Proposals
Software
Access to the industries most popular proposal tool "Solo" is included. "Solo" has been voted the best and simplest tool for solar project estimations, sizing, and pricing. API integrated credit checks, loan options, and install docs are digitally built in to help make your sales process seamless.
New Project
To start a new proposal some basic customer information is needed. You need to gather Customer Name, Phone Number, Email, and Address.
Confirm Address
In order to create a visual panel array on the roof you'll need to confirm that the address provided matches the correct property displayed.
Enter Utility Information
Enter customers utility information by entering monthly utility usage or uploading a bill. Submit and wait 5 mins or less for your newly generated proposal. An email and text will be sent when ready.
Presentation
Give a smooth presentation with confidence and flexibility. Adjust proposal on the fly with customizable fields.
Credit Check
Checking credit has never been easier with fully integrated loan options. See if your customers qualify.
Sign Docs
Sign docs on any touch screen device. Phone, tablet, or computer.