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Proposing Solar Loans with Optional ITC Payments
Many solar loan companies provide loan programs that are structured such that the loan principal is assumed to be the contract amount minus the Federal ITC amount.…
- updated 4 mths ago
- 19
- Energy and Financial Analysis

Analyzing a Solution - Energy and Financial Performance
SolarNexus provides an easy to use, yet very powerful set of features for analyzing the financial results of a defined solution for your customer. To access the screen for analyzing the energy and…
- updated 4 mths ago
- 16
- Energy and Financial Analysis

Modeling Energy and Economics on California's New Net Billing Tariffs (NEM3)
On December 16th, 2022 the California PUC released the final version of NEM 3.0 and in the process renamed the policy Net Billing. The new name was probably the biggest change in the final version…
- updated 4 mths ago
- 13
- Energy and Financial Analysis

Energy Storage - Value of Backup Energy
Customers value energy storage for its ability to provide them with electricity if the grid goes down. This value can be quantified in dollars on an annual basis.…
- updated 4 mths ago
- 21
- Energy and Financial Analysis

Solution Services: Energy Storage Systems
Energy Storage in SolarNexus SolarNexus allows you to add an energy storage system to a customer solution. This enables you to analyze the energy impact and economic value of installing storage along…
- updated 4 mths ago
- 15
- PV Systems, Energy Storage, and Efficiency Measure

Electric Load Modeling and Defining Custom Load Profiles
About Load Modeling When SolarNexus calculates utility bill savings from installing solar, sometimes it's sufficient to know the annual electricity usage,…
- updated 4 mths ago
- 14
- Energy and Financial Analysis

Utility Energy Services and Customer Use
Utilities provide energy services. Each energy service is a single type of energy (electricity, natural gas, etc). The goal of selling solar and energy efficiency is to reduce the amount of energy…
- updated 4 mths ago
- 16
- Energy and Financial Analysis

Effectively Creating Array Areas
An "Array Area" is a two dimensional area on a given project site where you might want to install a PV array. A single project site may have multiple array areas,…
- updated 4 mths ago
- 11
- PV Systems, Energy Storage, and Efficiency Measure

Roof Anatomy
Solar professionals really need to know the anatomy of a roof. Here is a pictorial glossary:
- updated 4 mths ago
- 11
- PV System Design and Production Estimates

Drawing Array Areas and Generating Array Layouts
View these training videos to learn how to use the SolarNexus Drawing Tools. NOTE - We recommend setting playback at 1.5X or 1.2X speeds. IMPORTANT KEYBOARD COMMANDS: Axes Rotation:…
- updated 4 mths ago
- 21
- PV Systems, Energy Storage, and Efficiency Measure

What Array Design Options Do I Have?
Can I use "Bing" or another map image provider in the SolarNexus array layout tool? No. The SolarNexus auto-layout tool is currently limited to Google Maps and Nearmap imagery.…
- updated 4 mths ago
- 20
- PV System Design and Production Estimates

Using Nearmap High Resolution Imagery
SolarNexus offers access to premium, high-resolution aerial imagery for site assessment and remote design through our partner Nearmap. Nearmap provides frequently updated,…
- updated 4 mths ago
- 10
- PV Systems, Energy Storage, and Efficiency Measure

Solution Services: PV Systems
About PV Systems SolarNexus PV system design functionality is geared toward quickly and confidently sizing PV systems given the customer’s available roof or ground areas and energy needs.…
- updated 4 mths ago
- 14
- PV Systems, Energy Storage, and Efficiency Measure

PV System Production Modeling
SolarNexus integrates NREL's PVWatts (pvwatts.nrel.gov) for PV system production estimates. You can verify SolarNexus production estimates with PVWatts output,…
- updated 4 mths ago
- 13
- PV Systems, Energy Storage, and Efficiency Measure

Module Orientation Strategies for Array Layouts
SolarNexus can automatically layout your PV Modules into an array within each area you define on the Site (most typically a roof plane). This article describes the various module orientation…
- updated 4 mths ago
- 30
- PV Systems, Energy Storage, and Efficiency Measure

Administration - Project Settings
Default Customer Information On creating a new lead, SolarNexus will pre-fill the following fields with your defaults, making the process faster: State - Input the state in which you do most of your…
- updated 4 mths ago
- 17
- Project Data

Web-Enabled Proposals
You may optionally present sales proposals to customers on a web-page, rather than a PDF document, so that you don't have to manage PDF files during remote sales meetings .…
- updated 4 mths ago
- 13
- Manage Sales Opportunities

Proposing & Selling a Project (Docs)
SolarNexus assists your sales staff to easily create customized documents including proposals and contracts, as well as automatically filling in data to PDF forms provided by utilities and other…
- updated 4 mths ago
- 9
- Manage Sales Opportunities

Scope of Work: Desired Scope and Solution Scope
Your company sells a given set of services to its customers. Each service you sell has a type, and the scope is a list of all the types included. Types of services include, for example:…
- updated 4 mths ago
- 9
- Manage Sales Opportunities

Adding Services to a Solution
A customer solution consists of one or more services you are proposing to sell to the customer. Services are things like PV system installs, main electric service panel replacements,…
- updated 4 mths ago
- 16
- Manage Sales Opportunities

Defining a Solution
You can define one or more solutions within a single project. This feature allows you to create multiple customer proposals, enabling easy presentation of two or more options for your end customer.…
- updated 4 mths ago
- 15
- Manage Sales Opportunities

Tracking Customer Contacts
Use the "Customer Contact" checkbox on every log entry that pertains to the contact with a customer. Each log entry (including status changes and milestone completions) have the option to explicitly…
- updated 4 mths ago
- 11
- Manage Sales Opportunities

Using SolarNexus When you Work as a Subcontractor
You can use SolarNexus to effectively manage jobs where your company is acting as a sub-contractor to a general contractor or other solar company. The most important decision to make,…
- 6 mths ago
- 7
- Create and Manage Jobs (Projects and Work Orders)

Sales Management
The SolarNexus platform provides multiple tools to assist salespersons and sales managers in successfully managing their day to day sales activities. This article contains two main sections:…
- updated 4 mths ago
- 14
- Create and Manage Jobs (Projects and Work Orders)

Notifications
SolarNexus automatically notifies users of a variety of events as they occur. Notifications appear on each user's Home screen, and can also be sent via Email, if desired.…
- 6 mths ago
- 10
- Create and Manage Jobs (Projects and Work Orders)

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