Worksheet

Solar installer monthly review sheet

A single sheet with five blocks: approvals pending by age, open proposals, payments due, serial and stock checks, and service visits. Fill it on the first working day of each month. Set it beside last month’s sheet to see what moved.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “What a Rooftop Solar Installer Should Review Every Month”, www.gullysystem.com/blog/what-a-rooftop-solar-installer-should-review-every-month