Project pipeline tracking at solar installation companies requires operations managers to manually monitor email, spreadsheets, and messaging platforms to track permit approvals, inspection results, and crew assignments.
Automated project pipeline tracking extracts status updates from incoming messages, matches them to project records, and automatically notifies crews of next assignments while flagging stalled projects.
The full workflow, from trigger to completion.
Automation monitors for permit approvals, inspection results, and crew completion emails. When a trigger keyword is found, the workflow starts.
The automation parses the email to identify the project ID, current phase, and next required action. It cross-references the project to confirm details.
The automation updates the project record with the new phase and timestamp, creating a single source of truth.
The same status change is written so the team can see the updated pipeline in their familiar spreadsheet view.
If the project is ready for the next phase, the automation sends a message to the assigned crew with the job details, site address, and start date.
If the project has passed installation, the automation sends an email to the permitting office or inspector requesting an appointment for the next available date.
The automation sends a notification to the operations manager summarizing the status change and any actions taken, so the team stays informed.
The automation checks for projects that have not progressed in 7 days and sends a daily summary to the operations manager highlighting which projects need attention.
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