Home › Engineering Desk

Engineering Desk

Your engineering firm, on one board — not an inbox.

Stamped plans for a solar job usually mean an outside engineering firm, a shared inbox, and a spreadsheet nobody fully trusts. Engineering Desk gives each firm its own portal, auto-fills what SolarProjeX already knows, and tells you the real date you need plans back by.

Start free trial →7 days free · No credit card

Coordinating a stamped set shouldn't live in somebody's email.

Most solar companies hand engineering off the same way: email the package, wait, follow up, email again. The firm has its own process and its own board — you just don't get to see it, so "where are our plans" becomes a phone call instead of a glance at a screen.

Engineering Desk gives every job you send out a real stage — received, drafting, Q/C, your review, changes, stamping, completed — and each firm gets its own portal to work from, with no login to set up: the link itself is the access. They see only their own jobs, never anyone else's.

Sending a job doesn't mean retyping what you already have. Address, AHJ, permit number, and system details pull from the job and its permit record automatically, and intake questions auto-fill from the customer's presite and inspection forms wherever a form answer already covers them — your office fills in the rest and picks the firm.

Every job gets a real needed-by date, not a guess: it's computed from the roof's finish date minus the jurisdiction's typical permit review time, so you know whether you're on schedule or already behind before the county tells you.

  • Every job tracked through real stages — received, drafting, Q/C, review, changes, stamping, completed
  • Each firm gets its own no-login portal link, scoped to only their own jobs
  • Intake auto-fills from the job record, the linked permit, and the customer's presite/inspection answers
  • A real needed-by date, computed from the roof finish date and the jurisdiction's typical review time
  • A flag when an uploaded 'unstamped' file's name suggests it's actually the stamped set, so the wrong version doesn't get filed
  • Two-way messaging with the firm, tied to the job, so the conversation doesn't live in someone's personal inbox
  • Jobs needing engineering surface on the desk automatically — nobody has to remember to start one
  • Never moves a permit card on its own — stamped plans notify your office and update the reroof timeline, a person still runs the permit board

How it works

A real board, a real portal, a real due date.

📋

A real stage, not a guess

Received through completed — see exactly where every job sits with the firm, without asking them.

🔗

Their own portal, no login

Each firm gets a link scoped to only their jobs — upload, comment, ask a question, assign a drafter.

✍️

Auto-filled intake

Address, AHJ, permit number, and presite answers fill in on their own — your office confirms and sends.

⏰

A real needed-by date

Computed from the roof finish date and the jurisdiction's typical review time, not a round number everyone ignores.

Frequently asked questions

Does the engineering firm need to log into SolarProjeX?

No. Each firm gets its own portal link — the link itself is the access, scoped to only their own jobs. There's nothing for them to set up.

How much of the intake has to be typed by hand?

Address, AHJ, and permit number pull from the job automatically, and engineering questions auto-fill wherever the customer's presite or inspection form already answered them. Your office still picks the firm, confirms what's missing, and attaches the package before sending.

How is the needed-by date calculated?

From the roof's finish date, minus the jurisdiction's typical permit review time (plus a day to file). If the roof is already done, it tells you the permit is already late instead of showing a date in the past.

Can it tell if an uploaded file is actually stamped?

It checks the file name for a mismatch — if a file uploaded as 'unstamped' has a name suggesting it's the sealed set, it flags that for a second look. It doesn't read the PDF itself, so it's a safety net, not a guarantee.

Does this move permits for us?

No. When stamped plans come back, your office is notified and the reroof timeline records the step — but no permit card moves and no permit gets filed on its own. A person runs your permit board, always.

Everything SolarProjeX does, built for solar

One platform from the first lead to the last warranty claim. Every capability below is part of it.

Run your solar service on one platform.

Start free in 30 seconds. No credit card. Cancel anytime.

Start your free trial →

Prefer to talk first? (407) 605-0665