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Evaluate / Prepare Contract Template for Production
SolarNexus provides a very in-depth building improvement contract template called "SN_Dynamic_Contract" that is ready for use. It can dynamically incorporate a variety of services that you propose to…
4 mths ago
6
Documents: Templates and DocuSign
Evaluate / Prepare Sales Proposal for Production
This activity to setup data for use in proposal documents as well as a guide to evaluate what you need for content in your sales proposals. SolarNexus will review this content with you when you start…
updated
2 mths ago
8
Documents: Templates and DocuSign
Test Out Proposal Templates
SolarNexus can generate just about any kind of document, but sales proposals are by far the most common. Using SolarNexus, you can design your own document template using any number of the almost 300…
4 mths ago
8
Documents: Templates and DocuSign
Brand and Graph Colors
Where found? Administration menu > Document Templates > Edit Document Theme Accessibility? Users with administration permissions only. How used? Set the colors used in:…
updated
2 mths ago
14
Documents: Templates and DocuSign
Document Templates
Where found? Administration menu > Document Templates Accessibility? Users with administration permissions only. How used? You use document templates to generate all your proposals, contracts,…
updated
1 mth ago
19
Documents: Templates and DocuSign
Resources - Company Documents
Where found? Resources menu > Company Documents Accessibility? All users, regardless of permission may view and download documents. Only users with administration permission can edit.…
4 mths ago
6
Shared Company Resources
Resources - Authorities Having Jurisdiction (AHJs)
Where found? Resources menu > Company Documents Accessibility? All users, regardless of permission may view and download documents. Only users with administration permission can edit.…
4 mths ago
6
Shared Company Resources
Reports - Lead and Sales Status
Arguably the most critical aspect in determining your overall success with SolarNexus as a CRM and project management tool will be in your ability to ensure that the staff using SolarNexus always…
updated
2 mths ago
14
Reporting
Administration - How to Build a Report
Where found? Operations menu > Reports Accessibility? Users with administration permission can create and edit reports. All other users can run reports (Note that each report will only reflect the…
updated
2 mths ago
12
Reporting
Administration - Import Legacy (Completed) Project Data
Where found? Administration menu > Lead and Project Data > Import Completed Projects (at the bottom) Accessibility? Users with administration permissions only.…
updated
1 mth ago
17
Project Data
Administration - Importing Leads
Where found? Administration menu > Lead and Project Data Accessibility? Users with administration permissions only. How used? If you have existing leads that have not progressed substantially through…
updated
2 mths ago
14
Project Data
Administration - Roof Effectiveness Score (RES) Parameters
Setting RES Threshold Values SolarNexus' exclusive Roof Effectiveness Score (RES) feature provides you an objective measure of a given roof's effectiveness for a PV system installation.…
updated
2 mths ago
9
Project Data
Optimize Content Presented on the Job Tab Throughout Job Process
SolarNexus allows you to define all of your own field sections on the Job screen, including any combination of custom and pre-defined fields. Furthermore,…
updated
2 mths ago
17
Project Data
Administration - Importing Sold and In-Progress Jobs
To ease your teams transition into using SolarNexus for managing your projects, SolarNexus can import your currently sold and in-process projects, and assign to each milestones that reflect (or…
4 mths ago
21
Project Data
Create and Manage Solution Templates
About Solution Templates Solution templates are partially completed solution definitions used as the basis for creating all new solutions. Solution Templates:…
updated
2 mths ago
25
Resources: Service Offerings, Pricing, & Solution
Indirect Costs and Standard Discounts
Where found? Administration menu > Project Settings > Indirect Costs Accessibility? Users with administration permissions only. How used? 1. Define and maintain the indirect cost percentages used in…
updated
2 mths ago
14
Resources: Service Offerings, Pricing, & Solution
Solution Pricing - Gross Price Input Method
Pricing your customer solutions properly is one of the most important aspects of operating a profitable contracting business. SolarNexus provides two basic approaches for pricing your solutions:…
updated
2 mths ago
20
Resources: Service Offerings, Pricing, & Solution
Create & Manage Service Offerings
A Service Offering is a definition of a service that your company provides to its clients. This article describes how to define your service offerings in your SolarNexus account.…
updated
2 mths ago
24
Resources: Service Offerings, Pricing, & Solution
How to Migrate from Legacy Solution Templates to Service Offerings
What Are "Legacy" Solution Templates and Why Change Them? A "Legacy Solution Template" is any solution template created prior to the December 2018 release of SolarNexus when Service Offerings (along…
updated
2 mths ago
13
Resources: Service Offerings, Pricing, & Solution
About Service Offerings
A Service Offering is a definition of a service that your company provides to its clients. Examples may include: Roof-mount PV System Ground-mount PV System Main Electric Service Panel Replacement EV…
updated
2 mths ago
18
Resources: Service Offerings, Pricing, & Solution
Managing Solar + Energy Storage Projects in SolarNexus
Introduction Storage now plays an important role in the US solar industry and creates additional business opportunities for solar contractors. However, installing batteries requires specialized…
updated
2 mths ago
12
Resources: Service Offerings, Pricing, & Solution
Administration - Suppliers
Where found? Administration menu > Suppliers Accessibility? Users with administration or resource management permissions can view and edit. How used? SolarNexus allows you to create and manage…
updated
2 mths ago
16
Resources: Products and Catalogs
Company Catalog Import / Export
SolarNexus provides a set of features for importing and exporting your SolarNexus Company Catalog of products. These features are a means for: Quickly populating your SolarNexus Company Catalog at…
updated
2 mths ago
11
Resources: Products and Catalogs
Creating and Editing Products in the Company Catalog
There are three ways to add products to your Company Catalog: Add products from the Public Catalog Copy one or more SolarNexus defined service offerings into your account Create your own custom…
updated
2 mths ago
13
Resources: Products and Catalogs
Add PV and Storage Equipment to Your Company Catalog
Your Company Catalog contains all the materials and labor cost items that you sell to your customers. You can add and remove products from your company catalog over time as you define and update your…
updated
1 mth ago
17
Resources: Products and Catalogs
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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
View all topics
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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