EPC Settings

Agreement Review Emails
These emails will be notified when a new agreement is ready for review

Epc Settings: Agreement Review Emails

Change Order Requested Emails

These emails will be notified when a change order is requested

Sales Manager Review Agreements

The rep's manager will be emailed when an agreement is ready to review

Design Request Emails
New design requests are sent here

Epc Settings: Design Request Emails

Design Request SMS
Notification sent that a design has been requested.

Epc Settings: Design Request SMS

Agreement Notifications
These emails will be notified when an agreement is approved

E​pc Settings: Agreement Notifications

Agreements : Create install record and send to customer
The install will be created, synced with the CRM and customer will receive a copy after this stage is met.

E​pc Settings: Agreements: Create install records and send to customer

Agreements: Remove sign in person button for Change Orders

When enabled this will remove the sign in-person button from change orders (Except for Enerflo Admin)

Agreements: Disable Sign-In Person for Agreements

When enabled this will remove the sign in-person buttom from the signing packet (Except for Enerflo admin)

Send SMS when Design is uploaded
Notification sent that a design has been uploaded, in addition to sales rep

E​pc Settings: Send SMS when Design is uploaded

Proposals: Saving graph length
How many years the savings graph should go out (x-axis)

Epc Settings: Proposals: Saving graph length

Proposals: Avg Panel Degredation
The average YEARLY panel degredation that should be in the savings graphs

Proposals: Avg Panel Degradation

Proposals: Add dealer fee to base price?
If selected, the dealer fee for the initial selected loan will be added to the price.

Epc Settings: Proposals: Add dealer fee to base price?

Proposals: Add dealer fee to adders?
If selected, the dealer fee will be added automatically to all adder cost.

In V2 all adders have Dealer Fees added

E​pc Settings: Proposals: Add dealer fee to adders?

Proposals: Add dealer fee to custom products?
If selected, the dealer fee will be added automatically to custom products.

In V2 all adders have Dealer Fees added

Epc Settings: Proposals: Add dealer fee to custom products?

Proposals: Allow Price Increase
If selected the sales rep can increase the price on the proposal

E​pc Settings: Proposals: Allow Price Increase

Proposals: Hide adder pricing from customer?
If selected the customer will not see pricing for included products.

If using a V2 deal there is not a way to hide pricing

E​pc Settings: Proposals: Hide adder pricing from customer?

Proposals: Allow gross cost override?
If selected user will be able to override the final system cost.

If using a V2 deal this is a deal setting

Epc Settings: Proposals: Allow gross cost override?

Proposals: Recalculate starting base ppw if gross override is used?
If selected the base ppw will be recalculated to match the gross override.

E​pc Settings: Proposals: Recalculate starting base ppw if gross override is used?

Proposals: Only allow gross cost override by role
If gross overrides is on, only users of the defined roll and anything above them, can see it.

E​pc Settings: Proposals: Only allow gross cost override by role

Proposals: Lock with lender approval
If the deal has an approved loan (regardless of application status), do you want the deal to be locked?

If using a v2 deal this is a plugin setting

E​pc Settings: Proposals: Lock with lender approval

Proposals: Cash Discount
If pricing starts with fees included, what cash discount will you offer?

E​pc Settings: Proposals: Cash Discount

Proposals: Default rate increase
The default rate increase if it's unspecified as part of the deal or utility.

This is not a V2 functionality currently

E​pc Settings: Proposals: Default rate increase

Contracts: Hide Processed Button
If selected, the "processed" button will be removed from the install contracts view

E​pc Settings: Contracts: Hide Processed Button

Contracts: Force customer data to match loan app
Customer info on the agreement will auto-match to the approved loan app

E​pc Settings: Contracts: Force customer data to match loan app

Contracts: Add a notes box in the edit screen
Allow reps to add notes to the agreement before sending to signature

This does require a special annotation to be specified on the document during onboarding or thru support requests

E​pc Settings: Contracts: Add a notes box in the edit screen

Contracts: Allow language switch
Select this if you have multiple contract versions by language (english/spanish)

E​pc Settings: Contracts: Allow language switch

Proposals: Default Lender Rate
If the lender is unspecified in the design request, this will be the default.

Set up as Cash by Default

Proposals: Default Price Per Watt
If the price per watt is unspecified in the design request, this will be the default.

EPC Settings: Price Per Watt

Proposals: Add dealer fees when changing rates?
If selected, dealer fees will change the system cost on the proposal as they change.

EPC Settings: Proposals: Add dealer fees when changing rates?

Proposals: Available Rebates
IDs of rebates that can apply to them

EPC Settings: Proposals Available rebates

Proposals: Hide Dealer Fees
Hide dealer fees from the sales rep on the pricing page

EPC Setting: Proposals Hide Dealer Fees

Proposals: Cost of solar field
The survey field which will be used to calculate the cost of solar

EPC Settings: Proposals Cost of solar field

Design Section References
Sections from the survey that are shown as reference for the designers

EPC Settings: Design Section References

Design Upload Section ID
The survey sections that trigger a design being uploaded when saved.

EPC Settings: Design Upload Section ID

Proposals: Only show gross cost
Don't show the system cost in addition to gross cost

EPC Settings: Proposals only show gross cost

Proposals: Hide Adder Fees
Don't show the costs of the adders as a line item, ie they are included in the cost of solar

EPC Settings: Proposals Hide Adder Fees

Proposals: PDF Slides
Load up the image versions of their pdf to show it as a slideshow

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EPC Class

EPC Settings: EPC Class

Report Class

EPC Settings: Report Class

Install View

EPC Settings: Install View

Import Survey Id

EPC Settings: Import Survey ID

Site Survey ID

EPC Settings: Site Survey ID

Install Survey ID

EPC Settings: Install Survey ID

EPC View
The path to the views used specifically for this EPC

EPC Settings: EPC View

EPC Base View
The path to the base views used for the EPC

EPC Settings: EPC Base View

Site Survey Section Id(s)
The ID(s) of the sales site survey so it can pull the data during contract review

EPC Settings: Site Survey Section ID(s)

Add Lead Project Manager to Customer Portal
Include a Lead Project Manager to Customer Portals for all new deals

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Customer Portal EPC Template
The template ID for the customer portal configuration to use

EPC Settings: Customer Portal EPS Template

Federal Solar Investment Tax Credit (ITC) Percent
Starting January 1, 2021 the ITC will be 22%, change this setting if you want to start using the 22% now.

EPC Settings: Federal Solar investment Tax Credit (ITC) Percent

Auto-assign the Office Lead Project Manager to New Projects

The person chosen from this list should appear on the EPC Install Tracker for all new installs in that specific office (Internal Facing)

Highlight projects if estimated completion date has passed for milestone in Install Tracker

Highlights milestones that are approaching deadline and overdue

When adding or changing the completion date of a milestone, add the same date as the start date of the next milestone

This auto starts the next milestone or makes it so it doesnt auto move to the next one.

When clearing the completion date of a milestone, clear all dates on subsequent milestones

Allow "Operations" team members to review and approve or deny installation agreements

Allow Regional Managers to revie3w and approve or deny installation agreements

Start Installs in this status

Customer Upload Documents

Allow customers to upload documents after their agreement has been signed