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Worksheet

Solar job-flow gap worksheet

Each row is a job stage, running from site survey, proposal and procurement through installation, utility approval, commissioning and the service visits that follow it. Columns show which tool holds the record today, who retypes it, when it last went missing, and whether a ready tool or a custom build would cover it. Fill it in as a team.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Solar installer software: ready design tools or a custom build?”, www.gullysystem.com/blog/solar-installer-software-ready-design-tools-or-a-custom-build