The Sales Order is the visit: the inspection, the work, the photos, and everything the tech recommends while they are standing on the roof. What the homeowner says yes to becomes somebody's job; what they say no to is written down with the reason.
Diagnostics, inverter troubleshooting and replacement, micro swaps, panel and wire repair, breaker work, bird abatement, battery, EV, inspection, maintenance and the three service-plan visits. Seven to twelve steps each, instantiated per service on the job.
A street view with the house number, and the equipment nameplate. Attaching the nameplate runs it through an AI read that comes back with manufacturer, model, serial and part number plus a confidence rating — for the tech to confirm, not to trust blindly.
A technician can add recommended work all day. Accepting or declining it is a separate permission they do not have by default — so the person who benefits from the upsell is not the person who approves it.
Not just what was turned down, but why, when, and on which job. It is on the homeowner's record and on the Reports page, so the next conversation starts from what actually happened.
Arc fault, ground fault, burning, smoke or melting flags the job critical; no production, offline or tripping flags it high. A tech typing what they saw is enough to reprioritise it.
Job photos are stored separately and downscaled, deliberately, so a company's records never run into the size ceiling that would break the sync for everything else.
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