Generator: Installation Requirements | Palmetto Installer Guides

At install completion, the dealer submits an install package. Required items:

Photo package (see Appendix A for detail)
Commissioning test results
Warranty registration information (Palmetto registers with OEM and any 3p provider)
Remote monitoring access (Mobile Link or equivalent — Palmetto needs one accessible account via Generac) - WORK INSTRUCTIONS TBD
Customer walk-through and sign-off
Finer points:
- ATS and Accessory rules
- Sizing
- Attestation vs.

Annual Preventative Maintenance

Mobile Link (Generac) or equivalent — monitoring is currently mandatory
Account should be easily assignable to Palmetto at commissioning OR require no action from installer
Current pricing: $55/year
Need a purchase and assign process (semi- manual to start)

Photo / Document Requirement	Photo / Document Requirement
Equipment Data Plate	Clear photo showing model, serial number, and kW rating
Wide Installation View	Generator and surrounding area; proper clearances, no combustible materials in proximity
Transfer Switch / ATS & Load Management	ATS properly installed and labeled; Load management devices
Fuel Connection	Gas line connection visible; sediment trap / drip leg installed where required
Electrical Panels onsite
Remote Monitoring Setup	Mobile Link or equivalent connected and assigned to Palmetto account at commissioning

Installation milestones is a specific section within the portal that requires a full set of uploads and a formal submission.

The Installation section is clearly marked in the Palmetto portal. Follow these easy steps to submit:

Scroll to the end of the customers page, and click the + Install Package button

At the start of the page, the customers contract will be automatically uploaded to the package.

Dealers will need to manually enter the System Install Date:

Upload all documentation in this section, include:

Photo package
Commissioning test results
Warranty registration information (Palmetto registers with OEM and any 3p provider)
Remote monitoring access

Upload your Installation Contract or Work Order:

Confirm the system details:

Check the attestation box, and click "Submit for Review"

Statuses for rejections range from below. Once all necessary items are corrected, upload the adjusted document(s) and click the Submit button.

Section	Flag Reason	Issue	Requirement
Customer Contract/ LightReach Contract	Incorrect Documentation	Incorrect Address	More than one primary address was added to the customer's Palmetto contract. Please void the quote, edit the address on the account to reflect the correct information, and have the customer re-sign.
Install Contract	Missing Documentation Illegible Documentation Incorrect Documentation	Install contract missing Missing or Incorrect total financed amount	To clear this flag, provide an install contract or work order that clearly states the total cost of the installation. Total cost should equal the amount financed by Palmetto ± $100. Deviations of more than $100 will be rejected for further clarification from the partner.
Load Calculation	Missing Documentation Illegible Documentation Incorrect Documentation	Load Calculation not present Incorrect Address or Address Not Provided Full report not provided Unapproved software	The address/ location where the load calculation was performed must be clearly stated on the uploaded documentation. The address on your load calculation should always match the address shown on the Palmetto account. Upload your complete load calculation report in PDF format. Ensure the document includes the customer’s address, total heat loss, and total heat gain (broken down by sensible and latent gain)