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Administration - Job Process Milestones
The Project Milestones screen is where you define and manage your company's process orchestration using project milestones. To learn more about Job Process Milestones and best practices for using…
updated
10 mths ago
27
Project Milestones and Workflow Management
Milestones and Job Lifecycles
This article provides an overview of milestones and their role in the SolarNexus job life cycles. For details on managing project status using milestones, see Managing Job Status with Milestones.…
updated
10 mths ago
22
Project Milestones and Workflow Management
Sync with My External Calendar System
You can connect your SolarNexus user account to your Google, Microsoft or Apple calendar in order to post and view your SolarNexus scheduled events on your external calendar and see your busy/free…
updated
10 mths ago
23
Account and User Management
Administration: Adding and Deleting/Deactivating Users
You must have administrative permissions to add or remove a user from your company's SolarNexus account. To manage users, go to Administration > Users. Add a User Your company's SolarNexus account…
updated
10 mths ago
25
Account and User Management
Administration - Users & Permissions
Where found? For Administrators - Administration > Users Accessibility? Only users with administration permissions may use Users screen. How used? The Users screen is for central management of the…
updated
10 mths ago
21
Account and User Management
Purchasing and Managing Nearmap Imagery Credits
SolarNexus offers access to premium, high-resolution aerial imagery for site assessment and remote design through our partner Nearmap. See the Using Nearmap High Resolution Imagery article for…
updated
6 mths ago
26
Account and User Management
Managing Your Subscription
SolarNexus is a subscription service. Your subscription controls your company's access to the SolarNexus software features, and determines how frequently, and how much you pay.…
updated
10 mths ago
17
Account and User Management
Administration - Company Information
Where found? Resources menu > Company Information Accessibility? Users with administration permission can edit. All other users can view. How used? Company Information is a special category of…
updated
10 mths ago
17
Account and User Management
Get Your Computer to Open the Desired Email Client when Clicking on a Contact's Email
This article explains how to setup your computer so that your desired Email client opens when clicking a “MailTo” link in SolarNexus Using a local email client on Windows Change default browser…
updated
10 mths ago
15
Tips and Tricks
Setting up a $/watt price for a solution
First, here is the most straightforward way to define the price for a solution using the $/watt method. Go to a customer project. Once qualified (qualify customer milestone is complete),…
1 yr ago
16
Tips and Tricks
State of Hawaii Tax Credits
The State of Hawaii's investment tax credits have gone through several rule changes over the past few years regarding how tax credit amounts are calculated.…
updated
10 mths ago
27
Tips and Tricks
Exporting data from SolarNexus
There are a few ways of extracting data from SolarNexus, but because of the complexity of the relationships between the different types of data we store,…
updated
1 yr ago
27
Tips and Tricks
Insert Custom Content into Individual Documents
In SolarNexus, you use document templates to dynamically generate documents for individual solutions defined for each project. In many cases you simply generate a PDF directly from the data in…
1 yr ago
13
Tips and Tricks
Energy Use - Utility or Tariff is Missing
If the correct utility is not available in the drop-down selector for a customer's project, or if the utility is available but not the correct tariff, follow these steps:…
updated
9 mths ago
20
Tips and Tricks
How to Add Utility Interconnection Process to Your Project Milestones
This article explains the specific steps to adding project milestones for tracking the Utility Interconnection process within your overall project milestone processes.…
1 yr ago
19
Tips and Tricks
About Jobs: Projects and Work Orders
The SolarNexus software application is a comprehensive set of tools for contracting firms to manage their day to day work. This article provides a high level overview of jobs,…
updated
10 mths ago
50
Application Overview
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:…
updated
10 mths ago
27
Application Overview
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Categories
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
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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
