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Milestones Defined

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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:

First way: Sales Org> Sales Company > Solar Installs (NEW)>View Button next to Lead Name> Install Progress

Second Way: EPC> EPC > Install Tracker (NEW)>View Button next to Lead Name> Install Progress

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Related Guru Cards:

Install Tracker Project Milestone- How to set up an Auto Estimated Completion Date

Install Milestone Mapping

Simplified Onboarding Milestones Flow Chart

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