MissionControl
Customize your company settings to fit your needs
Finance Options
- How to Add a Finance Option
- How do I expire a finance option?
- How to Edit a Finance Option
- Navigating through MissionControl Finance Options
- Modeling Prepaid PPAs with Cash Type Deals in Solo
- Adding a Lender Premium
- What is a Portal Link?
- How do I add a custom disclaimer to my finance options?
- What is ContinuousSync?
Pricing
- Why isn’t Cash Price Per Watt required? What if I accidentally leave it blank?
- What if I have dozens of pricing conditions?
- Adding State Specific Company Pricing
- Adding System Size Pricing
- What is the difference between ‘Creating New’ and ‘Create from Copy’ when I am adding company pricing?
- Adding a Finance Condition
- Adding Default Company Pricing
- What is Company Pricing?
- Even if I’m making a quick change, why would I create a new pricing version instead of just editing the current version?
- If I create a State Condition, will a proposal in that state ever fall outside of that condition?
- Can I add the same State to multiple State Conditions?
- What kind of pricing options do I have?
Adders
Design Preferences
- Company Custom Fire Setbacks
- Providing Additional Practices in Design Preferences
- Setting up Design Preferences
- I can’t update any of the fields under my company’s CAD or Docs design preferences
- What does the ‘Special Request’ section do?
- Navigating Proposal Design Preferences
- What does the ‘Default’ state and inverter option do if my company already has a default inverter?
- Setting Panel Orientation Priority
- What are Design Preferences?
- Setting Azimuth Priority
Batteries
- Setting Your Battery Pricing
- Promotion Pricing for Batteries
- Updating Battery + Expansion Pack Quantities for GoodLeap TPO Proposals
- How do I expire a battery option?
- Why can't I see the battery I need as a selectable option to add to my proposals?
- Editing a Battery
- What does "Savings Compatible" mean?
- How to Add and Edit a Battery
- How to set pricing for battery with backup vs the same battery with no backup
- Additional Battery Warranties
Inverters
- How to Add an Inverter
- How do I change the expiration date of an inverter?
- If I move the expiration date of an inverter option back, what will happen to these proposals?
- Why can't I change the optimizer requirements for a SolarEdge inverter?
- Editing an Inverter
- I made changes to my inverter options but they didn’t save. Why did this happen?
- Setting Optimizer Requirements
- What is the CAD only checkbox for?
- I’m trying to manually add an inverter option to my proposal but I do not see it as a selectable option in the search.
Modules
Proposal Theme
Optimizers
Shade Report
Lender Priority
DXF
Company Settings
SoloSign
- Signing Order Names and Roles
- Understanding Data Labels
- Creating a Template
- Data Labels in DocuSign
- Common SoloSign Formulas in DocuSign
- Setting up Formula Data Labels
- Setting Signing Order
- Accessing & Editing Existing Templates in DocuSign
- Accessing the SoloSign Tool Kit
- How to Request Test Documents
- Where can I find the DocuSign Template ID?