Training and Troubleshooting
This collection includes articles on troubleshooting errors and how to perform basic functions.
By Enerflo and 1 other2 authors141 articles
Utility or rate is not available for selection
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
Sungage: Loan Products, Sunrise Escalator & Deal Flow
Financier Loan Limits & Payment Caps by Lender
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)
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
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