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These are the phases that make up each new project quote:
- Address
- Contact
- Usage
- DesignProject
- QuotingQuote
- Proposal
There is a SOLAR+ article describing each of these phases and how you'll be able to enter project information.
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Then you'll create the project design, quotes, and homeowner proposal. The project design can include solar, storage, energy efficiency, or a combination.
Of course, this is just a high level overview. The SOLAR+ toolset is flexible, so you can get your company account set up to enter quote information for the phases you need, in the order you need it.
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