Proposal-related
- 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?