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How do I customize my company's proposal templates?
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Can I set default assignees for each phase?
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How do I Update Billing Information?
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How do I blacklist an incentive?
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How do I set milestone and team assignment?
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How do I set soiling defaults?
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What settings can I edit?
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How do I edit equipment settings?
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How do I change what email notifications I receive for jobs?
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How do I add batteries in the Project Phase Settings?
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What are the default utility rate escalators and how are they determined?
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How do I add canned comments to my operations workflow?
CRM Settings
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How do I change the production methodology for solar projects across my organization?
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How can I manage notifications for Operations milestone submission deadlines?
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How can I confirm, manage, and utilize insurance coverage details?
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How do I add or edit an external user ID?
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How do I Assign Organization Roles and User Roles? [Beta]
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What is the Net Present Value (NPV) and Discount Rate?
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Part 2
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Part 3
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Evelyn Fisher (Unlicensed)
Samantha Lieberman
Owned by
Evelyn Fisher (Unlicensed)
Last updated:
Jul 30, 2021
by
Samantha Lieberman
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