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Worksheet

Plant history sheet

One row per plant with the accepted proposal revision, each stage and its closing date, commissioning date, serial numbers, warranty end dates, AMC term and next visit. Build it for ten plants to see which fields your records cannot yet fill.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Track Solar Project Stages, Proposals and Service Visits”, www.gullysystem.com/blog/solar-project-stages-proposals-and-service-visit-tracking-guide