Table of Contents:
Creating Users or Subcontractors (Vendors)
Overview
With your SiteCapture Light account, you can automatically submit Job Close Out (JCO) photos and a PDF report through our integration with Palmetto LightReach.
A JCO includes the required installation photos and documentation submitted after the installation is complete.
The integration supports the Install Package (M1) in the Solar program. This can include Solar + Storage, but it does not support the Energy Backup (battery-only) program or other programs such as HVAC or New Homes.
Through the integration, required photos and a summary PDF report (including photos) from the JCO are automatically submitted. These files will appear in their respective sections under the Installation Package area of the Palmetto LightReach portal for the specific account.
Getting Started
After signing up for SiteCapture Light, you will receive an email with your primary admin credentials.
Log in at:
Once logged in to the web app, you can:
- Click one of the Saved Views on the dashboard
- Use the Work Orders tab at the top of the page
These areas allow you to navigate to your JCO projects.
Work orders are automatically created in SiteCapture once a Palmetto LightReach account reaches NTP (Notice to Proceed). If you’re not seeing any work orders just yet, it likely means none of your accounts have reached NTP—but they’ll appear as soon as they do.
Creating Users or Subcontractors (vendors)
If you are going to have additional employees who work on the JCOs or you work with subcontractors, you will want to create field users for your employees and connect subcontractors (vendors)
Before assigning work, you’ll need to create users and/or connect vendors.
Internal Users
If you're assigning work to an internal team member, create a field user by following the steps in this guide:
Creating Users, User Roles, Tags, & Viewing User History
If you are assigning work to subcontractors, ensure they are connected as a vendor by following the steps in this guide:
New JCOs
To locate newly created JCOs:
- Click the Work Orders tab at the top of the page
- Select the New LightReach Work – Ready to be Assigned view on the left
This view displays all newly auto-created JCOs.
- Click into the work and review the account ID, address and homeowner name.
- If your team or subcontractors will be working on the JCO, you can now assign it.
If you have completed this JCO outside of SiteCapture or will not be working on it, you can archive it by following the steps in this guide:
Archiving Work
To assign and share work with additional users, follow the steps in these guides:
Sharing projects/work with multiple users & permissions levels
Completing Work in the Field
The assigned field user or vendor can log in using the SiteCapture Mobile App to complete the work.
Field Workflow
- Start the job and mark the status as In Progress
- Complete all required photos and documentation
- Change the status to Submit from Field when finished
Please share this guide for Getting Started on Mobile Guide with your users:
Getting Started on SiteCapture Mobile
Note: Field users will not be able to mark the work Submit from Field until all requirements are met.
QA Review and Submission
In the web app, the primary admin can review submitted work.
- To locate work ready for review, click the saved view: LightReach Work – Ready for Review.
- These are jobs marked Submit from Field. You can now do a QA review. Try the photo viewer for easy review of the photos in your JCO.
- If issues are found during QA review, the job can be returned to the field user for corrections by changing the status back to In Progress.
- Once the JCO has been reviewed and approved, the admin changes the status to: Ready for Palmetto LightReach. This triggers the integration.
Integration Submission
Once triggered, the integration automatically:
- Sends photos to the correct sections in the install package(M1) Palmetto LightReach portal
- Uploads a single summary PDF report of the JCO
Need to resubmit or submit new photos in the same project?
If you have added additional photos after submitting to Palmetto LightReach, you can resubmit the new photos by changing the status to Submit from Field and back to Ready for LightReach. That will retrigger the integration. Only new photos will be submitted.
If you need to collect new photos in the field, make sure you change the status to In Progress so the work is available to the field user on the SiteCapture mobile app.
Comments