SolarNexus
Everything you need to manage your Solo-powered CRM
Contact Support
Application Overview
Update Notes
Tips and Tricks
- State of Hawaii Tax Credits
- Setting up a $/watt price for a solution
- How Can I View SolarNexus in "Dark Mode" (white on black text)?
- Get Your Computer to Open the Desired Email Client when Clicking on a Contact's Email
- Exporting data from SolarNexus
- Insert Custom Content into Individual Documents
- Energy Use - Utility or Tariff is Missing
- How to Add Utility Interconnection Process to Your Project Milestones
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
- Administration - Roof Effectiveness Score (RES) Parameters
- Administration - Importing Leads
- Optimize Content Presented on the Job Tab Throughout Job Process
- Administration - Importing Sold and In-Progress Jobs
- Administration - Project Settings
- Administration - Lead and Job Data
- Administration - Import Legacy (Completed) Project Data
Resources: Service Offerings, Pricing, & Solution
- Indirect Costs and Standard Discounts
- Create & Manage Service Offerings
- About Service Offerings
- Create and Manage Solution Templates
- Solution Pricing - Gross Price Input Method
- Managing Solar + Energy Storage Projects in SolarNexus
- How to Migrate from Legacy Solution Templates to Service Offerings
- Solution Pricing - Cost Item Method
Resources: Products and Catalogs
Project Milestones and Workflow Management
- Process Strategies for Scheduling Appointments
- Administration - Test Your Project Milestones
- Work Orders Quick Start
- Adding, Editing, and Deleting Job Process Milestones - Behaviors and Best Practices
- Milestones and Job Lifecycles
- Administration - Job Process Milestones
- Administration - Set Lead Qualification Criteria
- Managing with Workgroups
Account and User Management
Managing Sold Projects
Energy and Financial Analysis
- Proposing Solar Loans with Optional ITC Payments
- Energy Storage - Value of Backup Energy
- Utility Bill Calculation Details
- Modeling Energy and Economics on California's New Net Billing Tariffs (NEM3)
- Analyzing a Solution - Energy and Financial Performance
- Electric Load Modeling and Defining Custom Load Profiles
- Utility Energy Services and Customer Use
PV Systems, Energy Storage, and Efficiency Measure
- Solution Services: Energy Storage Systems
- Using Nearmap High Resolution Imagery
- Effectively Creating Array Areas
- Solution Services: Energy Efficiency Measures
- Solution Services: PV Systems
- Module Orientation Strategies for Array Layouts
- PV System Production Modeling
- Drawing Array Areas and Generating Array Layouts
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
- Sales Management
- Creating Leads
- The Job Workspace
- Managing Job Status with Milestones
- Using Roof Effectiveness Score to Qualify Leads
- Notifications
- Qualify and Archive Leads
- Labels
- Removing and/or Combining Duplicate Participants
- About Leads and TCPA Compliance
- Using Job/Project Roles
- Scheduling and Calendar Views
- Using SolarNexus When you Work as a Subcontractor
- "Test" Jobs
Misc
- How do I adjust ITC level that gets populated in my Analyses?
- How are solution prices determined?
- Documents Required for CA IOU Interconnections
- My Utility's Interconnection Portal Requires an "Electronic Signature Audit Trail"
- How does SolarNexus integrate with Quickbooks or other accounting systems?
- Federal ITC and MACRS Informational Resources
User Account Maintenance
Utility Bills
- How do I enter peak demand from customer utility bills?
- What if customer has multiple meters?
- Why is there no D-CARE NEM 2.0 rate for SCE?
- Why do the post-project electric bills escalate more than the given electric inflation rate?
- Utility Bill Calcs on California's NEM 2.0
- What is "Supply Rate" when inputting customer energy use?
- Why Are SolarNexus Bill Estimates Different than Historic Actuals?
Managing Company Catalog
Managing Projects
Financial Analysis
- Why does Analysis show tax liability on incentives?
- Why isn't the post-solar bill $0 if the system offsets 100% of usage?
- How do I configure the default incentives for storage systems?
- Why is the Federal ITC amount less than the ITC's percentage of the gross price?
- What is Discount Rate?
- Why is there no value for Internal Rate of Return (IRR) in Analysis?
- How is LCOE Calculated?
PV System Design and Production Estimates
- How to Consider PV Production Losses from Snow Coverage?
- Can I import PV production estimates from external tools like PV Syst?
- Why does the PV Output graph show odd data for certain months?
- How does SolarNexus estimate PV production?
- Roof Anatomy
- What Array Design Options Do I Have?
- What is the proper format for entering latitude/longitude when the site address can't be found?
- How do I model the boost from bifacial modules?
- My arrays appear to have shifted in the image, how to fix?
- Why are SolarNexus PV estimates different from PVWatts / CSI EPBB calculator?
Video - Webinars and Tutorials
- Web Form Lead Capture
- Daily Management - Task Status
- Site Surveys - Documenting
- Energy Use - Input from Utility Bills
- Getting Great PV Array Layouts
- Revisions, Change Orders, and Managing Your Equipment and Service Offerings
- Work Orders
- Operations Management
- Photo Capture
- Scheduling Events
- Orientation, Web Application