Partner Support
Financing Error: No products are available for financing method please try a different one or contact Enerflo Admin
How To Pull a Report on Product(s) Sold
V2 Deal Dispositions
How do I see a List of Adders?
Optimus Proposal Tool – Disclaimer Overview
Sales Company Settings
How to View the Specs of Equipment (Length, Width, Solar Degradation% etc)
Adding notes to the agreement
Error: Solo is Having Issues Creating Your Design
Scheduling a Site Survey
How To: Inactivate Sales Organizations
User Roles in V2
GoodLeap TPO: Proposal does not have post solar tariff information.
Sunnova Proposal Populating "Error while getting quote: 001E000001EcqwhIAB is not configured to sell a 25 year Lease in TX with a . Contact your account manager."
How to change the language on a proposal
Adding or Updating Installer Markets
Schedules & Calendars
Appointment Type Settings: Reminders & Automation
EPC Setting: Disable milestone emails/sms
Reassign an Inactive User's leads
Reassign an Inactive User's leads
Adding Custom Slides in Optimus
Create Deal Template in V2
Adding Authorized Dealers in v2
Lender Limits/Caps/Max.
V2 Deal Template: Proposals Plugin settings
Standardized Lexicon of Enerflo (Please keep updated)
Resetting Gross System Cost Override
Deal Template- Question's VALUE must be one word
EverBright - V2 Deal Creation
Install Tracker Button Not Populating after Deal Submission or Error
Troubleshooting Tips DocuSign Signatures Not Working for Homeowners on the IA
Restoring a Voided Agreement
Adding outside information to Enerflo
Error while Bulk Uploading Lead Files
Sales Tax Setup (Pricing Model)
How to View Available Lenders in the EPC
Lender / Dealer Fee Calculation
How to Contact the Design Team via Chat
How to Set Up a Sales Team/Office in V2
IOS User Getting Distorted Images Troubleshooting
How to Submit a Revision Request in V2
Troubleshooting Google Map Location Verification
Enerflo Schedule & Google Calendar Appointments
How To: View and Manage Rebates
How Does an Installer Access Authorized Dealer Settings?
Design Team vs. Design Tool
How To: Access the Company API Key
How to Calculate Solar Cost per kWh
How Down Payments are Calculated
Calculating Dealer Fees - From Base System Cost & on Adders
How To: Add a New Deal on an Existing Customer
How To: Place a Deal On Hold to Remove From the Pipeline
What is PayKeeper?
How To: Configure Approval Process for Install Contracts to Trigger an Install Record.
Legacy Vs. V2
Solar Power Rates Within Proposal
How To: Switch Finance Method on a Proposal
How To: Set a Minimum and Maximum PPW on the Pricing Model
Required Survey Questions - Red Asterisk
Creating two different leads with the same address (Duplicate Lead)
"No appointments found. Please check your appointment type setting to ensure there is a time window" error
Rep Wants To Re-open Cancelled Deal in V2
Milestones Defined
Troubleshooting: Lead Assignment Default
How to Add/Remove Org Admin Role to User in V2
How to Filter Appointments types in Calendar/Scheduling
Smart Pull Stage Not Showing Complete
Adders Not on Proposal, but showing on Install Agreement
Aurora pricing not matching Enerflo pricing
Lead not showing on Sales Org's Install Tracker
Overhead Costs Defined
Viewing Available Contracts in EPC Settings
Quick Links Page Redirect
Customer Highlighted Red or Yellow in the Install Tracker
How to change Sales Rep assignment - Bulk
Office Admin not Able to Assign Sales Rep to a Deal
SREC Vs. SREC Bond
Milestone Error "There was an error Saving" "There was an error saving your changes"
Rate of Increase in Proposal
Uh oh. That was a bad request!
How Do I Contact Customer Support?
How to delete a Lead or User
System Production
Error: Check customer phone number is Valid.
Permission to Operate and Permission to Install Explained
Managing Notifications for Deal Feed in Enerflo
V2 Lender Application Not Populating
Transferring a Deal to a Different Sales Rep
Wrong Utility Bill Page Showing in Proposal
EPC Settings Overview
State Rebates (SRECs) & Financing
How to Add an Adder to a Pricing Model in V2
Report is not Exporting
Mega Watt Hour (MWH)
Sales Organization Unable to Schedule Appointments
LightReach Finance Options "There was an error fetching the available options"
Duplicate Error Message When Creating a Lead
How To Edit Legacy User Profile
Install Status: Design Completion Stage
How to Request a Revision on a SOLO Deal
Tasks Vs Notes
Moving A Sales Rep With Deals and Leads to a New Sales Office
How to Add or Remove an Install Project Status
Updating Customer Email Not Saving
How to Change or Update a Company Name
Change Order View Error: There was an error loading your data. Please try again.
Aurora: 401 Restricted Access error
How to View a Pending Change Order
Third Party Ownership (TPO) Definition
Finalizing a proposal
What is an HOA?
Main Panel Upgrade & Main Service Panel (Defined)
Unable to View Proposal/Agreement/Design Portal
How to: Enable Round Robin Assignments for Appointments
User Cannot See the Change Order Button on Install Tracker
How to: View Enabled Deal Types/Templates by Sales Org/Authorized Dealer
Admin Settings: Edit Roles and Permissions for Users in an Internal Sales Org
How to Create a Deal on a Lead
Deal, Deal Type, & Lead Definitions
How to Calculate Price Per Watt (PPW)
Appointment Type Missing From Dropdown When Scheduling
Red Triangle error on Solo Design: "Enerflo did not receive required data from Solo."
Install Tracker Project Milestones- How to Set Auto Estimated Completion Date
Project Groups - Accessing the Edit Fields.
Using Gross Cost Override With a TPO or PPA
V2 Solo Error: Unknown Solo Error: User's company_id doesn't match logIn/input company_id or any of it's children company_id. Please check the inputted user information and try again.
"You do not have the required HIS Number on your user profile. Please reach out to your administrator to update this." Error on User Profile When Trying to View Proposal:
Uh Oh. That was a bad request! No deal templates are available at the deal's project address Error
Aurora design array on face 1 has unsupported inverter configuration (no inverter/MLPE).
Finance Application Error: GoodLeap: 400 Bad Request
Adder Not Showing in Proposal
How to View Connected Sales Orgs/Authorized Dealers in V2
GoodLeap Error: Applicant address must be the subject property address when homeOccupancy is PRIMARY
Enerflo Lexicon Chapter 5: Industry-Used Terms
Inactive Pricing Model/No Pricing Models Found Error on Proposal Stage
LightReach Not Showing in Lender Dropdown (LightReach Utilities)
Integrated vs. Non Integrated Lenders
Error: Proposal is not associated with a legacy survey when viewing a deal
How to Delete a Lead or Deal.
Design tool, deal question, etc not showing in deal, even though it is on the deal template.
System vs. Value Adder
Solo Error: Save unsuccessful, please try again.Unable to find Solo company. Reach out to Support or Partner Success Manager regarding Solo account setup.
Solo Error: Save unsuccessful, please try again.Solo Error: Validation errors: "email" is not allowed to be empty, "email" must be a valid email, "phone" is not allowed to be empty
Enerflo Login Issues
Deal Dispositions
How to Approve a Design
V2 Discount "Not in use" or Not Showing on Proposal
"We can't find what you are looking for. Deal sync error: Deal template version not found for id"
Whoops, looks like something went wrong error when creating a Bright Planet Solar (BPS) deal.
How to Turn on/Turn off Auto Approval on Designs
How to: Add, Remove, Sync, or Update Finance Products
Address Not Saving House Number or Zip code
Title Check
GoodLeap TPO Verification Check
Dealer Fees Showing $0.00 on Install Tracker
How to Determine Design Team in V2
No SREC Data Found Error
Auto-Scheduler : "No appointments Found"
How To Allow An Adder to Be a Draft or Archived When "In Use By 1 Pricing Module" Populates
Custom Price Adder Missing from Deal - Troubleshooting
User Can Not Create Tasks in Legacy - You do not have the correct permissions
Error: [Adder Name] missing a GoodLeap mapping. Please have an admin add one.
Production showing 0% with an Aurora design
Invalid Vendor Error when Applying for GoodLeap TPO
11: electricity_usage: Expected a number between `1000` and `Infinity` but received `0`
Customizing an Optimus Proposal
What Are Tasks in Enerflo And How Can a User Create Them?
"Sorry, You are unauthorized. Not authorized." when trying to view leads and deals.
Internal Design Queue - Design Request Statuses
Install Tracker Page
"Internal Server Error" when trying to import an Aurora design in V2
Enerflo Lexicon Chapter 2: UI Frequently Used Terms
"Sorry, you are not permitted to perform this action" error when trying to submit a design request.
"404: Something has gone wrong... but we're on it" error when trying to access Aurora proposal.
Something's not Right error when trying to view an appointment on the Enerflo Calendar
"We can't find what you are looking for Deal sync error: DealTemplateVersion not found" error
Syncing an Aurora Design to Enerflo
Aerialytic Designer Hours
Loan Payment Factors
What is the Customer Portal and How do I view it?
Setter is Unable to View Deals They Are Assigned To
Restrict Loan Options by State
Save a proposal as a PDF
Reset buttons on the Finance page.
How to populate a Spanish agreement
Self-Serve Integration Email
Company Admin Unable to Re-Assign Sales Reps
Sales Rep Getting Permission Error When Creating a Change Order
EPC Partner Trying to See Sales Org Deals
Sales Team Rosters Legacy
Force log out of Enerflo
Setting Defaults for Aerialytic Designs
How To: Update Consumption Profile Settings
Error: No Pricing Models Found At least one pricing model is required for a proposal to be created. Please contact your Enerflo Admin.
How To: Update Default Base PPW
Equipment Error on Design: Equipment (Module, Inverter, or Battery) is unavailable or incompatible
How to change equipment on an Aerialytic Design
How to Locate Available Finance Options
Internal Server Error When Running Aerialytic Design
How can I Use a Battery Only Deal?
"No Pricing Options Available" When adding an adder to a proposal.
Errors: GoodLeap TPO: Proposal does not have solar access by month information.GoodLeap TPO: Proposal does not have tsrf information. Goodleap TPO: Design does not have solar access information
How to Update an Adder So Dealer Fees Do Not Calculate
Custom Pricing Adders
EnFin Login for Sales Rep {name} is not defined. Configure it in the Sales Rep's integration settings for EnFin.
How to Use Installer Branding or Authorized Dealer Branding in Optimus Proposals.
Searching for Installer Markets.
Error: Client error: 'POST 400 Bad Request" Error
No Deal Types Showing When Trying to Create a New Deal
Internet Browser Settings : Safari
Internet Browser Settings : Chrome
Aurora Design Showing 0% Offset
Roles and Permissions
Inverter Dropdown Empty When Uploading a Design Under Company Design Requests
Minimizing/Maximizing V2 Nav Bar
How to fix an Incorrect System Size on an Aerialytic Design.
Lender APR
How can an Installer Create an Install for their Sales Org, and How can an Installer Create an Install Without Contracts?
Loan Selection No longer Available - Loan Approved By Lender Need to Update Install Agreement
Adding New Equipment - Admin Setup
What is a Concierge Fee?
Troubleshooting "This Enerflo account is currently suspended. please contact your company admin to help resolve this issue." error when creating a new account
Monthly Consumption Graph in Proposal
How to Archive an Aerialytic Design.
Change Order Feature FAQs
Module not appearing on Change Order
How to Login to V2
The Solar Panel Installation Process
How to Add a New User in V2
7 Steps to Going Solar
Change Order Feature Overview
How to Auto-Approve Designs on Submission in V2
Enerflo Lexicon Chapter 1: Beginners Guide to Frequently Used Terms
Enerflo Lexicon Chapter 4: V2 Frequently Used Terms
Enerflo Lexicon Chapter 6: Design Terminology
Enerflo Lexicon Chapter 3: Dev Frequently Used Terms
LightReach-Adder Specific Pricing
Sunlight Loan Options: Solar, SolarPlusITC, Battery Only
How do I Cloak Into a Company or User in V2?
How Adding a Down Payment Effects the Pricing Page
V2 Viewing Non Integrated Lender (NIL) Products/Pricing in V2
Appointment Reminders not being Received by Rep or Customer
Verify Solo design request submission credentials
SOLO login Troubleshooting
Net Energy Metering (NEM)
Editing the co-signer info on an agreement
Lead Summary Page - Confirm Location
How Frequently Does the Sales Rep Leaderboard Update?
Cash deal: Incorrect Payment schedule on the agreement
Looking up an EPC's products: