Residential

OverviewRooftop PV at volumeRoof & dronePlanes measured on the roofAttic & structureRafters recordedElectricalPanel and interconnectionDesign & engineeringModel to stamped set

Commercial & Industrial

OverviewBig roofs, real structureOn-site surveyRoof, structure, switchgearDesign & engineeringPE stampedVisual inspectionModule resolutionThermal inspectionFaults as heatElectroluminescenceCell-level cracks

Utility-Scale

OverviewThousands of acresLiDAR topographyTerrain before earthworkLand surveyingBoundary and topographicConstruction monitoringProgress, measuredThermal & ELEvery string

Across every scale

Site surveysRoof and electrical, one visitPermitting & engineeringStamped plan setsInspectionAerial thermal and ELShading analysisSA, TOF and TSRFSurvey locationsState and metro guides

The platform

Platform overviewPortal, 3D models, live dataFeature guidesWho it serves and how it worksShading analysisMove the sun yourselfCost calculatorWhat bad field data costs you

Sign in

Vanguard AccessInvite only · survey data portalScheduling & DispatchCrewLink · all verticals

Solar reference

Solar questions answeredResidential, commercial and utility-scaleSurvey methodologySources, measurements and limitsCompany factsOfficial services and capabilities

Field Notes · build vs. buy

What a survey really costsPart 01 · the full modelUtilization is the whole gamePart 02 · a real TuesdayThe break-even headcountWhen hiring pays offTwo technicians, two roofsVariance, measuredThe hybrid crewIn-house plus outsourced

Field Notes · reference

Site survey checklistBuilt backwards from reworkHow long a survey takesHour by hourDo panels need a permit?What goes in the packageStorage site surveysThe capture listCompare survey vendorsQuestions to ask any vendor

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Home / Features / Client Project Pipeline

Available in the web platform

Client Project Pipeline

The team needs visibility before delivery, not just a list of finished reports.

Workflow illustration
  1. 01Find the work
  2. 02Review the stage
  3. 03Open the conversation

Client & survey

Who it was designed for

Installer operations teams tracking their company’s surveys.

Available to authorized users of the job’s own company. Client report and model access follows delivery status; signing in does not expose another company’s projects.

What it does

See your company's surveys move from requested and scheduled through field work, quality review and delivery. Search by address, filter by status or site type, and open the authorized job conversation. The board stays visible while address search updates. Scroll its status columns with the keyboard, clear filters or return to the first page when a page has no results. The board refreshes every minute.

How it fits your workflow

STEP 1

Find the work

Search an address or filter by status and site type.

STEP 2

Review the stage

Follow the survey from request through field work, review and delivery.

STEP 3

Open the conversation

Discuss the authorized job; reports become available after delivery.

Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.

The practical value

A company-scoped status board makes active work easier to locate and discuss. Address search and status filters help focus the conversation on the job that needs attention.

A concrete use case

An operations user filters for scheduled residential work, finds an address and opens its authorized conversation to ask about the next step.

Requirements and limits

The client pipeline is read-only; survey status follows the normal workflow.

Active-job visibility does not expose internal staff notes, financial reporting or undelivered client reports.

Explore related workflows

See how client project pipeline fits your team

Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.

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Book a 15-min call