Identify the accepted proposal
Keep the customer's accepted version beside later selections and design changes. Mark which changes have an explicit decision and which are still proposals. The handoff should show the equipment and scope actually agreed without treating every newer drawing as automatically approved.
Track the job's actual dependencies
Use the checklist established for this project and location. Record the status of site review, required documents and other dependencies without inventing local requirements. A submitted request and an approved request need distinct statuses and evidence.
Prepare the installation handoff
Combine the approved system design, customer equipment selections and open site-survey questions into one installation handoff packet for the crew lead.
Work you can get help with
Illustrative scenario using sample information.
Identify the accepted proposal
- What you provide
- Accepted proposal, selections, dated design revisions and any recorded decisions on those revisions.
- The useful result
- A version register showing accepted scope and pending changes.
- When the task is complete
- The project lead confirms the version that planning should use.
Track the job's actual dependencies
- What you provide
- Project-specific checklist, submission records and recorded decisions.
- The useful result
- A dependency list with evidence and a named next action.
- When the task is complete
- The coordinator checks the required decisions before confirming the next stage.
Prepare the installation handoff
- What you provide
- Checked design, accepted selections and outstanding project questions.
- The useful result
- A handoff packet linked to the documents behind each instruction.
- When the task is complete
- The responsible installation lead accepts the packet or identifies missing information.
Questions you may have
Can the assistant confirm incentives or savings?
No. This workflow organises project records. Eligibility and financial claims need current, applicable evidence and review.
What if one external approval is still pending?
Keep it pending and identify the stage it affects. Do not turn a target date into a confirmed installation promise.
Sources and further reading
- Solar Panels Process Overview | Tesla
Solar: Tesla describes collecting layout preferences, finalizing the design, progressing permits and approvals, and then requesting an installation date.
Tesla's own residential process; it does not show a document-version index or establish approval steps for every utility or jurisdiction.
2026-11-04
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