Use this process to add homeowners to your Sunnova portal, run credit, and sign documents
The below step by step guide represents a helpful reference guide for closing Sunnova deals. Members also have access to an interactive video course, which provides a deeper video guided tour through the process.
Members have access to this course and more, and can login to Palmetto Academy with their same login credentials.
Step | Details |
1 | Create Lead in Alchemy and Request a Manual Design |
2 | Once the design is completed, open Sunnova by clicking here |
3 | Log into Sunnova using your Sunnova credentials |
4 | Click New Leads |
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Step | Details |
5 |
Begin manually transferring details from Alchemy to Sunnova Click Add Contact/ Site Info and click save: |
6 | Click Select Utility Enter Utility Info |
7 |
Input Energy Usage details
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8 |
Click System Designs |
9 |
Choose Build System and Array |
10 |
Begin Entering System Summary Details from Alchemy to Sunnova (Reference Table A below) |
11 |
To Add another Array click Add Array, if applicable, and repeat input steps |
Table A: Inputs for System Summary Details |
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A | Module |
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B | Inverter |
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C | Racking |
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D | Monitoring |
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E | Storage |
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F | Other |
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G | Solar Availability |
Find in Designer Notes in Alchemy |
H | Tilt/Azimuth |
Find in Solar System Array(s) in Alchemy |
* When inputting equipment, select only Solaredge or Enphase, based on applicable market. No mix and match or exceptions can be granted, and incorrect input may result in a Sunnova change order.
Table B: Inverter Sizing Reference Chart, for System Summary Details
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Use This Inverter... | For Systems Up to This Size: |
SolarEdge SE3800H-US | Up to 5.17 kW DC |
SolarEdge SE5000H-US | 6.8 kW DC |
SolarEdge SE6000H-US | 8.16 kW DC |
SolarEdge SE7600H-US | 10.34 kW DC |
SolarEdge SE10000H-US | 13.6 kW DC |
SolarEdge SE11400H-US | 15.5 kW DC |
2x SolarEdge SE6000H-US | 16.3 kW DC |
1x SolarEdge SE6000H-US + 1x SolarEdge SE7600H-US |
18.5 kW DC |
2x SolarEdge SE7600H-US |
20.68 kW DC |
1x SolarEdge SE7600H-US + 1x SolarEdge SE10000H-U |
23.95 kW DC |
Step | Detail |
1 | Input system Pricing: Select Product Type, Lease, PPA, etc |
2 | Input pricing Method (Note: Solar Rate calculation is a helpful way to calculate, as Sunnova requires year 1 savings on all jobs. For example, a utility with $0.12c/kWh could be priced at $0.10c/kWh) |
3 | Select Escalator (Maximum: 2.9%) |
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4 | Add to Save |
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Step | Detail |
5 |
Execute title verification: Confirm contact on title (homeowner must be on title to go solar). |
6 |
Verify-- you will see an immediate verification result of the homeowner on title. - Note: if the customer is not listed on title by Sunnova's portal, a recorded deed copy is likely to be requested in order to clear title. |
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Step | Detail |
7 |
Execute Credit Check: Be sure the homeowners email is entered |
8 |
You can either run credit check or email the credit check to the homeowner |
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Step | Detail |
9 |
Configure contacts: Click Review & Sign Contract |
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Step | Detail |
1 |
Create a proxy/placeholder proposal and navigate to the document collection centerThis will bypass the Alchemy credit check by creating a proxy/placeholder proposal. |
2 |
Build a proposal at any price ($12345 works) and select financing type: "Sunnova". This will generate a proxy/placeholder proposal and allow you to proceed directly to the documentation center. |
3 |
Click PLACE ORDER. |
4 |
Click DOCUMENTATION to proceed to the document management center. |
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Step | Detail |
5 |
Get all docs in the Action Required Section Completed
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6 |
Reference your market's CRC checklist via help.palmetto.com if necessary for guidance. |
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Step 1: Complete the Sunnova Validation Call
To view Validation Process, Click below:
Step 2: Complete Palmetto Virtual Site Survey. Details here:
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