolarknowledgebase.helpkit.so/equipment-and-adders/5YFtbshPwa1TKGGRuP1493/compatibility-guideline/5Z8r1wwZXX3AfuPMR4uuaz

🤖 Internal ChatGPT: https://chatgpt.com/g/g-68e3d7e079dc8191ba23a8df22f3c767-eqs-partner-success

Please validate all info here before submitting proposals ✅

12/19/2025

⏰ Effective immediately, the following mandatory guideline applies to the Final Design process and must be followed without exception:

🔹 Ground Mount, Tile Roof & Metal Roof Projects ✅ Final Design MUST be signed by both the Sales Representative 🤝 and the Customer 👤 before installation.

🔹 Shingle Roof Projects ✅ Sales Representative ✍️ MUST sign the Final Design (receipt confirmation). ✅ Sales Representative 👥 is responsible for reviewing the design with the customer and ensuring customer approval ✔️ prior to installation.

⚠️ Process Non-Compliance If on installation day 🚚 the customer blocks the project due to disagreement with the Final Design:

➡️ The Sales Representative 💼 will be responsible for covering all costs related to required changes 💰. ➡️ This includes on-site corrections 🛠️, especially if the roof has already been prepared for mounts and panels ☀️.

🙏 Thank you for your attention and compliance

12/10/2025

The sales representative must ensure that the homeowner listed on the Property Appraiser is present at the home to sign the NOC, which will be notarized by the surveyor.

If the homeowner is not present at the time of the visit, the sales representative becomes responsible for ensuring the customer gets the document notarized independently and sends it to the office properly signed and notarized — no exceptions.

Thank you for helping us keep the process smooth and compliant.

12/9/2025

For All Dealers

📅 Due to the holiday weeks, payments will be processed on: ➡️ Wednesday, December 24 ➡️ Wednesday, December 31

We will follow the same conditions used during Thanksgiving. Only projects meeting the requirements before Tuesday EOD will be included:

✔️ M1: Approved by Operations ✔️ M2: Payment received and confirmed, or enrolled in the Next Week Program ✔️ M3: PTO received and confirmed by our internal team

⚠️ Important: Please make sure all your projects meet the requirements before Tuesday EOD to be included in each week’s payment batch.

Thank you for staying on top of your projects during the holiday season! 🎁

12/2/2025

If you need assistance or want to reach out to someone specific on our team, this image provides all the key contact information you may need. 📞 Whether it’s sales, project updates, inspections, customer service, payments, or management — our team is here to help you every step of the way!

➡️ Check the contact details and connect with the right department today!

11/5/2025

✅ Effective immediately, any site surveys from sales made on Saturday or Sunday must be scheduled starting Tuesday of the following week.

📅 If a site survey is scheduled for Monday, it will not take place and will be automatically canceled, since for the South region it’s required to bring the NOC and Permit App, and those documents are prepared on Mondays.

🚫 No exceptions. ✅ Effective immediately.

11/3/2025

We will no longer use the Metal Roof Zero Penetration system. Its anchor strength does not meet Equity Solar’s quality standards.

✅ Our Standard Anchor Remains Reliable

10/31/2025

We want to share an important update about our Next Week Payment Guaranteed program 💰

Starting December 1st, this benefit will apply only to GoodLeap installations, while keeping the rest of the program requirements:

✅ At least 3 sales per month (cash, loan, or lease) to qualify for the following month. ✅ Installation must be 100% completed (panels and inverters installed). ✅ FPL access must be completed before payment.

💡 Example: If you achieve 3 or more sales in October, you’ll qualify for the program in November — but only GoodLeap installations will be eligible for the guaranteed next-week payment.

🗓 Important: This update applies to installations starting December 1st. If you qualified in October, you’ll still receive the benefit in November under the previous rules.

📎 Please check the flyer attached for all details, and feel free to reach out with any questions 🙌

10/21/2025

10/20/2025

In the highlighted areas in red, a minimum system size of 8 kW is now required⚡

Please make sure all new proposals meet this requirement.

Thank you for your attention and continued support! 💪

10/10/2025

The 30% TAX CREDIT is on the line! 💰 All sales (Loan or Cash) must be closed before October 31st to qualify.

❗Sales made after this date are not guaranteed an installation before December 31st, which could mean losing eligibility for the 30% Tax Credit. 😬

📆 Act now and secure this benefit for your clients! ☀

10/10/2025

🚫 Canadian panels are no longer allowed in the following counties: 📍 Miami-Dade County 📍 Broward County 📍 Palm Beach County 📍 Monroe County

✅ Use Silfab 440 panels instead — fully compliant and approved for installation!

10/9/2025

Product Transition + New Panel Coming Soon 📅 Deadline Reminder: Last day to sign any pending contract with Qtron 430 Saturday, October 11 🚨 Starting October 12: All proposals must transition to a new configuration. We’ll be introducing a new panel model very soon – stay tuned! 💡 Key Info: • Temporary setup: proposals must use Silfab 440W with IQ8HC microinverter • Silfab 440W is only compatible with IQ8HC • A $0.10 adder applies 🙌 Thank you for your attention and support!

9/19/2025

Great news!🎉 We now have a new scheduling option in Site Survey for projects that include Solar + Roofing.

👉 This will help us coordinate both processes more efficiently, avoid delays, and ensure a smoother experience for the customer.

Please make sure to select this option when submitting projects with roofing included.

⚡ Thanks for your support!

9/18/2025

Please be advised that we are no longer working with the Sunlight financing company.

Consequently, any projects that are battery-only or have not yet reached the NTP (Notice to Proceed) must be switched to a different financing option.

Please refer to our knowledge base for a list of available loan options.

Thank you for your understanding.

9/16/2025

🚫 Interlock Kits will no longer be installed. 🗑 This adder has also been removed from Enerflo.

👉 Please update your proposals accordingly.

🙌 Thank you for your support!

9/4/2025

Inspection and pre-inspection scheduling in the South Zone may experience delays due to:

✔ Multiple inspections required in some cases. ✔ Counties not allowing inspections on the same day. ✔ Limited county availability (3–4 days a week). ✔ Unplanned county cancellations. ✔ The need to coordinate between technician, county, and client. ✔ Client communication being essential to avoid setbacks.

👉 Please help us by responding promptly and setting the right expectations with customers. 🙏 Thank you for your support and teamwork!

8/26/2025

Here you will find updated information about how the Rheem water heater warranty works and the official process to make use of it.

For more details and for information in Spanish, please follow this link: 👉 https://drive.google.com/drive/folders/1pUV9jnbfjV9LtufFzjGsc5EusgKo8eaG?usp=sharing

8/12/2025

Effective immediately, all projects that include UMB must be processed through Equity. 🚫 No exceptions. ✅ The adder is applied automatically by the system. ⚙ For add-on systems, if the total system size exceeds 11.76 kW, the adder must be added manually. 📌 Also, please remember to add the DP to the project if it’s a Tier 2.

8/11/2025

Do you have clients who cancel via text or only call the finance company thinking they’re already cancelled?

📞 New process: Clients must now call 407-439-1465 to complete their cancellation directly with Equity Solar.

After you’ve tried to save your client, if you can’t, share this flyer with them so they can call Equity Solar.

Our department is ready to conduct surveys and retain your clients!

8/7/2025

Here’s a quick reminder on how to submit electric bills to avoid delays:

⚡ Electric Bill Submission – Do’s and Don’ts

✅ Do’s

❌ Don’ts

Thanks for your attention and support!

7/17/2025

Starting July 31st, we’re switching from Aurora to Aerialytic for all designs. Aurora will no longer be used.

✅ Please start using Enerflo/Aerialytic to get ready!

7/25/2025

Hey team! 👋

Just to clarify, the information that matters in Lightreach applications is the one labeled Non-DC ✅ That’s the same data we use for the Operations Audit as well 🔍

If you had any doubts, let us know! 😉

Thanks, team!

Don’t miss these important setup guidelines. Please let us know if you have any questions

To improve efficiency in managing complex projects, we’re launching the new Escalation Program. This will help our leadership team review and analyze solutions in a more structured and effective way.

🔗 Submit your case here: https://form.123formbuilder.com/6846631/escalation-form

Reps with 2+ sales per month now qualify for faster payouts—no need to wait for funding. Let’s keep the momentum going!

5/2/2025

When using Add-On Systems, make sure to ✅ check the total system size (including adders).

📏 If the combined size is over 11.76 kW, the project must include Umbrella Insurance (UMB) to move forward.

🧠 Don’t forget to calculate this in the project adders to avoid issues later!

👍 Let’s stay ahead and keep things moving smoothly!

4/29/2025

Dear Team,

Please make sure to carefully read the information in the attached image. This is an important update that applies to all new sales starting May 1st.

Thank you for staying informed and for your continued commitment.

4/11/2025

In case you're trying to reach out to our reps by phone and the call goes straight to voicemail or no one is answering, please let us know.

This will help us address any technical issue directly with Nextiva, our phone provider.

Thanks for your patience and support!