Solar
Design and Installation
Marketing and Sales
Business Growth
Customer Contracts and Agreements
About this course
Residential solar systems come with contracts that span 20-25 years. Solar company staff need to become experts in each of the agreements and contracts that are utilized in the development and execution of residential solar construction projects, so that they can communicate these details clearly to their customers. Understanding key components and the role that each of these documents serve for the company and the customer set clear expectations around the project, its execution, and the ongoing relationship between the homeowner, the utility, and the solar installation company.
Setting clear expectations and following through on those expectations allows solar companies to provide great customer service, build a happy customer base, and cultivate referral business.
This course is perfect for any one who may be answering questions from homeowners, including (but certainly not limited to) customer service staff, the operations team, and sales reps.
This course was created in partnership with ReVision Energy for inclusion into their 2-year Customer Service Apprenticeship Program. Subject matter experts from Solar United Neighbors, Sun Tribe Trading, BayWa r.e., Sol-Ark, and EnergySage have contributed to the creation of this course.
This course is included in HeatSpring PRO
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4
courses
Worth
$2,000+
Learning Objectives
- Describe the purpose of key customer agreements related to residential solar construction projects, including construction contracts, change orders, service agreements, product & labor warranties, utility agreements, and rebate and tax documentation.
- Explain the specific terms of standard contracts and agreements to residential customers.
- Identify technical project details for inclusion in standard customer contracts and agreements.
- Determine the obligations of various parties to a standard customer contract or agreement.
- Identify the role of governmental agencies in regulating customer contracts and agreements.
Course outline
9 modules
10 - 15 hours to complete
6:27 hours
of video lectures
Welcome • 5 assignments
Orientation Materials
Welcome • 5 assignments
Orientation Materials
This course is self-paced, so you don’t need to be logged in at any specific time. You can get started immediately after you enroll and the course materials will remain in your account with minimum guaranteed access for 12 months (1 year) after enrollment.
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Module 1 • 5 assignments
Course Overview and Introduction
Module 1 • 5 assignments
Course Overview and Introduction
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Module 2 • 17 assignments
Construction Agreements - Construction Contracts & Change Orders
Module 2 • 17 assignments
Construction Agreements - Construction Contracts & Change Orders
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Module 3 • 12 assignments
Utility Agreements – Interconnection
Module 3 • 12 assignments
Utility Agreements – Interconnection
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Module 4 • 17 assignments
Utility Agreements - Compensation
Module 4 • 17 assignments
Utility Agreements - Compensation
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Module 5 • 13 assignments
Manufacturer Warranties
Module 5 • 13 assignments
Manufacturer Warranties
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Module 6 • 19 assignments
Service Contracts, Workmanship Warranties, and Operations & Maintenance (O&M) Agreements
Module 6 • 19 assignments
Service Contracts, Workmanship Warranties, and Operations & Maintenance (O&M) Agreements
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Module 7 • 10 assignments
Other Types of Project Documentation
Module 7 • 10 assignments
Other Types of Project Documentation
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Conclusion • 5 assignments
Feedback and Additional Resources
Conclusion • 5 assignments
Feedback and Additional Resources
This is our last module but you still have access to the all of course materials for 12 months (1 year), so keep working and you'll be able to complete the course at your own pace. After your year of access expires you can optionally extend access with a HeatSpring Membership. Enjoy the course and keep in touch!
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Continuing Education Units
Instructors
Brittany Heller
HeatSpring
Brittany Heller has been in the solar industry in a variety of roles since January 2015. She began her solar career in residential sales in New Orleans. She then moved to Denver where she completed a Construction Fellowship with GRID Alternatives Colorado, building a wide portfolio of solar projects all benefiting income-qualified families. In April 2018, she began her...
Frequently asked questions
Full FAQHow does this course work?
You can begin this online course instantly upon enrollment. This 7 module course is delivered entirely online. This course is self-paced and you can set your own schedule to complete the materials. You can begin the lecture videos and other course materials as soon as you enroll. During your year of access the instructor will be in the course answering questions on the discussion board every Friday. After successfully completing the course, you will be able to generate a certificate of completion.
How long do I have access to the materials?
Students get unlimited access to the course materials as soon as they enroll and for one year (365 days) after enrollment. Rewatch videos and review assignments as many times as you want. View updates the instructor makes to the course as the industry advances. Return to your course anytime with online access from anywhere in the world. After the one year of access expires, access can be extended by joining as a HeatSpring member. A single membership extends access to course materials for all past enrollments.
Is there a certificate of completion?
Yes, when you complete this course you are eligible for a certificate of completion from HeatSpring. You can download your certificate as soon as you have completed all of the course requirements. Students can easily share their verified certificates on their LinkedIn profiles using our LinkedIn integration.
Can I register multiple people?
Yes, please visit our For Teams page to get a group discount.