Article Overview
In this article, we will cover how to use the Solar Estimator tool within the mobile app.
TIP: If this feature is something that you would like to have added to your SalesRabbit account, please reach our to your CSM or contact our support team. Call or Text: 801-418-9009.
Where to find Solar Estimator:
In this section, we cover where to find the Solar Estimator tool on the mobile app
- Start by finding and selecting any lead that you want to use the estimator tool for
- Once the desired lead has been found, click the lead icon and select 'Solar Estimate' from the lead info pop-up
(Your lead statuses will be different from the sample image.)
Navigating the Solar Estimate:
In this section, we cover how to use the Solar Estimate tool in the mobile app
Settings
- (IMPORTANT): Make sure your Price Per Watt on this list is accurate by clicking on the settings cog-wheel in the top right hand corner of the Estimator
- Loan
- Lease
- Cash
- Once finished updating the pricing, click 'Save'
(Your pricing my be different from the example above)
Monthly Bill
- Use the slide bar to adjust what the customers average monthly bill is. This will change the Solar Offset as well as the Installation Size while also displaying what the panels could look like above in the screen shot
Financial Info
- For starters, use the dropdown to select one of the following for the customers solar option
- Loan
- Lease
- Cash
- Once a preferred solar option has been selected, click on the 'Show Estimate Details' dropdown to provide the customer further details on their selected estimated design
(Your pricing my be different from the example above)
Solar Cost and Environmental Impact
- Scroll down to the bottom of the Estimate page to view:
- Pre vs Post Solar Costs
- Environmental Impact
(Your numbers may be different than what is displayed above)