Solo stands for Speed of Light Operations. The training videos in this section will make your proposal skills even faster.
How to update the PPW or the base system cost
1:30
How adders work, how they can function, how to turn them on/off, default on or off
2:03
How to access them, customize them, add them to your portal and more
2:07
Changing your panel type, limitations with this tool (doesn’t resize), pricing and production change
1:55
Changing your inverter, pricing production, auto-sizing, SolarEdge logic is built in
1:14
How to check the shade per array within the proposal for view only information
1:14
How to edit the electrical consumption for the customer
1:04
Adjusting the escalation, how to set limits here
0:55
If they want to adjust this, they can. Go over implications and permissions
1:22
Pre and post rate plans, talk about AHJ and rates
0:43
Show the customer their utility info, pre/post bill, annual/monthly view, net metering
1:18
Add down payment amount, take down payments if possible
1:10
How to process payments using Global Payments
2:03
Finance filter, qualify buttons, current partners
1:15
Running Credit in Sunlight
1:54
Goodleap Change Orders in Solo
2:20
Clearing Goodleap Stipulations in Solo
1:25
In the sidebar of the Solar proposal a feature “request roofing proposal” can be added to request roofing (just like docs)
0:56
how to request docs, how those work, why they’re beneficial, sign in person
1:44
How to use this for virtual sales, credit check for privacy
2:12
How to use slide view for tablet sales
0:52
Hard reset, soft reset
1:14
To make edits you’re not sure you want to keep
0:50
How to export the proposal to PDF, why that would be useful, compression
0:31
Better way to share, easy, quick, make sure email/phone is right, locked when sent
1:13