The Update: Based on partner input, we refreshed our milestone submission pages in the LightReach portal, focused on making statuses and notes simpler for partners to navigate.

Introducing:

A clear status banner at the top of the Account Page, taking your team directly to the new Flag Checklist:

The new Flag Checklist, located at the top of the Milestone Package groups flags into issues that require immediate attention and those that can be resolved in the next submittal - no more scrolling through the package to find flags!

Each item has a Flag Action Page containing detailed notes and a direct link to the applicable Knowledge Base article:

Flag Statuses will show "ready for review" or "not resolved" to better track issue resolution and support the automation of the re-review process.

Note: All "Action Required" flags must be resolved to resubmit package:

Standardized Communication: Missed requirements and detailed issues flagged by the QC Team will be added to each flag. This enables consistent communication around issues and useful reporting around frequent drivers of rejections.

The Fine Print:

• The EPC will be required to take an action on each flag before they are able to resubmit
• Packages with existing rejections will show "See below" in the new Flag Checklist. Existing flags will not have a Flag Action Page and the details of the rejection can be located in the relevant section of the package (same as before)

These updates can also be referenced in our Milestone Requirements: Overview article:

Section F: Resolving Rejections

Section G: Resolving Rejections FAQ

The Update: Effective 5/29, LightReach will be stepping up to own the SolarEdge warranty application process. As such, the proof of extended warranty coverage for SolarEdge will no longer be required for M2.

• The EPC will still be responsible for the cost of the extended warranty
• LightReach will net the cost of the warranty for the milestone payment prior to batching.

The Update: Recognition of Assignment (ROA) is now included with all LightReach contracts in Pennsylvania and Ohio markets as of May 5th.

The Details:

• The ROA will now be included in the customer's DocuSign packet with their contract.
• Contracts signed 5/5/25 or later will no longer need to obtain the ROA separately to submit with M1.

The Update: Two items will be added to our installation milestone requirements.

• Battery and Monitoring ID (currently an M2 requirement)
• Expected Inspection and PTO Dates

The Timing: Going live 5/15

The Background: These inputs are kept straightforward for our partners so no one is slowed down, and securing this data at install helps us greatly in our efforts post-install.
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Whats Changing:

Starting on Monday, 5/5, enrolling in (or opting out of) the Palmetto Retail Electricity Plan becomes a requirement for all Texas Lightreach customers. Customers can opt out, but the default is "on".

The Why:

Value – Customers will get an automatic 20% discount on their utility bill until PTO.

Making it "default-on" reflects what we know: homeowners are better off, EPCs want it.

The Bottom Line:

This improves customer experience, simplifies for EPCs, and strengthens our competitive edge.

Read Here

The Update: Arbitrage Batteries can now be selected and sold with LightReach systems in Arizona. Authorized personnel may request access to arbitrage battery pricing in AZ by selecting the "Installer: Organizations Settings" option when chatting into LightReach support.

The Background: Arizona's large utilities’ export-credit net-metering policy and the mandatory time-of-use rates present opportunities for customers to maximize their post-solar value recognition by pairing their Solar Lease with a low(er) cost arbitrage-only battery system. Therefore, we are now allowing arbitrage-only battery systems with LightReach Solar leases in Arizona.

The Fine Print:

• Only authorized personnel can request pricing and market expansion changes, we are not able to honor requests from salespersons.
• Different from California, arbitrage-only battery systems in Arizona will be priced based on the Total Cost method, the same way backup battery systems are priced across other markets.
• More details can be found in our Storage resource guide in the knowledge base

The Headline: LightReach milestones now require new M2 incentive deliverables in Florida and Texas.

The Activation (M2) Update:

• A utility countersigned interconnection agreement at M2 for all Florida & Texas projects. If the interconnection agreement is not countersigned by the utility, this will result in M2 rejection.
• A PTO letter that must include the installation address and date the PTO letter was issued.

The Fine Print: New requirements in effect for new M2 submissions are live as of March 31, 2025. This means that a job sold in February which is M2 submitted on April 1st must have the required documents uploaded to the designated Incentive Section within the activation package. These documents are required as LightReach is participating in the Green-E incentive program.

The Update: All Massachusetts Partners will now have access to 0% Escalator in MA.

The Details:

• Starting next week week, 3/24, all partners will see this 0.00% escalator loaded for them automatically in LightReach (if active on platform)
• This will be applicable to any new sales, not retroactive to existing NTP's.

For all upcoming & recent release news, bookmark news.golightreach.com

What is It?

LightReach offers an exclusive retail electricity plan for solar buyback + Enphase, TPW, and SolarEdge battery storage. When homeowners with storage sign up for the Battery Bonus Plan, Palmetto uses the battery to balance the grid, earning homeowners $480/year credit on their retail electricity bill while still providing 1:1 matched solar buyback kWh rates, and also backup power during outages.

Who Is Eligible?

This plan is currently available to:

• LightReach solar customers
• Those with Enphase, TPW, and SolarEdge batteries.
• Located in a retail choice area of TX

We’ll expand to other geographies soon.

For more information please contact your Lightreach Relationship Manager or read here

The Update: Users can now opt-out of Direct Pay via the customer's project in the LightReach finance portal.

The Details:

• This feature enables EPCs to proactively remove deals from CED at any time prior to CED shipping equipment to keep their pipelines in sync across LR and CED.
• Opting Out unblocks payment on accounts held up for CED invoices that will never come because the EPC isn't using CED for that job.
• This can be done by going to the project's account page and click on Opt Out under Greentech Direct Pay details: