As a Site Survey Verification VA, I meticulously compare information gathered in Sitecapture by field personnel with details outlined in contracts. I initiate tasks for purchasing changes to solar systems or components based on this analysis. Utilizing THE PITT portal, I verify client contracts for new PV system installations and assess existing systems. I meticulously review roof photos provided by surveyors to identify existing solar systems, evaluate roof type and electrical properties, and encode pertinent client information into Sitecapture. For additional verification, I access Google Maps for accurate roof details, including coordinates and verifying the address, as well as Imging, Aurora, and Scanifly.
A Site Survey Verification Virtual Assistant (VA) is responsible for ensuring the accuracy and completeness of information gathered during site surveys for various purposes, often related to construction or installation projects.
Interconnection specialists are tasked with handling the submission of applications on behalf of customers to connect their solar panels to the grid in compliance with local regulations. Meanwhile, the NEM specialist in our team reviews designated buckets in Salesforce and updates all NEM trackers daily. Their responsibilities include submitting NEM applications to utility companies, reviewing account details and related documents for accuracy, revising rejections, processing deficiencies, and completing other assigned tasks to support the NEM department. Furthermore, the interconnection team oversees the coordination of the application process with utilities for installation interconnection and secures the final Permission to Operate from the utility. Our primary objective is to gather all necessary documents for utilities to ensure a seamless transition into net metering. After inspection, the team submits inspection records, customer signatures, and photos to the utility, requesting the replacement of the homeowner's utility meter with one capable of tracking Net Energy Metering information and granting permission to operate the system.
Experience: 2 - 5 years
Completing and submitting interconnection applications in accordance with standard operating procedures (SOPs), ensuring all necessary information is accurately recorded in Salesforce.
Experience: 2 - 5 years
Organizing and uploading all relevant documents and emails to the customer's designated folder in Egnyte or another file management system. Follow-Up and Completion: Following up on applications to ensure timely approval and completion of the interconnection process, and updating Salesforce accordingly.
Experience: 2 - 5 years
Reviewing job submissions in Salesforce for completeness and accuracy, particularly focusing on required documentation for interconnection with utility companies. Communication and Follow-Up: Contacting customers to request any missing documentation and coordinating with internal teams (CAM, RAM, Field Support) to address any issues or missing documents.
Experience: 6 months - 1 year
Data Entry and Submission: Completing and submitting interconnection applications in accordance with standard operating procedures (SOPs), ensuring all necessary information is accurately recorded in Salesforce. Monitoring and Correspondence: Monitoring communication channels for updates from utility companies regarding application status and processing times and keeping track of correspondence in Salesforce. Documentation Management: Organizing and uploading all relevant documents and emails to the customer's designated folder in Egnyte or another file management system. Follow-Up and Completion: Following up on applications to ensure timely approval and completion of the interconnection process and updating Salesforce accordingly.
Experience: 1 - 2 years
created and edited financier contracts, corrected accurate customer signatures to reflect on the contract and agreement, ensuring all documents adhere to company standards
Experience: 6 months - 1 year
entered and maintained accurate data in various databases, including customer informations, project details and correct customer application statuses on Salesforce
Experience: 6 months - 1 year
managed customer inquiries, provided information and directed queries to appropriate departments via email.
Experience: 1 - 2 years
handled high volumes of emails, ensuring prompt responses and organizing inboxes for improved efficiency
Experience: 1 - 2 years
reviewed and verified the accuracy of all application data, reducing deficiencies and rejections.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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