Equity Solar Knowledge Center
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⚙Project Stages & Expectations

See here the information you should know after a sale of a solar energy system.

Project Stages & Time

In the following image, you can see the stages of a project in Equity Solar.

Notion image
General Expectations
  • The sale belongs to the rep who signs
  • Enerflo (all docs must be uploaded)
  • Weekly Payment (we close week on monday)
 
M1 payment requirements
  • NTP finance company
  • Site survey pass, project in progress.
  • Enerflo complete (Docs, Pics)
M2 payment requirements
  • Installation complete
  • Communication: Slack, Scoop, Email.
Post Sale Welcome Call & Email

When a sale enters the Pipeline of new projects, out Customer Experience team makes a welcome call to the customer to confirm their information and provide guidance for their project.

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