Permit and interconnection tracking
Track the permit, the utility interconnection, the inspection, and PTO as documents on the job with expiry alerts. The milestones that actually gate the switch-on are visible instead of buried in email.
Permit and interconnection tracking, multi-phase progress billing across long timelines, subcontractor compliance, and photo documentation for every inspection, all in one app built for how solar installers actually run their business.
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The gaps that quietly cost you hours, margin, and the occasional customer.
An 8.4kW install waits on the city permit, then the utility interconnection, then PTO. Each one sits with a different office on a different timeline, and a date you missed two months ago is the reason the system still isn't switched on.
Materials are bought, the array is on the roof, but the money doesn't come until PTO. On a $21,000 install that's a long time carrying panels, racking, and an inverter on your own books while the paperwork crawls.
Between racking day and the inspection, then between inspection and PTO, the customer hears nothing and assumes something's wrong. The calls pile up because they can't see where their project actually stands.
Racking photos on one phone, the electrical inspection on another, the final layout somewhere in a text thread. When the AHJ or the utility wants documentation, you're hunting through camera rolls instead of pulling a record.
Track the permit, the utility interconnection, the inspection, and PTO as documents on the job with expiry alerts. The milestones that actually gate the switch-on are visible instead of buried in email.
Set a draw schedule for the long timeline: deposit at signing, a draw at install, a draw at inspection, the balance at PTO. Money comes in across the project instead of all at the end.
The homeowner logs in and sees the current stage (permit submitted, racking done, inspection passed, awaiting PTO) plus photos and payments. The anxious calls drop because the status is right there.
Track every electrical and roofing sub's certificate of insurance with auto-alerts at 90, 60, and 30 days. A lapsed COI blocks the sub from job assignments until they upload a current one.
Capture racking, panel layout, the inverter, and the electrical work as timestamped photos on the job. The full inspection record is one tap away when the AHJ or the utility asks.
Offer system tiers on one link: base array, larger system, or system plus battery backup. The homeowner picks the kW and the scope, signs digitally, and you start the permit clock.
Track the permit in email, the interconnection in a spreadsheet, and PTO in your head. A missed utility deadline pushes switch-on by weeks and you find out from the homeowner.
Permit, interconnection, inspection, and PTO live on the job as tracked documents with alerts. You see what's pending and what's overdue before it delays the install.
Bill a deposit, then wait until PTO to collect the rest. You carry the full material and labor cost for months on every system you put up.
Set draws across the timeline: signing, install, inspection, PTO. Each phase invoices on its own so the cash comes in as the project moves, not all at the very end.
The homeowner hears nothing between racking and PTO, assumes the worst, and calls every few days for a status update.
The homeowner opens the portal and sees the exact stage, the inspection photos, and what's been paid. The status questions answer themselves and you keep moving jobs.
Add your office, your crews, and your subs. The price does not move, and no percentage comes off the payments your clients send.
Every plan: unlimited users, no transaction fees, and a 30-day free trial.
See all featuresFree for 30 days, no card. Send your first estimate today and see the job move through the board.
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