Create a new solar installation project

Creates a new solar installation project from an approved qualification application.

Business Context: This endpoint converts a qualified customer into an active solar installation project with complete financial terms, equipment specifications, and project management setup.

Prerequisites:

  • Must reference an existing, approved qualification application
  • Customer must have completed ACH authorization (if required)
  • All financial terms must be finalized and agreed upon

Required Information:

Customer & Installation Details:

  • Customer demographics (from application, but can be updated)
  • Installation address (where solar system will be installed)
  • Project team assignment (dealer, installer, sales rep, optional distributor)

Financial Structure:

  • Agreement type (ppa, lease, or loan) with type-specific terms
  • Total contract value and amount being financed
  • Down payment and payment structure
  • Interest rates, escalators, and fee structures

Project Details:

  • Product type (solar only, solar + storage, etc.)
  • Optional proposal information and external references
  • Equipment add-ons and customizations

Agreement Type Requirements:

Loan Projects: Must include introductoryTerm, introductoryPayment, dealerFee, apr

PPA Projects: Must include contractRate, apr

Lease Projects: Similar to PPA's with different rate structures

After Creation:

  • Project starts in new status
  • Initial milestone tracking begins
  • Project team is notified to begin work
  • Customer contracts and agreements are prepared
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