Training and Troubleshooting
This collection includes articles on troubleshooting errors and how to perform basic functions.
By Enerflo and 3 others4 authors149 articles
- Auto-Scheduler : "No appointments Found"
- Appointment Type Missing From Dropdown When Scheduling
- Enerflo Schedule & Google Calendar Appointments
- How to Filter Appointments types in Calendar/Scheduling
- Sales Organization Unable to Schedule Appointments
- Appointment Reminders not being Received by Rep or Customer
- "Sorry, you are not permitted to perform this action" error when trying to submit a design request
- 11: electricity_usage: Expected a number between `1000` and `Infinity` but received `0`
- Internal Design Queue - Design Request Statuses
- How to Approve a Design
- Design Team vs. Design Tool
- How to Contact an Internal Design Team via Chat
- Error: Equipment unavailable or incompatible on design
- How to Determine Design Team in V2
- Inverter Dropdown Empty When Uploading a Design Under Company Design Requests
- Support for external design tools
- How to Enable the 'Open/View in Scanifly' button in Enerflo
- How to Edit a Design After It's Been Created
- Error: "No products are available" for financing method
- Discount "Not in use" or Not Showing
- Error: LightReach finance products not loading
- Error: Inactive pricing model or no pricing models found
- Adder Not Showing in Proposal
- Using Gross Cost Override With a TPO or PPA
- Error: HIS number missing when trying to view a proposal
- Error: "No SREC data found" when updating a proposal
- Save a proposal as a PDF
- 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."
- Proposal does not have post solar tariff information
- Reset buttons on the Finance page
- How Dealer Fees Are Calculated
- Monthly Consumption Graph in Proposal
- Aurora pricing not matching Enerflo pricing
- Wrong Utility Bill Page Showing in Proposal
- Solar Power Rates Within Proposal
- How To Switch Finance Method on a Proposal
- Rate of Increase in Proposal
- Resetting Gross System Cost Override
- Finalizing a proposal
- How Down Payments are Calculated
- Why are there discrepancies in the pricing between multiple proposals?
- Does Enerflo Calculate Sales Rep Commission?
- How does Enerflo handle annual vs. monthly consumption input methods and their effects on usage analysis?
- Custom Price Adder Missing from Deal - Troubleshooting
- Financier Loan Limits & Payment Caps by Lender
- Sungage: Loan Products, Sunrise Escalator & Deal Flow
- GoodLeap TPO Verification Check
- What is PayKeeper?
- Correct Lender Application Not Populating
- Error: "Please check that the customer phone number is valid" on financing
- State Rebates (SRECs) & Financing
- Sunlight Loan Options: Solar & Battery Only
- Creating a Proposal: The selected utility is not supported by LightReach
- Finance Type Unavailable Due to Targeting Restrictions
- LightReach: TPO Products, Pricing & Deal Requirements
- How can I resubmit a financing application facing issues such as pending status or a lapsed approval?
- LightReach Application Errors
- Resolving Common GoodLeap Errors
- GoodLeap: Loans, TPO Products & Deal Flow
- How To: Restore a Disconnected GoodLeap TPO Application
- IGS Solar: TPO Setup, Deal Flow & Troubleshooting
- LightReach Battery-Only Leases (Palmetto EnergyBackup)
- EnFin TPO: Products, Deal Flow & Application Management
- Admins: How to Configure a LightReach Dealer Alias
- Loan Selection No longer Available to Update Install Agreement
- Adding notes to the agreement
- Restoring a Voided Agreement
- Adders Not on Proposal, but showing on Install Agreement
- DocuSign Troubleshooting Tips
- Editing the co-signer info on an agreement
- Uploading an Agreement or Deal that was Completed Outside of Enerflo
- How to Generate an Install Contract
- Using the Install Tracker Page
- What Are Tasks in Enerflo And How Can a User Create Them?
- Dealer Fees Showing $0.00 on Install Tracker
- Lead not showing on Sales Org's Install Tracker
- Error: "There was an error saving" when updating a milestone
- Customer Highlighted Red or Yellow in the Install Tracker
- Error: Install tracker button missing after deal submission
- Webhooks: Setup, Management & Filtering
- Error: Invalid Template and Installer
- Address Not Saving Correctly
- No Deal Types Showing When Trying to Create a New Deal
- Error: "Something went wrong" when creating a BPS deal
- Design tool, deal question, etc not showing in deal
- Error: "Proposal not associated with a legacy survey" when viewing a deal
- Company Admin Unable to Re-Assign Sales Reps
- Setter is Unable to View Deals They Are Assigned To
- What is the Customer Portal and How do I view it?
- Error: Bulk lead upload failing
- Smart Pull Stage Not Showing Complete
- Uh oh. That was a bad request!
- Creating two separate projects at the same address
- How To Place a Deal On Hold to Remove From the Pipeline
- Error: POST 400 Bad Request when creating a lead
- Reassign an Inactive User's leads
- Tasks vs. Notes: Differences and When to Use Each
- Required Survey Questions - Red Asterisk
- How Frequently Does the Sales Rep Leaderboard Update?
- Updating Customer Email Not Saving
- EverBright - V2 Deal Creation
- Office Admin not Able to Assign Sales Rep to a Deal
- Re-open a Cancelled Deal
- Troubleshooting Google Map Location Verification
- Bypass Financing Requirement to Access Contracting Stage
- Why can't I view leads and projects in Enerflo, and how do I fix it?
- StreetIO: Canvassing Tool Overview & Admin Portal
- How to Delete a Lead, Deal, or User
- How to Adjust Customer Location
- How to View a Deal's History (Proposal Creation Date & More)