Solar Work Orders That Run From Survey to PTO.
A solar install isn't one job — it's a pipeline. FSM Navigator™ turns each install into dependent stages that unlock in sequence, keeps the permit and interconnection tracks converging on schedule, and keeps every commissioning record attached to the job for the day the warranty call comes.
✓ Dependent install stages · ✓ Docs on every job · ✓ Annual checkups on schedule
Where solar work orders fall apart
Crews rolled before the permit clears
An install scheduled off a whiteboard doesn't know the permit is still pending. A crew on a roof with no approval to build is a day of labor wasted — and a customer watching it happen.
PTO held up by scattered paperwork
Commissioning photos on one phone, serial numbers in a text thread, the signed permit in an inbox. Assembling the handover package becomes its own project — after the real work is done.
Warranty calls with no history
Three years later a panel underperforms, and nobody can say which inverter went in or who installed it. The tech shows up blind, and a one-visit fix becomes two.
What if the install ran as a pipeline — each stage unlocking the next, and the record building itself along the way?
From site survey to permission to operate — in sequence
- Map the install once
- Survey → permit → install
- Run parallel tracks
- Permit & interconnection
- The system energizes
- When both converge
Sub-job dependencies unlock each stage when the one before it completes, and the timeline view shows every track of the install at a glance.
Work order management built for solar installers
Installs that run as pipelines
Survey, permit, install, inspection, interconnection, PTO — each stage a sub-job that unlocks when its dependencies complete, with the whole pipeline visible on a timeline.
The handover package, assembled as you go
Permits, commissioning photos, panel and inverter serial numbers, handover documents — attached to the work order from the field, so PTO closes with the record complete.
Annual checkups on schedule
Production checkups and maintenance plans recur from templates — every visit generates itself when it comes due, with the install's full history already on the job.
The right crew at every stage
Intelligent dispatch evaluates skills, certifications, availability, proximity, and workload — electrical stages go to a qualified electrician, surveys don't tie up your senior installer.
Estimates customers approve online
Price the system on the work order and send it to the customer. They approve or decline online, the decision is recorded, and approved installs move straight into the pipeline.
Budgets and SLA clocks
Track labor and material spend against each install's budget, and see SLA due times on every job — so a long pipeline doesn't quietly eat the margin.
From site survey to PTO in three steps
Template your install pipeline
Build a work order template for your install — survey, permit, install, inspection, interconnection, PTO — with the dependencies between stages set once.
Stages unlock and dispatch in sequence
As each stage completes, the next one unlocks, and intelligent dispatch assigns a crew or technician with the right skills, certifications, and availability.
Close out with the handover package attached
Crews attach permits, commissioning photos, and serial numbers from the mobile app as they go — so PTO closes with the full record on the job, ready for warranty service years later.
Every stage in order, every track converging, every record on the job when the system energizes.
Solar work orders, answered
Can it keep install stages in the right order?
Can permitting and interconnection run in parallel?
Where do commissioning photos and serial numbers live?
Can it dispatch certified installers and electricians?
What about service visits years after the install?
Which plans include work order management?
Energize Every Install on Schedule.
Installs that run as dependent stages, handover packages that assemble themselves, and service history that's still there years later — built into the field service software your solar team already uses.
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