Project Submission Form

Sold Date *

Market *

Installer *

Customer's Primary Language *

Preferred Method of Communication *

Customer First Name *

Customer Last Name *

Customer Email *

Customer Phone *

Address

Address *

City *

State *

Country

Postal code

Sales Rep Name *

Did a setter book this appointment? *

Setter Name

Type of system *

Lender *

Contract Amount ($) *

System Size (KW) *

Lead Source *

What is the name of the person that referred this customer? *

What is the referral fee amount ($) being paid to the referrer? *

What proposal tool did you use for this project? *

Does this project need a new roof before installing solar? (if so, please submit roof quote request form if quote is needed) *

Does this project need tree trimming before installing solar? (if so, please submit tree trimming request form if quote is needed) *

Does this customer expect SolQ to do extra electrical work on their home outside of the necessary electrical work required to install the solar system? *

Please provide details on what electrical upgrades the customer is expecting SolQ to do on their home *

Were any specific offers or promises made to this customer? *

Please provide all the details concerning the promises made to the customer *

Did you include a battery / Storage into this project *

What kind of battery was included in this project? *

How many batteries were included with the project? *

Did you offer the customer partial back-up or full home back-up? *

Are you including an ecobee thermostat on this project? *

Project Scope of Work / Notes

Did you get a copy of the utility bill? *

Did you get a copy of the customer's drivers license? *

Did you get a copy of the home-owner's insurance policy? *

Are you uploading any site survey / project photos? *

File Upload: Utility Bill

File Upload: Drivers License Photo

File Upload: Home-Owners Insurance Policy

Photo of Customer's Thermostat