Background: The beta launch of the Dynamic Proposal will be available to specific organizations on Nov. 8th.
...
Energy Service Partners |
Solarize [Chad Dahlgren] |
NSB (Green Light Solar) [Chad Dahlgren] |
Infinity - Installer [Joe Kelly] |
Better Earth [Ryan Grady] |
EmPower [Ryan Grady] |
Avvio [Bill Braun] |
Greenstar Power [Isha Richardson] |
Lonestar Solar LLC [Isha Richardson] |
Cyberdyne [Isha Richardson] |
Pacific Allied Group |
There are Some requirements that has have to be met for the rep/installer to be able to edit the project design in the proposal phase:
The rep/installer has to be sure that an RSD input mode design has been created in the EverBright Everbright platform in the project phase.
An RSD input mode design consists of an image of the roof and panels that have been added to the roof.
A quote has been made using this RSD input mode design.
A new EverBright Everbright proposal has been generated using the quote and RSD input mode design.
The rep/installer must have permission to edit the proposal.
The project is not associated with a signed contract.
Once a project is associated with a signed contract, the rep/installer will not be able to edit the project in the proposal.
The proposal template must have the System Overview widget.
...
Click the ‘Defaults’ option and turn on the ‘Project Editing’ option by clicking the ‘Edit’ button.
...
The installer has to using the new ‘Dynamic Proposal’ use the Dynamic Proposal template. In the System Overview section, there is an ‘Edit Project’ button.
...
Clicking ‘Select’ will allow the installer to make changes to change the panels by clicking on a panel, drag dragging and highlight highlighting multiple panels, rotate rotating panels, delete deleting panels, move moving panels, etc.
...
If the panel(s) turn red, that is an invalid panel location. The panels cannot be placed:
...
If the installer makes a mistake or would like wants to remove a shadow panel, they will click ‘Undo.’ This will remove the last change they made.
...
Clicking ‘Revert’ will undo all the changes that were made and take the installer back to the very beginning where they would have to start over.
...
The installer will need to must verify that they would like to revert their changes.
...
The zoom buttons (+,-) in the bottom right corner allows allow the installer to zoom in and out with ease.
...
The quote will be updated.
...
| Note |
|---|
Any changes that is are not available in the Proposal Phase will need to be done in the Project Phase. |
...