- Solo Help Center
- Partnerships
- LightReach
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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
Owner Settings for LightReach
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User State License
- LightReach requires the sales rep to have a state license in the following states; CA, CT, IL, MD, and NV.
- User may input a single license number for a specified state.
- Solo system will check and require a state license entry for the required states when a LightReach option is selected.
- Solo will not validate the state license number per LightReach requirement.
- LightReach requires the sales rep to have a state license in the following states; CA, CT, IL, MD, and NV.
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Utilities
- Access approved utilities by state list for the selected LightReach finance option.
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Finance Options
- Active, deactivate, or modify the mapped LightReach finance options.
- Map LightReach finance options in the Mission Control tool.
- Edit custom display name, live and expiration dates, and allowed states.
- Dealer Fee (auto-populated with 0), Portal Link, and Disclaimer fields are locked.
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Contract Signed TPO Webhook
- Companies can receive a webhook when the LightReach contract is signed by the homeowner.
- Subscribe to a “Contract Signed TPO” webhook from the Company Integrations tab in the Solo app.