Residential Proposal Checklist
Please provide ALL the customer information:
*It's important to verify there are no typos and to confirm all customer information before submitting!*
- Name, Address (Street, City, State, Zip), Phone Number, Email Address
- Credit above 650, Homeowner
- 12 months of usage & Picture/Copy of utility bill
- HOA (Home Owners Association) Name of HOA, Main Contact, Phone Number, Email
- Photos (See Photos section below)
Items to consider:
- Average Timeline from contract signing to installation can take anywhere from 4-6 weeks *This is a deal-by-deal basis.
- The more clear/accurate photos are when submitted the quicker a deal can be pushed through to installation.
- When building a customer proposal, be sure to ask the customer if they plan on increasing utility usage with additions to the house (electric car, pool, additional occupancy, etc.)
