Standardized Lexicon of Enerflo (Please keep updated)

See below for a list of helpful terms for the industry and our company:

Terminology/Name/Question/Acronym	What does it mean? What is it? Can you briefly explain it? How is it connected to our company? Possible nonsense?
A
AC Disconnect (hanging)	The primary purpose of these disconnect switches is so that you can shut off the incoming flow of power from your solar panels
AC (Alternating Current) vs. DC (Direct Current)	https://www.youtube.com/watch?v=Wm75XgbqHBY DC is how the electricity starts, the Inverter converts it to AC The System Size in our system is DC
Adders	Additional products or services added to the solar deal
Adders (System vs. Value)	System Adder is added to the actual physical system which is automatically calculated (i.e. panel type) and a Value Adder is optional
Azimuth	Angular measurement, referring to the orientation of the roof - facing N, S, E or W
B
Base PPW	The base system cost per watt - this includes all items required to install the system This does not include the value adders
Battery	For storing energy generated by panels to use when it's actually needed
Boots on the Roof vs. Drone	Boots on the Roof means someone actually gets on the roof (site surveyor or unique reps) vs. a drone flying above the home to take pictures
C
Call Center	A centralized department that handles inbound and outbound calls from current and potential customers
CBC	California Building Code - which is designed to "safeguard life or limb, health, property and public welfare by regulating and controlling the design, construction, quality of materials, use and occupancy, location and maintenance of all buildings and structures and certain equipment" Can also rarely refer to Canadian Broadcasting Company
Change Orders	These happen after an agreement is signed because the system the rep created does not allow for the solar system to be installed Example: Main Panel Upgrade (Site Survey found the existing main electrical panel could not cope with extra load, so additional equipment is needed)
Closer	A sales rep
D
Deal Type	Typically referred to in surveys, could be solar, site survey, install survey, SOLO, etc.
Deal vs. Sales Order	The deal is what the Sales Rep/Closer sells to the customer. The Sales Order is once the Sales Agreement for the Deal has been signed, it is on the Installer side, where they order the equipment and start the install process
Dealer Fee Calculation	Surcharge lenders add on top of the total system cost to render their services - TotalSystemCost / (1 - dealerfees)
Dealer Program
Declination	Steepness of the roof
Disposition(s)	Current state of mind of a homeowner described by Sales Rep or Setter usually described in CRM. Examples include "Ready to move to Proposal", "Hot", "Has more questions"
Door-to-Door	Walking door-to-door as a sales rep or setter
E
Electrical Engineer (EE) Stamp	Licensed Professional Electrical Engineer's approval of electrical portion of solar system
Electrical Engineering report
EPC	EPC stands for Engineering, Procurement, Construction and is a prominent form of contracting agreement in the construction industry. In solar industry EPC term is used for providing end-to-end solar services from designing the system, procuring the components and installing the project. So this is the Installer. Company responsible for physically installing the system.
EV Charger	Electrical Vehicle Charger
G
Gross PPW	The total cost per watt of the solar system. This includes all Value Adders, Dealer Fees, etc.
Ground mounts	Equipment that hold the solar panels on the ground instead of the roof
H
HIC	Home Improvement Contract - another term for Service Agreement
HOA	Home Owner Association
Homeowner	The person who owns the home
I
Install Milestones	These are milestones that marked off after an agreement is signed, usually inside a CRM Examples of these are "Permits Submitted", "Agreement Signed", "PTO (Permission to Operate)", "Installation" These are often triggered in the CRM then marked off in Enerflo via a software integration
Inverter	Transfers power from panels and converts it from DC to AC. Seen as equipment in Enerflo
L
Lease	Solar company is leasing the space on the roof of the homeowner - used for homeowners who don't wish to buy solar Installation is usually free or low cost, homeowner pays a fixed monthly lease payment and does not receive any tax credits or other financial incentives
Load Controller	When battery is fully charged, diverts energy away from battery
M
Main Service Panel (MSP)	Home's main electrical panel
MPU	Electric Panel Upgrade to handle the amps required for solar. Most homes are on a 150 amp service and solar requires a 200 amp service. This requires a permit and a work order from the power company
M1	Project status of CRM (some clients use this, some don't), this is the initial stage after agreement signed
N
NEM	Net Energy Metering
NEM Signer	If the utility account holder is different from the primary signer, please add their name and details under NEM signer
O
Offset	Percent of electricity consumption offset by the solar power system - Calculated by Total Yearly Consumption / Total Yearly Production
One-legger	A one legger is a term used in the world of sales They refer to a sales appointment, meeting, or pitch, where one of two or more decision-makers are present he present individual, of course, cannot proceed with the sale without consulting the other decision-maker (the other leg) first
P
Perfect Packet	Entire packet of docs that allows the project to move forward This includes sales agreement, loan docs, utility agreements, state agreements, permits, and any other docs required by installer or jurisdiction
PPA (Power Purchase Agreement)	Solar installation is free to the customer, but the panels belong to the company/ owner of the system, who receives tax credits and other financial incentives The homeowner agrees to purchase ALL of the Power generated whether they use it or not at a set per Kwh price, term is generally 20-years
PTI	Permission to Install
PTO	Stands for "Permission to Operate". Usually a milestone indicating that the utility has given the all clear to operate
Purchase	The homeowner is buying the solar system being installed on their property; they can pay cash or finance with a loan
PV	Photovoltaic = Solar System (this really means the module/panel)
R
Racking	Mounting type for panels
Redline	The overhead costs plus the profit margin This is usually expressed in PPW (ex. redline of $2.80/watt) Think "in the red" in accounting: anything below the red line means you are losing money and the solar system
S
Sales Org or Dealer	Sales Reps and sales companies that sell solar
Sales Rep	Closes the deals that are set by the setter Goes over options and proposals with the customer
Scheduler	Schedules appointments once Setter has had initial contact with customer
Service Agreement	Chat
Set to Sit	Tracking number of appts scheduled vs number of appts sat
Setter	Cold-callers, find those interested and set up appointments for the sales rep to come back and close the deal
Shade Report	A report of obstructions to solar panels; i.e trees
Site Survey	A review and inspection of the home to ensure a solar system can be installed This is a required 2nd touch where measurements are taken The surveyor has to get on the roof unless they use a drone They have to go into the attic and check the Main Panel and determine if an MPU is required If a re-roof is required, customer has to be home for this site survey to happen
Site Surveyor	The person completing the site survey, climbs on the roof, climbs into attic, could be a tradesman i.e electrician
Solar farms	Large utility scale or commercial solar PV project
SPI	Solar Power International conference. Renamed to RE+. Solar event where solar manufacturers, installers and sellers come together to talk about new innovation and opportunities
STIPS	Stipulations from the lender that prevents the loan from moving forward Example: Name on the contract does match the name of the owner of the home
Structural Engineer (SE) stamp	Licensed Professional Structural Engineer's approval of structural portion of solar system
Sub Panel Upgrade	Separate panel from the main panel, can be replaced/upgraded; usually seen as an adder in Enerflo
Survey Questions	Details gathered from questions to be able to submit a design request to create a proposal
Survey Report	The backend coding related to surveys & client setup OR deal summary
T
TPO	Third Party Owner
Truth in Lending Act	Government act to prevent fraud within the solar lending industry - protocol for lending transparency
U
Utility Rate	Price per kWh for utilities
Utility Tariff	A tariff is a pricing schedule or rate plan that utilities offer to customers Along with the pricing plan, there may be certain rules for each tariff a utility offers, such as the times or seasons when prices will vary, eligibility for a tariff, when/how a customer can join or leave the tariff, what type of meter must be installed and more Other things that can be found in a utility's tariff book include sample forms that customers may be required to fill out, rules for applications for service, bill adjustment, low-income programs and service area maps
General Knowledge
Different types of panels (name some of the top ones)	LG, Hanwah Q Cell, Mission Solar, Panasonic, Peimar, REC
How big is a small system vs a large system? (in kW)	Usually a small system 4kW (but this is subjective to the installer). A large system can be >10kW (or more)
Industry CRMs (Who are we missing? Any specialty?)
CRM	Customer Relationship Management system
Salesforce	The big boy
Hubspot	Has a free version, usually used by smaller orgs
EverBright (Sighten)	Sales CRM that has a proposal tool built in
Job Nimbus	Software to track sales and production
Copper
Sales rabbit	door knocking app. tracks neighborhoods, interactions and clients/appointments
Canvas	door knocking app. tracks neighborhoods, interactions and clients/appointments
Spotio	door knocking app. tracks neighborhoods, interactions and clients/appointments
Quick base	To create report - workflow - process automation.
Loan Products/Terms - What should we know?
NoMo model	NomoHub - CRM/lead generation tool for Solar.
Tax credit	Federal Tax Credits (ITC) availble in all 50 states. $1:$1 decution on income tax. Some states offer State Tax Credits (NY, MA, FL, etc)
PV	"Photovoltaic" fancy word for solar
PPW	Price Per Watt - calculated by dividing total system cost by system size (in watts)
GoodLeap	Residential Solar Lender. Soft pull at approval, hard pull at loan acceptance. Full API in Enerflo
Dividend	Simple integration with Enerflo. Must choose the loan terms individually that you want to show up, doesnt show automatically with API. Not available in all 50 states
Sunnova	Residential Solar Lender. Full API in Enerflo
Brightoak	Bright Oak is currently a non-integrated lender in Enerflo. The loan options available are calculated using payment factors and there is no API integration. Bright Oak offers two financed products and 2 Lease products.
Concert Finance	Concert is a program that is offered only to installers that buy their equipment from CED GreenTech. Beam, my company, provides the technology platform and disburses the funds from the lender, EnerBank, to installers. The products and payment factors are the same for all installers who have access to the Concert program. Loan products in Enerflo are NOT integrated with an API. Payments are calculated using payment factors.
Enerbank	Home Improvement Loan provider, unsecurred (no UCC1 filing)
Enium
EZ Solar Loan
IGS
Mass Save Heat
Mass Solar
My Solar
Net Zero Funding
Pace Funding
Nusenda
Salal
Salal Roofing
Renew Financial
Service Finance
Sunlight	Residental Solar Lender. Soft pull at approval, hard pull at loan accpetance. Full API in Enerflo. In less than 5 minutes, salespeople can go from application to loan documents, and you can receive funding in less than 24 hours to ensure projects move fast and efficiently.
Sunrun	PPA/Lease provider
Voltana
Ygrene
Mosaic	Residential Solar Lender. Soft pull at approval, hard pull at loan acceptance. Full API in Enerflo. Lower dealer fees than loanpal
Sungage	Residential Solar Lenders. Soft pull at approval, hard pull at loan acceptance.
Software that partners are using or we are using
Calendly	Scheduling tool used to manage calendars and appointments
Solargraf	Design tool used for proposals
Hubstaff	Door knocking app provided by hubspot crm
SignNow	Cloud Based provider for E- sign for digital E-sign documents
Dropbox	Document Cloud storage
Kicksy
Jotform
Aurora	Solar design tool. Commonly referred to as the "most accurate". Used for pre-design, engineering and permitting
Helioquote	Design tool built in partnership with Complete Solar to power Optimus Proposal Tool
EagleView	Solar design tool. EagleView utilizes aerial drone shots to determine roof slopes, shading, etc. to automate solar design.