Cost buildup
Cost buildup is a feature that allows sales representatives and managers to create quotes by assigning costs to specific components of the designed system. For instructions on how to construct a quote using cost buildup, see How do I create a quote using cost buildup?
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Account administrators have the ability to set default project-level costs (base costs, labor, and margin) as well as solar equipment costs. On the quote page, you will see all costs represented by a single $/W value that will appear in the Install Cost input field by default (highlighted below). Without updating the account defaults, this number will be $3.20/W.
Account set up & defaults
Upon account creation, your organization is set with default costs on modules, inverters, and project base costs of $1.00/W, $0.20/W, and $2.00/W, respectively. These can be changed at any time by any account administrator. Solar equipment costs can be updated by clicking into the side navigation bar, then into Settings, and selecting the Equipment option.
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While the default module cost sets the default cost for all modules, you can override the cost of a specific module by clicking the Edit Item button in that module's row. The Edit Item window will appear, allowing you to set a different default cost ($/W or $) and margin for that module (displayed below). Click Submit to save any changes.
Project costs
From the sidebar menu, under Settings, the account administrator can also select Project Costs to both create custom line items and set project cost controls. Under the Additional Costs tab, there is an Add Costs button that allows users to create and store common line items to be used for all quotes (highlighted below).
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