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Templates: writing an SOP a crew will follow

Nineteen steps is the sweet spot. Here is what belongs in each one and what quietly kills adoption.

SOSam OkaforProduct Lead, Field Operations
27 June 20261 min read
Templates: writing an SOP a crew will follow

The SOPs that get skipped share a pattern: too many steps to open on a phone, or too few to actually cover the job. Nineteen steps, grouped into five stages, is where we've seen the best real-world adoption.

The five stages

  1. 1Pre-arrival check.Confirm access, permits and the customer's availability window before the crew leaves the yard.
  2. 2Safety setup.Fall protection and site cordon, photographed before any panel is touched.
  3. 3Install.The steps a crew actually controls, kept to the minimum that still holds up in an audit.
  4. 4Commissioning.Inverter energization and the readings that prove the system performs as designed.
  5. 5Handover.Evidence, signature and the customer walkthrough, captured in one pass.
The short version
  • Nineteen steps across five stages is the adoption sweet spot we've measured.
  • Steps a crew can't control (permit status, customer availability) belong before arrival, not during install.
  • Handover evidence and signature should be captured in the same pass, not separate apps.
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Sam Okafor
Product Lead, Field Operations

Sam builds the SOP and checklist tooling crews actually open on site, not just the version that looks good in a training deck.

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