Setting Up SolarAPP+ with Tyler EnerGov
This guide helps jurisdictions configure their EnerGov system to support SolarAPP+ permitting. The goal is to enable contractors to receive instant permit issuance after completing SolarAPP+ review and paying local fees in EnerGov.
Step 1: Create a New Permit Type in EnerGov
- Name it clearly (e.g., "Residential Solar (SolarAPP)"). Include "SolarAPP" in the title.
- Set it to use an instant workflow that issues permits immediately upon payment.
How to Set Up the Instant Workflow:
To configure a workflow that issues SolarAPP+ permits immediately upon payment, use the following settings. These apply to both cloud and on-premise versions of EnerGov, though on-prem users should confirm they are running a current version with the Auto-Issue feature enabled.
- In the EnerGov Admin portal, go to Permit Types > Manage Permit Types.
Create a new permit type or clone an existing one (e.g., an electrical or solar permit).
Under Workflow Configuration, define a simplified, linear workflow with the following steps:
Step 1: Application Submitted
- Type: Start
- Auto Progression: Enabled
- Visibility: Public
Step 2: Fee Assignment
- Type: Automated (required for full automation)
- Fee Rule: Based on flat rate or valuation
Auto Progression: Enabled
Note: If fee assignment is set to manual, staff intervention is required before the applicant can pay, which disrupts full automation. To support instant permit issuance, fees should be applied automatically based on predefined logic or rules
Step 3: Payment Received
- Trigger: Payment submitted through the public portal
- Condition: All required fees must be marked paid
- Auto Progression: Enabled
Step 4: Auto-Issue
- Type: Issue Permit
- Auto-Issue Toggle: Enabled (this setting is found within the step's configuration panel)
- Trigger Conditions: Payment is complete AND the SolarAPP+ Approval Document has been uploaded
- Routing Required: No
- Hold Steps: None
- Remove any manual plan review or approval steps. These are not needed for SolarAPP+ projects.
- (Optional) Add an automated email notification step upon issuance.
- Link a permit document template so the system can generate the final permit immediately.
- Set the final status to something like "Issued – SolarAPP+" to make SolarAPP permits easy to identify.
- Save and publish your workflow changes.
- Ensure the permit type is available on the public portal and supports online application and payment.
Step 2: Set Up Application Pages
Location Page:
- Allow contractors to search and enter project addresses.
Contact Page:
- Collect installer contact info.
- Optionally require property owner contact info.
Step 3: Add Required Custom Fields
The following field is essential for SolarAPP+ project submissions and should be included in the application form:
- SolarAPP+ Approval ID (required, validate format like
SA2024XX-###-##-##)
Other common optional fields that can be included are:
- Project Type (optional dropdown, e.g., Residential, Commercial)
- System Size (kW) (optional numeric field)
- Main Service Panel Upgrade (optional, yes/no field)
- Battery Installation (optional, yes/no field)
These fields help ensure the information from SolarAPP+ is accurately captured and processed by the jurisdiction's system.
Step 4: Configure Attachments
Only the SolarAPP+ Approval Document (PDF) should be uploaded in this section. This document is generated by SolarAPP+ after the contractor submits the project and receives approval.
Ensure that the section is clearly labeled as SolarAPP+ Uploads for contractor clarity.
Step 5: Define Fee Structure
- Set up solar permit fees so they are collected at the time of application.
- Ensure no steps delay payment (e.g., disable post-review invoicing).
Step 6: Test the Application Flow
- Run a test submission:
- Complete a sample SolarAPP+ project.
- Submit a permit in EnerGov.
- Verify permit auto-issues after payment and uploads.
Step 7: Handle Revisions
If a project revision is required, contractors should resubmit the revised SolarAPP+ application into EnerGov. The resubmission should include updated details or any changes to the project.
Once the revised application is submitted, make sure the inspector is notified of the changes so they can use the most current version of the project’s checklist during the inspection. Inspectors should be aware that a revision may require updates to their checklist or re-evaluation of previously completed inspections.
This process ensures that inspections reflect the latest project details and reduces the risk of issues during site visits.
Additional Notes
Cloud vs On-Prem: Same setup applies. On-Prem users must ensure they’re using a current EnerGov version.
Inspector Use: SolarAPP+ PDFs include checklists. Provide them to inspectors during site visits.
Support Contacts:
- SolarAPP+ Support: support@gosolarapp.org or contact your onboarding specialist directly
- Tyler EnerGov Support: Via your CSM or help desk