Customer Onboarding & Implementation Software3 min readUpdated September 2026

From Signed PPA to Site Survey: GuideCX vs Arrows for Solar EPCs

GuideCX suits a solar or energy EPC running several projects with three parallel workstreams, while Arrows suits a smaller EPC where one project manager tracks everything. After signing, start the interconnection application, schedule the site survey and pull the permit application together at once, since the utility's timeline won't wait for your process.

Here's a runbook for the first 30 days after a commercial solar or energy contract is signed, and where GuideCX or Arrows fits at each step. None of these steps are optional, and the order they happen in matters almost as much as whether they happen at all.

Vendors Covered in this Article

Disclosure: We may earn a commission if you buy through some links on this page. It doesn't change what we recommend.

Step One: Start the Interconnection Application Immediately

Utility interconnection timelines are largely outside your control, so starting that application the day the contract is signed, not after the site survey, is usually the most valuable single action you can take in the first week. Waiting on this step is one of the most common reasons a commercial project's total timeline runs long, since a delayed application start simply pushes the utility's own review window further out on the calendar.

Step Two: Schedule the Site Survey and Confirm Access

This runs in parallel with the interconnection application, not after it. Confirm who has facility access authority, whether the survey needs escort, and what electrical documentation the site team should bring, so the survey doesn't get pushed a week because nobody confirmed access in advance and the survey crew shows up to a locked gate.

Step Three: Pull the Permit Application Together

Permit requirements vary enough by jurisdiction that this step often needs its own owner, someone tracking exactly what the local authority requires rather than assuming it matches the last project. Missing a jurisdiction-specific requirement here is a common source of permit delays that show up weeks later, after everything else looked on track, which makes an early, dedicated review of local requirements worth the time it takes.

Where Does GuideCX Fit Three Parallel Workstreams?

With three parallel workstreams (interconnection, site survey, permitting) each with its own timeline and owner, GuideCX's structured project template is built for exactly this kind of coordination, letting a project manager see all three tracks for every active project on one dashboard rather than checking each separately across different notebooks or spreadsheets.

Where Arrows Fits a Smaller EPC's Pipeline

A smaller EPC running fewer concurrent projects, or one where a single project manager personally tracks all three workstreams, may find Arrows's simpler shared page enough: a list the project owner can check for status, without the overhead of a full multi-track project template. Confirm in a demo whether it handles three parallel workstreams as cleanly as a linear checklist, since that's the real test of fit here.

A Common Mistake: Letting Permitting Fall Behind Because It's the Quietest Workstream

Interconnection and the site survey tend to generate visible activity, calls, scheduled visits, status emails from the utility, while permitting can sit quietly in the background without anyone noticing it hasn't moved in two weeks. Give permitting the same explicit check-in cadence as the other two workstreams, rather than letting it fall behind simply because it's the one that doesn't demand attention on its own.

What Does the Project Owner Need to Understand About Utility Timelines?

A commercial project owner signing their first solar or energy contract often doesn't realize how much of the overall timeline sits outside your control once the interconnection application is with the utility. Setting that expectation clearly during onboarding, rather than letting the owner assume every delay is on your side, tends to prevent a frustrated call later that could have been avoided with one honest conversation up front about what's actually in your control and what isn't.

Reporting Progress Without Overstating Certainty

Because utility and permitting timelines can shift for reasons outside your control, a status update that states a hard completion date with too much confidence can backfire when that date moves. A better approach is reporting the current status of each of the three workstreams honestly, along with what's known and what's still pending, rather than committing to dates the utility or permitting authority hasn't actually confirmed.

This matters even more for a portfolio of smaller commercial sites. An EPC contracting several smaller rooftop or ground-mount systems for one owner, a retail chain or a light industrial landlord, faces a different coordination problem than a single large project: each site needs its own interconnection application and permit, but the owner usually wants one combined view of progress across the whole portfolio. Confirm during onboarding whether the owner expects that rolled-up view, since building it after the fact is more work than planning for it from the start.

Run the early weeks of a commercial solar project in this order:

  1. Start the interconnection application the day the contract is signed, before the site survey, because the utility's review window sets the pace for the whole project.
  2. Schedule the site survey in parallel, confirming who has facility access authority, whether the crew needs an escort, and which electrical documentation to bring.
  3. Give permitting its own owner who tracks exactly what the local jurisdiction requires instead of assuming it matches the last project.
  4. Hold permitting to the same check-in cadence as the other two workstreams so the quietest track doesn't stall unnoticed.
  5. Report each workstream's status honestly, including what is known and what is pending, rather than promising dates the utility controls.
Executive Capability Standard

What Good Looks Like

Good project owner onboarding means the interconnection application, site survey, and permit process all start within the first week after signature and run in parallel, not in sequence.

Building The Capability (5-Stage Skill Ladder)

1. Learn:Review your last several projects and identify which of the three workstreams most often started the process, causing the whole timeline to slip.
2. Do Manually:Build a standard first-30-days checklist covering interconnection, site survey, and permitting, and assign a named owner to each.
3. Delegate:Assign one project coordinator to track all three workstreams together and flag any that's falling behind the others.
4. Automate:Set up GuideCX or Arrows so interconnection, survey, and permit tasks all trigger automatically the day the contract is signed, instead of starting one after another.
5. Buy:Move to whichever platform gives your project managers one dashboard across all three workstreams for every active project, not just one project at a time.

How to Get Started

Disclosure: We may earn a commission if you buy through some links on this page. It doesn't change what we recommend.

Frequently Asked Questions

What's the most common cause of delay in the first 30 days of a commercial solar project?

Waiting to start the interconnection application until after the site survey is complete. Utility timelines are often the longest lead item in the whole project, so starting that application the same day the contract is signed protects the overall schedule more than any other single step.

Should permitting be handled by the same person tracking interconnection?

Not necessarily, but it needs its own clear owner regardless. Permit requirements are often jurisdiction-specific, and treating permitting as a smaller side task instead of its own tracked workstream is where delays tend to surface weeks after they should have been caught.

How should a project owner be kept informed across three parallel workstreams?

A single combined status update, not three separate ones from three separate people. A project owner who has to piece together interconnection status, survey results, and permit progress from multiple emails loses confidence in the project even if all three are actually on track.

About the numbers

This guide doesn't quote a sourced benchmark. Figures in it are estimates or general guidance, so check them against your own numbers.

Related Guides