From interested homeowner to documented installation.

The problem.

The sales handoff should carry the roof and site observations into the next action.

How it works for solar installers.

One record from the first request to the follow-up.

1. 1IntakeA homeowner submits a solar assessment inquiry.
2. 2ActionAssign a site-survey action to the appropriate team member.
3. 3FindingDocument visible roof shading on the site-survey finding.
4. 4Follow-upReview the survey result and assign proposal follow-up.

Coordination and visual documentation, not engineering approval or a substitute for licensed inspections.

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