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Managing Sold Projects

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  • Incentive Filings

    SolarNexus provides a set of features for managing your incentive filings. These features include: Listing incentive programs for which each individual project qualifies (Note,…
    • 1 yr ago
    • 11
    • Managing Sold Projects
  • Site Surveys

    The Site tab for a project is meant to contain information about an existing project site. All information on the Site tab is optional. However, with a set of detailed site data,…
    • 1 yr ago
    • 15
    • Managing Sold Projects
  • Revising a Sold Solution and Processing Change Orders

    SolarNexus places proposed and sold solutions into a read only mode to ensure that SolarNexus doesn't get out of sync with the work that you've committed to provide to your customers.…
    • updated 10 mths ago
    • 21
    • Managing Sold Projects
  • Auto-Fill PDF Forms

    Typically after the sale of a new project, your team will be charged with completing a variety of administrative paperwork. In the case of PV and energy storage,…
    • 1 yr ago
    • 16
    • Managing Sold Projects
  • Ordering Plansets

    This article describes how to create and manage Orders for plansets on the SolarNexus platform. For information on how to create and manage RFQs or POs that you send to Suppliers outside the…
    • updated 10 mths ago
    • 22
    • Managing Sold Projects
  • Managing Procurement (RFQs and POs)

    This article describes creation and management of requests for quotation (RFQs) and purchase orders (POs) from Suppliers outside the SolarNexus platform.…
    • updated 10 mths ago
    • 11
    • Managing Sold Projects
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  • 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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  • 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