Pricing Adders when using Enerflo, LightReach, and Palmetto Energy
When using Enerflo to sell with Palmetto Energy as the installer and LightReach financing, adders (roofing, electrical, steep roof, trenching, etc.) cannot be attached to your initial proposal, These will be added by Palmetto Energy during the site approval process. (Adders are not yet integrated between Enerflo and Palmetto’s sales platform, Alchemy. This functionality will be released at a later date.)Due to this, the process for handling adders is as follows:
Create the initial proposal in Enerflo, selecting a LightReach energy plan for financing.
When pricing, consider the cost of adders when selecting the kWh rate.
Indicate in the notes that the selected rate is padded to anticipate adders (electrical, roofing, etc) and that those costs should be taken out of sales commission.
Select the proposal in Enerflo, and complete the virtual site survey or send it to the customer with instructions for them to complete.
Once Palmetto receives the order, Palmetto will:
Evaluate the site survey.
Determine the necessary adders and associated cost.
Determine the vendors to complete the work.
Palmetto will then convert your initial order to a final proposal.
A Palmetto representative will contact you to confirm the amount that will be taken out of sales commission.
Palmetto rep will process the order in Alchemy, with the adders on the final order. The final order details and pricing will display in Enerflo once this is completed.
This process applies to specifically to LightReach TPO. When selling Goodleap or other cash, the price of the adders can simply be added to the overall PPW and rolled into the loan, and Palmetto will ensure that this is reflected in the final order.