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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).…
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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…
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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.…
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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.…
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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…
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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…
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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…
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"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…
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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:…
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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…
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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.…
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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.…
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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.…
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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…
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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…
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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…
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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:…
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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,…
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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.…
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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.…