Design Request Emails

/span>

This has a text box that a company admin can input a comma separated list of emails. These emails will get a notification any time a new design request has been submitted through a survey.
​

Design Request SMS

/span>

This has a text box that a company admin can input a comma separated list of phone numbers. These numbers will get a notification any time a new design request has been submitted through a survey.

Agreement Review Emails

/span>

This has a text box that a company admin can input a comma separated list of emails. These emails will get a notification any time a new agreement has been submitted through a survey and is ready to be reviewed.

Agreement Notifications

/span>

This has a text box that a company admin can input a comma separated list of emails. These emails (typically company ops) will get a notification any time a new agreement has been approved through a survey and is ready to move forward to the next steps.

Agreements: Create install records and send to customer

/span>

T​his step determines how the approval process will occur. Whatever is selected is the trigger for creating an install record in EPC as well as pushing data to the CRM.

T​he install will be created, synced with the CRM and customer will receive a copy after this stage is met.

-​ When signed by the customer, the EPC record is created and all data will be pushed to the CRM

-​When "Approved by Admin" is selected, it prevents anything from occurring until its been approved by an admin.

-​When "Processed by Admin" is selected, it prevents anything from occurring until its been approved by an ops team member.

Send SMS when Design is uploaded

/span>

A notification will be sent to the administrator when a design has been uploaded, in addition to sales rep.

T​his setting isn't commonly used among clients.

Proposals: Saving graph length

/span>

T​his will show the number of years that a savings graph will show on a proposal. The default is 30 years.

Avg Panel Degradation

/span>

The average YEARLY panel degradation that should be in the savings graphs. The higher percentage of degradation, the less production and the lower the savings each year. Default (0.86)

Proposals: Add dealer fee to base price?

/span>

If selected, the dealer fee for the initial selected loan will be added to the price.

I​t will automatically add the dealer fee based on the selection of the first loan.

Default - Yes.

Proposals: Add dealer fee to adders?

/span>

If selected, the dealer fee will be added automatically to all adder cost.

Proposals: Add dealer fee to custom products?

/span>

If selected, the dealer fee will be added automatically to custom products.

Default - Yes

Proposals: Allow Price Increase

/span>

If selected the sales rep can increase the price on the proposal.

Default - Yes

Proposals: Hide adder pricing from customer?

/span>

If selected the customer will not see pricing for included products.

Default - No.

Proposals: Allow gross cost override?

/span>

If selected user will be able to override the final system cost.

Default - No.

Proposals: Recalculate starting base ppw if gross override is used?

/span>

Proposals: Recalculate starting base ppw if gross override is used?

Default - No.

Proposals: Only allow gross cost override by role

/span>

If gross overrides is on, only users of the defined roll and anything above them, can see it.

Proposals: Lock with lender approval

/span>If the deal has an approved loan (regardless of application status), do you want the deal to be locked?

T​his prevents the potential to need another lender approval.

Default - Yes

Proposals: Cash Discount

/span>

If pricing starts with fees included, what cash discount will you offer?

A​ discount for the use of cash.

Default - blank.

Proposals: Default rate increase

/span>

The default rate increase if it's unspecified as part of the deal or utility.

This is set at a default rate for for lenders compliance.

Contracts: Hide Processed Button

/span>

If selected, the "processed" button will be removed from the install contracts view.

Default - No

Contracts: Force customer data to match loan app

/span>

Customer info on the agreement will auto-match to the approved loan app

O​nce a loan is approved, there will be no ability to go in and change a contract if this is on. This forces the docs to match the loan application exactly. This is used for customers who use lenders with very strict rules

Contracts: Add a notes box in the edit screen

/span>

Allow reps to add notes to the agreement before sending to signature

T​his allows people to add notes right before contract signing rather than in the survey.

Contracts: Allow language switch

/span>

Select this if you have multiple contract versions by language
And...

You can also edit the language preferences for customers by changing the language preferences where you edit lead details on the deal.

Settings: Price Per Watt

/span>

This box is for entry of the starting price per watt. This pricing may come with additional products or modifications by the sales rep.

Default - $3.00

Proposals: Add dealer fees when changing rates?

/span>

If this box is selected, dealer fees will change the system cost on the proposal as they change.

This change will be on the finance pricing page. When changing loan options this will recalculate the chosen lender fee.

Default - yes

Proposals Available rebates

T​his card covers the steps for turning a rebate on or off for a Partner.

/span>

/span>

I​f you're enabling a rebate, and don't see the rebate you'd like to enable, it may need to be added first within Enerflo.

I​f you need to make a rebate toggle-able for a partner, you're in luck because there is a guru card for that: https://app.getguru.com/card/ib9M8kXT/Making-a-Rebate-Toggleable

Proposals Hide Dealer Fees

/span>

Hide dealer fees from the sales rep on the pricing page.

Default - No.

Design Section References

Sections from the survey that are shown as reference for the designers. Navigate > Admin > Deal Type Builder > Search deal type > Build > Design Request Section> Copy Last four numbers.

/span>

Design Upload Section ID

Navigate > Admin > Deal Type Builder > Search deal type > Design Complete > copy last four numbers.

/span>Add to Design Upload Section ID

Proposals only show gross cost

/span>

Don't show the system cost in addition to gross cost.

Default - No

Proposals Hide Adder Fees

/span>

Don't show the costs of the adders as a line item. However, they are included in the cost of solar.

EPC Class

/span>

EPC Base View

The path to base used for the EPC

Report Class

Add StandardCompany.

/span>

Install View

Do not touch, not using.

Import Survey ID

Do not touch, we are not using.

Site Survey ID/span>

Navigate > Admin > Deal Type Builder > Search deal type > Sales Team Site Survey > Edit > Copy ID.

Add to Site Survey ID

Install Survey ID

Do not touch, we are not using.

EPC View

EPC View

The path to the views used specifically for this EPC.

Site Survey Section ID(s)

Site Survey Section Id(s)

The ID's of the sales site survey so it can pull the data during contact review.

Customer Portal EPS Template

Customer Portal EPC Template

The template ID for the customer portal configuration to use.

Federal Solar investment Tax Credit (ITC) Percent

Federal Solar Investment Tax Credit (ITC) Percent

Starting January 1, 2021 the ITC will be 22% change this setting if you want to start using the 22% now.

Explanation of FTC - Federal Solar Tax Credit - Pricing Page

(screenshot from pricing page in proposal)

/span>

Activating the Design Portal:

Users > +companyname > EPC > Sales Organizations > Settings > Select when the design request will trigger

/span>

/span>/span>

/span>