Agent Platform for Solar
Permits and paperwork on autopilot
Your team knows how to install solar. They shouldn't spend half their time on permit applications and utility paperwork. Agent Platform automates the documentation so projects move faster.
The Challenge
Solar is a paperwork business
For every hour on a roof, there's an hour of documentation. That ratio doesn't have to hold.
Every jurisdiction is different
Permit requirements vary by city, county, and utility. Your team memorizes hundreds of variations.
Document assembly is tedious
Same information, different formats. Staff spend hours reformatting for each submission.
Status tracking is manual
Checking permit portals, calling utilities, following up on approvals—it never ends.
Project handoffs lose context
When projects move between teams, critical details get lost or miscommunicated.
Automation Areas
Where solar companies are automating
Permitting
Automate the document prep and submission process for building permits.
- Permit application assembly
- AHJ requirement lookups
- Document formatting per jurisdiction
- Status tracking and follow-ups
Utility Interconnection
Streamline utility applications and interconnection agreements.
- Interconnection application prep
- Utility document requirements
- Net metering applications
- PTO documentation
Project Documentation
Keep project files organized and complete throughout the lifecycle.
- Site survey data organization
- Design document management
- Inspection scheduling
- Completion package assembly
Capabilities
Built for solar operations
AHJ Database
Automated lookups for permit requirements, fees, and submission processes by jurisdiction.
CRM Integration
Connect to Salesforce, HubSpot, and solar-specific CRMs for seamless data flow.
Document Generation
Auto-populate permit applications, proposals, and contracts from project data.
Utility Automation
Prepare and track interconnection applications across utility providers.
Project Workflows
Multi-step processes from sale through PTO with automated handoffs.
Status Dashboards
Real-time visibility into permit status, inspection dates, and project milestones.
Results
Faster projects, less overhead
Get projects to PTO faster
See how Agent Platform can automate your permit and utility workflows. We'll show you exactly how it works with your project management process.