# Palmetto Installer Guides

> Palmetto Installer Guides

## General Guides

- [Read the Feed @ news.palmetto.finance](https://help.palmetto.finance/en/articles/9221816-read-the-feed-news-palmetto-finance.md): For all upcoming & recent release news, bookmark news.palmetto.finance
- [Introductory Resources \(2026\)](https://help.palmetto.finance/en/articles/12333948-introductory-resources-2026.md)
- [Contact Support](https://help.palmetto.finance/en/articles/8284338-contact-support.md): Installer support available via chat and SMS/WhatsApp + Details on How We Communicate
- [Palmetto Energy Plan Training Webinars](https://help.palmetto.finance/en/articles/8583009-palmetto-energy-plan-training-webinars.md)
- [Customer Facing Guides](https://help.palmetto.finance/en/articles/12757737-customer-facing-guides.md)
- [Admins: Logins for New Users/Org Structure](https://help.palmetto.finance/en/articles/8284331-admins-logins-for-new-users-org-structure.md)
- [Admins: Managing Email Notifications](https://help.palmetto.finance/en/articles/15167108-admins-managing-email-notifications.md): How Admins Users Can Set up and Control Who Recieves Automated Email Notifications From Palmetto Finance
- [Admins: How to Enable Additional Programs](https://help.palmetto.finance/en/articles/15169076-admins-how-to-enable-additional-programs.md): Guide Detailing How Admin Users Can Expand their Offerings within the Palmetto Finance Ecosystem
- [Accounting Admins: Portal Funding Guide](https://help.palmetto.finance/en/articles/13855112-accounting-admins-portal-funding-guide.md)
- [General Funding Information](https://help.palmetto.finance/en/articles/8312684-general-funding-information.md)
- [Fund & Tranche Overview](https://help.palmetto.finance/en/articles/12632042-fund-tranche-overview.md)
- [Compliance: Solar Energy Plan Partner Onboarding Requirements](https://help.palmetto.finance/en/articles/13974536-compliance-solar-energy-plan-partner-onboarding-requirements.md)
- [Compliance: Guidelines](https://help.palmetto.finance/en/articles/8284326-compliance-guidelines.md): Our compliance guidelines for sales and installer conduct are found here. While the fine print details of requirements may vary, the spirit of the law is applied equally across all programs.
- [Compliance: Recheck](https://help.palmetto.finance/en/articles/10261974-compliance-recheck.md): All sales representatives selling Solar and Energy Backup products must be verified with Recheck from 1/13/25
- [Compliance: Partner Insurance & Loss Runs Checklist](https://help.palmetto.finance/en/articles/8305366-compliance-partner-insurance-loss-runs-checklist.md)
- [Partner Invoicing & Service Process](https://help.palmetto.finance/en/articles/12600339-partner-invoicing-service-process.md): This article outlines how LightReach partners \(EPCs\) receive, document, and invoice Palmetto-issued service work orders.
- [SalesForce Service Console](https://help.palmetto.finance/en/articles/13944239-salesforce-service-console.md)
- [LightReach Channel Program: Program Overview, Benefits, and Metrics](https://help.palmetto.finance/en/articles/11006153-lightreach-channel-program-program-overview-benefits-and-metrics.md)

## LightReach Solar Energy Plan 

- [Solar Energy Plans: Overview](https://help.palmetto.finance/en/articles/8284466-solar-energy-plans-overview.md): This article gives an overview of what the LightReach Energy Plan is, how it works, and what installers need to know to get started.
- [Solar Energy Plan: Battery Energy Storage](https://help.palmetto.finance/en/articles/8345615-solar-energy-plan-battery-energy-storage.md): This article covers how battery storage works with LightReach Energy Plans, including setup, certification, and eligibility.
- [Solar Energy Plan: Pre-Pay & Purchase Options](https://help.palmetto.finance/en/articles/8312929-solar-energy-plan-pre-pay-purchase-options.md)
- [Solar Energy Plan: Warranty & Service Information](https://help.palmetto.finance/en/articles/8583732-solar-energy-plan-warranty-service-information.md): Full breakdown of LightReach's Protect Warranty
- [Solar Energy Plan: Prepping to Sell & Setting Expectations](https://help.palmetto.finance/en/articles/8284527-solar-energy-plan-prepping-to-sell-setting-expectations.md): A Certified Installer's guide to homeowner expectations
- [Solar Energy Plan: Credit Parameters](https://help.palmetto.finance/en/articles/8284543-solar-energy-plan-credit-parameters.md)
- [Solar Energy Plan: Co-Applicants](https://help.palmetto.finance/en/articles/8945119-solar-energy-plan-co-applicants.md)
- [Solar Energy Plan: Running Credit & Signing](https://help.palmetto.finance/en/articles/8284533-solar-energy-plan-running-credit-signing.md)
- [Solar Energy Plan: Completing NTP \(M0\) Requirements](https://help.palmetto.finance/en/articles/8284546-solar-energy-plan-completing-ntp-m0-requirements.md): This article details the NTP requirements for our Solar Energy Plan Program. NTP is synonymous with M0. Achieving NTP signals that all initial point of sale requirements are completed.
- [Solar Energy Plan: Change Orders](https://help.palmetto.finance/en/articles/8305960-solar-energy-plan-change-orders.md)
- [Solar Energy Plan: AVL & All Things Hardware](https://help.palmetto.finance/en/articles/12524213-solar-energy-plan-avl-all-things-hardware.md): Detailing our current Solar/Hew Homes AVL, as well as details on key hardware concepts and requirements. Calculator is live for admin users in the portal.
- [Solar Energy Plan: Direct Pay Installer Guide](https://help.palmetto.finance/en/articles/9869445-solar-energy-plan-direct-pay-installer-guide.md): Direct pay is designed to reduce cash flow burden on installers. Participation in the program is optional.
- [Solar Energy Plan: Submitting for M1 & M2 Milestones](https://help.palmetto.finance/en/articles/12159384-solar-energy-plan-submitting-for-m1-m2-milestones.md)
- [Solar Energy Plan: Inverter & Battery Manufacturer Guides](https://help.palmetto.finance/en/articles/9353772-solar-energy-plan-inverter-battery-manufacturer-guides.md): This article consolidates manufacturer install guides and tech briefs for AVL listed inverter & Battery manufacturers.
- [Solar Energy Plan: Battery Settings and Operational Modes](https://help.palmetto.finance/en/articles/11849110-solar-energy-plan-battery-settings-and-operational-modes.md): This article outlines Lightreach required settings and operational modes for both Arbitrage and Backup contracts
- [Solar Energy Plan: Tesla MCI, String, & Design Requirements](https://help.palmetto.finance/en/articles/9358776-solar-energy-plan-tesla-mci-string-design-requirements.md): This article outlines Tesla Mid-Circuit Interrupter \(MCI\) requirements when using Tesla inverter, Powerwall+ & Powerwall 3.
- [Solar Energy Plan: Milestone Requirements Overview](https://help.palmetto.finance/en/articles/8305130-solar-energy-plan-milestone-requirements-overview.md): High level overview of milestone requirements \(M0, M1, M2\).
- [Solar Energy Plan: Eligible Sites](https://help.palmetto.finance/en/articles/8708580-solar-energy-plan-eligible-sites.md): Freedom within the Framework: Installers may sell and install at their discretion, within the framework of our guidelines. This document details the guidelines and specifications for Roofs, Struct...
- [Solar Energy Plan: Manufactured Homes Policy](https://help.palmetto.finance/en/articles/8305456-solar-energy-plan-manufactured-homes-policy.md): Effective 9/15/24: LightReach will no longer be accepting manufactured homes.
- [Supplemental Guide - Roof Quality](https://help.palmetto.finance/en/articles/13979392-supplemental-guide-roof-quality.md): An in depth article that helps with the identification of Roofing Materials and insight in to Quality Issues.
- [Supplemental Guide: Second System Configurations and Eligibility](https://help.palmetto.finance/en/articles/10552437-supplemental-guide-second-system-configurations-and-eligibility.md)
- [Solar Energy Plan: Design Package | Inputs and Deliverables](https://help.palmetto.finance/en/articles/8305985-solar-energy-plan-design-package-inputs-and-deliverables.md)
- [Solar Energy Plan: Permit Documents | Inputs & Deliverables](https://help.palmetto.finance/en/articles/8306165-solar-energy-plan-permit-documents-inputs-deliverables.md)
- [Solar Energy Plan: Install \(M1\) Photo Documentation](https://help.palmetto.finance/en/articles/8306274-solar-energy-plan-install-m1-photo-documentation.md): Comprehensive list installation photo package requirements and photo examples.
- [Solar Energy Plan: Monitoring Portal Access \(M1\)](https://help.palmetto.finance/en/articles/11705727-solar-energy-plan-monitoring-portal-access-m1.md)
- [Solar Energy Plan: Incentive Deliverables - M1 Milestone](https://help.palmetto.finance/en/articles/9083905-solar-energy-plan-incentive-deliverables-m1-milestone.md): This article provides guidance on incentive requirements\(if applicable\) when submitting for Solar M1 milestone.
- [Solar Energy Plan: Installation \(M1\) Checklist](https://help.palmetto.finance/en/articles/9718783-solar-energy-plan-installation-m1-checklist.md): Full breakdown of everything LightReach reviews
- [Solar Energy Plan: Domestic Content \(M1\) Submittal & Photo Requirements](https://help.palmetto.finance/en/articles/10280023-solar-energy-plan-domestic-content-m1-submittal-photo-requirements.md)
- [Solar Energy Plan: QCells AC Module - Design, Install & Commissioning quick guide](https://help.palmetto.finance/en/articles/11794060-solar-energy-plan-qcells-ac-module-design-install-commissioning-quick-guide.md): This article outlines QCells AC module requirements for string & system sizing
- [Current Transformers \(CTs\) Video](https://help.palmetto.finance/en/articles/9540833-current-transformers-cts-video.md): Quick installation tips & references for common misses & rejection reasons
- [Solar Energy Plan: Permission to Operate](https://help.palmetto.finance/en/articles/8383543-solar-energy-plan-permission-to-operate.md)
- [Solar Energy Plan: Incentive Deliverables - M2 Milestone](https://help.palmetto.finance/en/articles/9085138-solar-energy-plan-incentive-deliverables-m2-milestone.md): This article provides guidance on incentive requirements\(if applicable\) when submitting for M2 milestone.
- [Solar Energy Plan: SolarEdge Extended Warranty](https://help.palmetto.finance/en/articles/8306386-solar-energy-plan-solaredge-extended-warranty.md)
- [Solar Energy Plan: M2 Site Improvement Photos \(If Applicable\)](https://help.palmetto.finance/en/articles/10012401-solar-energy-plan-m2-site-improvement-photos-if-applicable.md)
- [Solar Energy Plan: M2 Deliverables for Submission](https://help.palmetto.finance/en/articles/13978269-solar-energy-plan-m2-deliverables-for-submission.md): General Overview of the items required to be submitted to M2 Activation Stage with references to detailed guides
- [Solar Energy Plan: M2 Monitoring Data & Troubleshooting](https://help.palmetto.finance/en/articles/13871425-solar-energy-plan-m2-monitoring-data-troubleshooting.md): A reference guide utilizing evaluation experience from the LightReach QC team to enable partners in validating monitoring data before M2 Activation Package submissions
- [Puerto Rico LightReach Energy Plans: Overview](https://help.palmetto.finance/en/articles/12316003-puerto-rico-lightreach-energy-plans-overview.md): This addendum outlines Puerto Rico Main Line requirements with links to full KB articles.
- [PR: Prepping to Sell & Setting Expectations](https://help.palmetto.finance/en/articles/12358937-pr-prepping-to-sell-setting-expectations.md)
- [PR: Eligible Sites](https://help.palmetto.finance/en/articles/12378358-pr-eligible-sites.md)
- [PR: Electrical Conditions](https://help.palmetto.finance/en/articles/12451373-pr-electrical-conditions.md): Guidelines for electrical conditions and required adders to ensure safe, compliant installations in Puerto Rico projects
- [PR: Submitting for M1 & M2 Milestones](https://help.palmetto.finance/en/articles/13943853-pr-submitting-for-m1-m2-milestones.md)
- [PR: Inverter & Battery Manufacturer Guides](https://help.palmetto.finance/en/articles/13943868-pr-inverter-battery-manufacturer-guides.md)
- [PR: Resolving Over Voltage \(OV\) Issues](https://help.palmetto.finance/en/articles/11818706-pr-resolving-over-voltage-ov-issues.md)
- [PR: Design Deliverables](https://help.palmetto.finance/en/articles/12378361-pr-design-deliverables.md): Guide to the key design requirements to ensure project approval in Puerto Rico
- [PR: Inverter and Battery Resources](https://help.palmetto.finance/en/articles/12453224-pr-inverter-and-battery-resources.md): Installer reference for inverter and battery setups, including manufacturer guides, monitoring configs, and common issues.
- [PR: Installation \(M1\) Photo Requirements](https://help.palmetto.finance/en/articles/12454032-pr-installation-m1-photo-requirements.md)
- [PR: Monitoring & Portal Access Requirements](https://help.palmetto.finance/en/articles/12454421-pr-monitoring-portal-access-requirements.md): Guide to submitting PV and battery monitoring IDs and setting up portal access at M1 for the Puerto Rico program.
- [PR: Activation Milestone \(M2\) - Essentials & Best Practices](https://help.palmetto.finance/en/articles/12454467-pr-activation-milestone-m2-essentials-best-practices.md)
- [PR: Monitoring Data Examples](https://help.palmetto.finance/en/articles/12454479-pr-monitoring-data-examples.md)
- [Solar Energy Plan: Active Utilities](https://help.palmetto.finance/en/articles/8500574-solar-energy-plan-active-utilities.md)
- [Solar Energy Plan: General - Interconnection Documents: Signature Authorization](https://help.palmetto.finance/en/articles/8403821-solar-energy-plan-general-interconnection-documents-signature-authorization.md): For Installers working with utility or incentive programs requiring LightReach signature on documentation.
- [Connecticut - Energy Storage Solutions \(ESS\)](https://help.palmetto.finance/en/articles/11867472-connecticut-energy-storage-solutions-ess.md)
- [Rhode Island - Solar Retailer Registration](https://help.palmetto.finance/en/articles/11730738-rhode-island-solar-retailer-registration.md)
- [Vermont-Interconnection Application Process](https://help.palmetto.finance/en/articles/12098076-vermont-interconnection-application-process.md)
- [Market Requirements Overview-Connecticut](https://help.palmetto.finance/en/articles/12903617-market-requirements-overview-connecticut.md)
- [Market Requirements Overview-New York](https://help.palmetto.finance/en/articles/13719808-market-requirements-overview-new-york.md)
- [Austin Energy \(TX\) Guide](https://help.palmetto.finance/en/articles/16628405-austin-energy-tx-guide.md): Everything partners need to know about offering Palmetto Solar and Solar+Battery Storage Leases in Austin Energy territory, including rebates, compliance, and milestone requirements.
- [Georgia Power - Proof of RNR Tariff Enrollment \(M1\)](https://help.palmetto.finance/en/articles/16204214-georgia-power-proof-of-rnr-tariff-enrollment-m1.md): Specific requirements for Georgia Power
- [North Carolina Battery Control Program](https://help.palmetto.finance/en/articles/13641867-north-carolina-battery-control-program.md)
- [South Carolina - Disclosure Form & Duke’s 15 kW DC limit](https://help.palmetto.finance/en/articles/12738735-south-carolina-disclosure-form-duke-s-15-kw-dc-limit.md)
- [Texas TDLR Compliance Overview](https://help.palmetto.finance/en/articles/16498582-texas-tdlr-compliance-overview.md): A guide for LightReach partners on Texas SB1036 solar regulations, registration requirements, and new milestone requirements.
- [Texas - Palmetto Grid+ Retail Electricity Plan](https://help.palmetto.finance/en/articles/9883184-texas-palmetto-grid-retail-electricity-plan.md): Details on our exclusive new retail electricity plan for Texas customers.
- [Virginia - Dominion Energy 20 kW AC System Size Limit](https://help.palmetto.finance/en/articles/13130278-virginia-dominion-energy-20-kw-ac-system-size-limit.md)
- [Market Requirements Overview-Virginia](https://help.palmetto.finance/en/articles/13399594-market-requirements-overview-virginia.md)
- [Market Requirements Overview-Texas](https://help.palmetto.finance/en/articles/13350935-market-requirements-overview-texas.md)
- [Market Requirements Overview-Maryland](https://help.palmetto.finance/en/articles/13490915-market-requirements-overview-maryland.md)
- [Market Requirements Overview-Florida](https://help.palmetto.finance/en/articles/13371735-market-requirements-overview-florida.md)
- [Illinois - Compliance Process](https://help.palmetto.finance/en/articles/9185615-illinois-compliance-process.md): Mandatory for all Installers Operating in IL
- [Illinois - Energy Storage Rebate](https://help.palmetto.finance/en/articles/10471139-illinois-energy-storage-rebate.md): Requirements for Illinois homeowners installing a PV+storage system, and applying for an Energy Storage Rebate
- [Illinois - Annual Minimum Equity Standard \(MES\) Compliance](https://help.palmetto.finance/en/articles/9389941-illinois-annual-minimum-equity-standard-mes-compliance.md)
- [Market Requirements Overview-Illinois](https://help.palmetto.finance/en/articles/13345537-market-requirements-overview-illinois.md)
- [California’s New CSLB Disclosure & Savings Estimate](https://help.palmetto.finance/en/articles/12166209-california-s-new-cslb-disclosure-savings-estimate.md)
- [Colorado Consumer Protection Plan](https://help.palmetto.finance/en/articles/16530398-colorado-consumer-protection-plan.md): Overview of Colorado Senate Bill 25-299 requirements for LightReach EPC/Install partners, including Welcome Call procedures and agreement term updates effective September 1, 2026.
- [Hawaii:  System Eligibility Policy - No 'Non-Export' Systems](https://help.palmetto.finance/en/articles/13531815-hawaii-system-eligibility-policy-no-non-export-systems.md)
- [Nevada - Compliance Requirements](https://help.palmetto.finance/en/articles/8792139-nevada-compliance-requirements.md)
- [Market Requirements Overview-Nevada](https://help.palmetto.finance/en/articles/13414066-market-requirements-overview-nevada.md)
- [Market Requirements Overview-Arizona](https://help.palmetto.finance/en/articles/13337058-market-requirements-overview-arizona.md)
- [Market Requirements Overview-California](https://help.palmetto.finance/en/articles/12986950-market-requirements-overview-california.md)
- [Integrating Third-Party Platforms](https://help.palmetto.finance/en/articles/11504248-integrating-third-party-platforms.md): A simple guide on how to request integration with third-party platform integration & Palmetto LightReach
- [Aurora Basics](https://help.palmetto.finance/en/articles/9859642-aurora-basics.md)
- [Enerflo Basics](https://help.palmetto.finance/en/articles/8358146-enerflo-basics.md)
- [Pipe Solar Basics](https://help.palmetto.finance/en/articles/12805009-pipe-solar-basics.md): Learn how to create LightReach proposals, create quotes, run credit applications, and clear stipulations directly within Pipe Solar
- [Solo Basics & Clearing Stipulations](https://help.palmetto.finance/en/articles/8426113-solo-basics-clearing-stipulations.md): Selecting LightReach in Solo
- [SubHub Resources](https://help.palmetto.finance/en/articles/9151264-subhub-resources.md)
- [SiteCapture Integration](https://help.palmetto.finance/en/articles/10054497-sitecapture-integration.md)

## Comfort Plan

- [Comfort Plan: Program Overview](https://help.palmetto.finance/en/articles/12609517-comfort-plan-program-overview.md)
- [Comfort Plan: Milestone Overview](https://help.palmetto.finance/en/articles/10160166-comfort-plan-milestone-overview.md)
- [Comfort Plan: How to Use the Chat?](https://help.palmetto.finance/en/articles/13355081-comfort-plan-how-to-use-the-chat.md)
- [Comfort Plan: Eligible Sites](https://help.palmetto.finance/en/articles/11333453-comfort-plan-eligible-sites.md)
- [Comfort Plan: End of Term and Buyout Options](https://help.palmetto.finance/en/articles/11083290-comfort-plan-end-of-term-and-buyout-options.md)
- [Comfort Plan - Accounting Admins: Portal Funding Guide](https://help.palmetto.finance/en/articles/15589819-comfort-plan-accounting-admins-portal-funding-guide.md)
- [Comfort Plan: Credit Parameters & Sending Contracts](https://help.palmetto.finance/en/articles/10118843-comfort-plan-credit-parameters-sending-contracts.md)
- [Comfort Plan: Completing NTP Requirements](https://help.palmetto.finance/en/articles/14554037-comfort-plan-completing-ntp-requirements.md): This article details the NTP requirements for our Comfort Plan Program. Achieving NTP signals that all initial point of sale requirements are completed.
- [Comfort Plan: Co-Applicants](https://help.palmetto.finance/en/articles/11049782-comfort-plan-co-applicants.md)
- [Comfort Plan: Change Orders](https://help.palmetto.finance/en/articles/10118935-comfort-plan-change-orders.md)
- [Comfort Plans-How To Video: Customer Portal Signup](https://help.palmetto.finance/en/articles/11961744-comfort-plans-how-to-video-customer-portal-signup.md)
- [Comfort Plans-How To Video: Quoting & Pricing in Palmetto Portal and Sales Flow Walkthrough](https://help.palmetto.finance/en/articles/11940867-comfort-plans-how-to-video-quoting-pricing-in-palmetto-portal-and-sales-flow-walkthrough.md)
- [HVAC: Approved Vendor List \(AVL\)](https://help.palmetto.finance/en/articles/10091339-hvac-approved-vendor-list-avl.md): Certified Installers are responsible for adhering to the Palmetto AVL.
- [HVAC: Manufactured Homes Policy](https://help.palmetto.finance/en/articles/11386980-hvac-manufactured-homes-policy.md)
- [HVAC: Installation Submission Checklist](https://help.palmetto.finance/en/articles/11586223-hvac-installation-submission-checklist.md)
- [HVAC: Installation Requirements](https://help.palmetto.finance/en/articles/10092141-hvac-installation-requirements.md)
- [HVAC: Residential System Categories](https://help.palmetto.finance/en/articles/12003806-hvac-residential-system-categories.md)
- [HVAC: Service and Maintenance Process](https://help.palmetto.finance/en/articles/12486842-hvac-service-and-maintenance-process.md)
- [Water Heater: Approved Vendor List \(AVL\)](https://help.palmetto.finance/en/articles/13943639-water-heater-approved-vendor-list-avl.md): Certified Installers are responsible for adhering to the Palmetto AVL.
- [Water Heater: Installation Requirements](https://help.palmetto.finance/en/articles/13943691-water-heater-installation-requirements.md)
- [Water Heater: Compliance & Warranty Verification](https://help.palmetto.finance/en/articles/13943679-water-heater-compliance-warranty-verification.md)

## Energy Backup

- [Energy Backup: Program Overview](https://help.palmetto.finance/en/articles/12014848-energy-backup-program-overview.md)
- [Energy Backup: Technical Considerations for Business Planning & Sales](https://help.palmetto.finance/en/articles/12015351-energy-backup-technical-considerations-for-business-planning-sales.md)
- [Energy Backup: Integrating Third-Party Platforms](https://help.palmetto.finance/en/articles/13907586-energy-backup-integrating-third-party-platforms.md): A simple guide on how to request integration with third-party platform integration & Palmetto LightReach
- [Energy Backup: Active Utilities](https://help.palmetto.finance/en/articles/12873615-energy-backup-active-utilities.md)
- [Energy Backup: Prepping to Sell & Qualifications](https://help.palmetto.finance/en/articles/12011523-energy-backup-prepping-to-sell-qualifications.md)
- [Energy Backup: Credit Parameters & Getting Approved](https://help.palmetto.finance/en/articles/12039843-energy-backup-credit-parameters-getting-approved.md)
- [Energy Backup: Running Credit, Signing, & NTP](https://help.palmetto.finance/en/articles/12040082-energy-backup-running-credit-signing-ntp.md)
- [Energy Backup: Co-Applicants](https://help.palmetto.finance/en/articles/12012628-energy-backup-co-applicants.md)
- [Energy Backup: End of Term Options](https://help.palmetto.finance/en/articles/12070242-energy-backup-end-of-term-options.md)
- [Grid+ for Energy Backup: Palmetto Texas REP](https://help.palmetto.finance/en/articles/12305392-grid-for-energy-backup-palmetto-texas-rep.md)
- [Energy Backup: Lease vs Loans & Prepays](https://help.palmetto.finance/en/articles/16777560-energy-backup-lease-vs-loans-prepays.md)
- [Energy Backup: Retrofitting to Third-Party Solar Systems - Sales Guidance](https://help.palmetto.finance/en/articles/16824544-energy-backup-retrofitting-to-third-party-solar-systems-sales-guidance.md)
- [Energy Backup: Change Orders](https://help.palmetto.finance/en/articles/12069018-energy-backup-change-orders.md)
- [Energy Backup: Approved Vendor List - AVL](https://help.palmetto.finance/en/articles/12012127-energy-backup-approved-vendor-list-avl.md)
- [Energy Backup: M1 & M2 Requirements](https://help.palmetto.finance/en/articles/12277578-energy-backup-m1-m2-requirements.md): This article outlines M1 & M2 documentation requirements
- [Energy Backup \(M1\) Photo Documentation](https://help.palmetto.finance/en/articles/12278430-energy-backup-m1-photo-documentation.md): Comprehensive list installation photo package requirements and photo examples.
- [Energy Backup - Connecticut Energy Storage Solutions \(ESS\)](https://help.palmetto.finance/en/articles/14325185-energy-backup-connecticut-energy-storage-solutions-ess.md)

## Generator

- [Generator: Program Overview](https://help.palmetto.finance/en/articles/15292089-generator-program-overview.md)
- [Generator: Milestone Overview](https://help.palmetto.finance/en/articles/15350965-generator-milestone-overview.md)
- [Generator: Credit Parameters & Qualification](https://help.palmetto.finance/en/articles/15350942-generator-credit-parameters-qualification.md)
- [Generator: Running Credit, Signing, & NTP](https://help.palmetto.finance/en/articles/15454427-generator-running-credit-signing-ntp.md)
- [Generator: Co-Applicants](https://help.palmetto.finance/en/articles/15656867-generator-co-applicants.md)
- [Generator: Change Orders](https://help.palmetto.finance/en/articles/15891032-generator-change-orders.md)
- [Generator: End of Term and Buyout Options](https://help.palmetto.finance/en/articles/15900227-generator-end-of-term-and-buyout-options.md)
- [Generator: Approved Vendor List \(AVL\)](https://help.palmetto.finance/en/articles/15303596-generator-approved-vendor-list-avl.md)
- [Generator: Installation Requirements](https://help.palmetto.finance/en/articles/15303761-generator-installation-requirements.md): This article covers what dealers need to submit at install completion, how to submit through the Palmetto portal, and how to handle rejections.
- [Generator: Installation Checklist](https://help.palmetto.finance/en/articles/15881226-generator-installation-checklist.md)
- [Generator: Warranty & Service Information](https://help.palmetto.finance/en/articles/15351014-generator-warranty-service-information.md)

## Geothermal

- [Geothermal: Program Overview](https://help.palmetto.finance/en/articles/14502302-geothermal-program-overview.md)
- [Geothermal: Milestone Overview](https://help.palmetto.finance/en/articles/15121890-geothermal-milestone-overview.md)
- [Geothermal: Credit Parameters & Qualification](https://help.palmetto.finance/en/articles/15265293-geothermal-credit-parameters-qualification.md)
- [Geothermal: Running Credit, Signing, & NTP](https://help.palmetto.finance/en/articles/15454429-geothermal-running-credit-signing-ntp.md)
- [Geothermal: Co-Applicants](https://help.palmetto.finance/en/articles/15656839-geothermal-co-applicants.md)
- [Geothermal: End of Term and Buyout Options](https://help.palmetto.finance/en/articles/15656784-geothermal-end-of-term-and-buyout-options.md)
- [Geothermal: Approved Vendor List \(AVL\)](https://help.palmetto.finance/en/articles/14502534-geothermal-approved-vendor-list-avl.md)
- [Geothermal: Loop Field Requirements](https://help.palmetto.finance/en/articles/15121433-geothermal-loop-field-requirements.md)
- [Geothermal: Installation Requirements](https://help.palmetto.finance/en/articles/14502513-geothermal-installation-requirements.md)
- [Geothermal: Change Orders](https://help.palmetto.finance/en/articles/15891043-geothermal-change-orders.md)
- [Geothermal: Warranty & Service Information](https://help.palmetto.finance/en/articles/15121309-geothermal-warranty-service-information.md)

## New Homes

- [New Homes Program: Overview](https://help.palmetto.finance/en/articles/10003268-new-homes-program-overview.md): General overview of the New Homes product offered by LightReach
- [New Homes: Battery Energy Storage](https://help.palmetto.finance/en/articles/10011964-new-homes-battery-energy-storage.md): Basics Surrounding Storage Attachment with LightReach New Homes Deals
- [New Homes: Pre-Pay and Purchase Options](https://help.palmetto.finance/en/articles/13920718-new-homes-pre-pay-and-purchase-options.md)
- [New Homes: Warranty & Service Information](https://help.palmetto.finance/en/articles/13920577-new-homes-warranty-service-information.md)
- [New Homes: Prepping to Sell and Setting Expectations](https://help.palmetto.finance/en/articles/10043154-new-homes-prepping-to-sell-and-setting-expectations.md)
- [New Homes: New Account Sales Flow](https://help.palmetto.finance/en/articles/10503254-new-homes-new-account-sales-flow.md)
- [New Homes: Completing NTP \(M0\) Guidelines](https://help.palmetto.finance/en/articles/10002982-new-homes-completing-ntp-m0-guidelines.md): How to complete all sales requirements to achieve NTP on a New Homes Program Sale.
- [New Homes: Co-Applicants](https://help.palmetto.finance/en/articles/10024141-new-homes-co-applicants.md)
- [New Homes: Change Orders](https://help.palmetto.finance/en/articles/10011356-new-homes-change-orders.md)
- [New Homes: AVL & All Things Hardware](https://help.palmetto.finance/en/articles/13930168-new-homes-avl-all-things-hardware.md)
- [New Homes: Direct Pay Installer Guide](https://help.palmetto.finance/en/articles/13930192-new-homes-direct-pay-installer-guide.md)
- [New Homes: Milestone Requirements](https://help.palmetto.finance/en/articles/10007377-new-homes-milestone-requirements.md)
- [New Homes: Eligible Sites](https://help.palmetto.finance/en/articles/10011123-new-homes-eligible-sites.md): Freedom within the Framework: Installers may sell and install at their discretion, within the framework of our guidelines.
- [Shared Structure Policy](https://help.palmetto.finance/en/articles/13676119-shared-structure-policy.md)
- [New Homes: Electrical Conditions & Adders](https://help.palmetto.finance/en/articles/13930199-new-homes-electrical-conditions-adders.md)
- [New Homes: Tesla MCI, String, & Design Requirements](https://help.palmetto.finance/en/articles/13930234-new-homes-tesla-mci-string-design-requirements.md): This article outlines Tesla Mid-Circuit Interrupter \(MCI\) requirements when using Tesla inverter, Powerwall+ & Powerwall 3.
- [New Homes: Inverter & Battery Manufacturer Guides](https://help.palmetto.finance/en/articles/13930238-new-homes-inverter-battery-manufacturer-guides.md): This article consolidates manufacturer install guides and tech briefs for AVL listed inverter & Battery manufacturers.
- [New Homes: Installation \(M1\) Checklist](https://help.palmetto.finance/en/articles/10011148-new-homes-installation-m1-checklist.md)
- [New Homes: Design Package | Inputs and Deliverables](https://help.palmetto.finance/en/articles/10714409-new-homes-design-package-inputs-and-deliverables.md)
- [New Homes: Permit Documents | Inputs & Deliverables](https://help.palmetto.finance/en/articles/13930245-new-homes-permit-documents-inputs-deliverables.md)
- [New Homes: Monitoring Portal Deliverables \(M1\)](https://help.palmetto.finance/en/articles/13930271-new-homes-monitoring-portal-deliverables-m1.md)
- [New Homes: Install \(M1\) Photo Documentation](https://help.palmetto.finance/en/articles/13930262-new-homes-install-m1-photo-documentation.md): Comprehensive list installation photo package requirements and photo examples.
- [New Homes: Incentive Deliverables - M1 Milestone](https://help.palmetto.finance/en/articles/10007735-new-homes-incentive-deliverables-m1-milestone.md)
- [New Homes: Activation \(M2\) Checklist](https://help.palmetto.finance/en/articles/10222043-new-homes-activation-m2-checklist.md): Full Breakdown of Everything LightReach Reviews at M2 Milestone
- [New Homes: Credit Parameters](https://help.palmetto.finance/en/articles/10029615-new-homes-credit-parameters.md)
- [New Homes: Incentive Deliverables - M2 Milestone](https://help.palmetto.finance/en/articles/10007916-new-homes-incentive-deliverables-m2-milestone.md)
- [New Homes: Permission to Operate](https://help.palmetto.finance/en/articles/13930299-new-homes-permission-to-operate.md)
- [New Homes: SolarEdge Extended Warranty](https://help.palmetto.finance/en/articles/13930302-new-homes-solaredge-extended-warranty.md)
- [New Homes: M2 Site Improvement Photos \(If Applicable\)](https://help.palmetto.finance/en/articles/13930375-new-homes-m2-site-improvement-photos-if-applicable.md)
- [New Homes: \(M3\) Title Milestone](https://help.palmetto.finance/en/articles/10035264-new-homes-m3-title-milestone.md)
- [New Homes: Active Utilities](https://help.palmetto.finance/en/articles/10006927-new-homes-active-utilities.md)
- [New Homes: Interconnection Documents: Signature Authorization](https://help.palmetto.finance/en/articles/13930320-new-homes-interconnection-documents-signature-authorization.md): For Installers working with utility or incentive programs requiring LightReach signature on documentation.