For solar installation operations teams
Keep customers, documents and external requests connected from signed project to the next milestone. KTD recruits and prepares your assistant for solar operations and the responsibilities agreed with your team before handoff.
Find your assistantA customer has sent a form, a utility has requested a revision, and the project manager needs an update for the installation schedule. Each party sees only part of the file.
An assistant can maintain the request history, organize the current documents and prepare clear status updates. Your team sees the specific item waiting on a customer, reviewer or external agency.
The work to hand off
Collect the items in your approved project checklist and connect them to the right address and project reference. Track missing information without losing the original submission.
What you get back: A customer document checklist with receipt status
Record requests, supplied dates and responses from the authorized permit contact. Organize revised files so the project manager can see which version needs attention.
What you get back: A permit correspondence log with open requests
Maintain the checklist and milestones your team supplies for utility coordination. Bring a new request back with the relevant document and prior response history.
What you get back: A utility request tracker linked to the project file
Turn the team's status into a clear approved message about the next administrative step. Record the update sent and the question that still needs a project manager's answer.
What you get back: A customer update queue with decision owners
Illustrative workflow
Track one requested revision without treating a submitted document as an approved milestone.
Assistant preparesSave the agency or utility message and identify the referenced project.
Your team decidesWho reviews the request and what response is appropriate.
Assistant preparesGather the requested files from designated people and record versions.
Your team decidesWhether the materials address the requirement.
Assistant preparesPrepare the file set and record the authorized submission status.
Your team decidesWhat may be submitted and by whom.
Assistant preparesLog the external response and prepare the approved customer update.
Your team decidesSchedule implications and any technical or commercial commitment.
Illustrative example — not a client record
Keep the external request, file version and response owner in one record.
Ready to hand over when: The project manager can locate the utility request and revised file, see the pending authorization and identify the next administrative action.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
Use the assistant to make requests and dependencies visible. Assign qualified reviewers for changes that affect the project.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Bring us a project whose paperwork took too much chasing. We will define the records, follow-up and preparation needed to support that workflow.
Explore other ways to organize the work around your team.
