Changing the Equipment on Your Proposal

There are four types of equipment available on the proposal: 

• Modules (panels)
• Inverters
• Batteries
• Optimizers

If needed, click the links above to jump to the related section. 

Updating the Module

1. There are two places you can click to change the module being used:
   1. The Solar Design Page, by clicking the current module.
      
      
   2. Opening the 'Equipment' tab of the proposal sidebar. 
      
      
2. Use the dropdown to select a new module from your company's list.
    
   1. If you're not seeing the module you're looking for, please reach out to your manager. There may be state or lender restrictions. 
   2. Owners: You can add new modules to your company's offering in MissionControl. Learn more HERE! 
3. If you change the module to one that is physically smaller or larger than what is currently selected, it will have you confirm how you'd like to accommodate the difference in size:
   1. Update Layout in Place: You are changing the size of the panels without changing the center point or layout of the design, so this may cause gaps in the design. Only available when new module is smaller.
   2. Change Module and Update Fit: Will move the panels to make sure that we don't have any problems with fitment. The center point and layout will be changed with the sizing so the design does not have gaps. 
   3. Maxfit: Will create a new design that includes all panels that can fit with the specified orientation (portrait, landscape, staggered, etc). This will not copy the existing design.
      
4. Click Save! 

Updating the Inverter

1. There are two places you can click to change the inverter being used:
   1. The Solar Design Page, by clicking the current inverter.
      
      
   2. Opening the 'Equipment' tab of the proposal sidebar. 
      
      
2. Use the dropdown to select a new inverter from your company's list. 
   1. If you're not seeing the inverter you're looking for, please reach out to your manager. There may be state or lender restrictions. 
   2. Owners: You can add new inverter to your company's offering in MissionControl. Learn more HERE!
3. If the inverter allows or requires an optimizer, select the optimizer from the dropdown. 
4. Click Save! 
   1. The inverter stringing will automatically update to match the new inverter. Currently, stringing cannot be updated manually. 

Updating the Battery

1. There are two places in the proposal that you can select a battery from: 
   1. The Battery Optimization Hub.
      
      
   2. Opening the 'Equipment' tab of the proposal sidebar. 
      
      
2. Select the quantity of batteries you'd like. Available options will depend on your company's settings. 
3. If you'd like to include battery backup, toggle/check that on. 
   1. The availability of this toggle/checkbox is dependent on whether or not your company has configured pricing for backup/non-backup in MissionControl. 
      
      

Updating the Optimizer

1. There are two places you can click to change the optimizer being used:
   1. Solar Design Page, by clicking the current Optimizer (if one was selected beforehand, otherwise you must do it through the sidebar). 
      
      
   2. Opening the 'Equipment' tab of the proposal sidebar. 
      
      
2. Use the dropdown to select a new optimizer from your company's list. Depending on the inverter selected, this may be required or optional.  
   1. If the field is greyed out, then the selected inverter does not require or allow an optimizer. 
   2. If you're not seeing the optimizer you're looking for, please reach out to your manager. There may be state or module restrictions. 
   3. Owners: You can add new optimizer to your company's offering in MissionControl. Learn more HERE!
3. Click Save!