Unlock the Power of Playbooks: Fully Customizable Solar Onboarding

Designing and installing a tailored solar system involves multiple stakeholders, decisions, and handoffs—often spread across spreadsheets, emails, and siloed tools. With Kollab’s headless Playbook Engine, you can define and run every step as a single, unified workflow:

  • End-to-End Visibility From kickoff to handover, track every task, date, and document in one place. Roles see only their steps while you retain full oversight.
  • Dynamic Triggers & Variables Push notifications, document uploads, date captures, numeric inputs, and conditional visibility rules all live in your JSON config.
  • Built-In Client Collaboration Invite customers into key moments—quote approval, design sign-off, and final training—so nothing falls through the cracks.
  • Lightning-Fast Iteration Tweak a title, reorder steps, or add a role in seconds. Playbooks are your single source of truth.

Client Onboarding

Contract Signed
Days to Kickoff
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  • Welcome email sent

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  • Client completes intake form

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  • Account manager reviews

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  • Schedule kickoff call

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  • Kickoff meeting

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  • Access provisioned

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  • Onboarding complete

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Transform your solar projects with structured, collaborative workflows and real-time visibility—so you never miss a beat from inquiry to commissioning.

Ready to experience Kollab?

Define, run, and scale your custom workflows in minutes. Book a demo, start your free trial, or dive into the docs to see how it works.