The short answer
Installer software should make the work after a sale visible: what was sold, what is required before scheduling, who owns each milestone, and what the homeowner has been told. Spark's CRM approach can connect those records and handoffs around an installer's process.
Keep the project moving after the sale
The hard part is often the transition between sales, design, permitting, field work, and customer communication.
Complete handoff
Make required contract, property, design, and customer details visible before operations accepts a project.
Milestone ownership
Show the current stage, responsible team, needed approvals, and exceptions from permit through PTO.
Customer context
Keep homeowner updates and questions tied to the project record so teams can answer consistently.
A practical post-sale project path
- 01
Accept the deal
Operations reviews the signed scope and flags missing information before work begins.
- 02
Prepare the project
Design and permitting work proceeds with clear task and document ownership.
- 03
Track the field work
Installation and inspection status is updated as the project moves forward.
- 04
Close the loop
The team records PTO status and keeps the homeowner informed about the next step.
What installers should inspect
Use these questions to compare any approach against the way your team works.
- Which information is mandatory before operations accepts a sold project?
- Can teams see stalled permits, inspections, and customer actions?
- Who approves a milestone change or an exception?
- Can customer updates be traced back to the project event that prompted them?
Common questions
Does installer software begin only after a contract?
It can start earlier. A shared record helps operations see sales context before a handoff, while the project workflow becomes more detailed after acceptance.
Can installers and dealers share a project view?
A shared view can be scoped with role-based permissions. Define which party owns each stage and what information each partner should see.
Does Spark handle permitting automatically?
The CRM can track permitting tasks, status, and handoffs. Any automation or external system connection should be evaluated against the installer’s actual permit process.