Process Overview

Yourguideforsolarpanelandbatterystoragesystemleaseprojects.

Phase 1: Project Origination

This phase has two distinct paths depending on how the project is initiated.

Path A: Solar Self Checkout

Customer initiates the process via the website.

1

Customer Starts Online

The homeowner initiates the process on the Apollo Leasing website using the "Solar Self Checkout" tool.

@Customer@Apollo
2

Data Collection and Automated System Design

System collects address, utility data, and designs a customized system using Google Project Sunroof data and AI algorithms.

@Customer@Apollo
3

Financing Application and Lease Agreement

Customer is presented with the designed system, completes online financing application, and signs the lease agreement if approved.

@Customer@Apollo
4

Automated 3PLX Project Initiation

Apollo system automatically sends project initiation request to 3PLX with all relevant details.

@Apollo@3PLX

Path B: Partner Origination

Partner initiates the process with a customer.

1

Partner Designs System

A partner contractor collaborates with a homeowner to design a system using approved components.

@Partner@Customer
2

Partner Inputs Data (Online Form)

Partner accesses a dedicated online form on the Apollo website to input customer details and system specifications.

@Partner@Apollo
3

System Sends Link to Customer

Apollo's system automatically sends a unique, secure link to the customer via text and email.

@Apollo@Customer
4

Financing Application and Lease Agreement

Customer completes financing application and electronically signs lease agreement if approved.

@Customer@Apollo
5

Automated 3PLX Project Initiation

Apollo system automatically sends project initiation request to 3PLX with all relevant details.

@Apollo@3PLX
Phase 2: Project Unification

After initiation, both paths converge into this unified workflow.

Unified Process

Managed by 3PLX with coordination between all parties.

1

Partner Assignment

#Started

3PLX receives the project initiation request and assigns a qualified partner contractor (if not already assigned) and notifies all parties.

@3PLX@Apollo@Partner
2

Customer Verification Call

#Ready to Proceed

An Apollo representative calls the customer to confirm understanding of the lease and answer any questions.

@Apollo@Customer
3

3PLX Issues Notice to Proceed

#Notice to Proceed

3PLX issues a formal NTP, authorizing the partner to begin work and specifying the exact system components.

@3PLX@Partner
4

Site Inspection

#Site Inspection

The partner performs a site inspection and notifies 3PLX.

@Partner@Customer
5

Engineering

#Engineering

The partner's engineering team completes the detailed system design and creates permit-ready plans.

@Partner
6

Permitting

#Permitting

The partner applies for permits (municipality and HOA, if applicable).

@Partner
7

Material Procurement

#Procurement

3PLX orders the exact components specified from approved distributors and arranges delivery.

@3PLX
8

Installation

#Installation

The partner's installation crew installs the system.

@Partner@Customer
9

Final Inspection

#Final Permitting

The partner schedules and completes the final inspection and provides required documentation.

@Partner
10

3PLX Installation Verification

#Site Inspection

After the final inspection, 3PLX dispatches an independent inspector to verify the installation.

@3PLX
11

PTO Application and Approval

#Awaiting PTO

The partner applies for Permission to Operate (PTO) with liability certificate if required.

@Partner@3PLX
12

System Activation

#PTO Granted → Active

The utility company grants PTO and the partner returns to activate the system.

@Partner@Customer
13

Payment Process

#Active

Apollo pays 3PLX, who pays distributor and partner. Apollo issues first invoice to customer.

@Apollo@3PLX@Partner@Customer
14

Project Closure

#Active Open Permits → Active

3PLX performs final inspection, checks for open permits, and partner closes any remaining permits.

@3PLX@Partner

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