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IGS

How the IGS Solar TPO product works in Enerflo, including configuring sales org hierarchies, sales rep verification, the full IGS deal flow, and troubleshooting common errors.

Written by Emilie
Updated over a week ago

IGS Is an integrated financier that offers a TPO product similar to other TPO providers.

You MUST use Aurora or Scanifly as your design tool in order to use IGS as a TPO provider.

Configuring A Sales Org IGS Hierarchy

If you have a hierarchy built out in IGS to ensure deals completed in Enerflo are attributed to the correct sales org, you will need to add the partner code of the sales org into the IGS plugin settings.

  • To do this, click Settings > Org > Plugins > IGS Solar Plugin

  • Under "Authorized Dealer" Settings, select the dealer and enter in their Sales Partner Code

If you don't have the sales partner code, it can be found by logging into IGS and clicking the hamburger menu and then Sales Channel and searching the sales organization name. Once the sales org is selected, the sales partner code shows at the end of the URL.

For example, in this url, it is SALESPARTNERCODE.

solar360.igssolarpower.com/app/#/v2?salesPartner{{SALESPARTNERCODE}}

Sales Rep Verification

To ensure deals created in Enerflo are associated with the correct sales rep in IGS, the sales rep needs to enter in their IGS Portal Login email into their integration settings. This can be entered in by visiting their user settings, clicking the integrations tab, and locating the "IGS Energy Settings" box.

However, this is not required to complete IGS Deals.

IGS Deal Flow

  1. Create Proposal, view and edit if necessary, selecting the desired financing product, escalator, and financing rate.

  2. Submit the financing application on the financing stage.

  3. Credit Check

    1. An email is sent to the homeowner. The homeowner will complete the credit check on their device. Once the credit check is complete, the stage will complete. Click the "Resend" button if the credit check needs to be re-sent.

  4. Lease Contract Signing

    1. When the credit check is complete, an email is sent to the homeowner from IGS with the lease contract. The homeowner will complete the lease agreement contract on their own device. Once the contract is signed, the stage will show as complete. The sales rep can click the "Resend" button if the contract needs to be re-sent.

  5. Contract Verification

    1. Once the contract is signed, the homeowner is required to call the IGS Solutions Center. This call will confirm the information entered in during the sales process. Once verification is complete, the status in enerflo will change.

  6. IGS Account Verificaiton

    1. Once the contract is verified, an email is sent to the homeowner to create their account in IGS. Once Completed, the status in Enerflo will again change, showing all stages are approved.

Common Troubleshooting

  • "Error calculating savings: No rate found for the chosen product" showing when creating a proposal. This indicates that domestic content is not enabled in IGS in the state where the deal is being ran.

    • To resolve, an admin user must log into IGS and enable domestic content for the state erroring.

  • External Equipment Mapping Errors indicate one of the following:

    • Equipment has not been added to the IGS global list. Reach out to IGS for resolution.

    • Equipment is in IGS global list, but has not been enabled in the IGS Portal.

    • Equipment has been enabled in IGS portal, but not mapped correctly in Enerflo.

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