Welcome to SOLAR+
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 job, called phases.
These are the phases that make up each new lead:
There is a SOLAR+ article describing each of these phases and how you'll be able to enter project information. You can also learn about Settings.
How do I create a new lead?
Start by clicking New Lead on the right side of the upper menu bar. 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!
How do I look up an existing lead?
Search existing leads using the search bar in the upper left. Simply start typing a name or address to find and select an existing job.
Related Articles
You might also want to check out these related articles: