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Scheduling and Calendar Views
You can use SolarNexus to schedule a variety of events throughout your defined process. Scheduled events are represented by tasks (Milestones, Subtasks, Additional Items/Tasks).…
- updated 5 mths ago
- 27
- Create and Manage Jobs (Projects and Work Orders)

Using Job/Project Roles
About Job/Project Roles Job/Project roles are used in SolarNexus as a means to consistently assign a set of tasks for a job to the same person. Typically Roles are used to maintain consistency and…
- updated 5 mths ago
- 14
- Create and Manage Jobs (Projects and Work Orders)

Removing and/or Combining Duplicate Participants
Introduction This article explains how to remove a duplicate participant that has been created by mistake in SolarNexus. Every step should be taken to try and prevent creating duplicate participants.…
- updated 5 mths ago
- 16
- Create and Manage Jobs (Projects and Work Orders)

The Job Workspace
The Job Workspace is where you develop and manage projects and work orders. The job workspace has multiple components, some of which are not shown by default.…
- updated 5 mths ago
- 15
- Create and Manage Jobs (Projects and Work Orders)

About Leads and TCPA Compliance
The Telephone Consumer Protection Act (TCPA) regulates telemarketing calls, auto-dialed calls, prerecorded calls, text messages, and unsolicited faxes. It also is the authority to create the National…
- 7 mths ago
- 8
- Create and Manage Jobs (Projects and Work Orders)

Using Roof Effectiveness Score to Qualify Leads
Introduction The Roof Effectiveness Score (RES) is a feature exclusive to SolarNexus. Using only an address, the RES gives you an objective measure of a given roof's effectiveness for a PV system…
- updated 5 mths ago
- 8
- Create and Manage Jobs (Projects and Work Orders)

Qualify and Archive Leads
Following creation of a lead, the salesperson must qualify it to know whether to expend more energy on attempting to make a sale. Knowing which leads to pursue is one of the most critical decisions a…
- 7 mths ago
- 18
- Create and Manage Jobs (Projects and Work Orders)

"Test" Jobs
Creating fake or bogus jobs in SolarNexus is an effective way to train users and test new features. Unfortunately, these jobs can get in the way of conducting your actual business because they get…
- 7 mths ago
- 14
- Create and Manage Jobs (Projects and Work Orders)

About the SolarNexus Mobile Application
To enhance the usability of SolarNexus while in the field, SolarNexus provides a mobile application for both iOS and Android devices. Links to the application in its respective app stores are here:…
- updated 5 mths ago
- 32
- Application Overview

SolarNexus API Documentation
Our API documentation has moved. Go here: SolarNexus API Documentation
- updated 5 mths ago
- 41
- Integrating SolarNexus with Other Applications

Getting Leads from Lead Generation Companies
SolarNexus can integrate directly with companies that offer qualified leads for solar projects. Once setup, leads your company buys will feed directly into SolarNexus,…
- updated 5 mths ago
- 21
- Integrating SolarNexus with Other Applications

Integrating an Email Marketing Application with SolarNexus
Email marketing to your existing contact database can be an inexpensive way to drive additional referral business and maintain your relationship with existing customers.…
- updated 5 mths ago
- 28
- Integrating SolarNexus with Other Applications

The SolarNexus Zapier Application
About Zapier is an online automation tool that connects hundreds of apps, such as Slack, MailChimp, and now SolarNexus. You can automate repetitive tasks without coding or developers and it's easy…
- updated 5 mths ago
- 21
- Integrating SolarNexus with Other Applications

Auto-populate leads from your own company website
SolarNexus provides the ability to automatically feed leads from a form on your website directly into SolarNexus. If you already have a form for prospective customers to provide their contact…
- updated 5 mths ago
- 10
- Integrating SolarNexus with Other Applications

Administration - Incentives
Where found? Administration menu > Incentives Accessibility? Users with administration permissions only. How used? Incentives are financial benefits meant to compel customers to purchase solar and…
- updated 5 mths ago
- 15
- Incentives and Finance Programs

Administration - Finance Programs
Where found? Administration > Finance Programs Accessibility? Users with administration permissions only. How used? The Finance Programs screen is used to define the finance programs.…
- updated 5 mths ago
- 17
- Incentives and Finance Programs

Document Template Object Reference
Some of the SolarNexus template variables described in the Available Variables list on the template editor screen are objects containing sub-properties.…
- updated 5 mths ago
- 12
- Documents: Templates and DocuSign

Using DocuSign Integration x SolarNexus
SolarNexus can integrate with your DocuSign account to help you easily acquire e-signatures from your customers for proposals, contracts, or any other documents you generate using Document Templates.…
- updated 5 mths ago
- 16
- Documents: Templates and DocuSign

Evaluate / Prepare Contract Template for Production
SolarNexus provides a very in-depth building improvement contract template called "SN_Dynamic_Contract" that is ready for use. It can dynamically incorporate a variety of services that you propose to…
- 7 mths ago
- 12
- Documents: Templates and DocuSign

Evaluate / Prepare Sales Proposal for Production
This activity to setup data for use in proposal documents as well as a guide to evaluate what you need for content in your sales proposals. SolarNexus will review this content with you when you start…
- updated 5 mths ago
- 9
- Documents: Templates and DocuSign

Test Out Proposal Templates
SolarNexus can generate just about any kind of document, but sales proposals are by far the most common. Using SolarNexus, you can design your own document template using any number of the almost 300…
- 7 mths ago
- 13
- Documents: Templates and DocuSign

Brand and Graph Colors
Where found? Administration menu > Document Templates > Edit Document Theme Accessibility? Users with administration permissions only. How used? Set the colors used in:…
- updated 5 mths ago
- 17
- Documents: Templates and DocuSign

Document Templates
Where found? Administration menu > Document Templates Accessibility? Users with administration permissions only. How used? You use document templates to generate all your proposals, contracts,…
- updated 5 mths ago
- 25
- Documents: Templates and DocuSign

Resources - Company Documents
Where found? Resources menu > Company Documents Accessibility? All users, regardless of permission may view and download documents. Only users with administration permission can edit.…
- 7 mths ago
- 8
- Shared Company Resources

Resources - Authorities Having Jurisdiction (AHJs)
Where found? Resources menu > Company Documents Accessibility? All users, regardless of permission may view and download documents. Only users with administration permission can edit.…
- 7 mths ago
- 7
- Shared Company Resources

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