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Getting Started with Solo
Getting Started with Solo
Proposals
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Adjusting Your Proposals
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Understanding the Proposal
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DXF FAQ
Shade Report FAQ
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DirectDesign
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Engineering Support
Planset Support
Integrations
API Documentation
SolarNexus
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LightReach
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Dividend
GoodLeap
GoodLeap TPO
Sunlight Financial
RFX
Solar Insure
Podium
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Smart Energy
Brinks
Mosaic
DNV
Sunnova
Align Solar Protection
Sunlight SunSaver
Vivint
MissionControl
MissionControl: Pricing
MissionControl: Adders
MissionControl: Design Preferences
MissionControl: Batteries
MissionControl: Finance Options
MissionControl: Inverters
MissionControl: Modules
MissionControl: Proposal Theme
MissionControl: Optimizers
MissionControl: Shade Report
MissionControl: Lender Priority
MissionControl: DXF
MissionControl: Company Settings
MissionControl: SoloSign
General Owner Settings
SolarNexus
Contact Support
Application Overview
Update Notes
Tips and Tricks
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
User Support
English Video Gallery
Spanish Video Gallery
What's New
Back to home
Solo Help Center
Getting Started with Solo
Getting Started with Solo
Proposals
Requesting a Proposal
Adjusting Your Proposals
Sharing Proposals
Understanding the Proposal
Video Gallery
DXF FAQ
Shade Report FAQ
Gemini
DirectDesign
SoloSign
Planset & Engineering
Engineering Support
Planset Support
Integrations
API Documentation
SolarNexus
Partnerships
LightReach
RDCL
Dividend
GoodLeap
GoodLeap TPO
Sunlight Financial
RFX
Solar Insure
Podium
Sungage
Smart Energy
Brinks
Mosaic
DNV
Sunnova
Align Solar Protection
Sunlight SunSaver
Vivint
MissionControl
MissionControl: Pricing
MissionControl: Adders
MissionControl: Design Preferences
MissionControl: Batteries
MissionControl: Finance Options
MissionControl: Inverters
MissionControl: Modules
MissionControl: Proposal Theme
MissionControl: Optimizers
MissionControl: Shade Report
MissionControl: Lender Priority
MissionControl: DXF
MissionControl: Company Settings
MissionControl: SoloSign
General Owner Settings
SolarNexus
Contact Support
Application Overview
Update Notes
Tips and Tricks
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
User Support
English Video Gallery
Spanish Video Gallery
What's New
Getting Started with Solo
Essential tools and features to help you succeed with Solo.
What browser is Solo optimized for?
How do I set up different sales teams?
Basic Proposal Walkthrough
How do inheritances work in Solo?
Can Solo add my company logo and colors to my portal?
Does Solo require training for new Sales Reps?
Is there a limit to how many people can be on an implementation call?
Can I have different logos for different areas?
What types of account structures does Solo offer?
Can Sales Managers create users?
What training materials does Solo provide?
Can I add hyperlinks to the proposal?
What should my dealer fee be?
Does Solo have an equipment database?
How does Solo host their implementation calls?
Can I set up different proposal templates for different teams?
Can I turn off the real-time option?
How does inheritance work from existing templates or accounts?
Does Solo have an integration with suppliers like CED or others?
Can Solo calculate commissions for my reps?
Can I bulk create users?
Does Solo host a welcome call for homeowners?
I know how to use Solo, do I need an implementation call?
How do I determine the best account structure for my company?
What is an Installer Template?
Can I have multiple Solo logins with my email address?
Who should attend the initial onboarding call?
How do I know which user to assign to my personnel?
Is there a limit to the number of sub-companies I can have on my account?
When do I get billed for my implementation fee?
Can I design my proposals instead of having Solo design them for me?
Can I include additional custom pages in my proposal?
Can I clone an existing account?
Does it cost to add additional users?
Can I remove the astronaut from the Preposal page?
Which permission roles can create users?
What’s the benefit of the installer model?
Does Solo provide a sandbox or testing environment for training?
Creating a Customer with a Proposal Request
How to Reset a Proposal
How to Turn on Urgent Chat
How to Turn Off Autosave on a Proposal
How to Re-drop the Location Pin Under Customer Information
Where can I find my proposals?
Chat Box & Proposal Status
How to Change or Reset Your Solo Password
How to Add a Company Location
How do I change my customer's utility company?
How to Search for Docs That Have Been Submitted
How to Request a Proposal Revision
Setting Up Multi-Factor Authentication
How To Clear My Cache and Cookies
How to Find a Customer's Information
How to Upload a File to a Customer Profile
How to Adjust the Price per kWh on a Proposal
How do I view detailed utility bill information in the Solo Proposal?
How do I override the Current Utility Bill?
Why can't I log in?
I tried resetting my password but I never received an email.
I’ve been trying to log in, but I haven’t received the six-digit code via text message.
I tried resetting my password and it just gave me an error.
Where does SOLO get its utility information from?
I have an old account that I don’t use anymore. Can we delete that account?
How do I set up Multi-Factor Authorization?
How does an MFA recovery code work?
How do I change it or reset the MFA recovery code?
What is “Google Authenticator or similar”?
MFA Recovery Code Update
What is an MFA recovery code?
I do not have the ability to download apps on my phone without admin approval or I don’t know how
Why do I have a “Google Authenticator or similar" option when setting up MFA for my user?
Recovery Code Setup
My work provides my laptop and my account for SOLO. How do I keep it safe if they can access it?
Asset Security Update: Step by Step
How to Add a Profile Picture
How to switch to Light Mode/Dark Mode
Updating a Customer's Information
Overview of the Side Menu in Solo
Redropping the Pin
How to Pull Immediate Reports
Sales Growth Model
How to Log Into Solo