Solar Installer Handoff Checklist

Who this helps

sales teams, permit coordinators, and operations staff handing a project to an installer, drafter, or permit reviewer.

What to gather

• Project scope
• Attachment list
• Known missing items
• Review owner and next action

Packet quality checklist

• Put address, AHJ, utility, system size, equipment, roof, electrical, and attachment status in one summary.
• Separate required missing items from optional nice-to-have notes.
• Name the next owner for design, permit, utility, or field verification.

Professional review boundary

• The handoff is not a final design, permit packet, or construction authorization.
• Installers, drafters, electricians, engineers, and AHJs still need to perform their own review.
• Use it to reduce intake back-and-forth and clarify next steps.

Missing-item triggers

• No clear next owner
• Attachments mixed together or unnamed
• Assumptions not separated from confirmed facts
• Open AHJ, utility, or electrical questions

Quote handoff review

Before paying for review, confirm the address, AHJ, utility, project scope, equipment models, attachment list, and open questions. The cleaner the packet, the easier it is for a qualified professional to price and route the next step.

When the $49 packet prep is worth it

Pay only after the free precheck has an address, AHJ, project scope, equipment notes, first document list, and a qualified reviewer who can make the official decisions. The $49 review is useful for missing-item, document-owner, field-verification, reviewer-question, and quote-handoff structure. Skip payment if you need an engineering design, PE stamp, permit submission, portal login, fee payment, utility or AHJ contact, code interpretation, licensure verification, inspection readiness, construction authorization, safety advice, or guaranteed approval, interconnection, inspection, schedule, quote, payment, ranking, traffic, sales, or revenue.