Proposals
How to request, customize, and manage your proposals
- What is the Preposal?
- Am I able to adjust the shade factor within the proposal?
- How can I customize my proposal?
- Are we able to make multiple projects in one proposal, to show different options and builds to the homeowner?
- How to Submit a Change Order
- Swapping Out Finance Options
- Checking Shade Factors
- Navigating the Battery Optimization Hub
- Which imaging services does SOLO use?
- How to Request a Proposal Revision
- How to Reset a Proposal
- How to Turn Off Autosave on a Proposal
- How to Adjust the Price per kWh on a Proposal
- How do I override the Current Utility Bill?
- Navigating Design History
- Basic Proposal Walkthrough
Requesting a Proposal
- Creating a Customer with a Proposal Request
- How To Request a Proposal From an Existing Lead
- How to Clone a Proposal
- What are the Available Proposal Queues?
- Using the Put in Real-time Queue button
- I’m trying to create a proposal but it won’t go through.
- My proposal has been in the queue for the last 30 minutes or more - What do I do?
- Why is nobody responding in the chat?
- Alternative Imagery Options for Solar Proposal Requests
- Does Solo Design Commercial Proposals?
- Can Solo estimate a full years usage if I only submit a few months?
Adjusting Your Proposals
- Disabling Excess Solar Exporting
- Modeling Prepaid PPAs with Finance Type Deals in Solo
- Managing Change Orders in Solo
- Adjusting the SunPixel Map on Your Proposal
- Changing the Battery on Your Proposal
- Changing the Equipment on Your Proposal
- How to Adjust Your Customer's Energy Usage on the Proposal
- Changing the Optimizer on Your Proposal
- How to Edit Incentives
- How to Add Adders to a Proposal
- How to Toggle Proposal Pages On/Off
- Changing the Inverter on Your Proposal
- How to Enter Down Payments
- How to Adjust the Azimuth in a Proposal
- Changing the Module in the Proposal
- Can the Inverter Stringing be Changed Manually?
- Adjusting the Proposal Utility Settings
- Syncing Battery & Inverter Quantity with Integrated Battery Systems
- Does Solo select the best battery for the selected equipment?
Sharing Proposals
Understanding the Proposal
- Navigating the Proposal's Graph Page
- Selecting Your Battery Operation Mode
- Understanding Utility Demand Charges
- How Fire Setbacks Work in Solo
- Calculating the 25/30 year savings
- Slide View Toggle
- How are the Final and Net System Costs Calculated?
- How Can Incentives be Used?
- How to Qualify a Homeowner for a GoodLeap Loan in the Solo Proposal
- How is the Annual Degradation calculated?
- How is the System Size Calculated?
- How to Access the Production Details
- How is the Current Utility Bill Calculated?
- Remotely Qualifying a Customer
- How is "Your Solar Payment" Calculated?
- System Details
- How the Proposal's Offset is Calculated
- What is TOF?
- What is Solar Access?
- What is TSRF?
- How is the New Utility Bill calculated?
- What are Solo's default fire setbacks?
- Using the Peak Demand Settings Page
- Viewing Detailed Utility Information in the Solo Proposal
- Where does Solo get its utility information from?
- How is the dealer fee calculated?
- How is the Federal Tax Credit Calculated?