A smooth sales process means more closed deals and happier customers. This walkthrough guides you through every step so you can present financing options with confidence and close deals faster.

Sign in with your username and password.

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

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 as“Battery Only” and assign it to a user by clicking“Assign To”.Click“Create customer” in the top-right corner of the page.

You have now created a proposal card. Click"View Detail" to add pricing.

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“Save Consumption” to continue building the proposal.

Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. Select the desired battery for the project. 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.

If you require additional equipment for your quote, scroll down to the“Adders” section. This section is optional. Click“Choose Adders”.

Select the adders and click“Done”.

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

Scroll down to the“Financing” section of the proposal and select“SOLRITE”. Select the customer’s utility provider from the“Utility” dropdown and click“Create Account”.

Click“Create Quote”.

Click“Finalize” on the generated financing card.

Click“Qualify” to open the credit application.

A title verification pop-up box will appear. You can proceed with the current title or replace it with one of the suggested titles. Click"Continue."

Enter the customer's information, check both acknowledgement boxes, and click“Submit”.

Upon successful pre-qualification, a congratulatory message will pop up. Click“Close”.

Click“Send Contract Docs”. This will generate the contract.

Click“Yes” to continue.

The contract documents will be sent to the sales rep’s inbox. Click“Review Document” to proceed. After signing, click“Finish”. The contract will then be sent to the installer, and finally, to the customer to sign.

Once all parties (sales rep, installer and customer) have signed the contract, the e-signature activity tab will show the document status as“Completed”.The status will also update within the finance card to reflect that the contract documents are signed.To view the public proposal for the battery job type, click“View Proposal”.The proposal will open in the next tab.

💡 A new sales rep follows this walkthrough during their first customer meeting. With each step laid out clearly, they present financing options confidently and close the deal on the first visit.