The MissionControl portal is only accessible to users with the SAAS Owner role.
In this article:
Creating a New Adder
- In the left-side navigation bar, click 'Company' and select 'MissionControl'.
- If you'd like to edit one of your child or grandchild accounts, that can be selected in the top right.
- Using the menu at the top, open the 'Adders' tab.
- In the top right, click 'New Adder'.
- Enter the name of your adder. This will be the name displayed for the adder on the proposal.
- Select the 'Adder Type'. This will determine how the adder is selected on the proposal.
- For more information on the adder types available, jump to this section!
- Select the 'Price Type' that you want for the adder. This will determine how the adder is priced on the proposal.
- The options here are dependent on the adder type.
- For more information on the different price types available, jump to this section.
- Use the 'Choose Location' dropdown to determine where on the proposal the adder will be selected.
- For more information on the different adder locations available, jump to this section.
- The options here are dependent on the adder type you've selected.
- Under 'Price History' add the price for the adder.
- If you are creating a dropdown adder with the 'Select' adder type, you'll need to add a name and price for each dropdown.
- New dropdown options can be added using the 'Add' button.
- If your company uses GoodLeap TPO, there will be an additional field called 'GoodLeap Category'. Learn more HERE.
- Once the adder has been configured to your needs, click 'Update' in the bottom right, then click 'Save Adder Changes'.
Expiring an Adder
Expiring an adder will remove that adder from all future solar proposals.
- To expire an adder, click the toggle to the right.
- This will immediately remove the option from the main view. To see the option you've just expired, toggle 'Show Expired'.
- Expiring an option will also set an 'Expiration Date', meaning any solar proposals created after this date will not show the expired option.
- If you'd like to backdate the change, or prevent the option from showing on earlier solar proposals, you can do that in the adder editor, on the active pricing version.
- If working with a select adder, the expiration date will be listed underneath the adder settings, outside of the dropdown editor.
- Make sure to save your changes!
- You can always re-activate an option that you've expired by toggling 'Show Expired', then clicking the toggle on the right again.
- When an option is re-activated, the live date will populate the original date that the option had at the time it was expired.
Adder Types
The following adder types are available:
Checkbox
This is a single toggle, which once clicked will apply the adder price to the proposal's pricing.
This adder type is compatible with the following pricing types:
- Per Watt
- Per Panel
- Fixed Amount
Input
This adder type will allow the user to enter a price or unit quantity when selecting the adder. It will look and behave as a checkbox, but with the additional action of entering a quantity/price.
This adder type is compatible with the following pricing types:
- Per Unit
The label for the input field will default to 'Unit Quantity'. If you'd like to customize this label like the example above, please contact our support team!
Select
This will allow you to create a dropdown of multiple options, each named and priced differently. If applicable, each option can also have a docs custom display name, expiration date, and efficiency value (learn more about these settings in our editing adders article).
This adder type is compatible with the following pricing types:
- Per Watt
- Per Panel
- Fixed Amount
Learn more about creating a select adder in this article!
Automatic
This is an adder that will automatically be applied to the proposal. This adder type will not be able to be toggled on or off and will only appear on the sidebar pricing tab. This is not the same as an adder being defaulted on.
This adder type is compatible with the following pricing types:
- Per Watt
- Per Panel
- Fixed Amount
Automatic Adders can be created with any one of the following conditions:
- System Size
- Lender
- Finance option
- Panel Wattage
- Utility Company
- Module option
- Inverter option
- Inverter manufacturer
To configure these conditions, please contact our support team!
Adder Price Types
The adder's pricing type determines how the cost of the adder will be calculated on the proposal. The following price types are available:
Per Watt
This will multiply the adder price by the wattage of all panels currently toggled on.
In the example above, the adder is priced at $0.30/watt, resulting in this equation:
8.14 kW = 8,140 W
8,140 x 0.3 = $2,442.00
Per Unit
This price type is paired with the Input adder type. It will multiply the adder price by the number entered by the user on the proposal.
In the example above, the adder is priced at $10 per unit.
When using this price type, set the adder price to $1 to create an adder where your users enter the price themselves.
The Per Unit price type is only available with the Input adder type.
Per Panel
This pricing will multiply the price by the number of panels toggled on.
In the example above, the adder is priced at $15 per panel, resulting in this equation:
20 panels x $15 = $300.00
Fixed Amount
This will be a fixed cost added the same on every proposal. It will not be dependent on any any aspects of the proposal.
Adder Locations
The adder's locations determines where on the proposal the adder will be selected. The following adder locations are available:
Sidebar
Selecting this location will place the adder in the proposal sidebar, within the 'Adders' tab.
Proposal
Selecting this location will place the adder on the proposal's 'Analysis Page', to the right of the proposal offset.
