Term | Definition |
Active User | User that is active on Enerflo within the last 30 days. |
Activation Model | The code used to determine if an adder or equipment pricing should be considered active based on the current proposal conditions. |
Admin User | A user with admin permissions. |
API | API stands for Application Program Interface. API's allow integration partners to push into Enerflo on behalf of Enerflo clients and supports Enerflo redirect functionality when performed in a browser.
Enerflo's API can be accessed here: https://docs.enerflo.io/docs/rest-api |
API Key | Application programming interface key (API key) is a unique identifier used to authenticate a user, developer, or calling program to an API |
Approved Design Status | When using an internal design queue, admins can set up an approval process. Once the sales rep approves the design, the design is locked and can longer be changed or edited by the designers. Any changes needed will require a new revision request. |
Authorized Dealer | Also known as a sales org or sales company. These are the companies that work under an installer to sell solar. |
Big.js | Big.js is a minimalist JavaScript library used to model functions. It provides fixed prediction math, perfect for financial calculations. |
Cancelled Design Status | When using an internal design queue, a designer may cancel the request if they are unable to complete it. Cancelled designs will show a cancelled design status. |
Cloaking | Cloaking is a term used to describe logging in as another user. Cloaking in allows admins to log in as another user and see their features as if the user is logging in themselves.
Cloaking is a feature of Enerflo's Legacy platform. Admins cannot cloak into a user in V2. |
Concierge Fee | The concierge fee is an added charge many installers choose to include in the price of a solar system. This fee covers costs such as documents, labor for filing documents, finance charges, etc. This is separate from the dealer fee, and typically dealer fees are not added onto a concierge fee. |
Consumption Stage | The consumption stage is the section of a deal where the consumption profile is created or modified. A consumption profile is required to create a design and proposal. |
Customer Portal | The customer portal is sent to a customer after the agreement is signed. It has a list of project contacts, copies of the install agreement, a link to the proposal, image of the solar design, and a spot to upload a utility bill.
The customer can chat with the installer through the customer portal by clicking the 'chat' bubble underneath the project contacts.
The customer portal can be customized by the installer or sales organization, and can also show information about the installer, a map of installs in the area surrounding the customer, and a referral link where the customer can refer friends. |
Deal | A deal is what is sold to a customer. The deal has several stages which may include but is not limited to: pre-qualification, consumption, design, proposal, contracting, and site survey. |
Deal Disposition | A deal disposition is the reason why a status was changed and is used in reporting. |
Deal Feed | The deal feed located on the lead page shows updates to the deal as it progresses. The deal feed is can also be used for communication between the sales rep and sales org or installer admins. |
Deal Template | Deal templates are the back-end templates for what a user sees in a deal. Deal templates are fully customizable, allowing partners to create the deal specific to their needs. |
Deal Type | A deal type is the specific name of the deal created on a lead. Deal types may vary based on the installer. An installer can create and use as many different deal types as they want, often creating different deal types for different sales conditions, markets, finance type, or sales org. |
Design Stage | The design stage is the stage within a deal where the design request is created.
If using an internal or external design team, this is also where revision requests are submitted. |
Design Queue | An queue that allows installers to manage design requests internally through their own hired design team. |
DocFlo | DocFlo is Enerflo's proprietary signing software, used to sign install agreements and utility documents through Enerflo. |
Documents | Also called install agreements or contracts. Documents signed through Enerflo include the installers agreement as well as any utility documents. All financing documents are signed directly through the lender and not on Enerflo. |
Duplicate Lead Policy | If a sales organization wants to disallow leads with the same address from being created, they can enable the duplicate lead policy setting. Depending on which option is chosen, this setting can block duplicate addresses all together or give a warning and allow the sales rep to proceed once acknolwledged. |
Equipment | Equipment is managed through Enerflo's database of Modules (panels), Inverters, and Batteries. |
Financier | The finance company. Examples are GoodLeap, Sunlight, Dividend, Lightreach, Climate First, etc. |
Finalized Proposal | A finalized proposal is a proposal that has been selected and locked in. A proposal must be selected and finalized before completing an integrated lender finance application and contracting. |
GraphQL | Allows partners to request the data they need in V2. Documentation can be found here: https://docs.enerflo.io/docs/graphql-api |
Gross Cost Override | Gross System Cost Override (GSCO) is used to override the System Cost within the Payment terms page on the proposal when the estimated total does not match what the partner desires. This could be due to the lender loan estimated costs not matching Enerflo's system cost total. The GSCO can vary widely depending on the specific project and circomstances. |
HIS Error | Sales rep receives this error when trying to view the proposal if their state sales rep license information has not been added on their accoun |
Homeowner | A customer who owns their home. |
In Progress Design Status | A design request that has been submitted to an internal queue is noted as 'in progress' once a designer begins working on it. |
Install Agreement | Also known as documents, the install agreement is a signed agreement between the person(s) and a solar installation company. Agreements outline the solar installation process, including the steps before, during, and after the installation.
Install agreements are legally binding documents. |
Install Tracker | The install tracker tracks all active installs for a given EPC. The install tracker includes a full breakdown of the system being installed (system size, adders, adder cost, financier chosen, finance product chosen, dealer fees, gross and base ppw, etc.) as well as a tracker for milestones and a deal feed.
The install tracker page is a one-stop-shop for an installer to view the install at a glance to see what progress has been made. |
Integrated Lender | An integrated lender allows a sales rep to complete the lender application directly in Enerflo. Integrated lenders offer instant pricing and accurate quotes, compliant proposals and disclaimers, pre-filled application details, an embedded or emailed application (at this time not all lenders support emailed applications), application status tracking, and more. |
Lead | A lead is the customer that a sales rep is selling a deal to. |
Lead Page | A lead page is created within Enerflo and includes all of the information about the lead, such as primary and secondary contact name, phone number, and address. |
Legacy | Also known as V1 version of Enerflo. |
Live | A status used to describe an Enerflo who has completed onboarding. |
Mapping | Equipment and adders must be mapped in Enerflo in order for integrations to work correctly. Mapping must be added by Enerflo and tells each integration what to match with on their end. For example, we map equipment to Aurora, GoodLeap, Lightreach, etc, and map adder purpose to lenders as well. |
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. |
Mounting Type | Roof or Ground. How the system will be mounted. |
Non-Integrated Lender | Non-integrated lenders do not provide any of the features of an integrated lender. When using non-integrated lenders, a sales rep must leave Enerflo to complete the finance application and sign finance documents, and the application status and system details are not automatically sent to the lender. |
Onboarding | A status used to describe an Enerflo Partner who is signed up but not yet live. While in onboarding, the Enerflo onboarding team helps set up the company, adders, deal templates, agreements, and much more. |
Optimus | Enerflo's proprietary proposal tool. |
Partner | End users of the Enerflo software. |
Pending Approval Design Status | A design status that may show on a design when a company is using an internal design queue. This status indicates the design has been completed and needs sales rep approval. |
Plugin | A plugin is a software component of Enerflo that adds specific features or functionalities. It allows customization and extension of the core capabilities of the software without altering its main structure. For example, plugins can be enabled and configured to add various functionalities such as Consumption, Designs, Proposals, Contracting, Project Submission, and finance applications.
These plugins are managed through the Plugin Settings Page where admins can configure settings for each plugin.
Plugins can be enabled, activated, and customized for different organizational needs, and they often require specific configuration such as API keys or identifiers to function properly within the system. |
Pricing Model | The pricing model is the 'brain' of what calculates the pricing in the proposal. Pricing models are highly customizable and evolve over time to support new features and meet the specific needs of partners |
Pricing Option | Pricing options are set on adders and equipment, and allow an installer to create custom pricing options targeted to specific situations. |
Product Targeting | Product targeting allows installers to manage dealer fees by increasing or decreasing what is sent through the integration. Product targeting also allows an installer to restrict which finance options are available in certain markets or sales orgs. |
Project Milestones | Project milestones show the progression of a solar deal from agreement signed to PTO (permission to operate). |
Proposal | A proposal is created and used to present and sell the homeowner. Enerflo's proposal tool includes many pre-built slides that present basic information about solar, cost savings, the solar design and system, price, and finance options. |
PSM (Partner Success Manager) | A PSM is an Enerflo employee assigned to partners to help their with training, growth, and business strategy. |
Quick Links | The quick links section on the install tracker and home page links to frequently used Enerflo pages. |
Required Survey Questions | Required survey questions are questions within a deal that are required for submission and are marked with a red asterisk *. |
Roles and Permissions | Roles and permissions are added by Company Admins to their users as a way to access certain features. |
Roof Material | Selected in the design request, the roof material is what the customer's roof is made of. Ex: asphalt shingle, metal, tile, membrane, etc. |
Sales Company | Also known as a sales org or authorized dealer. These are the companies that work under an installer to sell solar. |
Sales Team | Authorized dealers can create sales teams to segment users into groups. Also known as sales offices. |
SOW (Scope of Work) | A Scope of Work is created and signed by the Enerflo partner to ensure work can be completed and work is priced correctly. |
Subdomain | The unique URL each company uses to login. Typically follows this format {companyname}.enerflo.io/deals |
System Adders | Adders that are:
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Ticket | Tickets are created to submit work requests to support and engineering departments within Enerflo. |
User Roles | A user role is given to a user to grant certain permissions or access. |
V2 | Enerflo's current version of the platform, also known as V2. |
Value Adders | Adders that are:
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Webhook | Webhooks are a type of event-driven API. Rather than sending information in response to another app's request, a webhook sends information or performs a specific function in response to a trigger—like the time of day, clicking a button, or receiving a form submission.
Enerflo uses webhooks to perform many actions. |
Zapier | Zapier is a no-code automation tool that lets you connect your apps into automated workflows. When an install is prepared in Enerflo, users can submit the install. At that time, the install details will be pushed to an ensemble of Zapier workflows which will create Person and Deal records in PipeDrive from that data, mapping those records to Enerflo Customer/Lead and Survey/Deal records. If those records have already been created and mapped in Enerflo, the Pipedrive records will be updated with the data from Enerflo. |