Article Overview
This article covers how to adjust and customize the Utility Escalations, Incentives, Financing Options, and Base Price Per Watt for your proposals.
Customizing Utility Escalation:
How to set up custom Utility Escalation numbers.
- From the side menu, click the financing dropdown and select 'Utility Escalation'
- From here, you can set the default utility escalation (in percentage) that appears on proposals.
- You can also set a minimum and maximum Utility Escalation for overriding the default.
- In our example below, we set the default utility escalation for all proposals to be 4% each year.
- We also set a minimum and maximum override. Meaning the rep can adjust the escalation as needed, but the override cannot be less than 4%, nor higher than 6%
- You can also adjust the increment for the escalation chart. We set ours to 0.5 in the example below.
- Don't forget to click "Save Changes"
Customizing Incentives:
Follow the steps below to create or edit an incentive. (Such as State or Federal Tax Credits)
- From the side menu, click the financing dropdown and select 'Incentives'
- To create an incentive, click on the create button
In our example, we will be adding the New Mexico Income Tax Credit
- Label the Incentive however you would like it to be titled
- Next, enter the details of the Incentive. You can base it off of:
- Percentage Based Amount
- System Production Based
- Fixed Amount
- Monthly Payment Multiplier
- You can also set a cap if applicable
- Add any needed footnotes
- You can also add any applicable Limits.
- Based on production or System Size
- You are able to allow or limit the incentives to specific states or zipcodes.
- Be sure to click 'create' once you have customized all of the options.
- If you ever need to make adjustments to an incentive, click edit to return to the configuration page.
Adjusting the Base Price Per Watt:
How to set a default Price Per Watt and adjust it by state or zip code.
- In the left hand menu, under Financing, click Base PPW
- From here you can Edit or Remove an existing Price.
- To add: Click Create in the top right corner.
- In our example below we are adding a Price per Watt of $2.00
- We also added a minimum price of $2.00 and a maximum price of $4.00 per watt.
- If this pricing is only for limited states or zip codes, choose "Limited Availability"
- In our example this pricing will be available just or Utah, Arizona, and Nevada
- Don't forget to Save Changes!