Quickbase Updates

11/14/2025

We improved visibility for sales to view permit and NEM progress. This will provide better visibility into the specific steps HQ has taken and where we are in the process. You will be able to see what the next step is, and if there is anything preventing us from completing the next step. If you notice that there is something slowing down the process, please help us work with the homeowner to get them to send the missing documentation, or to sign an application. Once you do, text into KINNECT to update the team. There is a quick video walk through for each below:

Drilling into NEM in Quickbase                                                                                                                                                                                     Drilling into Permitting in Quickbase