The Problem
Documents are scattered across email, text messages, Google Drive, and Dropbox. When a customer asks where their permit stands, nobody can find the right file fast.
Documents Collected Automatically
Utility bills and usage history
Site and roof assessment photos
Electrical panel and meter photos
Signed customer authorization forms
AHJ permit applications
Structural and electrical drawings
Equipment specification sheets
Utility interconnection applications
HOA approval letters
Permission to Operate documents
How It Works
1
Categorized checklists
Documents are organized by category: Utility Data, Site, Permits, Interconnection. No more hunting.
2
Multiple upload paths
Your team can upload from the CRM. Customers upload via the portal. Both go to the same project.
3
File versioning
Multiple files can be uploaded per checklist item. Download any version, see who uploaded what.
4
Export and share
Download all project documents as a ZIP or export to CSV. Share with subcontractors or engineers.