Background: The beta launch of the Dynamic Proposal will be available to specific organizations on Nov. 8th.
The organizations listed below will receive an invite and will need to opt-in for in-proposal design.
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 requirements that has 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 platform in the project phase.
An RSD input mode design consists of an image of the roof and panels have been added to the roof.
A quote has been made using this RSD input mode design.
A new 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.
The installer can only edit one project per proposal.
If an installer is stating that they are unable to view or use the Proposal Phase, the agent would need to check their permissions.
There must be a project that has been created in the Project Phase
Log into Engine
Log in as the specific org the installer is working with.
Click the Settings wheel.
Click the Proposal Phase
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’ template. In the System Overview section, there is an ‘Edit Project’ button.
The edit view is pulled directly from the Project Phase.
It has been designed to work on cell phones and tablets.
Clicking ‘Select’ will allow the installer to make changes to the panels by clicking on a panel, drag and highlight multiple panels, rotate panels, delete panels, move panels, etc.
If the panel(s) turn red, that is an invalid panel location. The panels cannot be placed:
Off the roof
Over keep outs.
Over setbacks
Outside of the design area
The installer cannot change equipment in the edit view of the Proposal Phase!
The installer can click ‘Add’ which allows them to choose a portrait or landscape panel layout.
This will display a gray shadow panel and the installer can determine where they would like to place the panel.
The installer can then click and drag shadow panels to add as many panels as they would like.
If the installer makes a mistake or would like 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 verify that they would like to revert their changes.
The installer also has the option of clicking ‘Cancel’ and all of their changes will not save.
The details of the design will change as the installer makes adjustments to the panels.
The installer as well as the homeowner will have access to education cards by clicking on the system information boxes.
The homeowner will have a non-edit view for educational purposes only.
Project details are available by clicking the ‘Home’ (house) button in the bottom right corner.
The zoom buttons (+,-) in the bottom right corner allows the installer to zoom in and out with ease.
Once the homeowner and installer agree on a design, the installer will click ‘Update Proposal’ to save the design.
The installer will need to confirm the changes.
This will send the design back into the Project Phase and update the calculations.
Updating the proposal is equivalent to clicking the calculate button in the Project Phase. This will modify the original quote.
The offset will be updated.
The quote will be updated.
Any changes that is not available in the Proposal Phase will need to be done in the Project Phase.