Training and Troubleshooting
This collection includes articles on troubleshooting errors and how to perform basic functions.
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
Module not appearing on Change Order
User Cannot See the Change Order Button on Install Tracker
Change Order Feature Overview
Change Order View Error: There was an error loading your data. Please try again.
How to View a Pending Change Order
What should I do if I encounter an error when trying to save a change order in Enerflo?
Change Order Feature FAQs
"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
Equipment Error on Design: Equipment (Module, Inverter, or Battery) is unavailable or incompatible
How to Determine Design Team in V2
How can I adjust map pins in deals using Enerflo?
Inverter Dropdown Empty When Uploading a Design Under Company Design Requests
GoodLeap TPO solar access or TSRF error
Error: [Adder Name] missing a GoodLeap mapping. Please have an admin add one.
Financing Error: No products are available
Discount "Not in use" or Not Showing
LightReach Finance Options "There was an error fetching the available options"
Inactive Pricing Model/No Pricing Models Found Error
Adder Not Showing in Proposal
Using Gross Cost Override With a TPO or PPA
HIS Number Error When Trying to View Proposal
No SREC Data Found Error
Save a proposal as a PDF
How to change the language on a proposal
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
Dealer Fee Calculation
Calculating Dealer Fees on Adders
Error: No Pricing Models Found. At least one pricing model is required for a proposal to be created
Monthly Consumption Graph in Proposal
"No Pricing Options Available" When adding an adder to a 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?
Commission
How does Enerflo handle annual vs. monthly consumption input methods and their effects on usage analysis?
Invalid Vendor Error when Applying for GoodLeap TPO
GoodLeap Error: Applicant address must be the subject property address when homeOccupancy is PRIMARY
Lender Limits
GoodLeap TPO Verification Check
Finance Application Error: GoodLeap: 400 Bad Request
What is PayKeeper?
Correct Lender Application Not Populating
Error: Check customer phone number is Valid
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
Loan Selection No longer Available to Update Install Agreement
How to populate a Spanish agreement
Adding notes to the agreement
Restoring a Voided Agreement
Internal Server Error When Viewing 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
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
Milestone Saving Error
Customer Highlighted Red or Yellow in the Install Tracker
Install Tracker Button Not Populating after Deal Submission or Error
Address Not Saving Correctly
No Deal Types Showing When Trying to Create a New Deal
Whoops, looks like something went wrong error when creating a Bright Planet Solar (BPS) deal
Design tool, deal question, etc not showing in deal
Error: Proposal is 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
Lead Summary Page - Confirm Location
How to Delete a Lead or Deal
How to Create a Deal on a Lead
What is the Customer Portal and How do I view it?
Error while Bulk Uploading Lead Files
How to delete a Lead or User
Smart Pull Stage Not Showing Complete
Transferring a Deal to a Different Sales Rep
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
How can I Use a Battery Only Deal?
Client error: 'POST 400 Bad Request"
Reassign an Inactive User's leads
Tasks Vs Notes
Required Survey Questions - Red Asterisk
How Frequently Does the Sales Rep Leaderboard Update?
Updating Customer Email Not Saving
EverBright - V2 Deal Creation
How To Add a New Deal on an Existing Customer
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?