Enfin Lease Sales Walkthrough

Step 1: Sign in with your username and password.

Step 2: Click on the "New Customer" button at the top of your screen.

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: Choose “Owner” for your Aurora Project

Step 7: Click “Design with Aurora”.

Step 8: Enter your Aurora Credentials.

Step 9: Locate the house of your customer, click “Site” and select “SmartRoof Pitched” .

Step 10: Edit SmartRoof if needed.

Step 11:Click “Irradiance” on top of the design to get an irradiance map. Make sure to take a screenshot of the irradiance map.

Step 12: Click on “System”, next to Site, click Panel and choose Module.

Step 13: Select your panels from the list on the right.

Step 14: Click on the side of the roof to autofill with panels.

Step 15: Click  the “Save” button on the top left corner.

Step 16: Click “Simulate” on the top right corner.

Step 17: Click on “Download”(Down key button) and select “DFX”.

Step 18: Click “Export”.

Step 19: Download the shading report.

Step 20: Click on the “Sync From Aurora” button.

Step 21: Your Aurora Design is ready with system size details. 

Step 22: Scroll down and turn on the battery toggle to add batteries to your proposal.

Step 23: Choose if you would like to quote a backup battery OR a grid-tied battery here.

Step 24:  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 25: Select your battery. You can increase or decrease the quantity of batteries required for your proposal.

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

Step 27: Select the adders and click “Done”.

Step 28: You can add the down payment amount before selecting your finance options.

Step 29: Scroll down to the financing section of the proposal.

Step 30: Select “Enfin” to use Enfin’s financing products.

Step 31: To use Enfin’s Lease products, select “Lease” and choose the product that suits your customer.

Step 32: Select the “Pricing” for your product and “Project Type”. Click “Create Quote”.

Step 33: Your Enfin Lease finance card will be generated with details of the financing.

Click “Finalize”.

Step 34:  Now the quote is finalized and your customer is ready to qualify for Enfin Lease’s financing. Click “Qualify” to qualify your customer.

Step 35: Check the acknowledgment box and click “Submit”.

Step 36: A pop-up window will appear with a “Credit Application Created” message. Use the Url below the message to begin the credit approval process.

Step 37: The URL will take you to Enfin Lease’s Credit Application form. Scroll through the page to check your customer details.

Step 38: Scroll down to enter your customer’s credit application information.

Step 39: Check the acknowledgement boxes and click “Submit”.

Step 40: After finishing the credit application, return to SubcontractorHub and Click “Sync” in the financing section to view your customer’s credit application status.

Step 41: Once the sync is complete, your customer’s credit approval status will be shown in the finance card. The Qualify button will turn Blue, indicating a successful qualification.

Step 42: Your customer will receive an email to select their method of payment for the lease.