Compare with final scope
Use approved substitutions and the governing project revision to identify the correct equipment evidence.
Solar installation and O&M services
AI Project Closeout for Solar Installers
Give a Genie the job of preparing a solar closeout packet from accessible project, equipment and completion records. It can identify missing serials, superseded documents and incomplete handover requirements. Project and technical owners validate the evidence before customer delivery or financial action.
The project is physically complete, but final equipment records and handover documents still describe different revisions.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
Built for this operating problem
US commercial solar installers and O&M providers with 100–1,000 employees that combine equipment supply, installation and service.
Keep source-backed identity
Show where each device identifier came from and flag conflicts instead of inventing a complete asset list.
Route missing records
Assign gaps to the actual document or asset owner while preserving prepared, reviewed and delivered packet states.
The process, end to end
Follow the work across systems
an installer completes a commercial rooftop project after a component substitution. The Genie finds closeout files for the superseded model and requests the correct evidence before the packet goes to the customer.
Scope your implementation
Bring these details to the demo
- Project closeout checklist
- Approved final equipment scope
- Serial and completion evidence sources
- Review and customer-handover owners
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
One connected operating process
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Implementation guides for your team
- Genies for Solar Project Closeout: Assemble Serial Numbers, Completion Evidence, and Handover Records
Use Genies to prepare a solar project handover packet with traceable equipment and completion evidence.
- Solar Closeout Exceptions: Missing Serial Numbers, Changed Equipment, and Incomplete Handover Evidence
Resolve solar closeout evidence conflicts before marking a customer handover packet complete.
Explore all solar installation and O&M services integration and automation guides ↗
Common evaluation questions
Can the agent create missing commissioning records?
No. It identifies the gap and requests authentic evidence from the responsible qualified team.
Is a shipped item automatically an installed asset?
No. Ordered, received and installed states need separate evidence.
What should we measure?
Measure reviewer corrections, missing-evidence resolution and the effort to assemble an accepted packet on your own projects.
Is a closeout Genie the right first Stacksync product for a solar installer?
It works best as the third step. A Genie assembling a closeout packet depends on project, equipment and completion records it can read, so two-way sync between HubSpot and NetSuite comes first to give it one approved scope and customer context. Workflows then route the equipment substitutions and O&M billing handoffs that produce the evidence. The Genie sits on top, comparing serials and handover documents with the final scope and preparing gaps for a project owner to resolve. EDI arrives last, for supplier shipment and receipt documents.
