Daylight

Use this SOP to create an accurate project, verify the customer and property, and send the PPA.

Origination SOP

Use this SOP after the customer signs the PPA Agreement. Accurate documents must be uploaded before the project can move forward.

Document Verification SOP

This document outlines the minimum photo requirements for completing a Site Survey and defines every section, field, description, and image requirement.

Site Survey Photo Package Reference Guide

Use this SOP after the Site Survey is complete using the Daylight Site Survey Requirements.

CAD Design & True-Up SOP

Use this SOP to keep the Daylight Portal updated as the permit and interconnection applications move from submission through approval.

Permitting & Interconnection SOP

Use this SOP once the project is Ready for Install.

Installation SOP

Use this SOP after the system passes inspection and the utility issues Permission to Operate.

Permission to Operate SOP

Step-by-step SOPs from origination through PTO, plus proposal, signing, and account setup walkthroughs

Using the Daylight Portal

How to Request a Daylight Proposal in Your Dashboard

Requesting a Daylight Proposal

Customer Signing Process

Adding Users to your Account

This article will walk you through how to create a project, enter the details, run credit, and send the agreement to your customer.

Project Creation -> Agreement Sent

Video walkthroughs of important steps in the portal

Tutorial Videos

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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