The short answer
What matters here
The sales-to-install handoff is the moment a contract becomes a deliverable project. Operations needs the agreed scope, homeowner and property details, documents, finance status, and an accountable owner. A CRM can make those requirements visible before the project advances.
A practical workflow
Make the handoff a reviewable stage
A signed contract should trigger a structured check, not a search through chats and attachments.
- 01
Confirm the agreed scope
Review the current proposal, contract terms, system details, and any promised changes.
- 02
Collect required records
Check utility bills, site information, design files, and documents needed by the delivery team.
- 03
Assign the receiving owner
Make clear who accepts the project and who resolves missing or conflicting information.
- 04
Start the milestone plan
Move the accepted project into the stages and tasks used by design, permitting, and installation.
Buyer's checklist
Questions to ask about handoffs
Use these questions with your team and any CRM provider. The answers should reflect your actual process, including exceptions.
- Which fields are required before operations accepts a deal?
- Can the team see why a handoff is blocked?
- Who owns corrections after contract?
- Do downstream teams see the same approved scope?
How Spark fits
Connect sales records to project work
Spark describes configurable milestones, document management, and automated handoffs. In a demo, use one real contract scenario to define acceptance criteria and exception owners.
Book a DemoExplore the relevant parts of Spark
Common questions
Clarify the decision
When should a solar deal become an installation project?
When the agreed scope and required records are ready for an operations owner to accept. The exact gate depends on the company's process and financing model.
What if the proposal changes after signing?
Keep the change, approval, and affected tasks visible to sales and operations before treating the project as ready to continue.