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CREATING A PROPOSAL

Creating a new lead 1. In the My Leads page, select the New Lead button.   2. In the Enter Name/Address/Usage page, select the lead type (Residential/Commercial/Municipal).   3. Enter in the customer’s information such as the name, address and contact details. The final proposal will be sent to the ...

Category: Proposal Creation

UPLOADING EXTERNAL DOCUMENTS

Go to the Lead Details page of your lead. Notice the "Upload Document" button (right below the "New Proposal" button):   When you click the "Upload Document" button, you will see a prompt where you can choose a document to upload, and give it a name.   Clicking the "Browse" button will allow you to ...

Category: Proposal Creation

DESIGNING A SYSTEM

Placing Panels There are two options on how you can show the areas or panels in the aerial image. These two options can be seen at the bottom of the Draw Areas page and you need to select only one to proceed to the Design System page. Use Select a Panel when you know the exact system size you want. ...

Category: Proposal Creation

EDITING THE PROPOSAL EMAIL

You can edit the email that you send with the proposal by following the steps below: 1. Go to the Email page.   2. Select the Edit button.   3. Edit the email content in the text box.   4. Select Save to save the changes; Cancel to ignore changes; Reset to restore email content to default.

Category: Proposal Creation

DATA SENT TO PVWATTS

This is the link to PVWatts: http://pvwatts.nrel.gov Here are the steps on how we calculate the solar production using PVWatts 5: 1. Enter the customer’s address. 2. Fill in the inputs based on the data you defined in the Platform: System Size Array type System Losses – to obtain this, the formula ...

Category: Proposal Creation

INSTALLATION SCHEDULE

The Modsolar Platform has eight pre-loaded installation schedules which you use depending on the project you are working on: 45-day Schedule 60-day Schedule 90-day Schedule 120-day Schedule 150-day Schedule 180-day Schedule 7-month Schedule 10-month Schedule   You can change the installation ...

Category: Proposal Creation

CONTRACT TAGS

Installer Tags Installer Name – {$installer.client.name} Installer Street Address – {$installer.client.addressLine1} Installer City – {$installer.client.city} Installer State – {$installer.client.state} Installer Zip – {$installer.client.zipCode} Installer Phone – {$installer.client.phone} ...

Category: Proposal Creation

ADDING LEAD INFORMATION

Add important information about your lead either manually or through a widget on your website. Adding Your Lead Manually On your dashboard, click on the "New Lead" button to open the "Enter Name/Address/Usage" page.   Select the lead type, and add all relevant information about your lead, including ...

Category: Proposal Creation

DRAWING A SOLAR ARRAY

Naming the Proposal Enter any text or numerical value to uniquely identify the proposal. Locating the Property Use map navigation tool to center on customer location and zoom in.   Drawing an Array 1. Draw array by placing a series of points in a clockwise or counter-clockwise order. Arrays may be ...

Category: Proposal Creation

CREATING AND ADDING CONTRACTS

Produce a contract automatically based on the template that you can create. The details about the customer and the system can be automatically filled in using information you already entered as part of the proposal. Creating and Editing Contract Templates Basic contract templates are provided on ...

Category: Proposal Creation