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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 10 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 10 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 10 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 10 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 10 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 10 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…
- 1 yr ago
- 28
- Project Data

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