Palmetto

Home Improvement Contract (HIC)/Install Agreement Key Terms

Homeowners Association (HOA) - Sales Member Guide

Operations Overview, Change Orders, & Cancellation Policy

Approved Roof Types & FAQ: Roof / Construction

Standard Site Survey Guide

Download a cheat sheet on the revamped sales flow & find link to full training.

Cheat Sheet for Final Proposal Revamp Flow

View projects that need your attention fast with the Pending Actions Dashboard.

Pending Actions Dashboard

Review closing documents needed for completing a sale with Palmetto.

Closing Documents Video Overview

Watch an animated video explaining how solar panels work.

Solar 101 Video: How Do Solar Panels Work?

Manufactured Homes Policy

This article outlines the general disqualification reasons for solar designs.

Solar Project Disqualifications

Andrew C - PLR Platform Ops

Alicia Gibbs

Sales Resources

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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