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Project Lifecycle

Milestone Pipeline

Every solar installation follows a complex lifecycle—from Notice to Proceed through permitting, inspection, and final Permission to Operate. Spark's Milestone Pipeline maps your exact workflow into configurable stages with automatic task assignment and bottleneck detection. Project managers see every deal's real-time position across the pipeline, while field teams receive stage-specific checklists pushed directly to their devices. Built-in SLA timers flag stalled projects before they become cancellations.

Get Startedarrow_forwardAll Features
Lead Qual
Proposal
Contract
Onboarding
Closed Won
Step Action Plan33% DONE
Verify contact details & profile
Run credit pre-qualification checks
Log initial discovery notes
Customer Portal Trigger
Next Step: Lead Qual
Assigned lead to outbound specialist.
Webhook Dispatcher
active: milestone_lead_qual_hook
Sync Active
99.9%Milestone Accuracy
emoji_objectsKey Business Impact

How this drives value for your solar operations

Eliminate the spreadsheet chaos that causes missed inspections and permit delays. Automated milestone tracking ensures every project hits PTO on schedule, reducing cycle times by up to 30% and keeping your install crews fully utilized.

Key Capabilities

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Configurable NTP → Design → Permit → Install → Inspection → PTO stages

Included as a core part of the Spark Milestone Pipeline module.

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Automatic task assignment per milestone with due-date SLA timers

Included as a core part of the Spark Milestone Pipeline module.

speed

Real-time bottleneck detection and stall alerts

Included as a core part of the Spark Milestone Pipeline module.

insights

Stage-specific checklists pushed to field crew devices

Included as a core part of the Spark Milestone Pipeline module.

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Drag-and-drop pipeline board with Kanban and list views

Included as a core part of the Spark Milestone Pipeline module.

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Historical cycle-time analytics per stage and rep

Included as a core part of the Spark Milestone Pipeline module.

Operational Flow

How It Works

Phase 01Active Stream

Stage Configuration

Define custom project stages that mirror your exact solar installation workflow from NTP to PTO.

tuneTechnical Specs

Pipeline StagesUnlimited custom stages
Task EngineAuto-assign with SLA timers
View ModesKanban, List, Timeline, Calendar
Update LatencyReal-time WebSocket sync

help_centerFrequently Asked Questions

Yes, you can create unlimited pipeline templates—for example, separate flows for residential retrofits, new construction, and commercial installs—each with unique stages and task sets.
Built-in SLA timers automatically flag projects that exceed configured stage durations, escalating alerts to project managers and triggering re-engagement automations.
Yes, the Milestone Pipeline syncs bidirectionally with tools like Monday.com, Asana, and custom webhooks via the Spark API.
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Ready to Get Started?

See how Milestone Pipeline can transform your solar business today.

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