Worksheet

Utility file tracker

Keep one row per customer file, with columns for file number, customer, system size, current stage, holder, days waiting, proof reference, next action and escalation level. A side block lists the stage names in order with the waiting limit for each, and a footer block records the closure reason code.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Solar subsidy and net metering file tracker: who is holding it up”, www.gullysystem.com/blog/solar-subsidy-and-net-metering-file-tracker-who-is-holding-it-up