All Collections
Sales Platform: Guides & Resources
Step-by-step guides & helpful resources to make closing a sale easy
CA
Proposal Building: Pricing Calculator Overview
Proposal Building: Adjusting Price on a Final Proposal
Proposal Building: Utility API
Proposal Building: Instant Design vs Manual Design
Completing a Sale: Step-by-Step Guide
Completing a Sale: Virtual Site Survey Guide
Pipeline Management: Submitting a Change Request
Pipeline Management: Removing Adders from Commissions
Pipeline Management: Fulfillment Status
Pipeline Management: Retention Processes
Submitting Change Requests and Approving Final Proposals With Changes
Approved Roof Types & FAQ: Roof / Construction
Operations Overview, Change Orders, & Cancellation Policy
Cheat Sheet for Final Proposal Revamp Flow
Closing Documents Video Overview
Solar 101 Video: How Do Solar Panels Work?
Homeowners Association (HOA) - Sales Member Guide
Home Improvement Contract (HIC)/Install Agreement Key Terms
Standard Site Survey Guide
Pending Actions Dashboard
Manufactured Homes Policy
Solar Project Disqualifications