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SOLAR-INSTALLATION-BUSINESS5 MIN READ

Commit to a Weekly PTO Aging Review

Create a weekly commitment for reviewing aging PTO jobs and assigning blockers.

Run a weekly PTO aging review for installed solar jobs that are not yet operating post-install interconnection workflow where utility, customer, and internal blockers need ownership Every [day/time], I will open the PTO board, filter installed-not-PTO jobs older than [threshold], tag each blocker as utility/customer/AHJ/internal, assign one owner, and send a status update before noon. Tuesday operations huddle reviewing all installed-not-PTO residential jobs older than seven business days Friday customer-update block for commercial jobs waiting on utility approval or meter swap End-of-day review after inspections to make sure utility packets and closeout photos are complete Every [specific day and time],…

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