Project Submission Form
Sold Date
*
Market
*
Market
Customer's Primary Language
*
Customer Language
Preferred Method of Communication
*
How does the customer want their account manager to communicate with them?
Customer First Name
*
Customer Last Name
*
Customer Email
*
Customer Phone
*
Address
Address
*
City
*
State
*
Country
Country
Postal code
Sales Rep Name
*
Did a setter book this appointment?
*
Preset Appointment?
Setter Name
Type of system
*
Type of system
Lender
*
Lender
Which lender is being paired with SoCap?
SoCap Lender
SoCap Lender
Contract Amount ($)
*
$
System Size (KW)
*
Lead Source
*
Lead Source
What is the name of the person that referred this customer?
What is the referral fee amount ($) being paid to the referrer?
$
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?
Does this project need tree trimming before installing solar? (if so, please submit tree trimming request form if quote is needed)
*
Tree Trimming 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?
*
Extra electrical work expected of SolQ?
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?
*
Special offers or promises made?
Please provide all the details concerning the promises made to the customer
Did you include a battery / Storage into this project
*
Battery / Storage Included in Project?
What kind of battery was included in this project?
Type of battery was sold?
How many batteries were included with the project?
# of batteries included
Did you offer the customer partial back-up or full home back-up?
Partial Back-up or Full Home?
Project Scope of Work / Notes
File Upload: Utility Bill
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 50 Files )
File Upload: Drivers License Photo
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 50 Files )
File Upload: Home-Owners Insurance Policy
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 50 Files )
SUBMIT