CREATING A PROPOSAL

November 9, 2017 MODsolar Support No comments exist

Creating a New Lead

1. In the My Leads page, select the New Lead button.
Creating Proposals through MODsolar Platform

2. In the Enter Name/Address/Usage page, select the lead type (Residential/Commercial/Municipal).

Creating a Proposal through the MODsolar Platform

3. Enter in the customer’s information such as the name, address and contact details. The final proposal will be sent to the email address provided during this step.

Creating a Proposal using MODsolar Platform

4. After entering in the zip code, a list of utility rates provided by Genability* will show up in the drop-down list. Select the utility rate that corresponds to your customer’s electric bill. If the rate is not available in the list, you can contact us in Support so we can work on adding it for you or you can simply enter in a manual rate.

*Genability is a service that maintains full rate details for 3000+ utilities in the U.S.
Creating a Solar Proposal - Configuring Utility Rates

5. Enter the current usage information. You can enter the Total Yearly kWh, the Monthly kWh amounts or the Average Monthly Electric Bill.
Creating Solar Proposals - Setting Monthly Amounts

You can also define the Future Electricity Usage if the homeowner decides to install other energy-saving measures.
Creating a Solar Proposal - Setting Future Electricity Usage

6. Select the roof type. If you are not sure of your customer’s roof type, you can select Other.
Creating a Solar Proposal - Indicate Roof Type