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✉️ Invite Team Member

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📋 New Solar Project

📁 New Contractor Space

Create the default New Projects / Pending Payment / Complete structure.
Seed the standard Solar Journey permitting workflow for this contractor.
Create a matching intake form that drops new work into this contractor folder.

⚙️ Workflow Builder

Active

Completed

Deferred / Cancelled

Workflow preview

Status menus on projects will only show the workflow tied to the contractor folder.

Add statuses to preview the workflow.

Recommended solar stages

Use the seeded stages as your starting point, then customize per contractor if their permitting or PTO sequence differs.

Pending Site Audit Pending Plan Set Pending Permits Pending PTO

📝 Request Form Builder

Form preview

This mirrors the Wrike request form setup: form name, destination folder, status, assignee, and custom fields.

Add fields to preview this request form.

Suggested intake fields

Start with homeowner identity, address, contact details, equipment, and notes. Add anything contractor-specific after that.

Homeowner Name Project Address Phone and Email Equipment Notes

🧾 Submit Request Form

Request Form
Submit a new project intake.
Done!