Project Submission Form
Sold Date
*
Installer
*
Installer Name
SolQ
Lehmann Electrical (Illinois)
Lehmann Electrical (Wisconsin)
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Customer's Primary Language
*
Customer Language
English
Spanish
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Preferred Method of Communication
*
How does the customer want their account manager to communicate with them?
Text Messaging
Phone Calls
Email
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Customer First Name
*
Customer Last Name
*
Customer Email
*
Customer Phone
*
Address
*
City
*
State
*
Postal code
Sales Rep Name
*
Did a setter book this appointment?
*
Preset Appointment?
Yes
No
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Setter Name
Type of system
*
Type of system
Roof Mount
Ground Mount
Roof / Ground Combo
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Lender
*
Lender
Cash
Climate First Bank
Concert Finance
Credit Human
Dividend Finance
Enfin
Light Reach
Lumifi
Mosaic
SKEPS
Sungage
Sunlight
Other (see notes)
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Contract Amount ($)
*
$
System Size (KW)
*
Lead Source
*
Lead Source
D2D
Referral
Call Center
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What proposal tool did you use for this project?
*
Proposal tool used
Solo
Solargraf
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Does this project need a new roof before installing solar? (if so, please submit roof quote request form if quote is needed)
*
New roof needed?
No
Yes
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Does this project need tree trimming before installing solar? (if so, please submit tree trimming request form if quote is needed)
Tree Trimming Needed?
No
Yes
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Project Scope of Work / Notes
Did you get a copy of the utility bill?
*
Utility bill collected?
Yes
No
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Did you get a copy of the customer's drivers license?
*
Drivers license collected?
Yes
No
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Did you get a copy of the home-owner's insurance policy?
*
HOI collected?
Yes
No
I collected the insurance agent's information
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Are you uploading any site survey / project photos?
*
Are you uploading site photos?
Yes
No
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File Upload: Utility Bill
File Upload: Drivers License Photo
File Upload: Home-Owners Insurance Policy
Upload File: Site Survey / Project Photos
SUBMIT