Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'

Sign in with your username and password.​

Click "New Customer" in the top right-hand corner to create a new customer.​

Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out the setter and lead source details, as well as other information.​

Click “Create customer” in the top-right corner of the page.​

You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.​

Click the “Utility” drop-down box in the Consumption profile section.​

Select the correct utility company. All of the data for that utility is being pulled in real-time to ensure accurate utility rates.​

Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered. Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.​

Click “Start Design”.​

You can also upload the Utility Bill by selecting “Attachments” in the list on the left and clicking “Add File” in the top right corner.​

Select "Utility Bill" from the "Label" drop-down menu and upload the utility bill. Click “Save”.​

Select the “Pricing” tab on the left side to return to your AI-Assisted Design.​

Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to " manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide.​

Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real time. You can alsoadjust the system offset with the slide bar. If you wish to further adjust the design, switch to AI edit mode. UpdateElectric Bill pricingandAnnual Usagethat suit your customer’s needs. You can also select the type of panel that goes into the system alongside the design.​

Click “Save”.​

Your AI-Assisted Design is ready with system size details. You can even add an inverter to your design. Select the edit button beside “Inverter Name”.​

Choose the inverter and click “Save”.​

Scroll down to the battery recommendation section of the proposal. Turn on the toggle to enable the battery algorithm.​

Choose if you would like to quote a backup battery OR a grid-tied battery here.​

Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances, and increase or decrease the number accordingly.​​

Select your battery from this section. You can increase or decrease the quantity of batteries required for your proposal.​

If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.​

Select the adders and click “Done”.​

You can add the down payment amount before selecting your finance options.

Scroll down to the financing section and selectFinancing (Fully Integrated), then click “GoodLeap”. Choose the utility from the drop-down menu to begin the financing process. Click “Update”.​

Click the “Finance Options” drop-down to choose a finance option. Click “Add Loan” to add the financing card. You can add multiple financing cards.​

Click “Finalize” located on the finance card.​

Click “Qualify” to proceed with qualification. You must qualify for the quote before you can send out contract documents.​

Check the acknowledgement boxes, direct the customer to sign and approve their signature, then click “Next”.​

Enter the customer’s details and click “Submit”.​

If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok” to continue.​

Click “Sync Quotes” to get an updated status on your GoodLeap finance card.​

Click “Yes” to continue.​

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Finance Docs” to share the finance contract with the customer via email.​

Click “Yes”. This will generate the contract.​

The contract will be sent to the homeowner's email, where they will be able to sign their portion. Sending A Qualification Application To A CustomerSales reps can send homeowners the application form via email if required.​

Click “Send Application To Homeowner” on the finance card.​

The application will arrive in your customer’s inbox. Direct your customer to open the link.​

Direct your customer to click “Qualify”.​

Your customer must fill out the credit application form and click “Submit”.​

If your customer qualifies, they will receive a message of congratulations.​

Refresh the proposal page to see the updated status on the finance card.​

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Finance Docs” to share the finance contract with the customer via email.​

Click “Yes”.​

Your customer will receive an email with further instructions on how to complete the document signing process.​Note: For organizations usingSeamlessEnergyfinancing with GoodLeap, the Welcome Call is not mandatory for Closed Won Document Signed. So, you can skip this step as it will not block proposalCWDS. Note:When selecting a finance option for GoodLeap loans, you will see the“Autopay” toggle on the right-hand side of the financing section. This toggle is on by default. Disabling it removes autopay finance options from the list of available products. Please note that Autopay is available for all job types (solar, roofing and HVAC), but is not available for solarleasefinancing.

💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.