Digital document signing streamlines your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.

Click on the “Customers” tab on the left-hand side.

Locate the “Actions” section and click on “Proposals”.​

Click “View Detail” on the proposal card. To name a proposal, click “Add Title”. Proposal card titles can be edited as well.​

Fill out the Consumption profile.​

Click “Start Design”.​

Set the crosshair over the home and click “Run AI Design”.

The AI design will be generated automatically.​

When the AI design is complete, sales reps can adjust the solar offset with the slide bar.

Toggle“Show panels with colour” to show a visual representation of production for each panel. The lighter-colored solar panels indicate higher solar production. The darker orange panels indicate lower solar production.

Click on the “Change Panel” dropdown to select a different panel for the design.

Click on individual solar panels to add or remove them. Removed panels will become transparent and have a white border.

After adding or removing solar panels, the “Recommend panels” button will become available. Clicking this button will provide the optimum solar layout for maximum efficiency. Once selected, the button will become unavailable again unless you make further changes to the design. Choosing Design ModesThere are three design modes available within the AI-Assisted tool. Default mode:Production data is pulled from Sunroof, and the design image data is provided by Google HD, with the option to switch to Nearmap.NREL (Assisted Design) mode:Production data is pulled from NREL, and the design image data is provided by Nearmap, with no option to switch to another data source. The AI tool will generate a solar layout.NREL (Manual Design) mode:Production data is pulled from NREL, and the design image data is provided by Nearmap. Production data is filled automatically by the predictive AI, but the solar layout is not generated. Users must switch to edit mode to create a solar layout.

Click “Facet List” to see the details of each facet.​

Clicking on a facet’s details will highlight the facet in the design.

Edit panel alignment by clicking on the"Edit" icon in the left corner.

The panels are shown in edit mode. To enable setbacks, click“Show setbacks” on the right.

The yellow lines surrounding the roof facets indicate the setback area where solar panels cannot be placed. To draw facets, click the"Draw Facet" icon.

When the facets are complete, click the “Done” button highlighted in blue. The AI tool has been updated to ensure that facets are unable to move beyond the limits of the roof layout. This ensures that designs are as accurate as possible and do not incur facet placement errors.

To create a facet for a flat roof type or ground mount, select “Draw Facet” and toggle “Flat” or"Ground Mount" on before drawing the facet.

After drawing a flat facet, click “Done” to fill the facet with panels.

To edit a facet, click “Edit Facet” and drag the dots to modify the facet. Click “Done” after making the required changes. Note:If the facet you have drawn is invalid, the facet will turn red, and you will not be able to save it without correcting the design.

Obstructions on a roof are marked with a red circle. Obstructions can be deleted by clicking the“Delete Obstructions” icon.

Click on obstruction marks to remove them. Then click “Done” to save or the “X” icon to cancel.​

Once the obstructions are removed, left-click on the facet and choose “Recalculate Layout” to add panels in place of the obstructions.​

Use the"Change Orientation" button to switch facet orientation between landscape and portrait. Select a facet to change its orientation.​

Click the"Delete" icon to delete a facet.​

Click the"Recalculate Layout" button to recalculate the solar layout of a facet.​

Click “Add Panels” to add a single solar panel to the layout.​

Select the orientation of the panel and click “Yes”.​

Click to place a panel on the facet. Click “Done” to save the panel placement.

Toggle“Multi Panel” on to add multiple individual panels to a facet at once. Click“Done” to save your changes.​

Use the highlighted buttons to move or delete an individual panel. The panel snapping feature ensures that when moving individual solar panels, the alignment of the panel is correct. If you try to place a panel outside the bounds of the roof, it will snap back into its original position. Note:You can move multiple panels at once by clicking“Move Panel”,selecting the group of panels you wish to move, then clicking and dragging them into place.​

Move the panels into the correct position and click“Done” to save.​

To delete an entire panel array, click the“Delete Panel” button, then toggle“Delete Array” on. Click“Done” to save changes.​

Select a panel set to move it to a different position. Use edit mode to rotate and properly align a misplaced panel set. Clicking the orange box allows you to rotate a panel set.​

Once the panel alignment is correct, click “Done” to save.​

To see the measurement of each facet edge, toggle“Show linear feet” on.

To exit edit mode, turn the toggle off.​

When the design is complete, click “Save” to continue with the next steps.​You can view your AI solar design along with the solar details, where you can add aninverter, inverter number, escalation rate, mounting type,andPPW.To edit the solar design after saving, click “Edit” in the top left corner of your design.​To design on a full screen for better visibility, click the full-screen button on the right.To design in 3D mode, click on the3Dicon located to the left of the full-screen button.​Note:Whenever changes are made to the solar design, theDXF filein the attachment section will automatically update to reflect the latest version. Setback Default ValuesWhen enabling setbacks, the default value applies. This default value is set by your account manager. Whenever the account manager updates the default setback value, it will apply to all proposals created by your organization after the deployment date. In existing (old) proposals, the setback values will remain the same as they were at the time of creation.

💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.