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.

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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 and assign it to a user by clicking“Assign To”. Fill out 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.

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”.

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"Confirm".

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. Update theElectric Bill pricingandAnnual Usagethat suit your customer’s needs. You can 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.

Scroll down and turn on the battery toggle to add batteries to your proposal.

Choose if you would like a battery with backup, a battery with no backup, or to view a comparison. If choosingBattery (Backup Reserve), open the dropdown to select rooms and appliances for backup.

If choosingBattery (Backup Reserve), add as many rooms or appliances as your customer needs to back up. This step is not required for Battery (No Backup- Energy Arbitrage).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 a solar battery from the provided options. The quantity will reflect automatically, but you can increase or decrease the quantity yourself if necessary.

If you require additional equipment for 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 a down payment amount before selecting your finance options.

Scroll down and click"Create Account" to begin the EDGE financing process.

Select your EDGE PPA pricing and click“Create Quote”. You can enable domestic content with the toggle.

Click“Yes”.

The quote will be automatically qualified. Click“Finalize”.

Click“Send Contract Docs”.

Click“Yes”.

The finance contract will be sent to the sales rep’s inbox first. Click“Review & Sign Document” to proceed.

Click“Start”.

Click“Sign” where indicated on the document.

Click“Adopt and Sign”.

When finished, click“Submit”.

The contract will be sent to the customer’s inbox next. The customer must click“Review & Sign Document” and complete the signing process.

Once all parties have signed, the“Contract Signed” status will reflect on the finance card.

💡 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.