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MissionControl

MissionControl

Customize your company settings to fit your needs

What is the difference between Display Name and Docs Custom Display Name?

MissionControl: Pricing

Adding Default Company Pricing

What kind of pricing options do I have?

Can I add the same State to multiple State Conditions?

If I create a State Condition, will a proposal in that state ever fall outside of that condition?

Even if I’m making a quick change, why would I create a new pricing version instead of just editing the current version?

What is Company Pricing?

Why isn’t Cash Price Per Watt required? What if I accidentally leave it blank?

Adding a Finance Condition

What is the difference between ‘Creating New’ and ‘Create from Copy’ when I am adding company pricing?

Adding System Size Pricing

Adding State Specific Company Pricing

What if I have dozens of pricing conditions?

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MissionControl: Adders

What does the adder type ‘Input’ do?

Creating a Dropdown Adder

What does the "Efficiency" field do?

Creating a New Adder

Adder Pricing History

What does the adder type Checkbox do?

Adder Pricing Types

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MissionControl: Design Preferences

If I do not have custom company fire setbacks what will happen?

I am trying to update my company’s additional best practices, but cannot click in the field

Why can't I change my company’s fire setbacks?

I can’t update any of the fields under my company’s CAD or Docs design preferences

Setting up Design Preferences

What are Design Preferences?

Setting Azimuth Priority

What does the ‘Default’ state and inverter option do if my company already has a default inverter?

Setting Panel Orientation Priority

Navigating Proposal Design Preferences

What does the ‘Special Request’ section do?

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MissionControl: Batteries

How to set pricing for battery with backup vs the same battery with no backup

Why can't I see the battery I need as a selectable option to add to my proposals?

Editing a Battery

How to Add and Edit a Battery

How do I expire a battery option?

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MissionControl: Finance Options

Adding a Lender Premium

What is a Portal Link?

How do I expire a finance option?

How to Edit a Finance Option

Navigating through MissionControl Finance Options

How do I add a custom disclaimer to my finance options?

What is ContinuousSync?

Can I run credit for non-integrated lenders from the proposal?

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MissionControl: 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.

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MissionControl: Modules

Adjusting Modules in Mission Control

Why can't I see the module I need as a selectable option to add to my proposals?

How do I expire a module option?

Editing a Module

MissionControl: Proposal Theme

Adjusting the Proposal Theme in MissionControl

User Based Pricing Roles

MissionControl: Optimizers

What's the difference between Module Wattage Range and Compatible Modules?

How to Add an Optimizer

Optimizers on the Proposal

How do I expire an optimizer option?

Why can't I see the option I need under "Inverter Manufacturers"?

Editing an Optimizer

What is the difference between Add New States and Edit Existing States?

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MissionControl: Shade Report

Navigating Shade Report in MissionControl

MissionControl: Lender Priority

Can I override Lender Priority and just use x lender on the proposal?

Is Lender Priority tied to the customer or the proposal?

How many versions can be live at one time?

What is Lender Priority?

Setting up Lender Priority

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MissionControl: DXF

Navigating DXF in MissionControl

MissionControl: Company Settings

Navigating and Adjusting the Company Settings Tab

MissionControl: 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?

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