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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
2 mths ago
8
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
2 mths ago
12
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
2 mths ago
11
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
2 mths ago
9
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,…
4 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
2 mths ago
13
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.…
4 mths ago
9
Create and Manage Jobs (Projects and Work Orders)
Scheduling and Calendar Views
You can use SolarNexus to schedule a variety of events throughout your defined process. Scheduled events are represented by tasks (Milestones, Subtasks, Additional Items/Tasks).…
updated
2 mths ago
16
Create and Manage Jobs (Projects and Work Orders)
Using Job/Project Roles
About Job/Project Roles Job/Project roles are used in SolarNexus as a means to consistently assign a set of tasks for a job to the same person. Typically Roles are used to maintain consistency and…
updated
2 mths ago
13
Create and Manage Jobs (Projects and Work Orders)
Removing and/or Combining Duplicate Participants
Introduction This article explains how to remove a duplicate participant that has been created by mistake in SolarNexus. Every step should be taken to try and prevent creating duplicate participants.…
updated
2 mths ago
16
Create and Manage Jobs (Projects and Work Orders)
The Job Workspace
The Job Workspace is where you develop and manage projects and work orders. The job workspace has multiple components, some of which are not shown by default.…
updated
2 mths ago
12
Create and Manage Jobs (Projects and Work Orders)
About Leads and TCPA Compliance
The Telephone Consumer Protection Act (TCPA) regulates telemarketing calls, auto-dialed calls, prerecorded calls, text messages, and unsolicited faxes. It also is the authority to create the National…
4 mths ago
5
Create and Manage Jobs (Projects and Work Orders)
Using Roof Effectiveness Score to Qualify Leads
Introduction The Roof Effectiveness Score (RES) is a feature exclusive to SolarNexus. Using only an address, the RES gives you an objective measure of a given roof's effectiveness for a PV system…
updated
2 mths ago
8
Create and Manage Jobs (Projects and Work Orders)
Qualify and Archive Leads
Following creation of a lead, the salesperson must qualify it to know whether to expend more energy on attempting to make a sale. Knowing which leads to pursue is one of the most critical decisions a…
4 mths ago
15
Create and Manage Jobs (Projects and Work Orders)
"Test" Jobs
Creating fake or bogus jobs in SolarNexus is an effective way to train users and test new features. Unfortunately, these jobs can get in the way of conducting your actual business because they get…
4 mths ago
10
Create and Manage Jobs (Projects and Work Orders)
About the SolarNexus Mobile Application
To enhance the usability of SolarNexus while in the field, SolarNexus provides a mobile application for both iOS and Android devices. Links to the application in its respective app stores are here:…
updated
2 mths ago
26
Application Overview
SolarNexus API Documentation
Our API documentation has moved. Go here: SolarNexus API Documentation
updated
1 mth ago
26
Integrating SolarNexus with Other Applications
Getting Leads from Lead Generation Companies
SolarNexus can integrate directly with companies that offer qualified leads for solar projects. Once setup, leads your company buys will feed directly into SolarNexus,…
updated
2 mths ago
18
Integrating SolarNexus with Other Applications
Integrating an Email Marketing Application with SolarNexus
Email marketing to your existing contact database can be an inexpensive way to drive additional referral business and maintain your relationship with existing customers.…
updated
2 mths ago
24
Integrating SolarNexus with Other Applications
The SolarNexus Zapier Application
About Zapier is an online automation tool that connects hundreds of apps, such as Slack, MailChimp, and now SolarNexus. You can automate repetitive tasks without coding or developers and it's easy…
updated
2 mths ago
14
Integrating SolarNexus with Other Applications
Auto-populate leads from your own company website
SolarNexus provides the ability to automatically feed leads from a form on your website directly into SolarNexus. If you already have a form for prospective customers to provide their contact…
updated
2 mths ago
9
Integrating SolarNexus with Other Applications
Administration - Incentives
Where found? Administration menu > Incentives Accessibility? Users with administration permissions only. How used? Incentives are financial benefits meant to compel customers to purchase solar and…
updated
2 mths ago
13
Incentives and Finance Programs
Administration - Finance Programs
Where found? Administration > Finance Programs Accessibility? Users with administration permissions only. How used? The Finance Programs screen is used to define the finance programs.…
updated
2 mths ago
15
Incentives and Finance Programs
Document Template Object Reference
Some of the SolarNexus template variables described in the Available Variables list on the template editor screen are objects containing sub-properties.…
updated
2 mths ago
8
Documents: Templates and DocuSign
Using DocuSign Integration x SolarNexus
SolarNexus can integrate with your DocuSign account to help you easily acquire e-signatures from your customers for proposals, contracts, or any other documents you generate using Document Templates.…
updated
2 mths ago
11
Documents: Templates and DocuSign
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Categories
Integrations & Partnerships
Partnerships
DNV
MissionControl
MissionControl: Optimizers
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
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
Working with Jobs (Projects) and Solutions
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)
SolarNexus FAQ
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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Home
Integrations & Partnerships
Partnerships
DNV
MissionControl
MissionControl: Optimizers
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
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
Working with Jobs (Projects) and Solutions
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)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics