The Plug product feature lets you add additional products to your proposals quickly. Enabling it gives your sales team more flexibility when building deals.

​Step 1:Navigate and click on the“Hi, username” in the top right corner of your home page.

Step 2:Click on“Settings”Step 3:Scroll down your settings list to find“Plug Settings”Step 4:Click on the“Edit” button next to Plug Settings​Step 5:Turn on the toggle to enable the plug and click“Update”How to use the Plug Settings?Step 1:Click on the"Customer" tab from the main menu and select your customer.

Step 2:Click on the“View Details” button on the proposal cardStep 3:After completing your proposal, click on the“Sign Now” button.

​Step 4:Check your perfect packet list and find“Capture Homeowner Actual Consumption Data”.

Note: You will need to finalize your proposal before you can use the Plug settingsStep 5:Click on“Create Connection”​Step 6:Select your“Provider”Step 7:Enter your username and password.

Click“Save”Note: The data being pulled for your proposals can usually take 5-10 minsStep 8:Click the checkbox next to “Capture Homeowner Consumption Data”Note: After capturing the homeowner's actual consumption data, a copy of the utility bill will automatically be added to the attachment section, and the consumption profile will be updated with the new data.

Related ArticlesHow to Enable Required Actual Data for the Consumption ProfileHow to Add HOA Information to ProposalsHow to Enable and Use Energy Insight?How to Enable Net Metering and Net Billing in ProposalsHow to Enable Insurance for Roofing Jobs.

Last updated: 2026-05-15 · Source: How To Enable And Use The Plug Product