Install Closeout Autopilot

After an install, three deadline-driven tasks routinely get dropped — registering the manufacturer warranty, filing the utility rebate, and closing the permit. Miss them and each one turns into an angry customer years later: a warranty that quietly halved, a rebate the homeowner never got, a permit that blows up at closing.

When an install job completes, the system opens a deadline-tracked record for each item, pre-fills the registration and rebate paperwork ready to submit, and keeps nagging until every box is checked. Then it texts the homeowner proof their warranty is registered — which doubles as a review-and-referral moment.

The paperwork that used to fall through the cracks gets done on time, every time — and your customers hear from you with good news instead of a problem.