Start the conversation
Record a genuine customer opportunity, property context and the agreed next action. Door outcomes and sales leads have different purposes.
Territory tools · Property notes · Appointments
Team sign in SALES REPS · DEALER TEAMSA clear sale.
A clear sale.
A connected handoff.
Choose the role or operating relationship you want to build. Review real contractor proof, understand the workflow and confirm the terms before starting.
THE CONTRACTOR BEHIND THE SALE
Real project proof.
Explore the manufacturer-documented 70.2 kW Mahajan Medical Center commercial project and the documented Fort Myers residential installation.
Commercial project case studyResidential project case studyOrigin contractor capabilitiesSee how the work connects.
This is an illustrative walkthrough of Origin’s existing tools. Access and responsibilities depend on the approved account.
BEFORE YOUR FIRST PROJECTKnow who owns
Know who owns
each next step.
Use these questions during onboarding. Existing approved agreements and account permissions govern the work.
Create a customer introduction linkMarket and capacity
Confirm the addresses, services, equipment and operating capacity available to your team.
Pricing and compensation
Review account-specific redline, adders, split, payment milestones, cancellations and expenses in writing.
Lead registration
Agree how dealer opportunities are registered and accepted, how existing leads are handled and who owns customer follow-up. Origin Direct stays separately tracked.
Submission and escalation
Define the signed documents, survey, welcome call and packet requirements. Name the operating contact and escalation path.
Closeout and service
Review monitoring, warranty records and the customer’s service contact. Installation and utility authorization are separate.
Your working links, in one place.
Sign in with your Origin account. Each tool enforces the permissions assigned to that account.
Open my workspaceMy compensation and commissionsPartner leads and handoffsProject operationsCustomer review request
Public introduction links record an unverified referral code. Approved dealers continue to use the assigned submission and lead-registration process; a public link does not replace the agreement or establish exclusivity.