SOLRITE - Sales Walkthrough

Note: SOLRITE financing is exclusively available for SOLRITE-approved counties and utilities, ensuring that the financing solutions are provided where they can be most effective for your customers.

Step 1: Sign in with your username and password.

Step 2: To create a new lead, click "New Customer" in the top right-hand corner.

Step 3: Start by entering the customer's pertinent information. If you are selling in

Puerto Rico, click the "Manual Address" box and manually enter the clients address

Step 4: Click "Assign to" to attach the lead to the correct closer.

Step 5: Click "Create customer" to move to the next step.

Step 6: You have now created a proposal card. Click "View Detail" to begin to generate a design and pricing.

Step 7: Click here.

Step 8: Select the correct utility company. All of the data for that utility is being pulled in real-time Genability to ensure accurate utility rates.

Step 9: Scroll down to enter the client's KWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered.

Likewise, if you only have a few months of usage the software will attempt to auto-fill the rest of the month's data.

Step 10: You can also upload the Utility Bill by selecting “Attachments” in the list on the left and clicking on the “Add File” button in the top right corner.  

Select Utility Bill from the Label drop-down menu and upload the Utility bill. Click “Save”

Step 10: Click "Next"

Step 11: You can also upload the Utility Bill by selecting “Attachments” in the list on the left and clicking on the “Add File” button in the top right corner.  

Step 12: Select Utility Bill from the Label drop-down menu and upload the Utility bill. Click "Save”. Select Pricing to go back to your AI Design.

Step 13: Most homes will be able to utilize the AI design tool. Identify the correct home and

click "Run AI Design". If you are working in a market where the AI tool does not

function seamlessly, you can toggle to "manual design" mode. Reference the "Generating Manual Design" guide.

Step 14: Click on the modules that you want to include in the design. You will notice the

system size, offset, and production all change in real-time. 

Update electric bill pricing and annual usage to suit your customers' needs. 

You can select the type of panel that goes into the system alongside the design

Step 15: You will see warning prompts if you attempt to build a system above 120% offset,

and another warning if above 150% offset. Simply click "Yes" to progress

Note: No warning messages are generated when exceeding a 120% offset in the manual design tool.

Step 16: Click “Next”

Step 17: Your AI Design is ready with system size details. You can even add Inverter with your design. Select the edit button beside “Inverter Name”.

Step 18: Choose the inverter and click save.

Step 19: Scroll down to the battery recommendation section of the proposal. Scrolling down, you will see the available battery options. Choose if you would like to quote a backup battery OR a grid-tied battery here.

Step 20: Select the desired battery for the project. Keep in mind, that we require a 1.7X battery-to-solar ratio in CA and a 1.5X battery-to-solar ratio in Puerto Rico. This will ensure the customer has enough battery reservoir to offset "on-peak" and evening consumption.

Step 21:  Click "Add Adders" IF you want to include any additional work in your quote such as an MPU, unique roof type, EV charger, etc. This is not required to progress.

Step 22: Click "Done" when the adders have been selected.

Step 23: Scroll down and click "Create Account" to populate the quoting option.

Step 24: Click on the “Check Title” button in the far right corner.

Step 25: Click “Yes” to confirm your choice to check the title.

Step 26: Select the name and run the check title.

Step 27: Select the Utility of your customer and click on the “Qualify Homeowner” button on the right.

Step 28: Enter the customer's birthday, check both acknowledgment boxes, and submit. When a homeowner qualifies, the icon will transition to blue and read "Qualified". If you receive a message reading "We were unable to match you with any financing options at this time", the customer has failed credit for both SOLRITE Gold and SOLRITE Silver.

Step 29:  Your customer’s credit score will decide whether they are eligible for SOLRITE Gold or SOLRITE Silver. (Gold is the good credit quoting, 650 FICO +. Silver is for customers with FICO scores from 550 to 649).

If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification

Step 30: Your customer’s credit score will decide whether they are eligible for SOLRITE Gold or SOLRITE Silver. (Gold is the good credit quoting, 650 FICO +. Silver is for customers with FICO scores from 550 to 649).

Adjust pricing and click on the Create Quote button

Step 31: After Pre-qualification select Pricing. This will display the KWh rate, monthly payment, and gross PPW options.

Step 32: Click on “Create Quote”.

Step 33: Click "Finalize" to save a quote and generate a quote summary. It will appear below as you scroll down. You must finalize a quote before you will be able to send out contract documents.

Step 34: Next, click on "Send Contract Documents". This will generate the contract. It will first open the contract on the sales rep's device. They will sign their name and click "finish".

The contract will then be sent to the homeowner's email, where they will be able to need to sign their portion and click "Finish".

Clicking Finish will trigger the homeowner to be sent a Welcome Email from SOLRITE. You will need to navigate to this email to complete the customer creation.

Step 35: When the client receives the Welcome Email, have them highlight and copy a temporary password and select "Click Here To Login".

Step 36: Enter the customer's email and temporary password. It will then ask them to

generate their own unique password.

Step 37: Once they have logged in, they will see their dashboard. Scroll to the bottom, and

in the lower right-hand corner, there will be an option that invites to set up their

billing profile. Select it

Step 38: Click "Add payment method".

Step 39: Have customers select the US Bank Account option and complete the Stripe setup. If they choose to use a debit or credit card, their monthly payment will increase by $15 per month

Step 40: Complete the Welcome Call with the homeowner, referencing the most updated script and using your device to record the conversation. Ensure to read the questions clearly and to not deviate from the script. Once you have recorded the Welcome Call, send the audio file to your admin so that it can be uploaded to the client financing portal.