Mosaic Sales Walkthrough

Follow the steps below to start selling with Mosaic:

Step 1: Sign in with your username and password.

Step 2: Click "New Customer" in the top right-hand corner 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 “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 the “Utility” drop-down box in the Consumption profile section.

Step 7: Select the correct utility company. All of the data for that utility is being pulled in real-time to ensure accurate utility rates.

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.

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-Assisted 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-Assisted tool does not function seamlessly, you can toggle to "manual design" mode. Reference the "Switch from AI-Assisted 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: Click “Save”.

Step 13: Your AI-Assisted Design is ready with system size details. 

Step 14: Scroll down and turn on the battery toggle to add batteries to your proposal.

Step 15: Choose if you would like to quote a backup battery OR a grid-tied battery here.

Step 16:  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 17: Select your battery. You can increase or decrease the quantity of batteries required for your proposal.

Step 18: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.

Step 19: Select the adders and click “Done”.

Step 20: Scroll down to the financing section of the proposal.

Step 21: Select “Mosaic” to use Mosaic’s financing products.

Step 22: Select the Utility Company and Finance Options. Click “Add Loan”.

Step 23: Your Mosaic finance card will be generated with details of the financing.

Click “Finalize”.

Step 24: Now the quote is finalized and your customer can prequalify for Mosaic’s financing. Click “Prequalify”.

Step 25: Fill in your customer details, check the acknowledgement boxes, and click “Submit”.

Step 26: Your customer will receive a congratulatory email in their inbox. 

Step 27: When a homeowner qualifies, the “Prequalify” icon will transition to blue and read "Qualified".

Step 28: After qualifying, the documentation process begins. Click “Send Finance Docs”.

Step 29: Click “Yes” on the popup window.

Step 30: The customer will receive a link to upload the documents. 

Step 31: Open the link and click “Continue”.

Step 32: Enter the applicant details and click “Verify”.

Step 33: Enter the financing details and click “Continue”.

Step 34: Review the details, check the acknowledgement box, and click “Continue”. 

The homeowner will receive a confirmation email.

Step 35: You will be then redirected to the E-sign portal to sign the contract. Select the checkbox and click “Continue”.

Step 36:  Click “Start” to begin signing the contract.

Step 37: Click on the space provided to sign. 

Step 38: Click “Adopt and Sign”.

Step 39: After completing the signing process, click “Finish”.

Step 40: Your customer will receive a confirmation email. You can view the completed documents by clicking “View Completed Documents”.

Step 41: After signing the financing documents, go to the E-Signature Activities tab on the left and click on Activities to check the finance agreement completion.

Step 42: Scroll down to summary in your proposal and click on “Sign Now” to sign and send the solar contract

Step 43: Complete your perfect packet checklist by clicking the checkboxes and click “Next”

Step 44: Your solar contract is now ready to be signed. Click “Sign Via SubHub”

Step 45: Click “Open”

Step 46: Click “Sign”

Step 47: Click “Adopt and Sign”

Step 48: Complete the Signing process and click “Submit”

Step 49: Select if you would like to send contract documents as combined pdfs or as Separate Documents and click “Submit”

Step 50: As instructed on the pop up window, return to your proposal and click on the “E- Signature Activity” Tab

Step 51: You can view the E-sign activity of the customer in the “E-signature Activity” Tab.

Once both the sales representative and the customer have signed the contract, the proposal can be moved to closed won document signed