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.
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.
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.
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 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.