REP & DEALER KNOWLEDGE BASENo account required

LEARN IT. COMPLETE IT. HAND IT OFF.

Your project starts here.

Find the instructions you need, submit a new sale, and keep the homeowner steps moving.

Submit a new projectCustomer, scope, documents and a saved receipt.Prepare a welcome callCreate a homeowner call using the signed terms.Try the homeowner welcome callPractice recording, questions and the final sign-off.

How can we help?

ROOFING REPS

Detach & reset quoting

What to gather, which pictures to take, and how to submit and track a quote request.

Open the guide & quote wizard
PUBLIC PRICING REFERENCE

Origin Adder Sheet 2026

View the live adder sheet for current pricing. No Origin account required.

Open Google Sheet ↗
Rep / dealer

Submit the sale & deal details

Provide the homeowner’s contact information and service address, rep and dealer attribution, signed installation agreement, financing or lease documents, utility bill, equipment, adders and any promises made during the sale.

Read step-by-step instructions
Homeowner, assisted by rep

Complete the homeowner welcome call

Confirm the project scope and the terms in the signed agreement. The homeowner completes the acknowledgments, recording and signature. Do not answer or sign on their behalf.

Read step-by-step instructions
Rep / homeowner / survey team

Complete or schedule the site survey

Use the project’s survey link to enter access details now or request a survey visit. Scheduling is a request until Origin confirms it. Initial intake is not a completed technical survey.

Read step-by-step instructions
Rep and homeowner

Confirm battery scope, when included

Document the battery brand, model, capacity, quantity and intended backup loads. Confirm backup limitations against the signed scope. Skip only when Origin confirms no battery is included.

Read step-by-step instructions
Homeowner / authorized signer

Sign the permitting documents

Origin prepares the paperwork required for the address and scope. The correct property owner signs the requested documents; co-owner, HOA or notarization requirements are handled when applicable.

Read step-by-step instructions
Origin / financing provider, as applicable

QAQC review & Notice to Proceed

Origin reviews the complete packet, verifies scope and financing requirements, and resolves outstanding conditions. Follow the financing provider’s requirements where applicable. Do not promise installation based solely on a signed sale.

Read step-by-step instructions

Already submitted?

Use the receipt link shown after submission to check the project’s current stage. Use Get assistance with the reference number for corrections or missing items. Don’t submit the same sale again.

Survey, permit signing and other customer actions use the project-specific links provided by Origin. Submitting here does not approve the packet or issue NTP.

Origin app

Keep Origin on your home screen.

Open this page in Chrome or Edge. Use the browser menu and choose Install SellOrigin or Install this site as an app.

If you’re viewing this inside another app, open it in your browser first.

Use your existing Origin account. Maps and welcome-call recordings need a connection; saved door outcomes can sync after reconnecting.