Sales Onboarding Process

Our Sales Support Team is available from 9:00 am to 09:00 pm MST,  Monday through Friday. Saturday 10:00AM-06:00PM
If it is after hours during the week or during the weekend, continue to submit all completed new deals  as normal to help minimize delays and our Sales Support Team will review any submissions the next available business day.

When a new deal is closed, please message the Sales Support line at 801-613-1781 or an email with attachments to salessupport@actionsolar.com:

Subject : New Deal Submission

Closer:

Setter:

Dealer/Team:

Lender:

HOA: (If applicable)

Utility Company:

Site Survey Scheduled: Yes or No

Existing System: YES or NO - Removing (If Yes We Need Module/Inverter/BAT Information.) 

Documents & Information Provided: ID-UB-Mortgage Statement
Notes: If any(Roofing Quote Needed, etc.)

Please allow 1 Business day for Sales Support to confirm all documents are signed and free of errors to avoid any necessary corrections.

📋 To ensure a smooth onboarding for new accounts, please collect and submit the following:

Customer's Photo ID 🪪
Recent Utility Bill 🧾 (dated within the last 30–90 days & Showing the Service ID Number & Account Number)
Proof of Homeownership 🏡 (Title, Mortgage Statement, Deed, etc. — if applicable)
Lender Info 💼
Homeowners Association (HOA) Info 🏘️ (if applicable)
Signed Agreement / PPA Documents ✍️
Loan Documents 💳 (if applicable)
Full Homeowners Insurance Policy 🛡️(If Applicable)
    • Required for residents of Texas only
    • Policy must be active, not expired

🗓️ Before leaving the customer's home, please submit the Site Survey Request to RDCL based on their preferred date & time — or include this info in your notes.

👉 Site Survey Link:
https://app.rdclservices.com/job-form/6638f576362bdc9d2deabd3a/6638f597362bdc9d2deabd3d

📤 Send all documents to Sales Support via:

📱 Text: (801) 613-1781
📧 Email: salessupport@actionsolar.com (for better quality)

Sales Packets/NTP ‼️

Projects will not advance beyond the Sales Ops Stage until they are completed  or obtained
-All required documents per lender provided.
-Any required change orders are completed or Layout changes.
-Any Lender Stipulations are cleared and NTP is granted.