Required deliverables
When installation is complete, submit an install package through the portal. The package must include:
Photo package (see install verification requirements below)
Commissioning test results
Warranty registration information - Palmetto handles registration with the OEM directly
Remote monitoring access - Mobile Link must be connected and assigned to Palmetto's account at commissioning
Customer walk-through and sign-off
Annual maintenance is included for customer and mandatory
Remote monitoring
Remote monitoring through Generac's Mobile Link platform is required for all enrolled generators. At commissioning, the account must be connected and assigned to Palmetto — either set up so it's easily assignable, or configured so no additional action is needed from the installer after handoff.
Install Verification & Quality Standards
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 |
Commissioning Verification
Load test / exercise run completed
Automatic transfer and re-transfer to utility verified
No active fault codes or alarms
Remote monitoring confirmed online
Customer walk-through and sign-off completed
Submitting In the Portal
Installation milestones is a specific section within the portal that requires a full set of uploads and a formal submission.
Installation: Formal submission section + button
The Installation section is clearly marked in the Palmetto portal. Follow these easy steps to submit:
Click here for a Step-by-Step guide
Click here for a Step-by-Step guide
Scroll to the end of the customers page, and click the + Install Package button
At the start of the page, the customer's 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"
Rejection Process
Statuses for rejections range from below. Once all necessary items are corrected, upload the adjusted document(s) and click the Submit button.
Not Completed: Item not uploaded
Missing Documentation: Missing part of a required item
Illegible Documentation: Blurry or low resolution uploads
Incorrect Documentation: Wrong item uploaded
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. |