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Reports - Lead and Sales Status
Arguably the most critical aspect in determining your overall success with SolarNexus as a CRM and project management tool will be in your ability to ensure that the staff using SolarNexus always…
- updated 5 mths ago
- 18
- Reporting

Administration - How to Build a Report
Where found? Operations menu > Reports Accessibility? Users with administration permission can create and edit reports. All other users can run reports (Note that each report will only reflect the…
- updated 5 mths ago
- 17
- Reporting

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 5 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 5 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 5 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 5 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…
- 7 mths ago
- 27
- Project Data

Create and Manage Solution Templates
About Solution Templates Solution templates are partially completed solution definitions used as the basis for creating all new solutions. Solution Templates:…
- updated 5 mths ago
- 26
- Resources: Service Offerings, Pricing, & Solution

Indirect Costs and Standard Discounts
Where found? Administration menu > Project Settings > Indirect Costs Accessibility? Users with administration permissions only. How used? 1. Define and maintain the indirect cost percentages used in…
- updated 5 mths ago
- 17
- Resources: Service Offerings, Pricing, & Solution

Solution Pricing - Gross Price Input Method
Pricing your customer solutions properly is one of the most important aspects of operating a profitable contracting business. SolarNexus provides two basic approaches for pricing your solutions:…
- updated 5 mths ago
- 21
- Resources: Service Offerings, Pricing, & Solution

Create & Manage Service Offerings
A Service Offering is a definition of a service that your company provides to its clients. This article describes how to define your service offerings in your SolarNexus account.…
- updated 5 mths ago
- 29
- Resources: Service Offerings, Pricing, & Solution

How to Migrate from Legacy Solution Templates to Service Offerings
What Are "Legacy" Solution Templates and Why Change Them? A "Legacy Solution Template" is any solution template created prior to the December 2018 release of SolarNexus when Service Offerings (along…
- updated 5 mths ago
- 13
- Resources: Service Offerings, Pricing, & Solution

About Service Offerings
A Service Offering is a definition of a service that your company provides to its clients. Examples may include: Roof-mount PV System Ground-mount PV System Main Electric Service Panel Replacement EV…
- updated 5 mths ago
- 20
- Resources: Service Offerings, Pricing, & Solution

Managing Solar + Energy Storage Projects in SolarNexus
Introduction Storage now plays an important role in the US solar industry and creates additional business opportunities for solar contractors. However, installing batteries requires specialized…
- updated 5 mths ago
- 14
- Resources: Service Offerings, Pricing, & Solution

Administration - Suppliers
Where found? Administration menu > Suppliers Accessibility? Users with administration or resource management permissions can view and edit. How used? SolarNexus allows you to create and manage…
- updated 5 mths ago
- 16
- Resources: Products and Catalogs

Company Catalog Import / Export
SolarNexus provides a set of features for importing and exporting your SolarNexus Company Catalog of products. These features are a means for: Quickly populating your SolarNexus Company Catalog at…
- updated 5 mths ago
- 16
- Resources: Products and Catalogs

Creating and Editing Products in the Company Catalog
There are three ways to add products to your Company Catalog: Add products from the Public Catalog Copy one or more SolarNexus defined service offerings into your account Create your own custom…
- updated 5 mths ago
- 14
- Resources: Products and Catalogs

Add PV and Storage Equipment to Your Company Catalog
Your Company Catalog contains all the materials and labor cost items that you sell to your customers. You can add and remove products from your company catalog over time as you define and update your…
- updated 5 mths ago
- 20
- Resources: Products and Catalogs

About Products and Catalogs
Products Products are the labor and materials your company uses to implement projects for your customers. They are essentially what you sell and provide.…
- updated 5 mths ago
- 19
- Resources: Products and Catalogs

Managing with Workgroups
SolarNexus uses Workgroups to help you manage your teams more effectively. Using Workgroups, you can better manage the assignment and tracking of work among your company's staff.…
- updated 5 mths ago
- 14
- Project Milestones and Workflow Management

Work Orders Quick Start
This article provides information to quickly get you started using work orders. To learn more details about what work orders are, and how they differ from projects, see About Jobs:…
- updated 5 mths ago
- 26
- Project Milestones and Workflow Management

Administration - Test Your Project Milestones
Prior to having your team using your defined project milestones for actual projects, you should test your definitions to ensure that they are working as expected.…
- updated 5 mths ago
- 17
- Project Milestones and Workflow Management

Administration - Set Lead Qualification Criteria
Where found? Administration menu > Project Milestones > edit Lead Qualified milestone Accessibility? Users with administration permissions only. How used? In phase 1,…
- 7 mths ago
- 8
- Project Milestones and Workflow Management

Process Strategies for Scheduling Appointments
This article reviews the various options for defining how you want your staff to handle scheduling various types of appointments in your job processes. All appointments in SolarNexus are modeled as…
- updated 5 mths ago
- 15
- Project Milestones and Workflow Management

Adding, Editing, and Deleting Milestones - Behaviors and Best Practices
General Policies It's important to understand a few basic tenets about the approach that SolarNexus uses to manage current in-process job milestones in the context of changes to your process…
- updated 5 mths ago
- 14
- Project Milestones and Workflow Management

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