I also wonder about the availability of installers. They seem to have two systems, their own employee installers and independent installers. They probably have more control of their own installers so scheduling is more exact. Independents can be more difficult.
They told me that I'm in an area where they use independent installers so I'm worried that there will be delays while they try to round up some guy. I ordered a few months ago, didn't hear anything from them and finally called. They told me to check back Jan or Feb. Didn't sound too definite. I live about 50 miles from the Gigafactory so transport would not be a problem. I could even go and pick it up myself... or the installer could. Problem is more in production and sorting out the installer.
That could definitely be a thing too. Not to be mean or anything by disagreeing, but my
guess (stress
guess here) based upon what I've seen
so far (things could change) is that the independent installers are given the same stocking management that the in-house installers get: once Tesla Energy has designated a PowerWall for you, you get it, regardless of paperwork, staffing, and other logistics shenanigans.
I think this is a "medium hard" reservation (still
guessing based upon what I've seen): using a not so rare example of contractors applied to the more rare example of Tesla: if somehow everyone trips up and just flubs your install paperwork and date, and the installer suddenly gets some hormones and puts you on schedule to get out of the house to get some meditation time away from their spouse and they have no other excuse but contract with you, they show up at your house and realize "oh damnit, I forgot to bring a battery", calls Tesla up, asks for the stock pickup address, and finds out "none are in stock", then protests, saying "I know the agreement was signed and I'm supposed to install!" and Tesla tells them "well you took forever, but we'll have one for you in x days (where x is around 5)", so the installer pulls up to your driveway, sits in his van making calls, then drives off, all the while you're looking out your window at him thinking "come in already", then you receive a call from him saying "Something came up ... an emergency, yeah that's it ... but can I reschedule for tomorrow? Let's see here ... actually, tomorrow at 9AM is filled ... how about next week?" and comes back in 6 days with the PowerWall in tow. Of course, that kind of installer would probably spend more time in his living room (van) than in your install, just so he can get some meditation time ... it's been known to happen. My point is that even in the worst of scheduling and paperwork foul ups, that once Tesla has deemed you "agreement worthy" and especially once they have signed the agreement and sent it off to installation assignment, they are ready to deliver, hopefully in orderly fashion and so far that's most of all we've seen, but I think even in the less clean situations, too.
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P.S., as I sit here thinking about this more after a good sleep, I realize that battery cells in the GigaFactory are conditioned and tested in big racks. After a few conditioning and testing cycles, Tesla pretty much knows the failure rate of that batch even though they'll need to finish conditioning and testing them for full production quality. Tesla also knows the production rate of pack assembly (PowerWall boxes, etc.). They can do the Materials build tree scheduling right then and there, and sales force agreements and installation scheduling can come out of that tree. While the sales force is interacting with Engineering and you, the battery cells can still be in the Panasonic-run GigaFactory (with Tesla having data on what is in the pipeline), each battery cell can be (soft-)assigned even while it is in conditioning and testing, and then the manufacturing system puts a guess when each battery cell and PowerWall materials will be built into a PowerWall, that estimated build time, plus a few buffer days, plus logistics time to move the PowerWall into the right stock warehouse, are calculated, and it is made available for an install date, which had already been aligned by the sales force agreement scheduling.
They could also wing it and just look at the production output and align according to guesses as long as they have enough inventory buffer. That probably works just as well. They could paint extras red and have them signed and sent up for Referral Rewards installs.
Who knows what they really do. But in terms of us understanding the system, my point is you can call Tesla all day long and ask "Do you have PowerWalls in stock?" and the answer means absolutely nothing: it's all Just In Time manufacturing and logistics, so "stock" is a temporary state that means nothing. "In Stock" means you don't get it: someone else does (because the only reason it was stocked in the first place is that it was already designated and built for them, plus or minus). "Not In Stock" is the usual state when you DO get it, because yours is still being made when they assign it to you. In such a system, "stock" is a logistics term, not an ordering term.
P.P.S., since they can use third party battery manufacturers, the estimate points may be slightly different than what I said, but a battery being shipped on a ship across the Pacific Ocean probably takes a long time just like a battery in a factory rack being conditioned and tested, and I bet they have some idea of how many batteries are in transit to them on ships (since they ordered them in the first place). Shortfalls (because containers had a short fall into the ocean and got lost) are probably made up by fulfilling commercial customer projects a little less fast (PowerPacks, etc.), which usually have a bit of wiggle room. That's why it's good (necessary for the survival of the business) to have a wide variety of products and customers in every large business and in most businesses of any size: flexibility in sales and installation (delivery).
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If anybody gets any insights into how all this works, that's fine. But the whole idea of "stock" seems naive in this type of seller's market.
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By my theory, the choke point is derived from the manufacturing, but is implemented via the sales force agreement scheduling (hidden from us), and they know that once we know that, we'll just nag them until they "designate" an agreement for us, so they've probably already practiced the many ways of saying "no" to us for years at this point, even though it is entirely up to them. Remember: if they don't say "no" to you, they have to say "no" to someone else they were about to say "yes" to, so although most things in life are not zero-sum, in a seller's market aspects of this market are zero-sum. If looking at this particular situation, a useful question to Tesla is "What is the general projection for general time period for when you'll want to do an agreement for our PowerWall project?", and they'll have to get back to you since they'd have to ask the scheduling boss. It's probably hard to make such projections given variability of resources, such as Model 3 production taking capacity, sales force, engineers, and permit filing worker availability, and installer availability and scheduling, and since it takes labor to do such scheduling estimates (which would likely be wrong anyway and set up some people for being mad at getting wrong estimates), one way they save money is not doing the scheduling twice, and just tell you when they tell you. But if you want a rough idea, then asking for a rough estimate
might (I stress
might) give you some idea. It looks like they're already letting out some rough ideas just through our group knowledge.