Statuses and Stages
The Palmetto Energy API provides several means to determine the status and stage of a project at any given time.
- Our Subscription APIs offer webhooks that will alert you when a project status or stage changes.
- You can also query the stage or status of a given project at any time with the project details endpoint.
- The project itself will have its current status and submission status.
The following documentation provides more in depth detail about what all of the statuses and stages mean.
Status
Section titled “Status”The status indicates the overall status of the project lifecycle.
The project is being constructed and has not yet been submitted for review.
SUBMITTED
Section titled “SUBMITTED”The project has been submitted with all required details and documentation. The submission will also have its own statuses.
Submission Status
Section titled “Submission Status”| Status | Description |
|---|---|
PENDING | The project is submitted and awaiting review |
ACCEPTED | The project has been accepted and will progress to the qualifying stage |
REJECTED | The project has been rejected. There will be a reason why, which will allow you to modify the project and resubmit. |
Relevant Stages
Section titled “Relevant Stages”QUALIFYING
Section titled “QUALIFYING”The project is going through quality control to ensure it can be built and that all the documentation and information required are present.
Relevant Stages
Section titled “Relevant Stages”FINALIZING_DESIGN
Section titled “FINALIZING_DESIGN”The project’s design is finalized and all required documentation is reviewed for accuracy and completeness. The completion of all stages under FINALIZING_DESIGN marks a major milestone in the project lifecycle. Typically this is when Notice to Proceed is granted for financiers.
Relevant Stages
Section titled “Relevant Stages”ENGINEERING
Section titled “ENGINEERING”The project’s plan set is being drafted and submitted and the required stamps are being acquired. A physical site survey may also be required depending on the project’s requirements.
Relevant Stages
Section titled “Relevant Stages”COMPLETING_PRECONSTRUCTION
Section titled “COMPLETING_PRECONSTRUCTION”This status encompasses all of the necessary requirements that the project must have before being installed. This includes things like structural improvements (new roof), Homeowners Association approvals, permitting, and so on.
Relevant Stages
Section titled “Relevant Stages”INSTALLING
Section titled “INSTALLING”The solar project is being installed on the house. The completion of all stages under INSTALLING marks a major milestone in the project lifecycle.
Relevant Stages
Section titled “Relevant Stages”ACTIVATING
Section titled “ACTIVATING”System activation is the final step of the project lifecycle. This involves system inspection, any additional system changes if required, and getting permission to operate from the utility.
Relevant Stages
Section titled “Relevant Stages”COMPLETED
Section titled “COMPLETED”The project is installed and completed.
ON_HOLD
Section titled “ON_HOLD”The project has been placed on hold and will not progress. There are several reasons why projects are placed on hold (this list is not exhaustive):
- The homeowner is not responsive.
- The homeowner has requested it.
- There is an issue with financing.
Projects will not remain on hold indefinitely. Either they will resume where they last left off or they will be cancelled.
CANCELLED
Section titled “CANCELLED”The project has been cancelled. This can happen for several reasons (this list is not exhaustive):
- The customer requested it.
- The project is not viable.
- Unable to procure financing.
REJECTED
Section titled “REJECTED”The project has been rejected. This typically happens in the qualifying stage of the lifecycle. Projects are typically rejected when they don’t meet quality standards (price per watt is too high, not enough production on the system, house won’t support them, etc).
Stages
Section titled “Stages”Each stage is comprised of sub stages that have their own statuses. When each stage’s sub statuses are COMPLETE, the stage is considered complete.
Submission
Section titled “Submission”| Sub Stage | Description |
|---|---|
creation | When the project was created. This will always be |
submission | The project has been accepted and will progress to the qualifying stage |
review | The project has been rejected. There will be a reason why, which will allow you to modify the project and resubmit. |
Customer Agreement
Section titled “Customer Agreement”| Sub Stage | Description |
|---|---|
preliminaryProposal | The preliminary proposal for the project is being prepared. |
closingDocuments | The documents and information required to finalize the proposal are being gathered and vetted, such as the utility bill, contract, loan documents, a virtual site survey, and other required documentation. |
siteApproval | The project’s engineering design and other upgrades (such as a main panel upgrade, roofing, or trenching) are being reviewed. |
Approvals and Improvements
Section titled “Approvals and Improvements”| Sub Stage | Description |
|---|---|
engineeringPlanSet | The project’s plan set is being generated and reviewed for accuracy. |
stamping | Any requisite stamps required for the plan set are gathered and reviewed. |
physicalSiteSurvey | A physical site survey is done for the property |
roofingCoordination | If the project requires a new roof prior to system installation, it will be reflected here. |
electricalCoordination | If the project requires new electrical work, such as a main panel upgrade, it will be reflected here. |
trenchingCoordination | If the project requires trenching, it will be reflected here. |
homeownersAssociation | If the project requires sign off from an HOA, it will be reflected here. |
permitting | The project’s requisite permits are being acquired and reviewed. |
interconnection | The project is applying to the utility for interconnection approval. |
creditExtension | If the project requires a credit extension, it will be reflected here. |
Installation
Section titled “Installation”| Sub Stage | Description |
|---|---|
installScheduling | The solar system install is being scheduled with the homeowner. |
inspection | The installation is undergoing inspection. |
jobCloseOut | The installation is being finalized. |
System Activation
Section titled “System Activation”| Sub Stage | Description |
|---|---|
permissionToOperate | The project’s final approvals and sign offs are acquired. |
systemActivation | The system has been activated. |