Banners are the bold, colored labels (each with an icon) shown next to a project's name in the header. They call out the most important things about a project at a glance — its financing, risks, holds, and special situations. Some banners are applied automatically from the project's data; others are added by hand.
Banners are the icon pills beside the project name (removable with ✕) — here 30% FTC, Social Media, and VIP. The chips on the right are tags, a separate system.
Banners are easy to confuse with tags, but they're different. Banners are the icon labels right beside the project name (the ✕-removable pills above). Tags are the smaller chips in the panel to the right. Banners are a short, curated set of high-signal flags; tags are the many automatic labels derived from field values (region, utility, equipment, metering, and so on).
Click + Add Banner in the project header, check the banners you want, and click Apply. To remove a banner, click the ✕ on its pill. Adding or removing banners requires the Project Labels permission. Automatic banners (below) can't be added or removed by hand — they follow the project's data.
The Add Banner dialog — check the manual banners you want and click Apply. Automatic banners (leases, Loan Risk, TXU) aren't listed here because the system manages them.
Every banner reaches a project by one of three paths:
A few banners carry over to a project's related projects — for example, a residential project's Legal, Escalation, Not Serviceable, Roof Leak, or lease banner also appears on its related Service tickets. These are: Not Serviceable, Legal, Roof Leak, Escalation, and the lease / TXU banners.
| Banner | What it means | How it's applied |
|---|---|---|
| Whale | An exceptionally large / high-value deal — flag for extra attention | Manual |
| VIP | An important customer (referral source, employee, influencer) — handle with priority | Manual |
| Legal | An active legal issue or dispute on the project | Manual · carries to related projects |
| Escalation | The project has been escalated (urgent issue or customer complaint) | Manual · also sets the Escalation field · carries to related projects |
| Credit Hold | Work is paused pending a credit or payment issue | Manual |
| Not Serviceable | The site can't be serviced / installed as-is | Manual · also sets Not Serviceable · carries to related projects |
| Roof Leak | A roof leak has been reported on this home | Manual · carries to related projects |
| Social Media | Customer is active/vocal on social media — reputational sensitivity | Manual |
| Powerwall 2 Recall | System is affected by the Tesla Powerwall 2 recall | Manual |
| Rough DC Inspection | A rough DC electrical inspection is required (Commercial) | Manual · also sets Rough Inspection Required |
| Guaranteed 2025 Install | Install is committed to finish in 2025 (promotion) | Manual |
| 30% FTC | Project qualifies for the 30% Federal Tax Credit | Manual |
| Generator | Project includes a backup generator | Auto from the Has Generator field (also togglable by hand) |
| Direct Pay | A Lightreach Direct Pay arrangement | Auto from the Lightreach Direct Pay field (also togglable) |
| Domestic Content | Qualifies for the domestic-content tax adder | Auto from Lightreach Domestic Content Eligible (also togglable) |
| Loan Risk | The customer's loan is at risk of expiring | Automatic — follows the loan's risk status (not editable) |
| SunPower Lease | Financed with a SunPower lease | Automatic — Lender = SunPower Lease · carries to related |
| Sunnova Lease | Financed with a Sunnova lease | Automatic — Lender = Sunnova Lease · carries to related |
| Lightreach Lease | Financed with a Lightreach lease (links to the financing portal) | Automatic — Lender = Lightreach Lease · carries to related |
| GoodLeap Lease | Financed with a GoodLeap lease | Automatic — Lender = GoodLeap Lease · carries to related |
| Enfin | Financed through Enfin | Automatic — Lender = Enfin · carries to related |
| HDM | Financed through HDM | Automatic — Lender = HDM · carries to related |
| TXU | A TXU partnership / lead source | Automatic — Lead Source = TXU · carries to related |
On any project, banners appear in the header next to the project name. Use + Add Banner (top-right of the header) to manage manual banners.