Commercial decisions stay attached
The customer, selected package and estimate state remain part of the record operations receives after acceptance.
Solar sales-to-operations handover software
Hand operations the accepted solar job—not a message asking what was sold.
ArcSolar keeps the commercial decisions made during sales attached when the opportunity becomes operational work. Operations can begin from the customer, property, configured system and estimate state instead of reconstructing the deal from chat messages.
Book a workflow demoThe accepted quote and customer context remain available as the project, work order and schedule are prepared.
ArcSolar / Sales-to-operations handover
A complete handover
Replace the informal summary with structured job context.
Site evidence arrives earlier
Customer-submitted bills, switchboard photos and cable-run video can be reviewed before work reaches the crew.
Ownership becomes visible
Projects, work orders, installer assignment and scheduling make the next operational responsibility explicit.
The handover sequence
Turn customer acceptance into an operations-ready record.
A reliable handover happens through state changes and required information, not through a representative remembering to send a perfect summary.
- 1
Lock in the accepted offer
Use the numbered estimate and customer acceptance state to establish which package and commercial terms move forward.
- 2
Complete the operational context
Attach property and site information, then make missing readiness details visible before installation is booked.
- 3
Create and assign the work
Move the record into the project lifecycle, create the work order and associate the appropriate installer and schedule entry.
Questions
Questions about eliminating gaps between solar sales and delivery.
What information can operations inherit from sales?
The connected record can retain the customer, property, accepted estimate, configured system, conversation history and site information collected before delivery.
Does the handover require another spreadsheet?
No. ArcSolar is designed so the operational project extends the accepted customer and deal record instead of requiring a parallel handover tracker.
Can operations see unassigned or problem work?
Yes. The field operations workspace includes dedicated views for upcoming, unassigned, issue and completed work orders.
Evidence and review
Product scope reviewed 2026-09-01.
This page is mapped to 6 maintained ArcSolar capability records. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
Related workflows
Continue through the connected record.
See it with your workflow