Financing, Net PPW, & Adders

Review: How Find Adders Sheet in Lightspeed

Training Video

Updates After the Video Was Created

Changes to Pricing Batteries in Aurora

Prices of batteries will be automatically added to the system price without needing to include an adder.  This helps make sure battery pricing is correct each time.

• The system does accurately price projects with multiple batteries

• The battery pricing will show on the editable pages, but will not show on any homeowner-facing pages

Aurora Proposal Update for Batteries

Primary goal: overhaul battery pricing

Minimal changes to proposal format

Battery Changes

• Battery adders removed

• Adders automatically added by type and quantity chosen

• Backup Mode removed

• Splitting in to two batteries per (backup/non-backup)

Fixes

• EnFin PPW Cap issue on backup batteries

• Reduces human mistakes

Read More

Now using vertical Scrolling

• Now using a vertical scroll

• Updated battery storage visual

  • Helps tell the story of how energy is produced, consumed and stored throughout the day

• Side by side finance comparisons

• Downloadable PDF proposal

Financing Cash Down Payments

You can now add cash down payments on Mosaic-financed proposals! (Dual Financing) When quoting a Mosaic loan on the

financing page, simply toggle the “Add down payment” button on and enter the amount the customer will pay in cash. The dealer fee will calculate correctly for the loan amount only and maintain the net PPW entered. This information passes through to LIGHTSPEED when converting your proposal to a project!

Email Credit Application Option

You can now send Mosaic credit application to customers via email.  After your proposal is built and you are ready to initiate the credit check, simply click the Apply Now button like you normally would.  You will see a new option to select between, “Apply in Sales Mode” or “Email credit application” The customer will receive an email from mosaic with a link for them to “Pre-qualify Now”

Financing Comparison Tool in Aurora 

You can now compare multiple finance options within one design. Reps can choose up to two options to be included within Sales Mode and in the interactive web proposal. Homeowners can toggle between the options to view the different benefits of each. In addition, the Financing page has been given a facelift to reflect a more user friendly page with expanded visuals and capabilities.

See the one pager overview 

Improved Project Conversion

Certain adders will now be automatically detected during the project generation process within Freedom Forever Lightspeed portal when converting a project from Aurora. 

• Sales reps will now be alerted within Freedom Forever Lightspeed during the conversion process when certain adders are missing, and given the option to reprice or proceed.  e.g. If a sales rep forgets to select the correct distance adder in Aurora when the project zip is located in a Tier 2 zip code, the sales rep will be alerted when converting the project from Aurora.

• Incorrect adders will now be detected in Aurora and automatically corrected prior to project creation to ensure valid project submissions.

Learn More

Review: How to Update Adders in Aurora

In Freedom Lightspeed portal Click on a Lead click "Edit Proposal" 

This takes you to Aurora.  

Click on the ($) symbol

1. Set "Net price per watt" [Net Price Per Watt is the “price per watt” (PPW) of the solar system after all dealer fees, adders, and other costs have been removed.]

2. Turn on all adders (costs) or assumed adders including panel adder in aurora proposal

Note: The adders in the Adders Sheet are found in the project proposal tool.

3. This will set the price that the customer will pay (gross price).