proposals
reflecting a proposal at 100% or 99% for Alliant
what is an overproducing design?
checking for roof pitch, tree height, obstructions for an opp after contract signed
what is conducting a design review?
only if it's under single ownership
what is installing on duplexes?
T or F: With a house with low consumption we can place panels on a roof with lower Solar Access to reduce overproduction
What is false?
Madison Office, Twin Cities Office, Omaha (The Vista) Office
What are Everlight's three main offices?
$2800 added cost
what is the cost per tree removed?
Select the customer lead in Salesforce maps
What is a step for verifying a pin?
4 rows high
What is minimum and maximum number of rows that we install ground mounts?
placing panels into setbacks on the right side unless you can fit more panels with it on the left or rule in MN & NE
What are 3’ margin for setbacks?
$200 bonus
What is given on each holiday worked by sales & sales support?
detached structure, tree removal, flat roof tilt kit, electrical upgrade, ground mount
what are the system add ons in salesforce?
upload Updated Aurora Design Post Install in files, check Post Install edits complete box, update module tilt and compass direction, tag Alyssa in Post Install notes in chatter
What is the Post Install process in SF?
SF protocol for roofs less than or equal to 2/12 pitch
What is select flat roof tilt kit box?
3' ridgeline setbacks
What are panels cover 33% or more of the entire roof?
1 month advance notice in calendar/bamboo
What is to request off for 2 or more days?
EC contact information OR EC contact list in redbooth
what is where to find missing EC information?
tag the EC and say, "Just a heads up, without removing ____ trees, this home wouldn’t be a good fit for solar. See below for reference photo. The proposal uploaded includes removal for ___tree/trees. Attached is a photo referencing which tree is to be removed as well.
CC:@Alyssa Proffitt"
What is the protocol for a house deemed not fit for solar without tree removal?
brick layered panel arrangement
What are designing on hipped roofs & uneven arrays?
combine the kWh from both graphs, check the electrical upgrade box, and let the EC know that a site visit will be needed to determine meter consolidation costs and that the total system price only reflects a $2K electrical upgrade - See Communication Notes in Redbooth.
what is when we have more than one utility meter and graph for an opp?
2 weeks advanced notice in calendar/bamboo
What is to request off for 1 day?
Create your proposal as normal and then create a second proposal with the same offset and number of panels but also "Tesla Powerwall 2" added as a product in SF. After you have added the powerwall in products, you will manually add the price listed for that powerwall to the "Total Sales Price" and be sure to check the box for "Prevent Total Sales Price Syncing". From there, make sure the Mosaic prices are accurate and then generate your second proposal, add "(Battery)" to the end of the proposal name and upload to files.
What is adding a battery to a proposal?
let the EC know it’s not a good fit for solar because the consumption is too low and they wouldn’t save anything even with 99% offset. upload the proposal for reference
What is the process for when an opp with low usage has negative savings?
Go to Mosaic and enter in 135K and put those numbers into the loan amount fields in SF. refer to the relevant “Communication Notes to E.C.” section in Redbooth.
What is the process if Total Sale Price is over $135k?
Use the default utility and message Aurora via chat. Do this by selecting the circled "?" next to your name > “Contact Us” > Live Chat & loop Alyssa in when this occurs.
What is when the correct utility company doesn’t come up in Aurora?
"your name - time out" & invite alyssa
What is how to update our calendar for time out?