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SolarNexus

SolarNexus

Everything you need to manage your Solo-powered CRM

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Application Overview

Application Overview

About Jobs: Projects and Work Orders

About the SolarNexus Mobile Application

Update Notes

2024 Release Notes

2023 Release Notes

2022 Release Notes

2021 Release Notes

2020 Release Notes

2019 Release Notes

Important Updates to Milestones - Mar 2018

2018 Release Notes

2017 Release Notes

2016 Update Notes

2015 Update Notes

2014 Update Notes

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Tips and Tricks

How to Add Utility Interconnection Process to Your Project Milestones

Insert Custom Content into Individual Documents

Exporting data from SolarNexus

Energy Use - Utility or Tariff is Missing

Get Your Computer to Open the Desired Email Client when Clicking on a Contact's Email

Setting up a $/watt price for a solution

State of Hawaii Tax Credits

How Can I View SolarNexus in "Dark Mode" (white on black text)?

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Integrating SolarNexus with Other Applications

The SolarNexus Zapier Application

Integrating an Email Marketing Application with SolarNexus

Getting Leads from Lead Generation Companies

Auto-populate leads from your own company website

SolarNexus API Documentation

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Incentives and Finance Programs

Administration - Incentives

Administration - Finance Programs

Documents: Templates and DocuSign

Test Out Proposal Templates

Evaluate / Prepare Contract Template for Production

Using DocuSign Integration x SolarNexus

Document Template Object Reference

Evaluate / Prepare Sales Proposal for Production

Document Templates

Brand and Graph Colors

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Shared Company Resources

Resources - Company Documents

Resources - Authorities Having Jurisdiction (AHJs)

Reporting

Reports - Lead and Sales Status

Administration - How to Build a Report

Project Data

Administration - Importing Sold and In-Progress Jobs

Administration - Importing Leads

Administration - Import Legacy (Completed) Project Data

Optimize Content Presented on the Job Tab Throughout Job Process

Administration - Lead and Job Data

Administration - Project Settings

Administration - Roof Effectiveness Score (RES) Parameters

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Resources: Service Offerings, Pricing, & Solution

Managing Solar + Energy Storage Projects in SolarNexus

Solution Pricing - Gross Price Input Method

About Service Offerings

Solution Pricing - Cost Item Method

How to Migrate from Legacy Solution Templates to Service Offerings

Create & Manage Service Offerings

Create and Manage Solution Templates

Indirect Costs and Standard Discounts

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Resources: Products and Catalogs

Company Catalog Import / Export

Administration - Suppliers

Add PV and Storage Equipment to Your Company Catalog

About Products and Catalogs

Creating and Editing Products in the Company Catalog

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Project Milestones and Workflow Management

Administration - Set Lead Qualification Criteria

Managing with Workgroups

Milestones and Job Lifecycles

Adding, Editing, and Deleting Milestones - Behaviors and Best Practices

Work Orders Quick Start

Administration - Test Your Project Milestones

Administration - Job Process Milestones

Process Strategies for Scheduling Appointments

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Account and User Management

Purchasing and Managing Nearmap Imagery Credits

Administration - Users & Permissions

Administration - Company Information

Sync with My External Calendar System

Managing Your Subscription

Administration: Adding and Deleting/Deactivating Users

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Managing Sold Projects

Ordering Plansets

Site Surveys

Managing Procurement (RFQs and POs)

Incentive Filings

Revising a Sold Solution and Processing Change Orders

Auto-Fill PDF Forms

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Energy and Financial Analysis

Energy Storage - Value of Backup Energy

Modeling Energy and Economics on California's New Net Billing Tariffs (NEM3)

Utility Energy Services and Customer Use

Electric Load Modeling and Defining Custom Load Profiles

Analyzing a Solution - Energy and Financial Performance

Utility Bill Calculation Details

Proposing Solar Loans with Optional ITC Payments

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PV Systems, Energy Storage, and Efficiency Measure

PV System Production Modeling

Drawing Array Areas and Generating Array Layouts

Module Orientation Strategies for Array Layouts

Effectively Creating Array Areas

Solution Services: PV Systems

Solution Services: Energy Efficiency Measures

Using Nearmap High Resolution Imagery

Solution Services: Energy Storage Systems

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Manage Sales Opportunities

Defining a Solution

Web-Enabled Proposals

Adding Services to a Solution

Scope of Work: Desired Scope and Solution Scope

Tracking Customer Contacts

About Loan / Dealer Fees

Proposing & Selling a Project (Docs)

Pricing a Solution

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Create and Manage Jobs (Projects and Work Orders)

Managing Job Status with Milestones

"Test" Jobs

Using SolarNexus When you Work as a Subcontractor

Labels

Scheduling and Calendar Views

Qualify and Archive Leads

Using Job/Project Roles

About Leads and TCPA Compliance

Removing and/or Combining Duplicate Participants

Notifications

Using Roof Effectiveness Score to Qualify Leads

Creating Leads

The Job Workspace

Sales Management

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Misc

How does SolarNexus integrate with Quickbooks or other accounting systems?

Federal ITC and MACRS Informational Resources

My Utility's Interconnection Portal Requires an "Electronic Signature Audit Trail"

How are solution prices determined?

Documents Required for CA IOU Interconnections

How do I adjust ITC level that gets populated in my Analyses?

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User Account Maintenance

How do I reassign job tasks?

Utility Bills

Why Are SolarNexus Bill Estimates Different than Historic Actuals?

What is "Supply Rate" when inputting customer energy use?

Utility Bill Calcs on California's NEM 2.0

Why do the post-project electric bills escalate more than the given electric inflation rate?

Why is there no D-CARE NEM 2.0 rate for SCE?

What if customer has multiple meters?

How do I enter peak demand from customer utility bills?

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Managing Company Catalog

Can't find a specific PV panel (aka module) or inverter, how can I add it?

How can I create multiple prices for one product?

Managing Projects

How do I delete a project?

How Do I Manage Changes to Solutions After the Sale?

How to Change the Customer for an Existing Project?

Financial Analysis

How is LCOE Calculated?

Why is there no value for Internal Rate of Return (IRR) in Analysis?

Why is the Federal ITC amount less than the ITC's percentage of the gross price?

What is Discount Rate?

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 does Analysis show tax liability on incentives?

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PV System Design and Production Estimates

How to Consider PV Production Losses from Snow Coverage?

Why are SolarNexus PV estimates different from PVWatts / CSI EPBB calculator?

How do I model the boost from bifacial modules?

What Array Design Options Do I Have?

Roof Anatomy

My arrays appear to have shifted in the image, how to fix?

How does SolarNexus estimate PV production?

Can I import PV production estimates from external tools like PV Syst?

What is the proper format for entering latitude/longitude when the site address can't be found?

Why does the PV Output graph show odd data for certain months?

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Video - Webinars and Tutorials

Orientation, Web Application

Photo Capture

Scheduling Events

Revisions, Change Orders, and Managing Your Equipment and Service Offerings

Getting Great PV Array Layouts

Energy Use - Input from Utility Bills

Web Form Lead Capture

Operations Management

Work Orders

Site Surveys - Documenting

Daily Management - Task Status

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