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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 5 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 5 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 5 mths ago
- 22
- 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 5 mths ago
- 24
- 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 5 mths ago
- 20
- 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 1 mth 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 5 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 5 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 5 mths ago
- 14
- 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),…
- 7 mths ago
- 15
- 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 5 mths ago
- 23
- 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 7 mths ago
- 25
- 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…
- 7 mths ago
- 12
- 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 5 mths ago
- 19
- 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.…
- 7 mths ago
- 18
- 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 5 mths ago
- 49
- 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 5 mths ago
- 25
- Application Overview

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