How does a project start?

An accepted proposal becomes a project automatically, carrying the design, documents, conversation and payment milestones. You can also start a project by hand.

Can I control what the customer sees?

Yes. Every milestone, document and note is shared or private. Customers see the schedule and progress you publish. Internal files and team notes stay internal.

Does it handle procurement and materials?

Yes. The bill of materials comes from the approved design, so ordering matches what was actually sold rather than a separately maintained list.

How do I know which project needs attention?

Overdue milestones, open issues and quiet customers surface on the project and on the Command Center as one suggested next action, not a report to read.

What happens at completion?

Completion pushes warranties into the customer's own account for the life of the system, so the handover is a record they keep rather than a PDF they lose.

Deliver

Every project on one record, from acceptance to handover.

The accepted proposal becomes the project. Milestones, procurement, schedule, documents and the customer's view all live there, so nothing has to be re-explained.

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How delivery works

Plan, procure, interconnect, schedule, install, inspect, complete, care.

Each stage is a milestone on the project. Payment requests, documents and customer updates attach to those milestones.

1Plan
Milestones are created from the accepted proposal. Add targets, owners and what the customer will see at each step.
2Procure
The bill of materials comes from the design. Track ordered, received and installed quantities per line.
3Interconnect
Follow the verified market pack for the jurisdiction. Ontario is verified today; other regions show a known gap rather than a guess.
4Schedule
Book site work and inspections. The customer sees a shared schedule and gets reminders automatically.
5Install and inspect
Record progress, photos and inspection outcomes on the milestone. Issues raise the project's health so nothing slips quietly.
6Complete
Completion is a reviewed step, not a checkbox. It is what unlocks the final payment milestone.
7Care
Warranty documents hand over to the customer's Asset Care, with maintenance and warranty dates they can act on.

What the project carries

One place for the whole team and the customer.

Bill of materials

Generated from the design. Adjust lines, track fulfilment and keep quantities honest.

Shared schedule

Appointments, site visits and inspections in one calendar the customer can see.

Documents

Permits, drawings, spec sheets and certificates on the project, with visibility you control.

Shared and private

Decide what the customer sees. Internal notes and files stay with the team.

Health and attention

Overdue milestones, open issues and quiet customers surface on the project and the Command Center.

Warranty handover

Completion pushes warranties into the customer's own account for the life of the system.

Command Center: delivery issues arrive as one suggested action, not a report to read.

Roles

Right access for every seat.

Owners and Admins run every project
Sales sees the projects it created or is assigned to
Support sees contacts and conversations, not project internals
Compliance is read-only everywhere with audit and download
Legacy Operations keeps its existing access unchanged
Plan and add-on entitlements apply before any role does

Stated plainly

Structural and mounting feasibility is shown with its source. ClickSabi never certifies structural adequacy.
Interconnection guidance comes from verified market packs. Where a value is unverified it stays blank and is marked as a gap.

Keep exploring

The rest of the lifecycle

SellSolar Design, Proposal Studio and customer decisions.Get paidMilestone payments, project funds and payouts.OperateConversations, automations, analytics.

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