This Guru card refers to vocabulary words that V2 users and V2 Core need to know.
Terminology/Name/Question/Acronym | Quick Definition, if more information is needed on the subject, click on the subject name to see a more in depth GuruCard |
A | |
Type of model used to see if a sub-component should be considered | |
Active Adders are adders that are available for use by sales orgs. | |
There isn't any action required to send v1 users to v2-hybrid. Technically speaking, there is a cookie sent with the v1 user that v2 can use to pull the user over to v2-hybrid. In reality, while v2 is a hybrid platform, the user will live in v1 and simply be used by v2-hybrid. | |
Additional products or services added to the solar deal. Sometimes referred to as "products." | |
Approved: Once the sales rep approves the design, it locks and can no longer have changes made. The design will show "Approved" | |
Audit Survey is located at a different place than V1. Place to access more background information about lead in Enerflo. | |
Order to properly connect a sales org to an installer in a V2 Hybrid build, you will need to configure the relationship in both V1 and V2. | |
B | |
Big.js is currently the only 3rd-party library you can use within model functions. It provides fixed-precition math and a compact interface, perfect for financial calculations where the imprecision of floating point math can cause issues. | |
Blocks | Blocks are = Field Groups from Legacy |
BPS is a relatively large installer that is not a direct Enerflo partner, but does work with several Sales Orgs who are. Currently, only NuSun is using this deal flow, though others will be as well over time. This workflow will be the same for all partners using BPS | |
C | |
Canceled: Designs that have been canceled will show as "canceled" in the status. | |
Creating a partner account in Enerflo that is Hybrid in V1 and V2. | |
Troubleshooting strategies while navigating V2. | |
Speak with the design team a design request must be active. The design chat will be available in the pending request. Design team chat is only available if the design is in progress. Once the design has been approved, a rep will no longer be able to access the design team chat and will need to open a new design request in order to make changes. | |
Customer Concierge Fee always active on every deal. Fee to cover the cost of financing and selling the deal. This cost is borne by the customer similar to doc fees when purchasing a vehicle. The Concierge fee is not taken from the Reps commission and is rolled into the customers loan. The Concierge fee is a fee that is used to cover costs such as documents, labor for filing documents etc. The Dealer fee is something separate. No dealer fees are charged on the Concierge Fee. | |
D | |
Enerflo's V2, the way to map data - such as financiers, inverters, modules - differs slightly from what we are used to seeing in Enerflo's V1. This change is mostly around where to find the correct correlating IDs for the data being matched. | |
Information about creating deal types and deal templates for V2. | |
Reason why something status was changed. This is a report feature. Filter by status changes and leads will populate Extension of Status Changes. | |
Sometimes when clicking into a deal in V2 you will get a screen that shows the customer information but is missing all of the survey questionnaires. | |
Deal Flow | Deal Template is now called Deal Flow. |
Deal templates are pre-designed formats or layouts used as a starting point for creating something. It is a file or document that serves as a foundation for creating similar features within Enerflo deals. Templates are customizable allowing the partners to tailor the deal to their specific needs while maintaining the overall structure and design of Enerflo. | |
Creating a new deal type in V2-Hybrid is done the same as it would be in V1. On the customer information page, click "NEW" next to Deals. | |
E | |
Log in to Enerflo V2 as an Enerflo admin, direct to admin.enerflo.io. You will log in with the same account that you use in V1. If your account has not yet been sent up, contact Adina Belusko for account access. | |
Equipment is managed by Enerflo, not by the Org. Each Org is able to select the equipment they offer from a master list curated by Enerflo Admin. | |
F | |
Selecting a proposal to move forward to the next steps of Financing in V2. | |
Feature allows an EPC to manage dealer fees on finance products for sales orgs. Although the initial rollout here removes the blocker that V2 EPCs could not manage dealer fees by sales orgs, there are still some incremental improvements to be made to make certain actions easier (like turning off a financier as a whole for a sales org and allowing default settings). | |
V2-hybrid platform has dedicated plugins for each of our integrated financiers; Goodleap Finance, Sunlight Finance, Dividend Finance, and Mosaic Finance. Enerflo also has robust capability around adding non-integrated financiers to V2 as well. | |
Big.js uses a fluid api. This means that the output of one function call chains with the next call, keeping the calls short and readable. Think of it like using a calculator - each time you hit plus or equals, the value on the calculator updates. | |
G | |
Creating a tray-based integration and workflows it's helpful to execute the graphql query used by the workflow in order to inspect data, identify field names, or see the shape of the payload response. | |
Hidden/Invisible Adder | Price of this adder is not shown as a line item to the customer. It is just rolled into the system cost. You don't see it. |
I | |
In progress: Design request has been submitted and is being worked on by the design team. The timer shows the elapsed time since the design has been submitted. | |
Inputs to a particular model run. | |
How to find installer markets in V2 and how to add new markets. | |
L | |
Learn how to navigate V2. | |
Login to Enerflo V2 as an Enerflo admin, direct to admin.enerflo.io. You will log in with the same account that you use in V1. If your account has not yet been sent up, contact Adina Belusko for account access. | |
M | |
V2 migration process is very manual. This doc is an effort to consolidate every necessary step, phase, or process to get a partner migrated from V1 to the V2 hybrid. The ideal migration will be a streamlined collaboration between members of the several teams including onboarding, integrations, DevOps, and others. | |
Collection of model functions. You can think of a model as a machine that is fed a certain set of inputs and will return a set of outputs. Each output is the result of running a model function. | |
Base unit of a pricing model or pricing option, comprised of a name, an array of required inputs, and a function that uses them to calculate an output value. Model function is a small piece of a model. It's a bit of code that does a very specific thing. In the computer science sense, it's a pure function, meaning its output or return value is only determined by its input values, without any side effects. | |
Adder triggered when the mounting type is selected in the design section. | |
Adder triggered when number of arrays go over the threshold value of 1. | |
N | |
Users are not currently added in V2. If a user exists in Legacy, the first time they log into V2 the system will automatically create their V2 user account. | |
O | |
Results of a model run. A union of the inputs plus the calculated outputs (the results of each model function). | |
P | |
Each company has its own subdomain which it should use to log in to Enerflo V2. Each subdomain follows the format: subdomain.enerflo.io/deals (ex: vision.enerflo.io/deals) To find the subdomain of a company, log in at admin.enerflo.io. On the left-hand menu click "Orgs" and then search for the company. The subdomain is listed underneath the company name. | |
Onboarding will look at the "Partner Prep Doc" in Guru and make sure that they have the correct information on things like main company contact, EIN, design tool, markets, etc. | |
Pending Approval: The proposal has been completed by the design team and is pending approval by the sales rep. When the status is set to pending approval, viewing the design request will show approve and request changes buttons. Clicking approve will lock the design request. Clicking request changes will allow the rep to revise the proposal and request any needed changes. | |
Depending on the build requirements, the following plugins may need to be enabled. A common set-up might include the following plugins: Design Request, Designs, Credit Check (when it's released), Proposals, Contracting, Project Submission, Financing, Cash Financing, and Legacy. The order of the plugin described above will be relevant when we get into the configuration process. | |
Calculate pricing, v2 uses pricing models, which encapsulate all the calculations required to price a proposal. Orgs can have multiple pricing models instead of just one, and can customize them if necessary. Sub-components (adders, equipment, rebates, and discounts) also use pricing models internally to calculate their amounts. This guide describes how to author model functions for sub-components or within pricing models themselves. | |
Type of model used to calculate pricing for a proposal. | |
Discounts are a method for providing additional value to the solar customer. Common discounts include cash discounts ($1000 Cash Discount) or Military discounts (10% off the deal). Discounts are completely customizable. | |
Encapsulates a sub-component's pricing inputs, model, and targeting. Sub-components can have multiple pricing options. | |
Viewing a design request in V2, it will be accompanied by a design status. | |
R | |
Feature in V2 when you click a button such as home it will "redirect" and take you to V1 from V2. This happens because that part of Enerflo is not covered in V2 and is covered in V1. Due to this being in V1, the screen will be forced to go back to V1 to complete the task at hand. | |
Adder is triggered when the roof condition is set to poor and the customer agrees to repair or replace their roof in the Prequalification section. | |
Adder triggered when the roof material is selected in the design section. | |
Any Big instance can be rounded via the | |
S | |
Offices have a new name in V2. Offices are now known as sales teams. Offices in V1 DO NOT transfer over to V2 and will need to be set up again. To set up a new sales team in V2, click settings > Sales team and then add sales team. | |
Feature helps locate users or companies in V2. | |
Rare cases, partners may want to not include an adder or equipment in a dealer fee calculation. | |
Adder triggered when system size in watts goes over the threshold value of 4000. | |
Solo is a sales conversion platform specializing in creating dynamic, customizable proposals for roofing and solar services. | |
Configurable item that has its own model and runs within a larger pricing model. Adders, equipment, rebates, and discounts are all sub-components. | |
Sub-components make pricing modular and configurable per proposal. They allow pricing calculations to be contained in an entity. Currently, the available sub-components are:
| |
Find the subdomain of a company, login at admin.enerflo.io. On the left hand menu click "Orgs" and then search for the company. The subdomain is listed underneath the company name. | |
Substages are new and add another layer of organization within V2. They are like blocks in Legacy. This refers to a smaller, more specific stage or phase in Enerflo that is a subdivision or a component of a broader stage. | |
System Adders are automatically added to the proposal when their activation functions are triggered. They cannot be removed by reps. | |
V | |
Deals start in V1 and then route to V2 as a hybrid deal. The goal is to have all V2 partners have all information populated in V2 and not be a hybrid deal. | |
Trying to log in to a partner's V2 account and every time clicks login, it sends back to V1, this is because V2 is currently a HYBRID model. Meaning some things still live in V1. Partners need to go back and forth between V1 and V2 to complete deals. | |
Value Adders are always available in the multi-select dropdown in the proposal. They can be added or removed anytime before the proposal is finalized. | |
W | |
Keep v2 and v1 in sync, there are some webhooks that every partner using v2 will need to have set up. These will make sure that as the deal is worked by the rep or certain pieces of information get updated, the two sides of our system stay in sync |