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Create and Manage Jobs (Projects and Work Orders)

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Creating Leads
SolarNexus can act as your lead management database. A lead includes a customer. The customer is an individual or organization (business, non-profit, government) that is interested in purchasing…
- updated 9 mths ago
- 18
- Create and Manage Jobs (Projects and Work Orders)

Labels
Labels are used to track data at the project level that are not otherwise tracked in SolarNexus. They are also meant to be a way of tagging special circumstances that may arise on projects.…
- updated 9 mths ago
- 15
- Create and Manage Jobs (Projects and Work Orders)

Managing Job Status with Milestones
This article covers how to use the Status section of the Management Panel on the right side of the Project Workspace to manage the current status information of your jobs (leads/projects/work orders)…
- updated 9 mths ago
- 28
- Create and Manage Jobs (Projects and Work Orders)

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,…
- 11 mths ago
- 8
- 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 9 mths ago
- 15
- 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.…
- 11 mths ago
- 14
- 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 9 mths ago
- 28
- 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 9 mths ago
- 15
- 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 9 mths ago
- 17
- 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 9 mths ago
- 16
- 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…
- 11 mths ago
- 9
- 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 9 mths ago
- 9
- 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…
- 11 mths ago
- 21
- 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…
- 11 mths ago
- 15
- Create and Manage Jobs (Projects and Work Orders)

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