Financing, inside the project.
A proposed LightReach pilot in SurgePV. 16 screens across four short journeys, using fictional Cedarline Solar data. The whole integration is new work; backend tags identify the external dependencies. No live connections, credit checks or messages.
Three places. One simple flow.
- Connect once in Project Settings → Pricing & Financing → Finance providers.
- Choose an offer and follow its application in Payments. Keep the existing project tabs.
- Show the selected payment plan in PDF Proposal. Credit and signing stay with the provider.
- LightReach first. Sungage, Climate First Bank and EnFin remain later releases.
1Settings
2Get an offer
3Application & contract
AP01Invite the homeownerNeeds backend workProvider-hosted application invitation
AP02Application in progressNeeds backend workPartner status updates
AP03Application needs attention
AP04Review contractNeeds backend workCreate quote and request contract send
AP05Contract statusNeeds backend workAsynchronous contract events
CG01Change a contracted designNeeds backend workPartner change validation and re-sign requirements








