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Give every solar inquiry a careful, consistent next step.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

Bring a household’s solar inquiry, relevant property details, and supporting utility information together for the right staff member to review. Compare the submission with clearly stated service criteria, flag missing or conflicting details, and keep eligibility decisions and customer messages with a qualified person.

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Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
A household solar inquiry arrivesInformation and supporting documents submitted for a solar service inquiry
“Organize an inquiry against documented service criteria and prepare a response for qualified staff to review before contacting the household.”
Work through the request.

Clear tasks, with review where it matters.

  1. Confirm the inquiry and its intended use
  2. Organize the household’s submitted details
  3. Compare details with documented service criteria
See all 5 tasks
A private inquiry record with review notes and a proposed next step, awaiting staff confirmation before an eligibility decision or customer message.

What this workflow could do

Helps solar teams handle incoming inquiries consistently while keeping sensitive documents and qualification decisions under human oversight.

Review points proposed in this idea

Utility bills, home details, and credit-related information are sensitive, and an incorrect eligibility decision can affect a household. Restrict access to staff with a clear need, use fair and documented criteria, allow people to correct information, and require a qualified reviewer to verify each case before deciding eligibility or sending a customer-facing response.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5

  1. Check that the information was submitted for a solar service review and is being handled by an authorized team.

Step 1 of 5

Confirm the inquiry and its intended use

Check that the information was submitted for a solar service review and is being handled by an authorized team.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Define a fair and documented review policy

    Set objective service criteria, identify who may assess them, and explain how exceptions and corrections are handled.

  2. 02

    Protect household documents and contact details

    Limit access to utility bills and personal information, and set clear retention and deletion responsibilities.

  3. 03

    Prepare clear inquiry and response guidance

    Decide what information is needed, how missing details are handled, and how to explain possible next steps respectfully.

  4. 04

    Assign qualification and communication reviewers

    Name the qualified staff who confirm each outcome and approve any message or appointment offered to a household.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

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