Automated Solar PTO and Inspection Deadline Tracker
Every morning, WebRun opens Enerflo, reads the PTO submission status and inspection scheduled date for every post-install project, logs the data to a deadline tracker in Google Sheets, and posts a Slack alert listing everything due in the next seven days so the ops team can act before a deadline is missed.
How do I track solar PTO and inspection deadlines automatically?
WebRun opens Enerflo every morning and reads the PTO submission and inspection deadlines for every post-install solar project. It updates a Google Sheets tracker and sends your ops team a Slack alert ranked by urgency, listing everything due in the next seven days so no permit expires and no inspection is missed.
- Upcoming PTO and inspection deadlines are surfaced 7 days in advance so the team can act
- No post-install project misses a deadline because it was overlooked in a busy pipeline
- The Google Sheets tracker stays current without manual data entry
Built for solar operations coordinators · residential solar installers · solar project managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
enerflo.comin a real browser with your saved login - no setup, no API keys. -
1
Enerflo - read PTO and inspection deadlines
enerflo.com
WebRun opens Enerflo to read PTO and inspection deadlines. - Open Enerflo and filter to projects in the post-install stage that have not yet received PTO
- For each project, read the inspection scheduled date, the PTO application submission date, and the utility interconnection deadline
- Flag projects with any deadline falling within the next 7 days
- Note the project address, assigned coordinator, and the specific deadline approaching
Done when All upcoming PTO and inspection deadlines within 7 days are identified and listed.
-
2
Google Sheets - update deadline tracker
google.com
WebRun opens Google Sheets to update deadline tracker. - Open the PTO and inspection deadline tracking sheet
- Update the deadline and status columns for each post-install project
- Highlight rows where a deadline falls within the next 7 days
- Mark completed items as done when PTO is received or the inspection passes in Enerflo
Done when The deadline tracker reflects current status and highlights all imminent deadlines.
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3
Slack - alert team to upcoming deadlines
slack.com
WebRun opens Slack to alert team to upcoming deadlines. - Post a Slack alert to the ops channel listing all projects with a PTO or inspection deadline in the next 7 days
- Sort by deadline date so the most urgent items appear first
- Tag the assigned coordinator for each project
Done when The ops team has a deadline alert in Slack with the most urgent items at the top.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it submit PTO applications or schedule inspections automatically?
No. WebRun only reads deadline data and posts alerts. It never submits applications, contacts a utility, or books an inspection on your behalf.
How far ahead does it look for upcoming deadlines?
By default it flags any deadline falling within the next 7 days. You can adjust this window during setup if you want more lead time.
What happens once PTO is granted or an inspection passes?
It reads the live project status in Enerflo each morning. Once a project has PTO recorded, it is removed from the deadline alert automatically.
Related templates
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