Sales Walkthrough for GoodLeap Lease/PPA

Step 1: Click "New Customer" at the top.

Step 2: Input the customer’s address and basic information. The address can also be added manually (if not available with the address lookup) by clicking on the “Manual Address” checkbox. 

Step 3: Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.

Step 4: Click on “Create customer” in the top-right corner of the page.

Step 5: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing.

SubcontractorHub offers multiple design tools to help you create winning proposals. To set your preferred design tool, simply go to your organization details and select the "Default Design Tool" option.

You can use the SubcontractorHub AI design tool to get accurate solar designs.

Follow the steps below to use the SubcontractorHub AI design tool.

Step 6: Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider. 

Step 7: 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 data available, the software will attempt to auto-fill the other months' data.

Step 8: Click “Start Design”.

Step 9:  Most homes will be able to utilize the AI design tool. Identify the correct home, align it with the tool’s crosshair 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 "Switch from AI Design to Manual" guide for detailed instructions.

Step 10: 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. You can also adjust the system offset with the slide bar. If you wish to adjust the design further, switch to AI edit mode. 

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

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

Step 11: Click “Next”. 

Step 12: Your AI Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type, and roof type in this section. 

Note: Adding an inverter is a mandatory step to get GoodLeap’s leasing/PPA products.

Step 6: Choose “Owner” for your Aurora Project.

Step 7: Click “Design with Aurora”.

Step 8: Enter your Aurora Credentials.

Step 9: Click “Design”.

Step 10: Locate the house of your customer, click “Site” and select “Pitched”. 

Step 11: Draw “Roof Face”.

Step 12: Click “Irradiance” on top of the design to get an irradiance map. Make sure to take a screenshot of the irradiance map.

Step 13: Click on “System”, next to Site, click on Insert Panel. Add your panel module and Microinverter. 

Note: Microinverters are mandatory for qualification in GoodLeap Leases/PPA.

Choose your module and click on “Fill Roof Face”.

Step 14: Click  the “Save” button on the top left corner.

Step 15: Click on “Consumption” from the left menu, just above the design option. Build your consumption profile by selecting one of the estimation calculator.

Step 16: The consumption profile can built by just entering details of the customer’s monthly energy usage or the monthly energy bill.

Step 17: Click “Simulate” on the top right corner.

Step 19: Click on Download (down key button) and select “DFX”.

Step 20: Click “OK”.

Step 21: Go to Documents, located at the bottom of the menu on the left and select shading data.

Note: Downloading the shading report is crucial for successfully qualifying for GoodLeap Leases/PPAs.

Step 22: Navigate back to SubcontractorHub's proposal tool and click on the “Sync from Aurora” button. A pop-up message will appear prompting you to download the shading report, following the steps outlined above. Ensure that you download the report before proceeding to sync. When prepared, click on "Sync".

Note: After syncing, a shading data button will be available at the top of the design, displaying the shading report for the solar design.

Step 23: Add your GoodLeap Lease/PPA-approved inverters in the production details.

Step 24: Scroll down to the battery recommendation section of the proposal.

Choose if you would like to quote a backup battery OR a grid-tied battery here.

Step 25: Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity.

Step 26: If you require additional adders to your quote, scroll down to the “Add-on” section. Click on “Add Adders”.

Step 27: Scroll down to the financing section and select GoodLeap.

Step 28: Select “Solar Leases/PPAs”.

Step 29: Select your financing option.

These financing options are provided based on your selection of your battery type (if selected) and utility provider

Step 30: Select the rate and click “Add Products”. Rates are broken down by .05 increments and will have .01 increments below the dropdown to give the most accurate pricing structure. 

Step 31: Your GoodLeap Lease/PPA finance card is now ready for finalization, enabling you to qualify your customer for financing.

Step 32: Click “Finalize” when you are ready to select the option for your proposal. 

Step 33:  Click “Qualify”  to open the application to submit your customer for GoodLeap Lease/PPA qualification. 

Step 34: Enter your customer details and have them sign. Click “Approve” to approve their signature and click next. 

Step 35: Enter the customer’s details and click on the “Submit” button. 

Step 36: Once your customer is qualified, a congratulatory message will be displayed on your page confirming the approval status. Click “Ok” to move ahead.

Step 37: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".

Step 38:  After successfully qualifying your customer, scroll down and click on the “Upload Utility Bill” button.

Step 39: Upload the utility bill and click “Save”.

Step 40: After uploading the utility bill, click on the “Send Agreement” button to send the GoodLeap agreements to the homeowner. 

Step 41: Click “Yes” to send your documents for the new quote.

Step 42: After the agreement documents are signed, a "Project Verification Call" button will be available at the bottom of the proposal. Clicking on the button initiates the process of converting the proposal to a project.

Step 43: Once the call for project verification is sent, the finance card will get updated with Qualification, utility bill, and project call verification details.