Several design properties can be edited after a design has been created, without needing to submit a new design request. The options available depend on which design tool was used.
Changing Mounting Type or Roof Material
Mounting type and roof material can be edited directly on completed designs for Aerialytic, Aurora, and Scanifly designs. These fields are important for adder activation — if your org uses adder presets for mounting type or roof material, the values set here determine which adders fire on proposals using this design.
Designs can be edited from the design stage by clicking on the design card, or directly from the proposal by clicking Modify Design under the design selection dropdown.
Once the design card is open, expand the Modify Design menu, and locate the Mounting Type and Roof Material fields. Update them as needed, and click Update Design or Save to save the changes — a new design does not need to be created for these fields to take effect.
Aerialytic View
Scanifly View
Aurora View
Updating the Consumption Profile
The consumption profile affects the utility and usage data used for proposal pricing and forecasting. Use the same steps as above to open the modify design menu, and select the appropriate consumption profile.
Aurora and Scanifly - All designs using these tools will use the same consumption profile to ensure consistency between Enerflo and the design tool. Changing the profile on one design will change it on all. Editing the consumption profile on any design will not be allowed if there is a locked design due to being included in a finalized proposal, in order to maintain this consistency.
Aerialytic - Each design may have a separate consumption profile if desired.
Why a Design Won't Let You Make Changes
If a design's fields (consumption profile, mounting type, battery, etc.) are greyed out or won't save, it's almost always because the design is attached to a finalized proposal. Enerflo locks a design in this state to keep the proposal, contract, and design consistent with one another.
The fix is not on the design — it's on the proposal.
Go to the Proposals tab on the deal.
Click Unfinalize on the proposal that's using this design.
If an agreement has already been signed, unfinalizing will void that agreement — plan accordingly before doing this on an active deal.
Once the proposal is unfinalized, return to the Designs stage and make your edits.
When you're done, re-create/re-finalize the proposal as needed.
⚠️ Note: There is no separate "unlock design" action — you must unfinalize the proposal it belongs to.
Note for LightReach deals: If domestic content (ITC) attestation has already been completed in the LightReach portal, the deal is read-only in Enerflo and design edits cannot be pushed to LightReach. You'll see a banner on the deal directing you to make the change in the LightReach portal instead. This does not apply to battery-only deals. See LightReach: Domestic Content Attestation & Read-Only Mode for details.
Note for Thrive deals: Thrive deals can no longer be unfinalized once the project reaches milestone M1. If Unfinalize is unavailable on a Thrive deal, the deal has passed M1 and this design cannot be unlocked this way — contact Enerflo Support if a change is still required.
See Finalizing a Proposal for unfinalize troubleshooting.
Adding or Removing a Battery
Open the Modify Design menu as above. Click +Add Battery to add a battery, or use the Recommendations link to open the battery sizing tool.
Select the battery type, quantity, and purpose:
To add an additional type of battery, click +Add Battery again and repeat.
To remove a battery, click the trash can icon next to the quantity.
Archiving a Design
Aurora and Aerialytic designs can be archived from the Designs stage.
Navigate to the Designs stage on the deal.
Click the three dots (⋯) on the design card.
Select Archive Design.
The entire design request can be archived as well, if a new design request is needed (such as to move the pin location). Navigate to Design Requests, click the three dots in the top right of the request box, and click Archive Request.
💡 Note: If a design is currently linked to a proposal, the Archive Design option will be greyed out. You must first reassign the proposal to a different design before archiving is possible. See Archiving an Aerialytic Design That's Being Used in a Proposal for a step-by-step workaround — the same process applies to any design tool.
Viewing or Unarchiving a Design
Archived designs are hidden from the default view on the Designs stage. To find them, click the three dots next to the Designs header, and click Show Archived.
To unarchive, click the three dots on the Design Request or the design card, and click Restore:
