Enfin Sales Walkthrough

Follow the steps below to start selling with Enfin

Step 1: Sign in with your username and password.

Step 2: Click on the "New Customer" button at the top of your screen to create a new lead.

Step 3: Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. 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.

Step 6: Click on the “Utility” drop-down box in the Consumption profile section. 

Step 7: Select the correct utility company.

Step 8: 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 9: Click “Start Design”.

Step 10: 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.

Step 11: 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 that suit your customer’s needs. You can also select the type of panel that goes into the system alongside the design.

Step 12: 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.

Step 13: Click “Next”. 

Step 14: Your AI Design is ready with system size details. 

Step 15: Scroll down and turn on the battery toggle to add batteries to your proposal.

Step 16: 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 17:  Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.

Step 18: Select your “Battery”. You can increase or decrease the quantity of batteries required for your proposal.

Step 19: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click on “Add Adders”.

Step 20: Select the adders and click “Done”.

Step 21: Scroll down to the financing section of the proposal.

Step 22: Select “Enfin” to use Enfin’s financing products.

Step 23: Select the product that suits your customer.

Step 24: Select your financing option and click “Create Quote".

Step 25: Your Enfin finance card will be generated with details of the financing.

Click “Finalize”.

Step 26:  Now the proposal is finalized and your customer is ready to “Qualify” for Enfin’s Financing.

Step 27: Click “Qualify” to qualify your customer.

Step 28: Enter the customer’s details, check the acknowledgment boxes, and click on the “Submit” button.

Step 29: A small banner appears after the form submission that asks you to refresh your page to get the status of the qualification.

Step 30:  When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".

Step 31: After qualifying for Enfin’s financing, a congratulatory email is sent to the customer's registered email address, allowing them to begin the contract signing process.

Step 32: Click on “Select your payment method”.

Step 33: You will be redirected to Enfin’s loan approval page.

Step 34: Click the checkbox next to your Enfin’s financial information.

Step 35: Scroll down and click “Proceed”.

Step 36: Check the details of ACH auto pay and click on “Enter Bank Details” at the bottom.

Step 37: Click “Submit”.

Step 38: Enter your bank details and click “Submit”.

Step 39: You will be then redirected to the E-sign portal to sign the contract. Select the checkbox and click “Continue”.

Step 40: Click “Start” to begin signing the contract.

Step 41: Click “Adopt and Sign”.

Step 42: After completing the signing process, click “Finish”.

Step 43: A copy of the signed contract is sent to the email for review.

Note: Make sure to download a copy of the contract. You will be required to attach the signed contracts in the proposal builder to convert your proposal into a project. 

How to attach Documents to your proposal?

Step 1: Click on “Attachments” in the left on your proposal page.

Step 2: Click on the “Add File” in the top right corner.

Step 3: Select “Signed Contract” under label.

Step 4: Add description, upload your contract and click “Save”.