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  • Proposing Solar Loans with Optional ITC Payments

    Many solar loan companies provide loan programs that are structured such that the loan principal is assumed to be the contract amount minus the Federal ITC amount.…
    • updated 10 mths ago
    • 22
    • Energy and Financial Analysis
  • Analyzing a Solution - Energy and Financial Performance

    SolarNexus provides an easy to use, yet very powerful set of features for analyzing the financial results of a defined solution for your customer. To access the screen for analyzing the energy and…
    • updated 10 mths ago
    • 18
    • Energy and Financial Analysis
  • Modeling Energy and Economics on California's New Net Billing Tariffs (NEM3)

    On December 16th, 2022 the California PUC released the final version of NEM 3.0 and in the process renamed the policy Net Billing. The new name was probably the biggest change in the final version…
    • updated 10 mths ago
    • 16
    • Energy and Financial Analysis
  • Energy Storage - Value of Backup Energy

    Customers value energy storage for its ability to provide them with electricity if the grid goes down. This value can be quantified in dollars on an annual basis.…
    • updated 10 mths ago
    • 23
    • Energy and Financial Analysis
  • Solution Services: Energy Storage Systems

    Energy Storage in SolarNexus SolarNexus allows you to add an energy storage system to a customer solution. This enables you to analyze the energy impact and economic value of installing storage along…
    • updated 10 mths ago
    • 21
    • PV Systems, Energy Storage, and Efficiency Measure
  • Electric Load Modeling and Defining Custom Load Profiles

    About Load Modeling When SolarNexus calculates utility bill savings from installing solar, sometimes it's sufficient to know the annual electricity usage,…
    • updated 10 mths ago
    • 17
    • Energy and Financial Analysis
  • Utility Energy Services and Customer Use

    Utilities provide energy services. Each energy service is a single type of energy (electricity, natural gas, etc). The goal of selling solar and energy efficiency is to reduce the amount of energy…
    • updated 10 mths ago
    • 17
    • Energy and Financial Analysis
  • Effectively Creating Array Areas

    An "Array Area" is a two dimensional area on a given project site where you might want to install a PV array. A single project site may have multiple array areas,…
    • updated 10 mths ago
    • 14
    • PV Systems, Energy Storage, and Efficiency Measure
  • Roof Anatomy

    Solar professionals really need to know the anatomy of a roof. Here is a pictorial glossary:
    • updated 10 mths ago
    • 12
    • PV System Design and Production Estimates
  • Drawing Array Areas and Generating Array Layouts

    View these training videos to learn how to use the SolarNexus Drawing Tools. NOTE - We recommend setting playback at 1.5X or 1.2X speeds. IMPORTANT KEYBOARD COMMANDS: Axes Rotation:…
    • updated 10 mths ago
    • 22
    • PV Systems, Energy Storage, and Efficiency Measure
  • What Array Design Options Do I Have?

    Can I use "Bing" or another map image provider in the SolarNexus array layout tool? No. The SolarNexus auto-layout tool is currently limited to Google Maps and Nearmap imagery.…
    • updated 10 mths ago
    • 22
    • PV System Design and Production Estimates
  • Using Nearmap High Resolution Imagery

    SolarNexus offers access to premium, high-resolution aerial imagery for site assessment and remote design through our partner Nearmap. Nearmap provides frequently updated,…
    • updated 10 mths ago
    • 11
    • PV Systems, Energy Storage, and Efficiency Measure
  • Solution Services: PV Systems

    About PV Systems SolarNexus PV system design functionality is geared toward quickly and confidently sizing PV systems given the customer’s available roof or ground areas and energy needs.…
    • updated 10 mths ago
    • 15
    • PV Systems, Energy Storage, and Efficiency Measure
  • PV System Production Modeling

    SolarNexus integrates NREL's PVWatts (pvwatts.nrel.gov) for PV system production estimates. You can verify SolarNexus production estimates with PVWatts output,…
    • updated 10 mths ago
    • 15
    • PV Systems, Energy Storage, and Efficiency Measure
  • Module Orientation Strategies for Array Layouts

    SolarNexus can automatically layout your PV Modules into an array within each area you define on the Site (most typically a roof plane). This article describes the various module orientation…
    • updated 10 mths ago
    • 32
    • PV Systems, Energy Storage, and Efficiency Measure
  • 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
  • Web-Enabled Proposals

    You may optionally present sales proposals to customers on a web-page, rather than a PDF document, so that you don't have to manage PDF files during remote sales meetings .…
    • updated 10 mths ago
    • 14
    • Manage Sales Opportunities
  • Proposing & Selling a Project (Docs)

    SolarNexus assists your sales staff to easily create customized documents including proposals and contracts, as well as automatically filling in data to PDF forms provided by utilities and other…
    • updated 10 mths ago
    • 11
    • Manage Sales Opportunities
  • Scope of Work: Desired Scope and Solution Scope

    Your company sells a given set of services to its customers. Each service you sell has a type, and the scope is a list of all the types included. Types of services include, for example:…
    • updated 10 mths ago
    • 13
    • Manage Sales Opportunities
  • Adding Services to a Solution

    A customer solution consists of one or more services you are proposing to sell to the customer. Services are things like PV system installs, main electric service panel replacements,…
    • updated 10 mths ago
    • 18
    • Manage Sales Opportunities
  • Defining a Solution

    You can define one or more solutions within a single project. This feature allows you to create multiple customer proposals, enabling easy presentation of two or more options for your end customer.…
    • updated 10 mths ago
    • 16
    • Manage Sales Opportunities
  • Tracking Customer Contacts

    Use the "Customer Contact" checkbox on every log entry that pertains to the contact with a customer. Each log entry (including status changes and milestone completions) have the option to explicitly…
    • updated 10 mths ago
    • 13
    • Manage Sales Opportunities
  • 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)
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    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
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      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
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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