Service file · Solar VA · Updated November 2026
Outsourcing the solar project office: hiring a solar virtual assistant
A buyer's file for a solar installer, EPC or sales dealer moving the paperwork between a signed lead and a switched-on system (survey booking, permit and interconnection packages, project tracking, customer status updates, CRM upkeep and rebate paperwork) to a dedicated remote coordinator: what goes in scope, which statements and decisions stay with your licensed and qualified people, what it costs against a local hire, and which numbers to put in writing.
- Rate
- $8.50–$14/hr
- Full-time / month
- $1,360–$2,240
- First candidates
- About 2 business days
- Setup / recruitment fee
- None
File summary
per hour for a dedicated solar operations and project coordination VA through our recruiting partner
recruitment or setup fee; nothing is paid before you choose a candidate
business days to the first candidates, usually (never a binding promise)
no design, no electrical work, no signatures, no tax or savings claims
trial window in which you can end the engagement immediately
the assistant works only for you, inside your own CRM, portals and inboxes
In this file
- Work packages by project stage
- What the assistant may tell customers
- A statement of work you can copy
- Engagement models compared
- Total cost of ownership
- Sizing the seat from a monthly tally
- The jurisdiction and utility playbook
- Controls for data, money, signatures and calls
- Service levels and KPIs
- Vendor questionnaire
- Scope by business type
- Software the seat works in
- Acceptance test before you choose
- Onboarding plan: 30, 60, 90 days
- Risk register
- Exit and handover
- Terms in this file
- Requesting candidates
- FAQ
Work packages by project stage
A solar virtual assistant is a dedicated remote coordinator for the paperwork and messages that move a solar project from an inquiry to a system the utility has allowed to switch on. You buy a seat, measured in hours, inside your own CRM, project tracker, permit portals and email. Today this work usually sits with the sales reps, the PM or the owner, done after hours.
Solar projects run in a fixed order, so buy the seat stage by stage. Each row names what the assistant does and who keeps the decision. Most buyers start with lead intake, survey booking and customer updates, then add permit and interconnection packages once the jurisdiction checklists exist.
| Stage | Assistant's tasks | Stays with your team |
|---|---|---|
| Lead intake | Answer web forms, calls and referrals during the shift; ask your qualifying questions (homeowner or not, roof age, shading notes, recent utility bill, HOA); enter the lead in the CRM; book the next step | Who qualifies, and what offer is made |
| Survey and consultation booking | Book site surveys and consultations on the right rep's or surveyor's calendar by territory; send the "what to have ready" message; confirm the day before; reschedule no-shows | Surveyors and reps run the visit |
| Document collection | Collect utility bills, HOA contacts, photos of the main panel and meter, and signed authorizations through your forms; chase missing items; file them on the project | Design reads the documents |
| Proposal and contract admin | Send the proposal your designer or rep built; send e-signature envelopes; chase unsigned documents on your schedule; log every version | Price, system size, production and savings figures |
| Financing paperwork | Track lender status in the dealer portal; tell the rep when a decision or a document request arrives; upload documents the customer supplied | The lender decides credit; your rep explains terms as the lender requires |
| HOA review | Assemble the architectural review form with the plan and spec sheets your designer provides; submit; track the date; log conditions | Design changes the HOA asks for |
| Permit package | Assemble the package from your approved plan set, spec sheets and the jurisdiction's forms; upload to the portal where your license holder authorized it; pay approved fees; log the permit number | Plan sets, stamps, signatures and design corrections |
| Interconnection | Fill the utility's application from the system design; attach the single-line diagram your team prepared; route the customer's signature; track status through permission to operate | Technical answers to the utility; meter and system decisions |
| Install scheduling | Offer install dates from the crew calendar once permits and equipment are confirmed; confirm with the customer; send the prep message; log changes | Crew assignments and the install itself |
| Inspection and PTO | Book inspections, tell the customer the window and access needs, log results and correction notices, send the "your system is approved to switch on" message from your template | Fixes after a failed inspection |
| Rebates and incentive paperwork | Track which programs your team applies for, assemble application packages from approved documents, watch deadlines, follow up on status, file approvals | Eligibility calls; the customer's tax adviser decides anything about tax credits |
| After install | Monitoring-app setup reminders, service requests booked, warranty claim paperwork routed, review and referral requests sent | Diagnosis and repairs |
| Design, engineering, electrical work, roof work, tax or savings advice | Anything that needs a license, a professional seal or a qualified judgment | Always; never in scope |
What the assistant may tell customers
A solar customer asks money questions all through the project: what will I save, what credit will I get, what will the utility pay me. Those are the questions most likely to turn into a complaint or a dispute when the answer comes from the wrong person. Put this boundary into the onboarding pack and the customer message templates before the assistant sends anything.
May say
- Where the project stands and what the next step is
- Dates your team has confirmed, and that a date isn't confirmed yet when it isn't
- What a stage means, from your approved explainer ("the utility reviews the application before your system can be switched on")
- Which documents are missing and how to send them
- That a question about savings, production or price goes to the rep or designer, with a callback booked
- That tax-credit questions are for the customer's tax adviser
Never says
- A tax-credit amount, percentage or eligibility statement
- A savings, payback or bill figure that isn't in the signed proposal
- What a utility will credit for exported power
- A permit or utility approval date that the authority hasn't given
- Any technical answer about the roof, the panel upgrade or the inverter
- Anything about loan or lease terms beyond what the lender's documents say
Why so strict: incentive rules change (federal rules for solar tax credits changed in 2025, and state and utility programs change on their own schedules), so a template sentence can go stale. Net metering and export credit rules vary by utility and state; point customers to their utility's own published rules.
A statement of work you can copy
Fill in the brackets and attach it to the request and the agreement.
Role: solar operations and project coordinator (remote) for [company name], a [residential installer / commercial installer / sales dealer / EPC / roofing and solar contractor], about [N] new contracts a month in [states].
Hours: [80 / 160] hours a month, [days and hours], [time zone], covering at least [N] hours of the sales team's working day.
Systems: [CRM / project platform], [proposal and design software, view access], [e-signature tool], [phone and text system], permit portals for [jurisdictions], utility portals for [utilities], lender dealer portals for [lenders].
Work packages in scope: [lead intake, survey booking, document collection, proposal and contract admin, financing status, HOA review, permit packages, interconnection, install scheduling, inspection and PTO, rebate paperwork, after-install requests, CRM upkeep and reporting].
Out of scope: system design, engineering, electrical or roof work, signing or stamping documents, setting prices, savings or production figures, tax-credit or incentive advice, net metering statements beyond the utility's published rules, credit decisions, any on-site work.
Customer statements: only from approved templates and the "may say" list in this file; everything else is routed to [name].
Outreach: calls and texts only to contacts with consent on record in [system], scrubbed as our policy sets out; our counsel approves the outreach program.
Reporting: an end-of-day note (new leads, applications moved, items waiting on our team, customers waiting on an answer) and a weekly report on the service levels.
Commercials: hourly rate, monthly billing in arrears for hours worked, 30-day trial, notice period, replacement terms.
Engagement models compared
| Criterion | In-house project coordinator | Sales reps and PM do it | Per-permit service or freelancer | Dedicated solar VA |
|---|---|---|---|---|
| Cost model | Salary plus payroll costs and benefits | No invoice; paid in selling and site hours | Per permit, per package or per hour, set by each provider | Flat $8.50–$14/hr |
| Covers the whole project | Yes | Partly: whatever gets time | One step, usually the permit | Yes, lead to PTO |
| Talks to your customers | Yes | Yes | Rarely | Yes, from your templates |
| Learns your jurisdictions and utilities | Yes | Yes | Often already knows some; varies | Yes, from your playbook |
| If it isn't a fit | Recruit again | - | Change provider | Replaced at no extra cost |
| Best for | High volume with an office team to sit in | Very small installers, for a while | Overflow, or plan sets you don't draw in-house | Daily intake, tracking and customer updates across every open project |
A dedicated seat and a per-permit service can work together: plan sets from a specialist, a coordinator who moves the package and talks to the customer. For the wider choice between one dedicated person and a managed team, see dedicated team vs staff augmentation.
Total cost of ownership: in-house hire vs solar VA
| Line item (per year, full-time) | US secretary or administrative assistant | Dedicated solar VA |
|---|---|---|
| Pay or hourly fees | $48,310 median ($23.23 an hour) | $16,320–$26,880 (160 hours × 12 months at $8.50–$14) |
| Employer payroll taxes | About $3,696 (7.65% FICA), plus state and federal unemployment | None for you |
| Pay plus FICA | About $52,006 before benefits | $16,320–$26,880 |
| Benefits | Commonly about 30% of total compensation in US private industry | None for you |
| Desk, computer and phone | You provide | The VA's own computer; budget a CRM and phone seat |
| Recruiting | Job ads and interview hours | No recruitment fee |
| CRM, design software, permit and utility fees | The same either way, paid to those providers and authorities | |
A part-time seat (80 hours a month) costs $680–$1,120 a month, or $8,160–$13,440 a year. For many installers the real comparison isn't a new hire at all. It is the hours a crew lead, a project manager or a closer spends on portals and status calls today. The median solar photovoltaic installer earned $25.55 an hour in May 2025 (BLS), before payroll costs, and a sales rep's hour is worth the deals it closes. Every hour of uploads, chasing and status updates moved to a seat at $8.50–$14 goes back to the roof or the kitchen table.
Sizing the seat from a monthly tally
Don't guess the hours. For one normal month, have the office and the PM note every item from the work packages above and the minutes each takes. The example below shows the arithmetic for a residential installer signing about 20 contracts a month in two jurisdictions; the inputs are illustrations, not benchmarks.
| Item (example inputs) | Per month | Minutes each | Hours a month |
|---|---|---|---|
| New leads contacted, qualified and entered | 120 | 8 | About 16 |
| Surveys and consultations booked and confirmed | 30 | 15 | About 8 |
| Proposal sends, e-signature envelopes and chases | 40 | 10 | About 7 |
| Permit packages assembled and uploaded | 20 | 60 | 20 |
| Permit correction notices logged and routed | 6 | 30 | 3 |
| Interconnection applications and signatures | 20 | 45 | 15 |
| Status checks on open permits and applications | 240 | 5 | 20 |
| Customer stage updates | 160 | 5 | About 13 |
| Inspections booked and results logged | 20 | 20 | About 7 |
| Rebate and incentive application packages | 10 | 45 | About 8 |
| CRM clean-up and weekly pipeline report | 4 | 120 | 8 |
| Email triage and the end-of-day note | 21 days | 30 | About 11 |
| Seat to buy | About 136 hours plus a margin you set for correction cycles and busy months: a full-time seat (160 hours) | ||
As a starting point: an installer signing a handful of contracts a month often begins at 80 hours on lead intake, survey booking and customer updates, and keeps permits in-house until the playbook is written. An installer with steady volume across several jurisdictions usually fills a full-time seat.
The jurisdiction and utility playbook
Permit and interconnection work fails when the assistant has to guess. Each authority having jurisdiction (AHJ) and each utility has its own forms, portal, fees, required documents and contact route, and some jurisdictions use automated permitting such as SolarAPP+ while others still take emailed PDFs. Write one page per jurisdiction and one per utility before the assistant touches either. The template below is what the page should hold.
| Field | AHJ page | Utility page |
|---|---|---|
| Where to submit | Portal link, account owner, who is authorized to submit | Portal or email, account owner, application type for your system sizes |
| Documents | Forms, plan set requirements, spec sheets, letters, HOA approval if asked | Application form, single-line diagram, spec sheets, customer signature, site plan if asked |
| Fees | How they are paid and who approves | How they are paid and who approves |
| Checking status | Portal, phone or email, and how often your team wants it checked | Portal, phone or email, and how often |
| Corrections | Who reads correction notices; which ones the assistant can fix (a missing form) and which go to design | Who answers technical questions from the utility's engineers |
| Inspections and PTO | How inspections are booked, access rules, what the customer must do | Meter change and PTO steps, what the customer receives and when to switch on |
| Past problems | The last few rejections and why | The last few delays and why |
Your own permit history is the best training material: let the assistant draft each page from recent approved and corrected projects, and have your PM check it.
Controls for data, money, signatures and calls
The assistant will see utility bills with account numbers, home addresses, signed contracts, financing status and your fee payments. Agree these controls before access starts.
Require
- A named login in every system, with the lowest permissions the packages need (edit rights on projects and tasks, view only on designs and pricing)
- Customers enter credit and identity details directly in the lender's portal, never through the assistant
- Fee payments only on a company card with a limit, or approved by your office, with each payment logged against the project
- E-signature envelopes sent to the people who sign; the assistant is never a signer
- A signed confidentiality agreement covering customer data, pricing and designs
- Access removed the same day the engagement ends
Refuse
- Shared logins, or the license holder's portal password handed over without their authorization
- Changing a design file, plan set or single-line diagram
- Customer documents in personal email, chat apps or personal drives
- Outbound calls or texts to numbers without consent on record
- Providers who say their people will "handle compliance" for you
Phone and text outreach. Returning calls to homeowners who asked to be contacted is ordinary customer service. Outbound marketing calls and texts are a separate program: they fall under the Telephone Consumer Protection Act (TCPA) and the National Do Not Call Registry, and many states add their own rules on calling hours and consent. The assistant works from your consent records and scrub lists and keeps opt-outs current; you decide whether to run outbound at all and check the program with counsel. If outbound calling is the main job, see the cold calling service file.
Service levels and KPIs to put in writing
Measure for 30 days, then set targets from your own numbers, using systems you already have.
| Area | Measure | Data source | Review |
|---|---|---|---|
| Leads | New leads contacted within the agreed time during the shift; every lead with a next step or a closed reason | CRM | Weekly |
| Surveys | Surveys confirmed the day before; documents collected before the visit | Calendar, CRM | Weekly |
| Permits | Packages sent to your reviewer within the agreed time of a signed contract and final design; open permits checked on schedule; correction notices routed the same day | Project tracker, permit portals | Weekly |
| Interconnection | Applications filed within the agreed time of permit approval or design sign-off (per your utility's order); utility requests answered or routed the same day | Project tracker, utility portals | Weekly |
| Customer updates | Every stage change messaged; no customer without an update for longer than your agreed interval during waits | CRM message log | Weekly |
| Data quality | CRM stage matches the project tracker on a spot check; no duplicate records | Spot checks | Monthly |
| Incentives | No program deadline missed for an application your team decided to file | Incentive tracker | Monthly |
| Reporting | End-of-day note every working day; weekly pipeline report on time | Weekly |
Avoid one target that sounds good and works badly: "permit turnaround time". The assistant controls how fast a package goes out and how often it is chased, not how fast the AHJ or the utility reviews it. Measure the assistant on submission speed and follow-up, and report the authorities' review times to the PM as information. The same goes for close rates: the assistant controls follow-up on your schedule, not the customer's decision.
Vendor questionnaire: fourteen questions
People
- Does the assistant work only for my company?
- What solar, construction admin, permit or sales operations experience will candidates have, and in which systems?
- Are candidates tested on solar tasks (a permit package checklist, a customer status message, CRM staging) before I meet them?
- Do I interview and choose?
Price and terms
- What is the hourly rate for this role, and what moves it up the range?
- Are there recruitment or setup fees? Is there an advance payment, and is it refundable?
- What is the trial period, the notice period and the replacement policy?
- Can hours go up in busy months, and how much notice do you need?
Data and authority
- Will the assistant work only in my systems, under a named login?
- What does the provider put in writing about confidentiality of customer data, pricing and designs?
- Does the provider confirm in writing that the assistant signs nothing, designs nothing and gives no tax or savings advice?
Continuity
- What is the backup for internet and power outages during my working hours?
- How is cover arranged during the assistant's leave and public holidays, when applications are waiting?
- If the assistant leaves, how fast is a replacement shortlisted, and who trains them on my playbook?
Our outsourcing contract checklist covers the clauses behind these answers.
Scope by business type
The same title covers different seats. Place your business in one of these boxes before you request candidates: it decides which packages come first and which systems the assistant must know.
Homeowners, permits, utilities
Lead intake, survey booking, document collection, permit and interconnection packages, HOA submissions, install scheduling and a steady stream of customer updates. The most common seat, often full-time once volume is steady.
Fewer projects, more paper
Larger document sets, longer utility processes, owner and general contractor correspondence, RFI and submittal logs, procurement follow-up and lien and insurance paperwork. Overlaps with our construction service file.
Pipeline and handoff
Lead response, appointment setting, proposal and contract chases, financing status and a clean handoff to the installing partner, plus customer updates on the installer's milestones. Permits usually sit with the installer.
Systems already running
Monitoring alerts logged and routed to technicians, service visits booked, warranty claims filed with manufacturers from your technicians' notes, renewal reminders for service plans. Dispatch-heavy teams can also look at the dispatcher service file.
Installers outside the US buy the same seat with their own forms; eligibility and technical decisions stay with your qualified people.
Software the seat works in
Candidates can be matched to the systems you run. Name them in the request; the provider can put a task in your own system or a sandbox into the test.
| Tool type | Examples | What the assistant does there |
|---|---|---|
| CRM and project tracking | JobNimbus, Scoop Solar, HubSpot, Salesforce | Lead records, stages, tasks, customer messages, pipeline reports |
| Proposal and design | Aurora Solar, OpenSolar, HelioScope | View and send what the designer built; never edits a design |
| Permitting | SolarAPP+ where the jurisdiction uses it, city and county portals | Packages uploaded on authorization, status checked, notices logged |
| Utility portals | Each utility's interconnection portal or email process | Applications filled from the design, documents attached, status tracked |
| E-signature | DocuSign, PandaDoc, Adobe Acrobat Sign | Envelopes sent to the people who sign; executed copies filed. Never the signer |
| Financing | Your lenders' dealer portals | Status and document requests tracked; customer-supplied documents uploaded |
| Phone and messages | Your VoIP and text platform | Inbound calls, callbacks, reminders, opt-outs kept |
Acceptance test before you choose
General admin skills carry over only partly. Someone who books calendars well but has never read a permit correction notice needs time to catch up. Ask each shortlisted candidate for a short work sample built on your own files with names removed:
- Package check: given a jurisdiction checklist and a folder of documents, list what is missing before submission.
- Correction notice: read a real correction letter and sort the items into "office can fix" and "goes to design".
- Customer update: write a status message to a customer who has waited weeks for utility approval and asks whether something is wrong, using only the facts given.
- The line: answer a customer who asks how much tax credit they will get and whether the utility will pay them for extra power. The right answer routes both questions.
- CRM staging: place ten projects in the right stage from a set of emails and portal screenshots.
Score accuracy, completeness and tone, and ask the candidate to explain one choice live.
Onboarding plan: 30, 60, 90 days
- Week 1, access and the front of the pipeline: named logins with the agreed permissions; the statement rules, message templates and confidentiality agreement read and signed; the assistant takes over lead intake and survey booking with a daily check-in.
- Weeks 2–4, customer updates and the playbook: stage messages running from templates; your PM reviews each outgoing message for the first two weeks, then samples; the assistant drafts the playbook page for your busiest jurisdiction and utility from past projects.
- Day 30 review: baseline numbers for the service levels; the seat size checked against the monthly tally; decide which jurisdiction comes next.
- Days 31–60, permits and interconnection: packages in the first jurisdiction and utility under review before submission; status checks on a schedule; inspection booking; the second playbook page.
- Days 61–90, full scope: remaining jurisdictions added one at a time; rebate and incentive paperwork for the programs your team uses; weekly pipeline report; targets written into the agreement from the baseline.
Risk register
| Risk | Control | Owner |
|---|---|---|
| A customer hears a savings, tax-credit or net metering claim from the office | Statement rules; approved templates; weekly sample of outgoing messages | Sales manager |
| A package goes out with an old plan set or wrong spec sheet | One project folder with superseded files marked; the reviewer checks before submission | Project manager |
| An application stalls unnoticed | Status checks on a schedule; the tracker flags anything unchanged past your interval | Project manager |
| An incentive deadline is missed | Incentive tracker with dates for every application your team decided to file | Operations lead |
| Outreach to a number without consent | Calls and texts only from consent-marked lists; opt-outs logged the same day; counsel approves the program | Owner |
| Customer data leaves your systems | Named logins, no personal storage, credit details only in the lender's portal, access removed on exit | Owner |
Exit and handover
All work stays in your CRM, your portals and your email, so nothing has to be handed back. At the end of an engagement, ask for a final handover note (open permits and applications with their last status, correction notices waiting, customers owed an answer, incentive deadlines coming up), remove access the same day, and change any shared portal passwords.
Terms in this file
- AHJ
- Authority having jurisdiction: the city, county or other body that issues the permit and inspects the work.
- Plan set
- The drawings and documents your designer or engineer prepares for the permit; the assistant files it, never edits it.
- Single-line diagram
- A simplified electrical drawing of the system that utilities and permit offices ask for.
- Interconnection
- The utility's process for approving a system to connect to its grid.
- PTO
- Permission to operate: the utility's notice that the system may be switched on.
- Net metering
- A utility arrangement that credits exported solar power; terms vary by utility and state.
- SolarAPP+
- An online automated permitting platform for residential solar that some jurisdictions use.
Requesting candidates
Requests sent through this site go to our recruiting partner, a managed VA agency:
- Send the scope: business type, monthly contract volume, states, systems, the work packages and hours, using the statement of work above if it helps.
- Review the shortlist: candidates with project coordination, permit admin or sales operations experience, screened and tested, usually in about 2 business days.
- Interview and choose: nothing is paid before you choose; billing is monthly in arrears for hours worked; an assistant who isn't a fit is replaced at no extra cost.
The trade-offs: an agency costs more per hour than a freelancer you recruit yourself, in exchange for screening and replacement; the first month needs your PM's review time and the playbook pages; after the 30-day trial a notice period applies. If phone volume is the main problem rather than paperwork, the customer service outsourcing drawer lists providers scored on published prices and terms.
FAQ
What does a solar virtual assistant do?
The office side of a solar installer, done remotely inside your own systems: answering and qualifying inbound leads against your criteria, booking site surveys and consultations, collecting utility bills and documents, assembling permit and interconnection packages for your team to sign, tracking every project stage, sending customers status updates from approved templates, keeping the CRM current and preparing rebate and incentive paperwork. Design, electrical work and anything on the roof stay with your qualified people.
How much does a solar virtual assistant cost?
Through our recruiting partner, $8.50–$14 an hour: about $680–$1,120 a month for 80 hours or $1,360–$2,240 a month full-time (160 hours), billed monthly in arrears for hours worked, with no recruitment or setup fee. Your CRM, design software, permit fees and utility application fees are paid to those providers either way.
Is a solar VA cheaper than an in-house project coordinator?
For screen and phone work, usually. The US Bureau of Labor Statistics put the median pay of secretaries and administrative assistants at $48,310 a year ($23.23 an hour) and of customer service representatives at $44,770 ($21.53 an hour) in May 2025, before payroll taxes and benefits. A full-time remote seat costs $16,320–$26,880 a year at $8.50–$14 an hour. A remote assistant can't meet an inspector or walk a roof, so field roles stay local.
Can a VA submit permit applications?
The assistant assembles the package from your approved plan set, spec sheets and the jurisdiction's forms, uploads it to the permit portal where your license holder has authorized that, pays fees you approved, tracks status and logs correction requests. Plan sets, stamps and signatures come from your designers, engineers and license holder; corrections that change the design go back to them.
Can a VA handle utility interconnection applications?
The paperwork side, yes: filling the utility's application from your system design, attaching the single-line diagram and documents your team prepared, collecting the customer's signature through your e-signature tool, tracking the application and the permission-to-operate step, and logging every utility request. Rules and forms differ by utility and state, so the assistant follows each utility's own instructions.
Will the assistant tell customers about tax credits or savings?
No. Federal rules for solar tax credits changed in 2025, and state and utility programs change often, so the assistant quotes no credit amounts, eligibility or payback figures. Customers who ask about tax credits are told the customer's tax adviser decides; savings and production questions go to your sales or design team, who stand behind the proposal.
Can a VA answer net metering questions?
Only by pointing customers to the utility's own published rules or to a written answer your team approved. Net metering and export credit rules vary by utility and state and change over time, so the assistant makes no claims of its own about what a customer will be credited.
Can a solar VA set appointments by phone?
Yes, for inbound leads and customers who asked to be contacted, and for outbound calls if you run them under your own consent records. Phone and text outreach falls under the TCPA and the National Do Not Call Registry, and many states add their own rules; the assistant follows your consent and scrub lists, and you check the program with counsel.
Which solar software can the assistant work in?
Candidates can be matched to the tools you use: JobNimbus, Scoop Solar, HubSpot or Salesforce for CRM and projects, Aurora Solar, OpenSolar or HelioScope for proposals and design files, DocuSign or PandaDoc for signatures, permit portals and SolarAPP+ where your jurisdictions use it, and your lenders' dealer portals. Ask for a short task in your own system during the interview.
What SLAs should a solar company set for a remote coordinator?
New leads contacted within an agreed time during the shift, surveys confirmed the day before, permit and interconnection packages sent to your reviewer within an agreed time of a signed contract, every open application checked on a set schedule, every customer updated at each stage and at least on a set interval during waits, and CRM stages matching the project tracker. Measure for 30 days first, then set targets.
Can one VA cover several states or utilities?
Yes, if each jurisdiction and utility has a written checklist: forms, portal, fees, documents and the contact route. Most buyers start the assistant on their busiest jurisdiction and utility, then add the rest one at a time after the first month.
How long does it take to get a solar VA working?
First candidates usually arrive in about 2 business days. Plan about 30 days to lead intake, survey booking and customer updates under review, 60 days to add permit and interconnection packages in your main jurisdictions, and 90 days to full scope with rebate paperwork and reporting. With our recruiting partner you can end the engagement immediately during the first 30 days; a notice period applies after that, and an assistant who isn't a fit is replaced at no extra cost.