SolarX Proposal Tool

Stage 1:

Customer Info

Customer's Name:

Customer's Phone #:

Customer's Email:

Street Number & Name:

Zip Code:

Select the Utility Provider:

Pool?

No Yes

Review Customer Information

Select the center of the roof with the circle marker tool.

Stage 2:

Enter Current Usage

Select the energy usage model:

Select the month on their bill

This month's energy spent ($):

This month's energy used (kwh):

This month's energy spent ($):

January:

February:

March:

April:

May:

June:

July:

August:

September:

October:

November:

December:

January:

February:

March:

April:

May:

June:

July:

August:

September:

October:

November:

December:

What is the amount for their annual bill ($):

What is their annual kWh usage?

Give the energy savings % they will recieve from addons (eg. Nest, LED lights, Pool Pump, etc.):

Review Usage Information

Input usage information and review that it is correct.

Stage 3:

Draw Roof Faces

Choose the module:

Choose the inverter maker:

Roof Slope:

flat normal steep

Percent of shading on the roof (%):

If 50% of panels are shaded 50% of the day then shading is 25%

Review Roof Side(s) Information

1. DRAW roof faces for groups of modules with the Hexagon Tool.

2. Select the BOTTOM of EACH roof face you drew with the Circle Tool.

Do not carve out small indents in the roof (You will be able to deselect panels later on).

Review Panel Layout

Design the panel layout

Stage 5:

Pricing and Payment Terms

Choose the net price per watt ($):

Select the payment type:

Which lender?

Select the loan product:

Assumptions

Choose the local utility inflation per year (%):

Choose the federal ITC for this year (%):

Review Pricing Information

Shows your pricing options for this design

Stage 6:

Build Presentation

Date of presentation

Choose how may days until installation:

Enter 2nd Customer Name or leave blank if none.

Who do we send the proposal to?

Who set the appointment?

Final Review of Proposal Information

Review the information below before submitting the proposal

Stage 1:

Customer Info

Customer's Name:

Customer's Phone #:

Customer's Email:

Street Number & Name:

Zip Code:

Select the Utility Provider:

Check Customer

Review Customer Information

Select the center of the roof with the circle marker tool.

Confirm Customer

Stage 2:

Enter Current Usage

Select the energy usage model:

Select the month on their bill

This month's energy spent ($):

This month's energy used (kwh):

This month's energy spent ($):

January:

February:

March:

April:

May:

June:

July:

August:

September:

October:

November:

December:

January:

February:

March:

April:

May:

June:

July:

August:

September:

October:

November:

December:

What is the amount for their annual bill ($):

What is their annual kWh usage?

Give the energy savings % they will recieve from addons (eg. Nest, LED lights, Pool Pump, etc.):

Check Usage

Review Usage Information

Input usage information and review that it is correct.

Confirm Usage

Stage 3:

Draw Roof Faces

Choose the module:

Choose the inverter maker:

Roof Slope:

Percent of shading on the roof (%):

If 50% of panels are shaded 50% of the day then shading is 25%

Review Roof Side(s) Information

1. DRAW roof faces for groups of modules with the Hexagon Tool.

2. Select the BOTTOM of EACH roof face you drew with the Circle Tool.

Do not carve out small indents in the roof (You will be able to deselect panels later on).

Confirm Roof Faces

Stage 4:

Panel Layout

Max system offset desired (%):

Build Design

Review Panel Layout

Design the panel layout

Confirm Design Layout

Stage 5:

Pricing and Payment Terms

Choose the net price per watt ($):

Select the payment type:

Which lender?

Select the loan product:

Assumptions

Choose the local utility inflation per year (%):

Choose the federal ITC for this year (%):

Check Pricing

Review Pricing Information