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Partner Support
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
How to View the Specs of Eequipment (Length, Width, Solar Degradation% etc)
EnFin Login for Sales Rep {name} is not defined. Configure it in the Sales Rep's integration settings for EnFin.
Something's not Right error when trying to view an appointment on the Enerflo Calendar
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.
How to change equipment on an Aerialytic Design
Troubleshooting Tips DocuSign Signatures Not Working for Homeowners on the IA
User Roles in V2 (Updated as of 1/10/24)
V2 Sales Tax Setup (Pricing Model)
V2 Deal Template- Question's VALUE must be one word and cannot contain a - (dash/hyphen).
How Do I Contact Customer Support?
Switching between LightReach and finance/cash options on Finance Terms slide.
How To Edit User Profile
Milestone Error "There was an error Saving" "There was an error saving your changes"
Managing Notifications for Deal Feed in Enerflo
Changing Rate of Increase for Proposal
Change Log - Lead Information Page
Contacting EverBright for Design Questions
How to Add/Remove Org Admin Role to User in V2
What is the Customer Portal and How do I view it?
Migrating sales reps and their deals & leads to a new sales office
Design Changes after Install Agreement is Signed
EverBright - V2 Deal Creation
How to Add an Adder to a Pricing Model in V2
V2 Lender Application Not Populating
Scheduling a Site Survey
Troubleshooting Sales Organization's Inability to Schedule Appointments
Required Survey Questions
Lead not showing on Sales Org's Install Tracker
IOS User Getting Distorted Images Troubleshooting
Solar Power Rates Within Proposal
How to delete a Lead and User
Wrong Utility Bill Page Showing in Proposal
Installer doesn't want Sales Org to Void Contracts - Void Agreement Privileges by Role
"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:
How do I see a List of Adders in V2?
Active Adder Not Showing in V2
How to See an EPC's Sales Orgs/Authorized Dealers in V2
Change Order page error: There was an error loading your data. Please try again.
How an EPC can edit roles and permissions for users in a sales org - V1
How to enable Round Robin assignments for appointments
User Cannot See the Change Order Button on Install Tracker *Internal Only
How to See What Deal Types Are Enabled for a Sales Org?
Difference Between Deal, Deal Type, Lead within Enerflo
Appointment type not showing on dropdown when scheduling
Project Groups - Accessing the edit fields.
Gross Cost Override Error V2 - LightReach
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. *Internal
GoodLeap Error: Applicant address must be the subject property address when homeOccupancy is PRIMARY
LightReach Illinois Shine Workaround - Invalid Panel Type. LightReach will not accept this panel.
Aurora design array on face 1 has unsupported inverter configuration (no inverter/MLPE).
LightReach Finance Options "There was an error fetching the available options"
Inactive Pricing Model/Pricing Ran Into Validation Errors in V2
Aurora: 401 Restricted Access error
LightReach Utilities
Syncing an Aurora Design to Enerflo
How to delete a deal.
"Error Proposal is not associated with a legacy survey" error on V2 deal
Design tool, deal question, etc not showing in deal , even though it is on the deal template.
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
Aerialytic Designer Hours
V2 Discount "Not in use" or Not Showing on Proposal
UPDATING FINANCING PRODUCTS IN V1/V2
Custom Adder Missing in V2 (Example Re-reroof Custom Adder)
User Can Not Create Tasks in Legacy - You do not have the correct permissions
Design Request Statuses in V2
Change Order Feature FAQs
Install Tracker Page
Module not appearing on Change Order
"We can't find what you are looking for Deal sync error: DealTemplateVersion not found" error
"404: Something has gone wrong... but we're on it" error when trying to access Aurora proposal.
How to Login to V2
"Sorry, you are not permitted to perform this action" error when trying to submit a design request.
"Uh oh. That was a bad request. Unable to create agreement documents. Invalid conditions."
"Internal Server Error" when trying to import an Aurora design in V2
Voluntary Payment Not Taking FTC Into Consideration
GoodLeap TPO Fact Sheet
"Sorry. You are unauthorized. Not authorized." when trying to view leads and deals.
Sales Rep Has No Lending Options in Dropdown
The Solar Panel Installation Process
Errors: GoodLeap TPO: Proposal does not have solar access by month information.GoodLeap TPO: Proposal does not have tsrf information.
Optimus Proposal Tool – Disclaimer Overview
What Are Tasks in Enerflo And How Can a User Create Them?
Customizing an Optimus Proposal
Title Check in V2
11: electricity_usage: Expected a number between `1000` and `Infinity` but received `0`
Invalid Vendor Error when Applying for GoodLeap TPO
Production showing 0% with an Aurora design
Error: [Adder Name] missing a GoodLeap mapping. Please have an admin add one.
How to Add a New User in V2
External Design Team - Instant Solar Quote Contact Info:
How To Allow An Adder to Be a Draft or Archived When "In Use By 1 Pricing Module" Populates
7 Steps to Going Solar
Auto-Scheduler : "No appointments Found"
Address Not Saving House Number or Zip code
Change Order Feature Overview
How to Turn on/Turn off Design Approval Button Feature in V2 for Sales Reps
"Whoops, looks like something went wrong." Error in v2 Hybrid Orgs
V2 - Bright Planet Solar (BPS) Whoops, looks like something went wrong error
"We can't find what you are looking for. Deal sync error: Deal template version not found for id"
"Something's not right error" when trying to view a V2 deal type
LightReach Lending Options Not Showing in V2 - No products are available for financing method please try a different one or contact Enerflo Admin
How to Approve a Proposal in V2
How to Auto-Approve Designs on Submission in V2
Logging Into a V2 Account Kicks Me Back to V1
V2 Deal Disposition
Enerflo Login Issues
Save unsuccessful, please try again.Unable to find Solo company. Reach out to Support or Partner Success Manager regarding Solo account setup.
System vs. Value Adder
Bad Request Unsupported Resource Given Error - Solo Deal Type V2
Integrated vs. Non Integrated Lenders
Enerflo Lexicon Chapter 5: Industry-Used Terms
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
Adders
Lexicon Guru Cards
Enerflo Lexicon Chapter 2: UI Frequently Used Terms
Uh Oh. That was a bad request! No deal templates are available at the deal's project address Error
LightReach-Adder Specific Pricing
Red Triangle error on Solo Design in V2, "Enerflo did not receive required data from Solo."
V2 Modules/Inverters- additional costs and/or restrictions based on Lender
Install Tracker Project Milestone- How to set up an Auto Estimated Completion Date
How to calculate PPW (price per watt)?
How to create a new deal type in V2
Everbright Portal Not Showing Up
Troubleshooting Steps for Everbright/Sighten Deal Type
Error When Submitting Sighten or Everbright Project Creation (Design Request)
Error Can't View Proposal/Agreement/Design Portal Troubleshooting
Tasks Vs Notes in Enerflo
Why am I getting a Duplicate Error Message when creating a Lead?
Error while getting quote: unable to obtain exclusive access to this record or 1 records
Rep Receiving an Error When Applying for Financing with Sunnova
No Deal Types Showing When Trying to Create a New Deal
How to View a Pending Change Order
Error When Trying to Open a Helio Solar Power Sunnova Quote
Sunlight Loan Options: Solar, SolarPlusITC, Battery Only
How do I Cloak Into a Company or User in V2?
Solar Consultation Appointment Type - Communication & Reminders
Sunnova Design Submission Error JWTAuthorization token error: Invalid user
How Adding a Down Payment Effects the Pricing Page
Solo is Having Issues Creating Your Design Error in V2
EPC Settings (Condensed)
What is an HOA?
Troubleshooting Reports Max Number of Lines Export
State Rebates (SRECs)- Can they be applied to the financed loan to lower monthly payments?
Aurora pricing not matching Enerflo pricing
Creating two different leads with the same address (Duplicate Lead)
V2 Viewing Non Integrated Lender (NIL) Products/Pricing in V2
Check Pricing for Company Products
How to add a zip code to an existing market for an EPC
Adding an entire State to a market
Creating a Lead Error Troubleshooting
How to Change a Company Name
Troubleshooting Email Not Updating in Enerflo
How to Add/Edit Install Project Statuses
Installer Market Not Showing in V2
Transferring an Everbright lead to a different sales rep
Appointment Reminders not being Received by Rep or Customer
Customer V2 Deal not showing under installers Deal Pipeline
How to Set Up a Sales Team/Office in V2
How to Filter Appointments types in Calendar/Scheduling
Panel type change showing on proposal but not on the agreement (SOLO proposal)
How to Request a Revision on a SOLO Deal
Verify Solo design request submission credentials
How to perform a webhook to push Solo Proposal into Enerflo.
SOLO login Troubleshooting
Design Completion Stage
Main Panel Upgrade (MPU) Defined
Main Service Panel (MSP)
Deal Type Not Populating Error
EPC Partner Trying to See Sales Org Deals
SREC Vs. SREC Bond
Sales Team Rosters Legacy
PECO (Philadelphia Electric Company)
Sales Company Settings
Net Energy Metering (NEM)
Mega Watt Hour (MWH)
Uh oh. That was a bad request!
Permission to Operate and Permission to Install Explained
Viewing Agreement Contracts in EPC Settings
Overhead Costs Defined
Third Party Ownership (TPO) Definition
Aurora - Common Troubleshooting Cards
EPC Calculates Rate Increase on the "Your Utility Bill is Increasing" Slide Within the Proposal
No SREC Data Found V2
How to Find the PV Watts Setting for a Deal Type
Helioquote - Common Troubleshooting Cards
Error: Check customer phone number is Valid.
Force log out of Enerflo
Setting a minimum / maximum amount that can be set for PPW.
V2 - Update Default Base PPW Setting
Sales Rep Lead Assignment Notifications
Troubleshooting: Lead Assignment Default
Troubleshooting: Finance tab not populating:
What to do when a rep inquires about an ETA for a design
Manually trigger a webhook from the proposal in SOLO
Editing the co-signer info on an agreement
Accessing a sales orgs settings under an EPC:
How to see what rebates Enerflo and an individual company has set up (in V1 and V2)
Adders not selected in deal, but showing on Install Agreement
Finalizing a proposal in V2
Legacy Vs. V2
Approval process for Install contracts to trigger an install record.
V2 Cancel/ On Hold Deal
V2 - User is unable to submit design requests after being transferred to a different company
Accessing Enerflo LearnUpon (LMS) - As a Learner
Gross Price Override Not Reflecting Correctly
Solo and Enerflo not syncing, Solo proposal showing in Enerflo
Bulk Upload Lead Files - Error Populating
PayKeeper Defined
Removing a design request from Contracted Solar design queue
Resetting Gross System Cost Override
Restoring a Voided Agreement
"No appointments found. Please check your appointment type setting to ensure there is a time window" error
How to see company appointment types
How to reassign a deal in V2
Editing User Profile Information V2
Lead Summary Page - Confirm Location
Something's Not Right Error when applying for Any Loan
How to Determine Design Team in V2
Install Tracker Button Not Populating after Deal Submission or Error
How Frequently Does the Sales Rep Leaderboard Update?
How to View an Installer's Install Contracts
Access to the API key:
Customer Highlighted Red or Yellow in the Install Tracker
How to Submit a Revision Request in V2
How to Contact the Design Team via Chat in V2
Mosaic Loan Options: Zero, Choice, Plus, and Light
Quick Links Page Redirect
Price Summary vs System Production
Optimus and HelioQuote FAQs
Design Team vs. Design Tool
PV Watts for Optimus Powered by Aurora Designs
No Installers in the Dropdown when Located in an Active Install Market
How to choose a new deal type
Cannot Find What You Are Looking For Error When Trying to Submit Project
Rep Wants To Re-open Cancelled Deal in V2
Loan Payment Factors
Lender / Dealer Fee Calculation
Calculating Dealer Fees - From Base System Cost & on Adders
Cash deal: Incorrect Payment schedule on the agreement
Manual Entry Deal Type
Utility Bill Amount Incorrect In Proposal & Design Team Can't Update
Setter is Unable to View Deals They Are Assigned To
View EPC's Available Lenders for Sales Orgs
Enerflo Schedule & Google Calendar Appointments
HelioQuote Proposal Uploaded With No Design
Solo proposal: Mapping issue.
Searching for Installer Markets.
Troubleshooting Google Map Location Verification
Duplicate error - multiple leads under the same address
How can sales reps update the annual kwh consumption on a HelioQuote Design?
Adding deals to Enerflo that were signed outside Enerflo.
System Production
Understanding Freedom Forever Deals in Enerflo
Discount feature: Adding back dealer fee option
Troubleshooting: Rep getting permission's error when trying a change order.
Adjust the Average Monthly Bill for Aurora System Designs
Company admin unable to re-assign sales reps
Reps unable to add notes in the agreement
Troubleshooting: Error when trying to assign a rep an office.
Reset buttons on the Finance page.
How to populate a Spanish agreement.
Save a proposal as a PDF
Goodleap feature - auto updating loan amount when agreements are signed
Add an office to the company.
Looking up an EPC's products:
Enerflo - SPS Hours
Office Admin can't see Sales Rep on Lead Owner filter drop down.
How to change Sales Rep assignment - Bulk
Rep unable to submit design requests. No error displaying: not populating in deal feed or design queue.
Downpayment - How Enerflo Calculates it
What are Business Hours for the integrated Design Team Solar Proposal Solutions?
How to determine if error is coming from Solo or Enerflo when loading a proposal.
Federal Solar Tax Credit - Pricing Page
Lender: Restrict loan by state
How to Calculate Solar Cost per kWh
TriSMART Help Desk
Mosaic Issue: Error after clicking "Apply Now"
What are the Allow NEM override and Allow NEM signer boxes for?
How to request for the Change Order Feature
Partners Creating Their Own Reporting Dashboard