Solar Nest is built for US residential solar installers. Every job lives on one record, from sold to funded.
Engineering is a stage between site survey and permit. Solar Nest does not replace your 3D design tool.
Each job moves through the same stages, and everything stays attached to it.
Funding comes near the end of the record, after PTO and before closeout. Solar Nest tracks funding milestones on each job, next to the documents and the commission tied to it, so the office can see which jobs are funded and which are still waiting. Solar Nest doesn't lend or move money. It records where each job stands.