Getting Started with Solo
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What’s the benefit of the installer model?

The Installer model works best with one Master Account and several sub-accounts. The Master account is typically the installer, with the sub-accounts being Sales Channel Partners or Dealers. This model works great for companies with teams in multiple states or regions. 

Benefits include: 

  • Users are assigned to sub-accounts and can only view and access that assigned sub-account. 
  • Users, proposals, and data are stored within each sub-account. 
  • You can customize sub-accounts to the same extent that you can customize the Master Account. 
  • Billing can be run through the Master Account, allowing all proposals requested by the entire account to be combined for potential volume discounts.