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Administration - Lead and Job Data
You use Lead and Project Data for customizing and tailoring SolarNexus to your specific business. Lead Sources Users can set a lead source on each project.…
updated
4 mths ago
18
Project Data
Administration - Project Settings
Default Customer Information On creating a new lead, SolarNexus will pre-fill the following fields with your defaults, making the process faster: State - Input the state in which you do most of your…
updated
4 mths ago
17
Project Data
Administration - Import Legacy (Completed) Project Data
Where found? Administration menu > Lead and Project Data > Import Completed Projects (at the bottom) Accessibility? Users with administration permissions only.…
updated
4 mths ago
17
Project Data
Administration - Importing Leads
Where found? Administration menu > Lead and Project Data Accessibility? Users with administration permissions only. How used? If you have existing leads that have not progressed substantially through…
updated
4 mths ago
15
Project Data
Administration - Roof Effectiveness Score (RES) Parameters
Setting RES Threshold Values SolarNexus' exclusive Roof Effectiveness Score (RES) feature provides you an objective measure of a given roof's effectiveness for a PV system installation.…
updated
4 mths ago
10
Project Data
Optimize Content Presented on the Job Tab Throughout Job Process
SolarNexus allows you to define all of your own field sections on the Job screen, including any combination of custom and pre-defined fields. Furthermore,…
updated
4 mths ago
22
Project Data
Administration - Importing Sold and In-Progress Jobs
To ease your teams transition into using SolarNexus for managing your projects, SolarNexus can import your currently sold and in-process projects, and assign to each milestones that reflect (or…
7 mths ago
26
Project Data
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
View all topics
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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