Welcome to SOLAR+

You can use Sightenthe platform'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 job, called phases.

These are the phases that make up each new lead:

• Address
• Contact
• Usage
• Project
• Quote
• Old "Legacy" Proposal
• Contracts

There is a SOLAR+ an article describing each of these phases and how you'll be able to enter project information.

New leads

You'll add new 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.

Then you'll create the project design, quotes, and homeowner proposal. The project design can include solar, storage, energy efficiency, or a combination.

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!

learn about Settings.

Try starting with creating a new lead.

Related Articles

You might also want to check out these related articles:

• How do I enter an address?
• How do I enter contact information?
• How do I enter utility and usage information?
• How do I create a project?
• How do I create a quote?
• How do I create a proposal?