In this article:
Selecting a Battery
- Sort through the available batteries by clicking the arrows on the left and right side of the page.
- For the battery you'd like to use, press the 'Select Battery' button.
- Use the menu on the right to select the quantity of batteries needed.
- Depending on your company's backup offerings for the battery, you can toggle backup on or off.
- If your company only offers one or the other, the toggle will be locked to the option that is offered. For ex: if only non-backup is offered, this toggle will be automatically off and will not be editable.
Optimization Settings
Once a battery is selected, you can customize what is visible using the toggle options. Within the top menu, you can adjust:
Savings
If toggled OFF the 'Total Estimated Savings' info at the bottom of the page will be hidden.
Evening Usage & Average Slider
When the evening usage toggle is enabled, an 'Average' dropdown will appear. This allows you to determine what your customer's evening usage level is. After expanding the usage dropdown, drag the slider according to the homeowner's lifestyle/required usage. For example, if a homeowner charges their EV in the evening, move the slider towards the use more/use much more options.
Since batteries are often discharged during these hours, this will help determine the recommended capacity for your customer's battery needs.
To hide both of these settings, use the arrow on the left side.
This will not hide the backup reserve, backup calculator, or advanced settings.
Owners: These toggles can be hidden for all proposals/users. If you'd to configure this, please contact your account manager or Customer Support.
Owners: These toggles can be hidden for all proposals/users. If you'd to configure this, please contact your account manager or Customer Support.
Operation Settings & Advanced Settings
Depending on how your customer is planning on using their battery, you can change the operation mode, which will change how the battery prioritizes charging and discharging. This will effect the savings you see on this page and the breakdown of charge/discharge in the advanced settings.
To select the operation mode, open the page settings from the top toolbar:
To understand more about each operation mode, visit this article!
Once the operation mode is selected, visit the Advanced Settings to get a breakdown of the charge and discharge prioritization and battery usage estimates.
Backup Options
Whether or not backup is available for the selected battery and quantity is dependent on your company's pricing configuration. If your company does not offer backup or non-backup for an option, that will be reflected in the toggle under 'Selected Battery'.
If you have 'Battery Backup Included' toggled ON, you'll have access to update the Backup Reserve % and to use the Backup Calculator.
The Backup Calculator can be used to determine the recommended battery capacity and reserve percentage.
Backup Reserve % refers to the percentage of battery capacity that the customer would like to hold for backup. This can be adjusted using the dropdown slider in the top menu:
All battery options and selections made on this page will also reflect in the Equipment tab in the proposal side-bar menu.
