If you do not mind the Tesla Charger, AC, Stove/oven, and Spa Equipment NOT connected to the Backup loads panel (and use-able in a power outage), then you are good to go with one battery.
While we're okay with not backing up our EV charging station, we consider it essential to back up the electric induction range and the HVAC, and this is a major reason why we opted for two Powerwalls instead of one. Should there be an extended outage during autumn or winter when PV production is lower, we wouldn't do any baking, and we'd want to be careful about our HVAC use, of course.
I think a lot has to do with where you live and when you sign contract. I signed up August 30, 2017. In November I told Tesla I was willing to install without waiting for SGIP rebate. I was given a number of dates in December for install. I have been up and running since Dec 23rd. They will hold up your install without asking you if they think you are waiting for an SGIP rebate. You have to make sure they know you are willing to install without SGIP. However a friend of mine in my same region signed his contract a month after me and was told he would have to wait until end of March/April. They held up his install because they thought he wanted to wait for Step 3 SGIP to open. Now he has to wait until after the Puerto Rico situation even though he told them he is not waiting for Step 3.
Congratulations on getting your Powerwalls installed last month! That's great to hear.
Did you put down your initial deposit on August 30, or is that when you actually signed your contract following Tesla's creation of a system design?
With Tesla, I put down a $1000 deposit for two Powerwalls in late August. It took Tesla over six weeks to design our system, given their backlog, and we signed a contract in mid-October. (Meanwhile, I had a contract with a third party installer for a single Powerwall that I cancelled in early October when it became clear that they wouldn't be able to back up all of our home circuits as the contract had specified; my growing doubts about using a third party installer and only installing one Powerwall had led me to place a deposit with Tesla in August.)
After some delays and hiccups in Tesla getting a permit with the County, we were given an install date in mid-March. Based on emails from SCE that have been CC'd to us, we see that there's also been some back-and-forth on the utility interconnection agreement, but that seems to have been resolved.