Once your admin sets up the Aurora request design flow settings, follow the steps below to request an Aurora design.
Step 1: Click “New Proposal.”
Step 2: Enter the required details, such as the Address, select Job Type (Solar), and choose “Aurora Request Design” under "Select Design Tool".
Step 3: Click “Create Proposal.”
Step 4: In the Consumption Profile, under the "Utility" dropdown, select the utility.
Step 5: Click “Start Design.”
Step 6: Click “Design Request.”
Step 7: Select a designer and partner from the “Choose Designer” and “Choose Partner” dropdowns, pin the customer’s roof on the map, set the designer appointment, and select the intended financing for the project. Then click “Save.”
Note: When requesting a designer change, the “Cash” Finance Partner option is available in the intended financing dropdown.