Sold the project.
Here’s what happens next.

1. Open Submit a project in the Origin knowledge base. Confirm that the service address and homeowner match this sale before entering anything.
2. Enter the customer contact details, your name / dealer, services sold, equipment, price, financing and all adders. Describe any special promises or work included.
3. Attach the complete signed installation agreement, applicable financing / lease documents and current utility bill wherever the supplied form requests them. Include all pages; check that text and signatures are readable.
4. Submit once and wait for a saved / received confirmation. Keep the confirmation. Save the private receipt link to check status. Explain missing items and name the follow-up owner; use Get assistance for corrections rather than submitting the same sale again.

Before moving on: The submission is received, the address is correct, and Origin can read every required document.

• Signed agreement and applicable finance documents
• Current utility bill and complete customer / project details
• Equipment, battery scope, price and approved adders

Do not repeatedly submit a new project if the page is slow or gives an error. Keep your entries and ask Origin to confirm whether the first submission was received.

1. Use the saved call status when a welcome call has already been prepared. Otherwise choose “Prepare a welcome call without an account,” enter your details and the project terms from the signed agreement, attach the requested agreement, and email the homeowner invitation.
2. The homeowner opens their invitation from their own email. Have them check the address, use a quiet location and grant the recording permissions requested by the call. Everyone participating must agree to recording.
3. The homeowner listens to each core question and any battery review and answers in their own words. They should flag an incorrect term or an unresolved promise instead of agreeing just to move forward.
4. At the end, the homeowner reviews the system details, enters their name, confirms the signature intent and finishes. Wait for the completion confirmation before closing the page.
5. If interrupted, reopen the same customer link and use the available resume controls. Ask Origin to verify the saved call and resolve any flagged questions.

Before moving on: The real call shows a completion confirmation, and Origin can see the saved recording and signed acknowledgment.

• Correct homeowner email, phone and address
• Signed agreement with payment, term and provider details
• A quiet place, microphone permission and the homeowner present

If camera, microphone or playback is blocked, check the browser permissions and reopen the same link. Do not substitute the training example for a real call or answer for the homeowner.

1. Open the survey link for the correct project and verify the address shown.
2. Choose “Do the site survey now” to enter access information, or “Schedule a site survey” to request a visit.
3. For “Do now,” enter the contact, roof / attic access, panel and meter locations, and pets / gates / parking notes; save the survey progress. This public intake does not by itself collect the complete technical survey.
4. For scheduling, select a preferred visit time, provide the access contact and notes, then submit the request. Wait for Origin to confirm the visit.
5. Follow the survey team’s photo and measurement instructions. Origin must collect and review the required technical evidence before approving the survey.

Before moving on: The intake or scheduling request was saved; Origin separately confirms the completed survey and its approval.

• Roof, attic, electrical-panel and meter access
• Gate codes, pets, parking and access contact
• Photo and measurement requirements supplied by Origin; do not perform unsafe roof or electrical work

If access is unavailable, describe the restriction and request a visit. Do not enter guessed measurements or open energized electrical equipment.

1. Confirm whether a battery is part of the signed sale. If it is not, ask Origin to confirm this item is not applicable.
2. Verify the brand, model, quantity, capacity, equipment location and intended backup loads against the sold scope.
3. Email the battery invitation directly to the saved homeowner email. The homeowner opens it from their inbox, reads the backup expectations and limitations and completes each required field.
4. The homeowner signs and finishes the request. Wait for the signing confirmation, then ask Origin to check that the completed acknowledgment is attached to the project.

Before moving on: The acknowledgment matches the equipment sold and its signature is complete, or Origin has confirmed that no battery applies.

• Battery make, model, capacity and quantity
• Backup expectations and selected circuits / loads
• Equipment-location details requested for the project

If the equipment or backup expectations differ from the sale, request a corrected form before signing. Do not treat estimated runtime or whole-home backup as a guarantee.

1. Request the correct permitting packet from Origin for the service address and scope. Requirements vary by jurisdiction and project.
2. The homeowner opens the private signing invitation from their email and checks the property address, owner names and document titles. Reps can follow status and retry a failed email, but cannot copy the homeowner link or sign for them.
3. The requested signer completes the required fields and signatures. Follow Origin’s separate instructions for any co-owner, notary or HOA documents.
4. Finish the signing request and wait for confirmation. Return any additional requested paperwork using the delivery method Origin supplies.
5. Ask Origin to confirm the paperwork was accepted or tell you exactly what needs correction. Permit issuance happens later through the permitting authority.

Before moving on: Origin accepts the required signed paperwork; any additional signature or document requests have been resolved.

• Owner names that match the project records
• Any ownership, HOA or additional authorization Origin requests
• Project-specific signature request—not another customer’s form

For a wrong name, wrong address, expired link or missing signer, request a corrected link. Do not sign an incorrect packet or borrow a form from another project.

1. Review the preceding steps and collect any missing items or unresolved questions.
2. Open the NTP / project-status link supplied by Origin, or contact the assigned project coordinator if no link is available.
3. Respond to the specific corrections from QAQC and any lender / lease-provider conditions. Confirm that corrected documents were received.
4. Wait for written confirmation from the responsible Origin or financing team that the project has been released to proceed.
5. Confirm the next stage and tell the homeowner what happens next. Use confirmed dates; do not promise an install date based on submission alone.

Before moving on: The responsible reviewer confirms NTP / release. The guide itself does not approve financing, a permit or installation.

• Complete sale packet, welcome call and survey
• Required homeowner documents and signatures
• Responses to any corrections or lender / lease-provider conditions

Ask your project coordinator: “What is still outstanding, who owns it, and when should I follow up?” NTP timing and conditions depend on the project and provider.