Work Orders, Holdback
& Portal Updates
A summary of the latest enhancements now live in the Portal. This release introduces Work Orders, Holdback rate configuration, and updates to M1 Review, Quote Summary, and M1 disbursements — review each section carefully.
When a Work Order is triggered on an account, you'll be notified and can complete it directly from the SKY Portal — no separate e-signature tool needed.
- Real-Time Status — Track live Work Order status directly in the NTP Checklist
- Signed Document Access — Once signed, the Work Order is available in Document Management under a new "Work Orders" section
- Automatic Underwriting Ticket — A Zendesk ticket is created automatically once the Work Order is signed, so NTP review can continue
You can now configure your Holdback Rate directly from the Admin Portal.
- Default rate is $0.00/W, expressed in dollars per Solar Watt
- Your configured rate is automatically applied to every new Lease as soon as it's created (PRE1) — no need to set it per deal
We've updated how the M1 Review handles material list resubmissions, based on feedback from Natalia & JT.
- When an Installer re-submits their material list because the Quote doesn't match, the status will now clearly display "Pending Supplier Confirmation"
- No action required on your end — this makes it easier to track where a submission stands during review
Based on Sales and Underwriting feedback, the Quote and Simulation Summary have been updated for Installers and Sales Reps.
- Quotes are now calculated using the Net EPC Amount
- New metrics are included, such as the Effective EPC Rate
Installers and Suppliers can now receive up to 50% of the Gross EPC Amount during the M1 disbursement.
- View your Holdback disbursements directly in the Reporting section
- Include Holdback disbursements in your exported reports
Reach out directly to your Skylight Account Manager with any questions about these updates or how they affect your team's workflow.