Unlock the Power of Playbooks: Fully Customizable Solar Onboarding

Designing and installing a tailored solar system involves multiple stakeholders, decisions, and handoffs—often spread across spreadsheets, emails, and siloed tools. With Kollab’s headless Playbook Engine, you can define and run every step as a single, unified workflow:

  • End-to-End Visibility From kickoff to handover, track every task, date, and document in one place. Roles see only their steps while you retain full oversight.
  • Dynamic Triggers & Variables Push notifications, document uploads, date captures, numeric inputs, and conditional visibility rules all live in your JSON config.
  • Built-In Client Collaboration Invite customers into key moments—quote approval, design sign-off, and final training—so nothing falls through the cracks.
  • Lightning-Fast Iteration Tweak a title, reorder steps, or add a role in seconds. Playbooks are your single source of truth.

Solar Installation Onboarding

Project Start
2025-04-12
Project Value
$23,500
Project Duration (Days)
-
  • Start Onboarding

    Kollab
    onboarding_start_date2025-04-12
    Kollab
    onboarding_started2025-04-12
    Expo
    Onboarding Start PushThe solar installation onboarding has started.
  • Client Confirmation

    Kollab
    onboarding_started2025-04-12
    Kollab
    client_confirmed2025-04-15
    Expo
    Client Confirmation PushPlease confirm your site details and readiness.
  • Site Assessment

    Kollab
    onboarding_started2025-04-12
    Kollab
    client_confirmed2025-04-15
    Kollab
    site_assessment_done2025-04-20
    Airtable
    Assessment PhotosAssessment Photos.pdf
    Expo
    Assessment PushPlease conduct the site assessment and upload photos.
  • Quote Generation

    Kollab
    site_assessment_done2025-04-20
    Kollab
    quote_generated
    AWS S3
    Quote DocumentQuote Document.pdf
    Kollab
    Project Value$23,500
    Expo
    Quote PushProject quote is ready for review.
  • Quote Approval

    Kollab
    quote_generated
    Kollab
    quote_approved
    Expo
    Quote Approval PushPlease review and approve the project quote.
  • System Design

    Kollab
    quote_approved
    Kollab
    design_approved
    AWS S3
    Design DocumentsDesign Documents.pdf
    Expo
    Design Approval PushUpdated system design is ready for approval.
    Expo
    Design Review PushPlease review and approve the system design.
  • Permitting

    Kollab
    design_approved
    Kollab
    permits_acquired
    AWS S3
    Permit DocumentsPermit Documents.pdf
    Expo
    Permitting PushPermits have been submitted to local authorities.
  • Installation

    Kollab
    permits_acquired
    Kollab
    installation_completed
    Airtable
    Installation PhotosInstallation Photos.pdf
    Expo
    Installation PushInstallation team is now installing panels and inverters.
  • Commissioning

    Kollab
    installation_completed
    Kollab
    commissioning_done
    AWS S3
    Commissioning ReportCommissioning Report.pdf
    Expo
    Commissioning PushPerform system tests and finalize commissioning report.
  • Handover

    Kollab
    commissioning_done
    Kollab
    handover_complete
    AWS S3
    Handover DocumentsHandover Documents.pdf
    Expo
    Handover PushSolar system is ready for handover. Provide user training on operations and maintenance.

Transform your solar projects with structured, collaborative workflows and real-time visibility—so you never miss a beat from inquiry to commissioning.

Ready to experience Kollab?

Define, run, and scale your custom workflows in minutes. Book a demo, start your free trial, or dive into the docs to see how it works.