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Residential sales & installation · Reviewed October 6, 2026Challenge the assumptions in your sales-to-installation handoff before entering the market.
Editorial workflow illustration; no customer data or approval implied.
For businesses preparing to sell residential solar or install systems in San Diego. This is not a guide to selling a solar-equipped home. City boundaries, utility territories, activity and project scope control which rules apply. Commercial and utility-scale projects need separate review.
Official requirements below are selected current checkpoints, with nearby primary sources. The planning worksheets and business judgments are editorial advice. Use them to obtain a complete activity-specific determination from the authorities and your advisers; this page cannot certify that every obligation is satisfied.
Build a parcel-level authority record. The City guide is a resource for City projects, not permission to apply City procedures throughout the county. Set a separate review for neighboring jurisdictions.
Give one person ownership of language, signatures, disclosure versions and delivery evidence. Treat a change in financing, equipment or contract date as a review trigger rather than silently reusing the earlier packet.
Require a reviewed account model, dated assumptions and remaining charges. Explain uncertainty to the customer in the same place as the estimate; a polished proposal cannot verify an unknown pricing plan.
Before offering storage, confirm designer and installation capability, approved scope, commissioning responsibility and warranty support. Keep outage expectations tied to the actual design rather than promising every load will stay powered.
Decide who handles a roof concern, an electrical alert and a billing question after closeout. Match each to a qualified provider and preserve the limits of what was observed.
Verify the local context: CSLB Solar Smart: contractor scope and salesperson registration · CSLB residential solar disclosure requirements · CPUC solar consumer guide and version transition · San Diego business tax registration · San Diego police-regulated business activities · San Diego residential rooftop PV permit route · San Diego PV Information Bulletin 301, May 2026 · SDG&E Solar Billing Plan
Illustration: a sales team adds storage after the first proposal. The delivery owner rechecks the design and permit route, updates the customer offer and assigns commissioning and service responsibility before treating the revised scope as ready.
| Before promising | Get this answer |
|---|---|
| A standard roof package | Parcel authority and documented permit-route eligibility |
| A savings estimate | Customer program, generation provider and dated account assumptions |
| An installation date | Permit status, equipment scope and crew capacity |
| Operating completion | Actual inspection and utility approval records |
Who can approve the offer when the customer’s account assumptions change? Who has authority to hold a project with missing site evidence? Name both before the pilot.
Keep a dated launch packet that links the legal entity, sales documents, project scope, approvals and service obligations. Review it when your operating model changes.
No. Record missing inputs and have the responsible designer determine what additional evidence is needed.
Recheck the customer offer, site evidence, design, permit and utility route, schedule and service responsibilities.
Existing homeowner approval guide · Utility and bill context
Solar Survey AI can discuss site survey scope, permitting and design handoffs and inspection scope. Use our evidence methodology to define verified inputs and limitations. Confirm actual coverage, availability and licensed responsibilities before contracting. We do not license your business, approve a permit or guarantee market success. Homeowner monitoring connections and planned remote diagnosis remain coming soon.
Reviewed October 6, 2026 by Solar Survey AI. Selected official sources inform the local checkpoints; tradeoffs and worksheets are our editorial analysis. No agency or utility endorsement is implied. Recheck dated notices before launch.
Bring your intended service area, project types and required evidence. We can discuss the available survey scope and responsible design handoff.
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