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Getting Started with Solo
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Proposals
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SoloSign
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Planset & Engineering
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Integrations
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Partnerships
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MissionControl
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General Owner Settings
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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
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User Support
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Release Notes
How to Add the Brinks Adder to a Proposal
Tap into the Preferred Adders tab within the sidebar menu.
Check the Solo Smart Home Package box to include the adder.
In the drop-down, select the package the customer would like to add.
The next step will be to select an appointment date and time frame for installation. You must complete this step in order to update the proposal with the adder.
After selecting the date, select the desired time frame and press Confirm Appointment.
You may also add a backup appointment. This will take you through the same steps as creating the initial appointment. This is optional.
Once done adding the appointment and a backup appointment, press Update.
Pricing on the proposal will now include the Brinks adder!