GUIDES FOR SOLAR INSTALLERS
Understand the requirements.
Avoid payment delays.
What to submit, how to fix a returned package, and when to follow up on payment.
START WITH THE PROBLEM
What is holding up your job?
Go straight to the record, correction or decision you need next.
The crew is still on site
Check the requested evidence while a correction is still within reach.
Sunrun FIC and on-site checks ↗The package came back
Turn the reviewer’s flags into specific corrections and a complete resubmission.
Resolve a returned package ↗The job is approved. Where is payment?
Check the funding cycle, remittance and bank receipt separately.
Trace the payment status ↗The records do not match
Reconcile plans, installation evidence and commissioning records.
Check equipment and records ↗What do the payment
milestones mean?
Understand NTP, M1, M2, M3, and PTO, and what your agreement requires for payment.
Read the guide ↗Your agreement sets the evidence, amounts, and payment conditions.
Field documentationSolar site survey checklist: make every photo useful.
A solar site survey checklist for installer handoffs: roof photos, equipment labels, measurements, access gaps and a final check before leaving the site.
Read the guide ↗
Inspection recordsSolar inspection checklist: keep the result, not just the booking.
Prepare solar inspection records, track corrections and keep the issued result separate from a permit, appointment, PTO and funding approval.
Read the guide ↗
Commissioning recordsSolar commissioning checklist: show what was tested.
Keep solar commissioning reports, equipment serials, test results and open alerts together. See why an Active status alone is incomplete evidence.
Read the guide ↗
Project deliveryWhat happens after a solar contract is signed?
Follow a solar job from signed contract to survey, permits, installation, inspection and PTO. See which documents and decisions move each handoff forward.
Read the guide ↗
Choosing softwareSolar CRM vs operations software: what gets done?
Compare solar CRM and operations software on one unfinished job. Test corrections, crew follow-up, funding evidence, setup costs and work left to your team.
Read the guide ↗FREE 15–20-PROJECT PILOT