From signed contract to PTO — without the paperwork stall.
Dedicated assistants for solar installers and energy contractors: permitting and interconnection paperwork, site-survey scheduling, customer updates and incentive documentation.
Solar projects stall in paperwork, not on roofs.
Between a signed contract and permission to operate, a residential or commercial solar project passes through site surveys, design, permits, HOA approvals, utility interconnection, inspections and incentive paperwork. Each jurisdiction and utility has its own forms, portals and timelines.
An ExecWing assistant tracks every project through those stages. They submit and track permit applications you prepare, upload interconnection documents to utility portals, schedule site surveys and inspections, keep customers informed with regular updates and organize documentation your team needs for incentives.
Customer communication is often where installers lose reviews. A dedicated assistant sending clear, proactive updates can change that experience.
Tasks your assistant owns
Project pipeline
- Stage tracking from contract to PTO
- Permit application submissions and follow-up
- Utility interconnection portal uploads
- Inspection scheduling
Customer experience
- Proactive project updates
- Site-survey scheduling
- HOA application paperwork
- Post-install review requests
Sales & admin support
- Lead response and appointment setting
- Proposal follow-up
- Incentive documentation organization
- Equipment order tracking
Tools
Your assistant works in your accounts, under your access policies.
Roles that fit
- Permitting and interconnection coordinator
- Customer project coordinator
- Appointment setter
- Operations assistant to the owner
Compliance notes
Assistants do not provide tax advice on incentives such as federal energy credits; customers should consult their own tax professional.
Engineering and code determinations stay with your licensed staff.
Outbound calls and texts follow TCPA rules and state telemarketing laws.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Customer updates and scheduling. |
| Growth | $2,300/mo | Adds permitting and interconnection tracking. |
| Executive | $2,700/mo | Senior operations assistant. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Solar & Energy engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Enerflo, Aurora Solar, OpenSolar and shadows the current process for project pipeline. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of stage tracking from contract to PTO and permit application submissions and follow-up, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add customer experience work such as proactive project updates. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Sales & admin support joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Solar & Energy: common questions
Can the assistant submit permits?
They can submit and track applications your team prepares, through portals you grant access to.
Do they advise customers on tax credits?
No. Customers should consult a tax professional.
Which tools do you support?
Enerflo, Aurora, OpenSolar, JobNimbus, Salesforce and others.
What does it cost?
From $1,900/mo.
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.