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Creating a Customer with a Battery-Only Proposal

You can create a new customer from one of two places: 
  • Clicking 'New Customer' in the top left of Solo

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  • Within the sidebar, under 'Customers'

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Once you're in the customer creation menu, follow these steps: 

  1. Select 'Battery' as your Customer Type
    1. If you do not see this as an option, you may not be approved to use your company's battery template, or your company may not have a battery template. Please reach out to your manager. 
    BatteryOnly_CustomerCreation_SelectType

  2. Select which template you'd like for your proposal. Then, click 'Next'. 

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  3. Fill out the customer's information, including name, contact information, and address. 

    BatteryOnly_CustomerCreation_CustomerInfo

  4. Add your customer's utility bill information.
    1. Depending on your company's preferences, this section may or may not appear. 
    2. This will help ensure battery savings calculations are accurate on the proposal. 
    BatteryOnly_CustomerCreation_AddUtilityBill_GIF

  5. If your company has created any additional sections for the template, complete those as well. 

    BatteryOnly_CustomerCreation_AddtSections

  6. Review your proposal request. 
  7. Click 'Create Proposal'

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  8. This will take you straight to the 'Instant Proposals' tab of customer page, from which you can access your battery-only proposal. Just click 'View' on the right. 

    InstantProposals_ViewProposal