Installing Dealer WORKFLOW

Installing Dealer Project Flow

Material Ordering Requirement

The following actions must be completed on every project before material ordering can proceed. No exceptions — all items are required.

Documents to Upload

Plan set / design document
Permit approval document or approval email Utility pre-approval document

Dates & Confirmations to Enter

Permit approved date
Utility pre-approval date
NTP approval confirmation
Install scheduled date

⚠️All seven items must be completed before material ordering can proceed. Missing any single item will delay the project.

Follow-Up & Escalation Timeline

Once an install is scheduled, the clock starts. Here is how follow-up and escalation will be managed to keep every project moving forward without avoidable delays.

1️ 24 Hours Post-Install Date

If install is not marked complete, daily follow-up begins and continues until project status is updated

2️ Day 30 Post-Install

Any project still in Inspection stage with no movement into PTO will trigger a formal QA review

3️ Day 45 Post-Install

Unresolved projects reviewed to determine whether reassignment is necessary

4️⃣ Day 45 Post-Install

Unresolved projects reviewed to determine whether reassignment is necessary

5️⃣ Day 60 Post-Install

Projects should be progressing through utility PTO, assuming all required actions completed

6️⃣ Day 30 Pre-Clawback Date

Seamless Home can withhold applicable funding to cover upcoming clawbacks

M1 Milestone Payment Requirements

M1 will not be paid until all four of the following conditions have been met. If any one item is missing, M1 is not eligible for payment.

QC Response & Takeover Policy

If a QC notice is issued, partners are expected to respond and resolve issues promptly. Failure to act within the defined windows may result in project reassignment.

Response Requirements

Respond within 3 days of QC notice issuance
Resolve all required corrective actions within 14 days
Document all corrective actions taken

Escalation Path

Deficiencies unresolved after 14 days → Takeover review initiated
At Day 45 → Project reviewed for reassignment
If new partner completes remaining work → New partner receives M2

⚠️ By Day 60, projects should be progressing through utility PTO, assuming all required actions have been completed by the partner.

Launched New Finance Options

Aven

Aven's mission to provide homeowners with the lowest cost, most convenient, and most transparent access to capital at scale. See our Help Center for more information

Propel

Propel is a Transitional Ownership program. It pairs a Prepaid Energy Services Agreement (ESA) with a loan to provide comprehensive system protection upfront, followed by full system ownership. See our Help Center for more information

IQ Gen (coming soon)

Unlock up to 25% of your home's value in cash — with zero monthly payments, no impact on your credit, and no income check. You only settle up if you sell, refinance, or at the 10-year mark.

Faster Payment Timelines — Solar Projects

Partners who maintain a strong pipeline and clean track record are eligible for an accelerated "Next Friday" payout program. Here is how to qualify and how the schedule works.

Eligibility Criteria

Funding Timeline

Projects will fund 7-10 business days from when Seamless Home receives project funding from the financier. Disbursements are scheduled for Fridays.

✅ Solar partners with 5+ projects in pipeline and clean funding history are automatically eligible for the Next Friday payout program.

Home Improvement Payment Timelines

All roofing, HVAC, and Home Improvement loan products

(including Lightreach HVAC lease)

— are automatically enrolled in the Next Friday program.

Payment schedules are as follows:

Home Improvement and Home Services projects are automatically enrolled in this Next Friday program — no additional action required from partners.

Solar Projects

Minimum pipeline required for solar M1 Net 5 payout eligibility

Days to Respond

Maximum response window after a QC notice is issued

Days to Resolve

Maximum window to resolve all required corrective actions

Days for Photos

Photo pack must be completed within 10 days post-installation

GoodLeap Equipment Pricing Update

With the standardization of cost with GoodLeap Safe Harbor Equipment, all projects materials costs will reflect the direct cost from GoodLeap to the end user.

Thank You for Your Partnership

We appreciate your continued focus on execution. These updates will help all of us improve accountability, reduce avoidable delays, and deliver a better experience for every project we move through the pipeline together.

🔔 These updates will help all of us improve accountability, reduce avoidable delays, and deliver a better experience for every project we move through the pipeline together.

Stay Compliant

Complete all required uploads and date

entries before material ordering on every project

Meet Your Deadlines

Photo packs within 10 days, QC

responses within 3 days, resolutions

within 14 days

Unlock Faster Pay

Maintain a clean pipeline of 5+ solar

projects to qualify for the Next Friday

payout program

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