Survey, permit, install, inspection, and PTO, all on one record for each job.
After the sale, the job moves into permitting, then install, inspection, and PTO. Solar Nest tracks each of those as a stage on the same record, with an owner and a follow-up date, so a stalled permit or a missing inspection document shows up on the board instead of in someone's inbox. The job advances in order, from inspection to PTO, on that one record.
See the full permit-to-PTO checklist.