Permit & Interconnection Tracking

Keep every solar permit and interconnection application moving forward without anyone manually chasing status across inboxes and spreadsheets.

134 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Permit and interconnection tracking requires operations staff to manually log projects, research local requirements, submit applications, and monitor multiple agency portals and email inboxes for status updates.

Automation consolidates permit data into a single source of truth, monitors incoming status updates automatically, and sends proactive alerts to the project team when action is needed. The result is faster approvals, fewer missed deadlines, and more predictable project schedules.

Key features
Research local permit and interconnection requirements automatically for each project location
Monitor email inboxes for permit approvals, inspection notices, and utility updates in real time
Extract key dates and action items from incoming agency and utility communications
Log all permit status changes and deadlines to a centralized tracking database
Send proactive alerts to the project team when inspections are scheduled or approvals are received
Flag missing documents or incomplete applications before agencies request them

How The Automation Works

The full workflow, from trigger to completion.

1. New Project Approvedtrigger

A new solar project is approved and logged, triggering the permit and interconnection tracking workflow.

2. Create Permit Record

The automation creates a new permit tracking record with project details, address, and application deadline.

3. Lookup Permit Requirements

The automation looks up the local building department and utility company requirements for the project location and populates the required permits and interconnection forms.

4. Monitor Email for Status Updates

The automation monitors for incoming permit approval notices, inspection scheduling emails, and interconnection updates from agencies and utilities.

5. Extract and Log Status Changes

The automation extracts permit status, inspection dates, approval dates, and action items from incoming emails and updates the record automatically.

6. Check Portal Status Periodically

The automation periodically checks agency portals and utility websites for status updates and logs any changes.

7. Send Deadline Alerts

The automation sends alerts to the project manager and installation team when inspection dates approach, approvals are received, or action items are due.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
134hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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