How do you cut follow-up time on solar project handoffs?
By Mass AI · Reviewed
Make sure every file is complete before it moves, give each missing item one owner, and stop chasing by hand.
Mass AI, AI agents for solar operations, checks the handoff package against your requirements, asks the right person for the fix, and hands off only after your ops team approves the exact package.
Why handoffs stall
Most handoffs stall for small reasons. A photo is missing. A name on the utility bill does not match the contract. A permit is waiting on one more document. Each small gap starts a round of texts, calls, and waiting.
Here is an example from our product page. Every name and address in it is made up. On one demo project, the name on the utility bill does not match the contract.
A complete handoff package
Before a sold deal goes to engineering and permitting, check that it has:
- Clear original photos of every roof plane, including planes without panels
- A clear photo of the main service panel
- A clear photo of the exterior meter
- Clear attic photos that show the roof measurements
- A utility bill photo in the homeowner's name
- Photos that cover all 12 months of electricity usage
- A homeowners insurance photo whose limited liability is more than $100,000
- A signed contract
- Signed finance documents, unless a source document confirms a cash deal
- Homeowner, property, system and financial details match across relevant evidence. Insurance-name matching is an EPC setting, off until enabled for selected states.
- Your company's own extra rules
Give each gap one owner
One ask at a time.
Ask the person who can fix it for the one thing you need.
Say why it matters.
Tell them what is missing, why, and what to send.
Check what comes back.
A new file does not count until someone checks it.
Send hard calls up.
If it is still unclear, bring it to ops with the evidence side by side.
Where Sunny by Mass AI takes over the chasing
Sunny by Mass AI, Mass AI's AI employee for deal review, does those same steps on every deal. Reps text Sunny by Mass AI from iMessage or SMS, with nothing new to download. Ops uses the project view.
- 01
Deal submitted.
Your team submits the deal, Sunny by Mass AI starts its review, and the rep gets one text saying the review has started.
- 02
Missing photo.
Sunny by Mass AI says what is missing, why it matters, and what to send, then checks what comes back before it counts.
- 03
Unclear document.
Sunny by Mass AI does not guess. It asks the rep, and if the answer is still unclear, it hands the question to ops with the evidence attached.
- 04
Homeowner text.
Nothing reaches a homeowner without the rep. The rep approves the exact recipient, message, purpose, and project before a homeowner text. Any change to those needs a fresh approval.
- 05
Handed off.
After ops approves the exact package, Sunny by Mass AI sends it and independently verifies that it arrived.
Who approves
- The rep approves the exact recipient, message, purpose, and project before a homeowner text. Any change to those needs a fresh approval.
- Your ops team approves the exact package before a handoff goes out. A change to that package needs a fresh approval.
Other handoffs AI agents can carry
These are examples from our product page, not a fixed package.
- Tracking permit and interconnection steps so nothing sits
- Preparing scheduling handoffs so the crew gets a complete package
- Assembling closeout packages so the project can close
Questions
What should be in a solar handoff package?
A complete package has Clear original photos of every roof plane, including planes without panels; A clear photo of the main service panel; A clear photo of the exterior meter; Clear attic photos that show the roof measurements; A utility bill photo in the homeowner's name; Photos that cover all 12 months of electricity usage; A homeowners insurance photo whose limited liability is more than $100,000; A signed contract; Signed finance documents, unless a source document confirms a cash deal; Homeowner, property, system and financial details match across relevant evidence. Insurance-name matching is an EPC setting, off until enabled for selected states., plus your own rules.
Who approves a handoff?
Your ops team approves the exact package before a handoff goes out. A change to that package needs a fresh approval.
Do reps need new software?
No. Reps do not log in. They text Sunny by Mass AI from iMessage or SMS. Ops uses the project view.