Palmetto + Solo Integration

Features of the Palmetto Integration

Palmetto LightReach offers lease and PPA (depending on the market) financing options in Solo, with a seamless credit application and approval process, pricing and quote controls, stipulations management, and other platform-specific features.

Check out the PPA or Lease interactive demos for full feature details: 

• PPA Demo
• Lease Demo

Other features include:

🔄 Automatically Mapped Options (ContinuousSync) - Learn more here! 

Once your Palmetto integration is established, your Solo account will be automatically synced. This means that any options you've enabled in the Palmetto portal will stay up-to-date in Solo. 

Owners will be able to manage the mapped options in the MissionControl portal, such as the custom display name, live and expiration dates, and allowed states.

👥 User State License - Learn more here! 

Palmetto LightReach requires the sales rep to have a state license in the following states; CA, CT, IL, MD, and NV. These can be added to a users profile by the user themselves or by an admin/owner. 

• Solo system will check and require a state license entry for the required states when a Palmetto LightReach option is selected on the proposal.
• Solo will not validate the state license number per Palmetto LightReach requirement.

➕ Synced Palmetto LightReach Adders - Learn more here!

The Solo proposal supports three Palmetto adders: 

• Electrical Upgrade

• Battery (With Backup)

• Battery (Without Backup)

When Palmetto LightReach is selected on a proposal, the proposal will retrieve all available Palmetto adders for your company directly from Palmetto LightReach, through the integration. Which adders your company can sell is configured by Palmetto LightReach. 

✅ Approved Utilities & Equipment - Learn more here!

When a LightReach option is selected on the proposal, the system will check to see if the equipment and utility company selected is part of their approved manufacturers/utility companies list. 

Contract Signed TPO Webhook - Learn more here!

Companies can receive a webhook when the Palmetto LightReach contract is signed by the homeowner.