Problems we solve · Delivery

Get solar jobs moving again when they stall on DISCOM and subsidy paperwork.

The system is ready to install, but the sanctioned load letter is missing, the utility application is pending, or a subsidy document was rejected. Nobody can say who is chasing what. Paperwork delays cost weeks, tie up cash and test the patience of customers.

Book a demo See the signs

Why does paperwork hold up solar jobs? Approvals and documents depend on many people, including the customer, the utility and your own staff. When the steps are not on a shared checklist with an owner for each, jobs wait silently until someone remembers.

Signs you have it

How paperwork delays show up.

Silent waiting

Jobs sit for weeks and nobody knows why.

Missing documents

The same papers requested from the customer repeatedly.

No owner

Everyone assumes someone else is following up.

Rework

A rejected document found late in the process.

How HelioLattice fixes it

A checklist where every step has a name next to it.

Put the steps on a checklist

Utility application, sanction, net metering and subsidy steps become stages with the documents each one needs.

Application→Sanction→Subsidy

Show only what applies

Switch subsidy, bank loan and utility approval on or off, and the stages that depend on them appear or disappear.

Subsidy→Loan→Utility

Name an owner

Each stage is assigned to a person, and that person's work queue shows what is due.

Stage→Owner→Queue

Verify documents

Uploaded documents are marked pending, verified or rejected, so a wrong paper is caught the day it arrives.

Upload→Verify→Reject

What changes

Visibility is most of the cure.

Progress and idle days

Each job shows how far along it is and how long it has been idle, so stalled jobs rise to the top.

  • Idle days on jobs
  • Open jobs in the work queue

Owner on every stage

A stage assigned to someone is worked by that person, with an override for managers.

  • Locks by stage
  • Override for managers

Document checks

Documents are verified against what the stage needs, with the status visible to everyone.

  • Pending, verified, rejected
  • Stored with the job

Reminders and tasks

Create tasks and reminders tied to a job, and mark a task blocked when it is waiting on someone else.

  • Task templates
  • Overdue counts

Keep exploring

Connected pages.

Delivery checklist →

The module behind this fix.

Roles and access →

Stage locks and overrides.

Reports →

Project status and task reports.

Questions

Common questions.

Can we include utility and subsidy steps in our checklist?
Yes. Utility application, sanction, net metering and subsidy stages can be part of your checklist, each with its own documents and owner.
How do we see which jobs are stuck?
Jobs show progress and idle days, and managers can see each stage's assignee, so a job waiting for weeks stands out.
Can the system flag a wrong document?
A responsible person marks each uploaded document verified or rejected, and the status is visible on the checklist immediately.
Do these steps differ by state?
You define your own stages, so your checklist can follow the process of your state and utility.

Map your approval steps into a checklist.

Bring the steps your jobs go through and we will turn them into stages with owners.

Book a demo The delivery checklist