Orlando solar dealers: track utility documents, customer updates and closeout ownership
Prepare an Orlando dealer workflow with clear account assumptions, submission responsibilities, utility milestones and a customer-ready completion record.
Set the account boundary at acceptance
Identify the service address, utility account holder, property owner and authorized decision maker before the team accepts a scope. For commercial opportunities, record which meter and part of the property are included. Keep the customer’s permission for sharing records within the approved process.
Ask Origin to confirm the accepted market, available scope and submission requirements. Register the opportunity through the assigned account procedure and agree how duplicates or prior records are handled. Origin Direct remains separately tracked; a self-reported introduction code does not override the approved lead-registration agreement.
Date the utility assumptions and own the verification
For OUC accounts, the utility announces export-credit changes effective November 1, 2026. [1] Ask the proposal team to record the source date and verify the applicable account treatment before using a long-term financial model. Preserve existing-system and account-holder records where relevant instead of inferring eligibility from the neighborhood.
Assign a person to check that the accepted proposal, equipment configuration and operating assumptions match the submitted project. Define the revision process if a utility requirement or a property finding changes the scope. The dealer’s customer conversation and the operations record should describe the same project, with uncertainty still visible.
Track documents as separate milestones
Name who confirms permit jurisdiction, owns engineering and survey records, submits corrections and communicates status. City of Orlando publishes a solar plan-review checklist for its jurisdiction. [2] Use the applicable current authority resources for the actual address, including properties outside city limits.
OUC’s published workflow places final permit inspection before interconnection application submission. [1] Assign an owner to the inspection record, application packet and utility follow-up. Keep installation, inspection, application acceptance and operating authorization as separate statuses. Record evidence for each status; do not replace a missing document with a promised date or a customer-facing “complete” label.
Define what the customer receives at closeout
Agree who delivers equipment and warranty records, confirms monitoring access, explains the operating state and provides the service contact. Note any remaining utility or correction task and its owner. Ask how the customer will receive updates if the project is installed but another milestone is still waiting.
Review dealer compensation, approved pricing, payment conditions and account permissions privately under the written agreement. A recorded installation or commission estimate does not prove a payment milestone has been satisfied. Confirm the team’s onboarding and escalation contacts before launch. The goal is an operating relationship in which the customer can identify the next step and the responsible person throughout the project.
Bring these questions to onboarding
- Record utility, owner, account holder and included meter.
- Date utility assumptions and assign verification ownership.
- Track permits, inspections, application and authorization separately.
- Name the customer-update and escalation contacts.
- Define monitoring, service records and written payment conditions.
Primary sources
- OUC: Rooftop Solar and TruNet Solar
Checked September 30, 2026. OUC states that announced export-credit changes take effect November 1, 2026. Verify account-specific treatment and current requirements.
- City of Orlando: Permitting Checklists
Checked September 30, 2026. Includes solar plan-review resources; an Orlando mailing address alone does not establish city jurisdiction.
Origin’s workflow questions are editorial guidance. Current account permissions and written agreements govern representation, compensation and project responsibility. Utility references do not imply an affiliation.