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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
Requesting Mosaic Credentials
Owner feature only!
To connect your Mosaic portal to your Solo proposals, fill out the following request form, which asks for the following information:
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Installer Name (your company name as it appears in your Mosaic portal)
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Installer Name within Solo (if different from above)
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Installer Address
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Contact Name
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Contact Email
Once this form is filled out, the request will be sent to our Partner Integrations team. They will work with Mosaic, who will send us the credentials once approved. When they receive the credentials, they will configure the integration on your account, then respond to the request via email.
