Application Overview

The SolarNexus application allows solar energy installers to manage their critical business operations. It provides robust pre- and post-sales process features, including:

• Lead tracking and customer relationship management
• Detailed site audit data capture
• Centralized material and labor pricing
• Systems configuration (PV, energy storage, energy efficiency measures, any other work)
• Optional detailed line-item pricing
• Detailed energy and financial analysis of proposed systems
• Generation of customized sales proposals and contracts
• Incentives filing management
• Online RFQ and PO generation and tracking
• Project status tracking and user notifications
• Management of your service and support business via work orders

SolarNexus has several key entities to understand. They include:

• Accounts
• Users
• Projects
• Work Orders
• Participants
• Resources 

Accounts

Upon signing up, you have created a SolarNexus account that represents your company in the system. You are the first user within your company’s account. As the first user, you are also an account administrator, meaning that you are authorized to add as many other users as you need.  Learn more about Administering Your SolarNexus Account.

You can read more about SolarNexus plans by clicking here.

Users

You and every person you add to your SolarNexus account is known as a user. We want to encourage you to give logins to everyone at your company who needs one, so nobody has to "share" a login. That way, you can track who's responsible for what and get the most value from using SolarNexus. Some things all users should know:

• Logins are case sensitive.
• Each user can access and edit his or her own personal profile data.
• Each user is assigned access permissions based on his or her role(s) within your business.

As the administrator, you can assign different roles (with different privileges) to your additional users.

TIP: Access your account profile information directly from the Home screen by clicking the Profile link in the upper right.

Jobs (Projects and Work Orders)

Jobs are the main entities in SolarNexus. Jobs are what your company processes. There are two types of jobs in SolarNexus:

1. Projects (leads > opportunities > projects)
2. Work orders

See About Jobs for a full description of each type of job and how each are processed in SolarNexus.

Participants

A participant is any business or individual that is somehow involved in a project. Your customer is the most obvious participant in a project. A customer is any business or individual that is either interested in, or has already purchased services from your company. Today's solar projects can have several parties who participate in various roles on the project, and those can vary based on your role. For example, PPA and lease providers play the role of 'system owner' but not the 'site occupant' (and they may or may not be your 'customer'). Another example is when the 'host customer' (also known as the utility account holder), is not the 'site occupant,' such as a commercial building owner who rents their space. SolarNexus allows you to add and track multiple participants (each with multiple contacts) and their role(s) in the project.

A participant may include one or more individual contacts.

Products

Products are the labor and materials your company uses to implement projects for your customers. SolarNexus provides the ability to centrally manage your company’s products, a key aspect of operating your business using SolarNexus.