This article covers the following features of a proposal, click the links below to jump to the related section:
- Swapping a Proposal's Rate Plan
- Adjusting the Utility Escalation %
- This also includes displaying the fixed and energy charges of a utility bill separately.
Utility information depends on the utility company selected for the customer account. To change a customer's utility company, follow the step by step HERE.
Swapping Rate Plans
Some utility companies have multiple rate plans that their customer may be on, for both pre and post solar. It is important to check that your customer's proposal has the correct rate plan selected to ensure that utility calculations are accurate. Different rate plans will have different utility calculations on the proposal, based on their rate type (ex. TOU), cost per kWh, export credit, etc. Follow these steps to select the correct rate plan for your customer:
- In the proposal, open up the side bar menu and select 'Rate Plans'.
- The modal will allow you to select the pre-solar rate and post-solar rate in drop downs.
- Click 'Update'!
NOTE: Adjusting the pre-solar rate and/or post-solar rate can have an effect on the net metering as well as other aspects of the sale.
If you believe the rates are not current, please contact our utility research team via utilityresearch@gosolo.io to request verification of rates, NEM, etc.
Watch Swapping Rate Plans
Adjusting Utility Escalation
- In the proposal sidebar, select the 'Utility Escalation' tab.
- Adjust the utility escalation for either the fixed or energy charges
- Fixed: rate at which fixed charges increase (monthly connection fees, solar fees, etc).
- Energy: rate at which energy charges increase (cost per kWh, Time-of-use rates, etc).
- If you'd like to see the breakdown of fixed vs. energy charges on the utility bill, check the box labeled "Display Energy and Fixed Charges Separately".
- Click 'Update'.