Self-Gen
As a DC, which dashboard should you use to create a SelfGen opportunity?
Navigate to the "My Self-Gen Opportunities (Open)" dashboard
When creating a quote, should it be created from the Contact or the Opportunity?
The quote should be created from the Opportunity by clicking on the Quotes tab.
In which specific tab within the quote can financing be added?
Financing options can be added from the Financing tab.
How do you make sure the diagram is included in the contract?
Upload the diagram to the quote before submitting it for signature.
Which part of the Summary tab do you update with the homeowner and appointment info?
The Key Details section.
Where can you quickly find your notes, files, and images in the order?
QRG: View Files and Notes in CE
Click the “FO Notes and Attachments” button at the top of the Order screen. This makes it easy to review everything in one place.
What information needs to be filled out in the contact?
Homeowner's first name, last name, phone number, email address, and home address.
True or False: When adding products to the cart, you can only search for products by using filters?
False. You can search for products using “filters" or by using the "Search by product name" field.
Is it true that once financing has been added to a quote, it cannot be removed and requires a change order?
False. Financing can be removed directly from the quote without the need for a change order.
What file category should you choose to upload the diagram before Submitting for Signature?
Select Sales/Construction – Diagram (DOCUSIGN) to upload the diagram.
From the Opportunity screen, what is the correct navigation process to access the Order?
From the Opportunity screen, click on the Quotes tab and double click the Quote ID. Then, on the Quote screen, select the Orders tab and double-click the Order ID to open the order.
How are blockout requests approved based on when they’re submitted?
QRG: Blockout Request
If you submit a blockout request 72 hours or more in advance, it’s automatically approved. If it’s less than 72 hours, it will be pending, and your Sales Manager will let you know if it’s approved or denied.
Can the initial appointment be created within the Contact or the Opportunity?
To create an appointment, you will go to the opportunity.
Can a promo be added in both the cart and the discount button?
No. Promos can only be added in the Product Tool. Only discounts can be added using the Discount button.
What is the correct process for removing financing from a quote if the homeowner decides not to proceed with it?
If the homeowner opts out of financing, click "Clear Finance" within the quote, then refresh the screen to fully remove the financing details from the quote.
True or False: All relevant photos and supporting files must be uploaded to the quote prior to submission for signature.
False. All relevant photos, supporting files, and important notes should be uploaded and added directly to the Order, not the quote.
Within the Order, where should notes be entered to ensure proper documentation and visibility?
Navigate to the Details tab, locate the Timeline section, and click on "Enter a note" to enter any information.
When can a quote be revised?
QRG: Quotes – Revise
A quote can be changed anytime before the "Click to Accept New Investment" button is selected.
Who should always be included as a required attendee when scheduling an appointment?
The DC and homeowner should aways be included as required attendees
Does the Include/Exclude button have the same function as the Visible button?
No. The Include/Exclude button determines whether an item is included in the quote price, while the Visible button controls whether the item appears in the quote agreement.
Is it possible to manually remove the Paver, Turf, and Decking installation sheets from the Quote Presentation or Contract, even if those items are not included in the cart?
No. The Paver, Turf, and Decking installation sheets are automatically included in the Quote Presentation and Contract regardless if those items are in the cart or not, and cannot be manually removed.
What are the two available methods for completing the signature process, and how should you proceed based on whether you are physically present with the homeowner or not?
If you’re with the homeowner, click In Home. If they’re signing from somewhere else, click Remote.
What two things should you check before sending the order for manager approval?
Check the contract information and make sure the products and promos are correct under the Products tab.
How do you find and close the appointment in the Opportunity?
QRG: Appointments - Pipeline Management
Go to the Timeline tab in the Opportunity, find the Appointment entry, and click the checkmark on the right to close it.
What does the appointment duration default to?
The appointment duration automatically defaults to 2 hours, but it can be shortened or extended as needed.
Where can I go to view my estimated commissions?
You can view your estimated commissions by clicking on "Launch Pricing Scale" within the quote.
How can additional files be included when emailing a quote, and what customization is available?
Since files can't be attached directly through the system email, use “Generate PDF” to download the quote, then attach it with any other documents externally. You can also edit parts of the email template before sending.
What screen should you wait for to make sure the homeowner’s order is created?
Wait for the Thank You screen. Closing the window before then will stop the order from being made.
What do you do to let your sales manager know the job is ready for review and approval?
Click the "Rep Review Complete" button. This will notify your manager that the job is ready to be approved.
What is the proper procedure to remove financing from a quote if the homeowner decides to opt out?
QRG: Change Order
Click the ellipsis, choose "Clear Finance", then click "Refresh" to update the quote.