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Once your Design Desk service has been set up, enter the address, contact info, and usage information for the property.
Open From the “Project” tab, open the Design Desk from the right hand menu using the “shopping cart” icon.
Your custom Design Desk will open and allow you to input a new request.
FAQs:
Can I specify the information for the proposal?
At the time of onboarding, we ask your organization to define the parameters for system offset, desired equipment, finance products, and pricing. You will be able to specify a default rate to be used for up to 3 different system designs per request.
What is the turnaround time for proposals?
We guarantee proposals delivered within 24 business hours of receiving your request.
What if there are mistakes or revisions necessary on the proposal?
Our team is happy to help, make changes to designs; simply respond to the email thread with your support ticket # email to request any necessary revisions. Each proposal design request includes up to 2 free revisions!
How do I add special notes for one-off situations?
You may include any special notes per job with the initial and upload files for an individual job during the proposal request and our team will ensure this is incorporated as much as possible.
Can my proposal design setting be different in different states or utilities?
Yes, we will work with you to ensure we have the specific details you use to design systems in all areas you currently do sales.
What if I want to show Solar and a Solar + Storage Proposal?
Our team is happy to help! This can be set up in the initial default setting or included in the special instructions.
Can I show a smaller system offset and a larger system offset for the same home?
Yes, you may set up your defaults to include up to 3 different system designs. Please note each unique system design will result in one proposal, so in this case, you will end up with 2 different proposals ready to show the homeowner.
Can I cancel a Design Desk request?
Yes, as long as the request status is “In Design”you will be able to cancel the request from the Design Desk accordion. More detail on how to cancel a request is in this article.