The pieces come together.
Bring the job thread, plans, agreement, field evidence, and applicable program conditions.
Use your existing sources ↗THE PRODUCT BEHIND THE COMMITMENT
R11 keeps the records, actions, and decisions for a solar job together. Start by handing over the funding preparation and follow-up.
CONNECTED RECORDS. ONE RESPONSIBILITY.
THE WHOLE JOB / ONE CONTINUOUS RECORD
Explore the role of the shared record across the project lifecycle. The first service commitment is scoped funding preparation.
The project starts with the customer, scope, and source records. Preserve the context that the later package will need.
Existing project and sales sources can provide the starting point. Confirm what is available for your account.
WHAT YOU HAND OVER
Start with the agreed work on one job. Keep expanding only where R11 can carry the work reliably.
Bring the job thread, plans, agreement, field evidence, and applicable program conditions.
Use your existing sources ↗A discrepancy becomes a specific request, an authorized follow-up, and a response to recheck.
Follow the example ↗Receive the prepared work with its evidence and the decision that needs your authority.
Scope a first engagement ↗EMAIL, TEXT, OR A LINK
The engagement begins in your existing conversation. The web view gives you a place to inspect the evidence and make a decision.
Forward the job thread and the files your office already holds.
A clear field request or a short call when a conversation can unblock the work.
Use R11 Field for recurring collection and offline needs. Agree the supported capture path for your team.
The preparation, corrections, and follow-up agreed for the engagement. Scope, authority, delivery, and price are set before work starts.
The underlying product holds a broader project record. This offer starts with scoped funding work. Other responsibilities need a separate delivery commitment.
Your team authorizes submission. The financier decides approval and payment.
Bring us the job. We’ll agree the work, the result, and what it takes to deliver it.