Integration Proposal — Confidential

Your jobs don't stop
when the sale closes.

We're connecting Sunforce directly into Brilliant Solar's operations platform — so every permit, every install date, every milestone reaches your team automatically.

See How It Works → View Scope of Work
9,480 Active Projects in Brilliant Solar
50 Data Tables We've Mapped
0 Manual Check-ins Required After Build
11 Business Days to Launch

Right now, your team is flying blind after the close.

The sale happens. The job goes to Brilliant Solar. And then — nothing. Reps call Natalie. Managers send emails. Nobody knows where anything is.

📵

Zero pipeline visibility

Once a deal is handed to install, it disappears. Reps have no idea if the site survey happened, if permits got pulled, or when install is scheduled.

📞

Manual status checks

The only way to know what's happening is to call Natalie or dig through emails. That's not scalable and it burns time on both sides.

🚨

Stuck jobs go unnoticed

Jobs sitting in permitting for 45 days. Installs that never got scheduled. Nobody flags them until a homeowner calls angry.

💸

Delayed funding triggers

M1 and M2 funding milestones require specific install and inspection completions. Missed notifications mean delayed cash.

Every milestone. Delivered automatically.

We built a live connection directly into Brilliant Solar's platform. When a stage completes in their system, your team knows within minutes — no calls, no emails, no guessing.

🤝
Deal
Closed
📋
Intro
Call
🏠
Site
Survey
📐
Design
Approved
📜
Permit
Approved ●
NTP
Received
🔧
Install
Scheduled
Install
Complete
🔍
Inspection
Passed
🌞
PTO —
System Live
📜 Permit Approved
Mike Johnson — permit just came through for the Greenwood Ave job. Install scheduling is next.
Today, 2:14 PM · Opscotch
⚡ NTP Received
Sarah Chen — NTP approved by GoodLeap. You're cleared for install scheduling.
Today, 3:41 PM · Opscotch
🌞 System Live — PTO
David Park — PTO received. System is live and generating power. Time to ask for that referral.
Today, 5:02 PM · Opscotch
🔁

Polls every 10 minutes

The integration checks Brilliant Solar's live data every 10 minutes. Your team is never more than 10 minutes behind.

📲

SMS directly to the rep

The right notification goes to the right rep — based on who owns the deal in Opscotch. No broadcast noise, no missed alerts.

🎯

Stage updates automatically

The opportunity in Opscotch moves stages the moment the milestone completes. Your pipeline is always current.

🚨

Stuck job alerts

If a project hasn't moved in 14 days, the rep and their manager both get flagged. Nothing falls through the cracks.

Here's exactly what Matt sees.

The moment Brilliant Solar marks a milestone complete, three things happen inside Opscotch — automatically, before Matt even picks up his phone.

1
The pipeline stage moves automatically
Matt opens Opscotch and sees Johnson already sitting in "Permit Approved" — no data entry, no manual drag.
Opportunities · Sunforce Solar Pipeline
+ AddFilter
Site Survey 3
R. Martinez
$28,400 · 8d ago
T. Williams
$31,000 · 12d ago
Design Approved 2
A. Patel
$24,900 · 3d ago
B. Torres
$19,200 · 5d ago
Permit Approved 1
⚡ Updated just now
M. Johnson
142 Greenwood Ave, Voorhees NJ
$32,800 Matt R.
📜 Permit Approved
NTP Received 4
S. Chen
$27,500 · 2d ago
D. Park
$19,800 · 5d ago
Install Scheduled 2
L. Garcia
$41,200 · 1d ago
2
The contact record fills in automatically
Custom fields populate with real data pulled from Brilliant Solar — permit number, approval date, lender. Matt doesn't type a thing.
Contact · Mike Johnson
MJ
Mike Johnson
142 Greenwood Ave
Voorhees, NJ 08043
📜 Permit Approved
📞 Phone
(856) 555-0192
📧 Email
mike.j@gmail.com
👤 Assigned Rep
Matt Rodriguez
Opscotch Sync — Live Fields
Permit #
NJ-2026-08821
↑ Updated just now
Permit Approved Date
March 5, 2026
↑ Updated just now
Install Date
TBD — scheduling in progress
Lender
GoodLeap
System Size
9.6 kW
M1 Status
Pending install
Recent Activity
Opscotch updated stage to Permit Approved · Just now
Opscotch updated stage to Design Approved · Feb 28
Opscotch updated stage to Site Survey Done · Feb 20
3
A task lands in Matt's queue
Context-aware, linked to the contact, with the next action already written. Matt just hits call.
Tasks · Matt Rodriguez
📜 Johnson permit approved — check in on install timeline
Permit #NJ-2026-08821 came through today. Brilliant Solar is scheduling install now. Call Mike, let him know it's moving, and set expectations on timing. Good moment to ask for a referral if the experience has been smooth.
Due: Today 📎 Mike Johnson Auto-created by Opscotch
Follow up — S. Chen NTP install date confirmed
Due: Tomorrow 📎 Sarah Chen
PTO referral ask — D. Park system is live
Due: Mar 7 📎 David Park

Built on a live data connection.

This isn't a Zapier workaround or a manual export. We built a live, authorized connection directly into Brilliant Solar's platform — fully automated, zero manual steps.

Brilliant Solar QB

9,480 projects
Live task data

Every 10 min

Integration Engine

Detects milestones
Routes notifications

Instant push

Opscotch

Stage updates
Rep SMS + Tasks

Exactly what's getting built.

Six phases. Eleven business days. No vague deliverables.

1

Data Mapping & Authentication

2 days
Confirm Sunforce project identifier in Brilliant Solar's QB (sales team tag or lead source field)
Map all 10 milestone events to QB task types and completion states
Validate platform permissions and access end-to-end
Document full field-to-field mapping (QB → Opscotch)
2

Integration Engine

3 days
Build sync engine — monitors Brilliant Solar's platform continuously for milestone completions
Each milestone fires exactly once — no duplicate notifications, no missed events
Milestone detection logic — 10 trigger events mapped precisely
On-hold and cancellation detection with reason passthrough
Stuck-job detection — 14-day no-movement threshold per project
3

Opscotch Integration

2 days
Automatic opportunity stage updates in Opscotch on each milestone
Custom field sync — install date, permit number, lender, NTP date
Rep task creation on key events with context and next step
Project matching logic — QB job → Opscotch contact (name + address)
4

SMS & Notification Workflows

1 day
10 SMS templates — one per milestone, written for your reps
Opscotch workflow triggers — SMS fires within 60 seconds of milestone detection
Manager escalation path for On Hold and Cancelled events
Stuck-job alert chain — rep first, manager after 48h silence
5

Testing & QA

2 days
End-to-end validation on 10 real Sunforce projects
Duplicate event testing — confirm each milestone fires exactly once under all edge cases
SMS delivery confirmation — all 10 trigger types verified in staging
Stage mismatch audit — confirm Opscotch pipeline reflects QB reality
6

Launch & Monitoring

1 day
Production deploy with live monitoring enabled
Health check endpoint — confirms poller is alive every 30 min
Error alerting — Telegram ping if any milestone fails to fire
30-day hyper-care period — any bugs fixed same day

This isn't a feature. It's a competitive advantage.

Most solar companies find out where their jobs are when a homeowner calls angry. Yours won't.

10x

Pipeline visibility

Every rep sees every job's install status in real time. No calls to Natalie. No digging through emails. It's just there.

0

Jobs fall through the cracks

The stuck-job alert fires before anyone notices. 14 days of silence = automatic escalation. Your team moves before the customer complains.

↑M1

Funding milestone tracking

M1 and M2 events fire automatically when install and inspection complete. No more delayed submissions because nobody caught it.

100%

Automated, zero manual work

Set it and forget it. Once it's live, nobody touches it. Every notification, every stage update, every alert runs on its own.

11 business days from kickoff to live.

We've already done the hard part — Brilliant Solar's data is mapped, the connection is live, and the architecture is scoped. We're ready the moment you are.

Week 1 — Days 1–2
Data Mapping & Kickoff
Confirm how Sunforce jobs are identified in Brilliant Solar's system. Lock the milestone-to-stage mapping. Platform access validated end-to-end.
⏱ 2 days
Week 1 — Days 3–5
Integration Engine Built
The sync engine is live in staging. Milestone detection and stuck-job alerting are all functional and tested in isolation.
⏱ 3 days
Week 2 — Days 6–7
Opscotch Connected
Stage updates, task creation, and custom field sync all wired in. Opportunity pipeline reflects QB state on first test push.
⏱ 2 days
Week 2 — Day 8
SMS Workflows Activated
All 10 SMS templates live in Opscotch. Rep routing confirmed. Manager escalation paths tested. First real notification fires.
⏱ 1 day
Week 3 — Days 9–10
QA on Live Projects
10 real Sunforce jobs validated end-to-end. Every trigger type confirmed. Edge cases stress-tested. Sign-off from both sides.
⏱ 2 days
Week 3 — Day 11
🚀 Production Launch
Integration is live. Monitoring is on. Your team starts receiving real notifications from the first completed milestone in Brilliant Solar.
🟢 Live

Your next deal's install status is already in the system.

The only question is whether your team gets notified automatically or finds out when the homeowner calls.

Green Light the Build → Call Dom