After a solar install finishes, someone has to confirm the work, calculate the final bill, and assemble a completion packet before a lender will release payment. Doing this by hand across separate photo reviews, spreadsheets, and email threads delays cash flow and invites costly paperwork mistakes.
An automated version pulls completion details and approved change orders together, builds the final invoice, and assembles the lender packet without manual assembly. Payment reconciliation and job record updates happen on their own, so funds arrive faster and records stay accurate.
The full workflow, from trigger to completion.
Crew or field tech closes out the job, which starts the invoicing and financing workflow automatically.
The Job Completion & Invoicing checks completion photos and job notes, then calculates the final invoice amount including any approved add-ons.
If the automation flags an unresolved change order, the office coordinator confirms pricing before the invoice is generated.
Generates the final invoice from the verified job total and emails it to the customer directly.
The Financing Documentation assembles the completion certificate, install photos, and permit sign-off the lender requires for the funding draw.
Sends the completed financing packet to the lender's funding contact with the job reference number in the subject line.
Matches the incoming lender payment to the job invoice and marks it paid once funds post.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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