Residential solar installation involves multiple handoffs: sales qualifies the lead, assessors visit the site, permit specialists handle paperwork, crews do the install, and inspectors sign off. Without a unified system, projects stall, customers get frustrated, and revenue sits in limbo.

This playbook orchestrates the entire journey:

• AI-powered site analysis — Satellite imagery analysis schedules assessments automatically based on roof orientation and shading
• Instant quote generation — AI creates custom proposals based on site data, energy usage, and available rebates
• Customer portal — Homeowners track their project from quote to power-on, ask questions, and approve milestones
• Multi-party coordination — Sales, assessors, permit specialists, and crews all see their relevant steps and timelines
• Integrated payments — Stripe handles deposits and final payments, triggered by playbook milestones