Milestone Requirements: Overview

LightReach milestone requirements were designed by industry leaders with operations personnel in mind. You deliver quality to the homeowner, we make it simple to submit for milestone approvals. This article references a detailed breakdown of current milestones.

Notice to Proceed (NTP) is synonymous with a fully signed & executed order. It is LightReach's signal to the Certified Installer that the contract package is fully executed, and the Installer has the go ahead to proceed with installation. Note that LightReach does not audit the physical site at NTP -- it is the responsibility of the installer to ensure full site eligibility prior to installing.

NTP (M0) Requirements include:

When all requirements are completed and validated, NTP will be granted. The fastest path to NTP approval is through the homeowner's web portal account, which provides an avenue to instant approval on all NTP items.

Installation is the first major operational milestone. The Certified Developer is signaling to LightReach that installation is physically complete, and accurate design documentation has been uploaded.

Installation(M1) Requirements include:

Activation is the second operational milestone (M2). This signals to LightReach that the system is complete and active, communicating, and all required documentation has been uploaded.

Activation (M2) Requirements include:

Installation and Activation milestones are specific sections within the portal that require a full set of uploads and a formal submission. NTP, by contrast, does not have a formal submission button--rather, simply complete all NTP requirements to receive NTP status automatically.

Each M1 (Installation) and M2 (Activation) section is clearly marked in the LightReach portal. Follow these easy steps below to submit (M1 Install Package example used for reference)

1. Access the customer account and select "Submit Package" in the top banner to upload documents for the next milestone:

2. Confirm that all requirements have been uploaded for submittal:

M1 and M2 Package resubmissions will go into our re-review queue for processing. The EPC will be required to take an action on each flag before they are able to resubmit the package.

1. View any rejected projects from your "Accounts" dashboard in the palmetto.finance portal by filtering the status:

2. Clicking “Resolve Flags” will take your team directly to the Flag Checklist:

3. The Flag Checklist, located at the top of each milestone package, groups flags into issues that require immediate attention and those that can be resolved in the next submittal:

4. Each item in the checklist will route to a Flag Action Page containing detailed notes and a direct link to the applicable Knowledge Base article:

You'll be able to keep track of your progress via the Details Bar at the bottom of each page. This will show you a green progress bar, which flag you are working on and the total number of flags requiring actioning prior to resubmitting a package. Additionally, the option to Skip to the next flag without taking action, or Save and Continue is available here.

5. Flag Statuses will show "ready for review" or "not resolved" to track issue resolution and support the automation of the re-review process:

Packages with existing rejections will show "see below" in the Flag Checklist. Existing flags will not have a Flag Action Page and the details of the rejection can be located in the relevant section of the package, same as before:

This FAQ supports the milestone package update summary and addresses common partner questions about the updated rejection and flag process. These improvements are designed to reduce confusion, highlight only what needs to be fixed, and help your projects move through approval faster—with fewer delays and less back-and-forth.