Notice to Proceed (NTP) Process

Purpose

Define the Notice to Proceed (NTP) process — the formal step between sale approval and installation scheduling.

Sales rep completes the Sales to Install form using the /salestoinstall Slack command

Form includes: customer info, scope of work, materials needed, access details, special requirements

Sales rep confirms financing is approved (if applicable) or deposit is collected

Sales rep confirms customer authorization is signed in ServiceTitan

Office reviews the Sales to Install form for completeness

Verify material availability — order through Tradeshift if needed

Verify permit requirements — submit permit application if required

Confirm payment terms: deposit collected or financing approved

Once all requirements are met (authorization, payment/financing, materials ordered, permit submitted), the job receives NTP status

NTP is the green light to schedule the installation

Without NTP, the job should NOT be scheduled on the dispatch board

NTP status is updated in ServiceTitan

After NTP, dispatch schedules the install based on crew availability, material delivery, and permit timing

Customer is contacted with the scheduled date and time

Confirm customer availability for the scheduled date

Pre-job call to customer 24-48 hours before installation

Customer authorization signed in ServiceTitan

Deposit collected (40%) or financing approved

Materials ordered and delivery confirmed

Permit application submitted (if required)

Sales to Install form complete with all details

This process prevents scheduling jobs that are not ready — which wastes crew time and frustrates customers
The Sales to Install form is the single source of truth for what was sold and what needs to be installed
If any requirement is not met, the job stays in a hold status until resolved
Rushing to schedule without NTP leads to missing materials, unpulled permits, and customer issues