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HomeSolarNexusWorking with Jobs (Projects) and Solutions

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 10 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 10 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 10 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,…
    • 1 yr 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 10 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.…
    • 1 yr 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 10 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 10 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 10 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 10 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…
    • 1 yr 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 10 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…
    • 1 yr 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…
    • 1 yr ago
    • 15
    • Create and Manage Jobs (Projects and Work Orders)
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Categories

  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • 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
      • Align Solar Protection
  • 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