Nothing Falls Through the Cracks: 10 Automations from Site Survey to Closeout
See how Scoop workflows can prevent missed steps, reduce repetitive admin, and keep projects moving. The Scoop team will talk through how simple automations can solve 10 common operational breakdowns.
About The Webinar
A practical look at common reasons your ops break down
In this live session, Scoop will address the 10 most common ways operations break down across businesses, and walk through configurable workflows and automations that help teams address these problems.
Why It Matters
Turn recurring problems into repeatable workflows
As project volume and complexity grows, manual follow ups or missed handoffs reduce capacity, delay revenue, and create unnecessary overhead. The right workflows can help teams take on more projects without increasing administrative effort.
Featured Speakers
Amy Sabiston
Director of Accounts, Scoop
Andrew Perry
Product Solutions & Enablement Lead, Scoop
Amy works closely with Scoop customers to identify operational priorities and help teams create greater value from their technology and processes.
Andrew helps renewable energy and field operations teams improve project execution through practical workflows and automation.
About the webinar
An inside look at scaling
 TPO operations
See how residential solar teams can prepare for TPO growth as Cinnamon Energy shares practical lessons on workflow standardization, validation, documentation, and approvals. If you’re exploring leases and PPAs or preparing for more financing volume, this session will offer insights from a team that thought through TPO operations early for growth.
Why It Matters
The hidden cost of unstructured TPO workflows
TPO growth can create operational strain when intake, approvals, documents, and field updates depend on manual follow ups and disconnected tools. By standardizing processes earlier, solar teams can reduce rework, improve funding readiness, protect margins, and scale with more confidence.
What You'll Learn
Four takeaways you can act on
1. How automation supports your operationsÂ
Prevent reviews and follow ups from being missed.
2. How conditional rules support projects
Set criteria based on project type, sector, and jurisdiction requirements.
3. How each step of the workflow can be automated
Streamline work orders, crew assignments, reporting, and more.
4. How Scoop can be adapted to your needs
Create workflows that suit your specific operational use case.
Access the Recording
What You'll Learn
Four takeaways you can act on
How TPO changes residential ops
Across intake, approvals, documentation, and execution.
Best practices for scaling TPO workflows
Without overloading your team or creating rework.
How upstream validation helps teams
Reduce late issues and funding delays.
Ways to standardize financing workflows
So your team can scale with more confidence.