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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Body Params

Schema for creating a new solar installation project with complete financial terms, team assignments, and project specifications.

uuid
required

Reference to the approved qualification application this project is based on.

address
object
required

Physical address where the solar system will be installed.

customer
object
required

Customer information for the solar installation project.

uuid
required

Reference to an existing dealer by ID.

uuid
required

Reference to an existing installer by ID.

uuid | null

Reference to an existing distributor by ID.

uuid
required

Reference to an existing sales representative by ID.

externalId
array of objects

Optional external system identifiers for integration and tracking.

externalId
string
enum
required

Type of solar financing agreement for this project.

Allowed:
string
enum
required

Type of solar energy system being installed.

Allowed:
float
required
≥ 0

Total dollar value of the solar installation contract.

float
required
≥ 0

Dollar amount being financed through Elios Fund.

float
required
≥ 0

Customer down payment amount paid at contract signing.

integer
0 to 60

Duration in months for special introductory payment terms.

float
≥ 0

Monthly payment amount during the introductory period.

float
0 to 1

Dealer fee percentage for loan agreements (decimal format).

float
0 to 1

First-year energy rate for PPA products ($/kWh in decimal format).

float
required
0 to 1

Annual rate increase (escalator) percentage for PPA/lease products or interest rate if a loan (decimal format).

integer
required
1 to 25

Agreement length in years.

number | null
≥ 0

Reference number from the solar design or proposal system.

date
required

Date when the proposal was presented to the customer.

uri | null
adders
array of objects

Optional equipment add-ons and upgrades beyond the base solar system.

adders
Responses

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Response
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application/ld+json