🔧 Installation
Record all key details of a completed installation — date, location, system specs, and notes for quality tracking.
The installation phase typically begins once all stages from contract execution through permitting have been completed.
Once the permit has been approved, the Project Coordinator (PC) is responsible for contacting the customer to schedule the installation. If the customer does not respond or communication cannot be established, the PC should reach out directly to the sales representative to assist in facilitating communication between Equity and the customer, or alternatively, to help determine a tentative installation date that aligns with the customer’s availability.
If the customer is 65 years of age or older, the PC must communicate exclusively with the customer and conduct the corresponding verification call.
Below is a reference image outlining the key topics that should be covered during the call.
Below are some examples of how a solar system installation would look on different types of roofs.
To determine which roof types are eligible with Lightreach and Skylight financing, please refer to the following links. For GoodLeap and EnFin, please contact the Operations team directly.
- Lightreach Link: https://help.palmetto.finance/en/articles/8284527-solar-energy-plan-prepping-to-sell-setting-expectations
Installation form:
Use this form to record all the key details of a completed installation. Please include accurate information about the installation date, system size, panel brand, inverter model, installation address, and any relevant notes or observations.This form helps ensure that every project is properly documented and verified for quality and reporting purposes.