Worksheet

Solar job record checklist

A one-page sheet listing every record a rooftop job should hold: survey, proposal revision, material and serial numbers, stage closures, DISCOM file steps, invoices and service dates. Fill it for three recent jobs and mark what lives in a notebook.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Rooftop Solar Installation Business”, www.gullysystem.com/blog/how-to-automate-a-rooftop-solar-installation-business