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 quote, called "phases".
These are the phases that make up each new project quote:
- 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.
Creating quotes
You'll create new quotes 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.
Related Articles
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