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You can use Sighten's SOLAR+ toolset to create quotes for solar projects as well as storage and energy efficiency. The SOLAR+ toolset allows you to add to different parts of the quotejob, called " phases".

These are the phases that make up each new project quotelead:

• Address
• Contact
• Usage
• Project
• Quote
• 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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New leads

You'll create add new quotes leads by entering the project address, customer contact(s), and energy usage and utility information. You can also use the default utility and usage information if you don't have bill information when creating the quote.

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The SOLAR+ toolset is flexible, so you can get your company account set up to enter information for the phases you need, in the order you need it. Read our related articles to learn about each of the phases!

Related Articles

You might also want to check out these related articles:

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