FAQs
Curated collection of the most frequently asked questions. Find quick answers and insights, ensuring a smoother user experience and understanding of our platform's features and functionalities.
- How to Create a Proposal
- How do I view a proposal?
- How to delete a proposal?
- Can I change the address on the proposal?
- I'm having issues when creating a proposal
- How do I add a co-applicant/co-borrower in a proposal?
- I'm having issues when putting co-applicant/co-borrower in proposals
- I'm having issues with pricing/price corrections
- I'm having issues with running credit applications
- Proposal's savings numbers are too high or too low
- I'm having issues when signing the documents with homeowner
- I'm having issues when sending the install agreement
- How do I schedule a site survey?
- I'm having issues when adding files to plansets/permit
- How do I add more files/photos to the customer?
- I'm having issues uploading photos and/or files in the customer's info
- Can I export Solar Proposals as PDF?
- I need to trigger a change order. What are my steps?
- How to Add Incentive Settings (Installer Admins)
- How to apply incentives to solar proposal
- What is the best way to configure energy usage data for a solar proposal, and how can consumption inputs be adjusted?
- I'm having issues inviting users
- How can I change one of my user's email on Pipe?
- No link after clicking “Reset password“
- I was tagged multiple times in Pipe but I wasn't notified
- I'm having issues when filtering a specific user in the Reporting tab
- I'm having issues tagging users in activity log
- Issues when creating a new panel/module
- Add new feature/customization/integration services to the platform
- Customer address isn't showing up
- How do I cancel a deal?
- How to Modify Consumption
- Stage Alerts Merged Fields