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Milestones Defined


Milestones are very important! Milestones refer to key stages or steps involved in the process of installing a solar energy system. These milestones may vary depending on the type and size of the solar project, but some common ones include: Site Survey Complete, Permit Recieved, Install Completed, PTO. These are typically updated by the EPC.

Where to find Milestones:

The first way is to navigate to Your Roles>Sales Org> Sales Company > Solar Installs (NEW)>View Button next to Lead Name> Install Progress

The second way is to navigate to Your Roles> EPC > Install Tracker (NEW)>View Button next to Lead Name> Install Progress

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