Design Revision Request
Streamline solar design revision requests by automatically routing customer feedback, tracking changes, and notifying design teams. Eliminate email chains and ensure every modification is documented and approved efficiently.
When
Customer Submits Design Change Request
Then
Design Team Receives Structured Revision Task with Customer Requirements
8 hours per project
Time Saved
60% faster approvals
ROI Impact
Solar design revision automation captures customer change requests from any channel, creates structured tasks for design teams, tracks all modifications in a central system, and automatically notifies stakeholders when updated designs are ready. This eliminates email chains and reduces revision processing time by up to 60%.
How This Automation Works
Customer Submits Design Change Request → Design Team Receives Structured Revision Task with Customer Requirements
Capture Revision Request
System automatically captures design change requests from web forms, customer portals, email, or sales team inputs. Extracts key details including project ID, requested modifications, priority level, and customer contact information.
Validate and Categorize Changes
Analyzes the revision request to categorize change type (panel placement, system size, equipment, aesthetic) and determine complexity level. Flags requests requiring engineering review or permitting implications.
Route to Design Team
Assigns the revision to the appropriate design engineer based on workload, expertise, and project history. Creates a structured task with all customer specifications, original design files, and deadline requirements.
Update Project Status
Automatically updates the project record in the CRM and project management system to reflect 'In Revision' status. Adjusts project timeline and notifies all stakeholders including sales, operations, and installation teams.
Track Design Progress
Monitors revision completion and sends automatic reminders if deadlines approach. Provides real-time visibility into design queue and resource allocation across all active revision requests.
Notify Customer of Completion
When the revised design is ready, automatically sends customer notification with updated system specifications, 3D renderings, production estimates, and pricing adjustments. Provides secure link to review and approve changes.
Route for Approvals
Manages approval workflow including customer sign-off, internal quality review, and engineering validation if required. Maintains complete audit trail with timestamps and digital signatures for permitting documentation.
Finalize and Archive
Upon final approval, updates all systems with the revised design, archives previous versions, generates permit-ready documentation, and triggers next phase workflows such as permit submission or installation scheduling.
How It Works
Solar design revisions are a critical bottleneck in the installation process. When customers request changes to panel placement, system size, or aesthetic modifications, manual coordination between sales, design, and engineering teams creates delays and miscommunication. This automation captures revision requests from any channel, creates structured tasks for design teams, tracks all modifications in a central system, and automatically notifies stakeholders when updated designs are ready for review. By eliminating scattered emails and spreadsheets, solar companies can process design changes 60% faster while maintaining complete audit trails for permitting and compliance. The system integrates with your CRM, project management tools, and design software to ensure every revision is properly documented and approved before installation begins.
The Trigger
Automatically initiates when a customer submits a design revision request through web forms, email, customer portal, or during sales consultations. Captures all modification details including panel placement changes, system size adjustments, roof considerations, or aesthetic preferences.
The Action
Creates a prioritized design revision task with complete customer specifications, updates project status in the CRM, notifies the assigned design engineer, and sets up automated follow-up reminders. All stakeholders receive real-time updates as the revision progresses through review and approval stages.
Common Use Cases in Solar
- Residential customer requests panel relocation to avoid roof features or optimize aesthetics after initial design presentation
- Commercial client requires system size adjustment based on updated energy usage data or budget constraints
- Homeowner wants to switch from roof-mounted to ground-mounted system after reviewing initial proposal
- Customer requests equipment substitution due to supply chain issues or preference for specific inverter brands
- Multiple stakeholders in commercial project require iterative design reviews with tracked approval from facilities, finance, and executive teams
- HOA feedback requires aesthetic modifications to panel layout or mounting hardware for architectural compliance
- Updated shading analysis reveals need for panel reallocation or system optimization after tree trimming or seasonal changes
- Engineering review identifies structural or electrical requirements necessitating design modifications before permitting
- Customer adds battery storage or EV charger to project scope requiring complete system redesign and load calculations
- Permit authority feedback requires design adjustments for setbacks, fire access, or electrical compliance
Results You Can Expect
Accelerated Revision Processing
Eliminate manual coordination and email chains by automatically routing requests to available design resources with complete specifications. What used to take 3-5 days now completes in hours.
Improved Customer Satisfaction
Keep customers informed with automated status updates at every stage. Transparent tracking and faster response times reduce frustration and build trust during the design refinement process.
Complete Audit Trail
Maintain comprehensive records of every design iteration, approval, and customer communication. Essential for permitting authorities, quality assurance, and resolving disputes.
Reduced Design Team Bottlenecks
Free design engineers from administrative tasks like status updates, file searching, and email management. Structured task queues and automated notifications let them focus on actual design work.
Fewer Installation Errors
Ensure installation teams always work from the latest approved design with all customer modifications incorporated. Eliminate costly field changes caused by outdated or incorrect design files.
Better Resource Allocation
Gain complete visibility into design team capacity and revision queue status. Identify bottlenecks early and redistribute work to maintain consistent turnaround times across all projects.
Frequently Asked Questions About This Automation
Automated tracking eliminates manual email coordination by instantly routing revision requests to the appropriate design team member, creating structured tasks with all customer specifications, and sending automatic status updates to stakeholders. This reduces revision processing time from days to hours and prevents requests from being lost or overlooked.
Set Up Intelligent Revision Routing in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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