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About Products and Catalogs
Products Products are the labor and materials your company uses to implement projects for your customers. They are essentially what you sell and provide.…
updated
2 mths ago
19
Resources: Products and Catalogs
Managing with Workgroups
SolarNexus uses Workgroups to help you manage your teams more effectively. Using Workgroups, you can better manage the assignment and tracking of work among your company's staff.…
updated
2 mths ago
13
Project Milestones and Workflow Management
Work Orders Quick Start
This article provides information to quickly get you started using work orders. To learn more details about what work orders are, and how they differ from projects, see About Jobs:…
updated
2 mths ago
21
Project Milestones and Workflow Management
Administration - Test Your Project Milestones
Prior to having your team using your defined project milestones for actual projects, you should test your definitions to ensure that they are working as expected.…
updated
2 mths ago
10
Project Milestones and Workflow Management
Administration - Set Lead Qualification Criteria
Where found? Administration menu > Project Milestones > edit Lead Qualified milestone Accessibility? Users with administration permissions only. How used? In phase 1,…
4 mths ago
8
Project Milestones and Workflow Management
Process Strategies for Scheduling Appointments
This article reviews the various options for defining how you want your staff to handle scheduling various types of appointments in your job processes. All appointments in SolarNexus are modeled as…
updated
2 mths ago
13
Project Milestones and Workflow Management
Adding, Editing, and Deleting Milestones - Behaviors and Best Practices
General Policies It's important to understand a few basic tenets about the approach that SolarNexus uses to manage current in-process job milestones in the context of changes to your process…
updated
2 mths ago
10
Project Milestones and Workflow Management
Administration - Job Process Milestones
The Project Milestones screen is where you define and manage your company's process orchestration using project milestones. To learn more about Job Process Milestones and best practices for using…
updated
2 mths ago
25
Project Milestones and Workflow Management
Milestones and Job Lifecycles
This article provides an overview of milestones and their role in the SolarNexus job life cycles. For details on managing project status using milestones, see Managing Job Status with Milestones.…
updated
2 mths ago
19
Project Milestones and Workflow Management
Sync with My External Calendar System
You can connect your SolarNexus user account to your Google, Microsoft or Apple calendar in order to post and view your SolarNexus scheduled events on your external calendar and see your busy/free…
updated
2 mths ago
12
Account and User Management
Administration: Adding and Deleting/Deactivating Users
You must have administrative permissions to add or remove a user from your company's SolarNexus account. To manage users, go to Administration > Users. Add a User Your company's SolarNexus account…
updated
2 mths ago
19
Account and User Management
Administration - Users & Permissions
Where found? For Administrators - Administration > Users Accessibility? Only users with administration permissions may use Users screen. How used? The Users screen is for central management of the…
updated
2 mths ago
16
Account and User Management
Purchasing and Managing Nearmap Imagery Credits
SolarNexus offers access to premium, high-resolution aerial imagery for site assessment and remote design through our partner Nearmap. See the Using Nearmap High Resolution Imagery article for…
updated
2 mths ago
18
Account and User Management
Managing Your Subscription
SolarNexus is a subscription service. Your subscription controls your company's access to the SolarNexus software features, and determines how frequently, and how much you pay.…
updated
2 mths ago
15
Account and User Management
Administration - Company Information
Where found? Resources menu > Company Information Accessibility? Users with administration permission can edit. All other users can view. How used? Company Information is a special category of…
updated
2 mths ago
13
Account and User Management
Get Your Computer to Open the Desired Email Client when Clicking on a Contact's Email
This article explains how to setup your computer so that your desired Email client opens when clicking a “MailTo” link in SolarNexus Using a local email client on Windows Change default browser…
updated
2 mths ago
13
Tips and Tricks
Setting up a $/watt price for a solution
First, here is the most straightforward way to define the price for a solution using the $/watt method. Go to a customer project. Once qualified (qualify customer milestone is complete),…
4 mths ago
15
Tips and Tricks
State of Hawaii Tax Credits
The State of Hawaii's investment tax credits have gone through several rule changes over the past few years regarding how tax credit amounts are calculated.…
updated
2 mths ago
13
Tips and Tricks
Exporting data from SolarNexus
There are a few ways of extracting data from SolarNexus, but because of the complexity of the relationships between the different types of data we store,…
updated
4 mths ago
15
Tips and Tricks
Insert Custom Content into Individual Documents
In SolarNexus, you use document templates to dynamically generate documents for individual solutions defined for each project. In many cases you simply generate a PDF directly from the data in…
4 mths ago
11
Tips and Tricks
Energy Use - Utility or Tariff is Missing
If the correct utility is not available in the drop-down selector for a customer's project, or if the utility is available but not the correct tariff, follow these steps:…
updated
1 mth ago
18
Tips and Tricks
How to Add Utility Interconnection Process to Your Project Milestones
This article explains the specific steps to adding project milestones for tracking the Utility Interconnection process within your overall project milestone processes.…
4 mths ago
15
Tips and Tricks
About Jobs: Projects and Work Orders
The SolarNexus software application is a comprehensive set of tools for contracting firms to manage their day to day work. This article provides a high level overview of jobs,…
updated
2 mths ago
33
Application Overview
Application Overview
The SolarNexus application allows solar energy installers to manage their critical business operations. It provides robust pre- and post-sales process features, including:…
updated
2 mths ago
22
Application Overview
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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