New Training Videos
Overview of the new SolarFax User InterfaceNew Training Clips
What's New with SolarFax! (3 mins.)
An overview of the changes and improvements to the SolarFax user interface.
1. Start Here! First time salesperson login and SolarFax overview (4 mins.)
This video walks you through the steps to log in to your SolarFax account for the first time, add your first customer, and connect their data.
2. Overview of the Customer Dashboard (3 mins.)
This is a walkthrough of the customer dashboard, which gives you access to all your SolarFax features, such as: - Viewing energy and billing data - Running reports - Sending emails - Exporting energy consumption data
3. Reading the Dashboard Graphs (4 mins.)
How to read and interpret a customer's energy consumption and solar production data via the dashboard graphs.
4. Running the Energy Audit Report (5 mins.)
An overview of the SolarFax Energy Audit Report and how to interpret the data, and identify consumption trends and patterns that help you recommend the best energy solutions for your customer.
5. Scenario Report for New Storage+Solar Installs (9 mins.)
How to run the SolarFax Scenario Report for customers who are adding solar and storage for the first time.
6. Scenario Report for Storage & Solar Additions (7 mins.)
Running the Scenario Report for customers who are adding solar or storage to an existing system.
7. How to Download a CSV of Energy Interval Data (1 min.)
This video shows you how to export a CSV of your customer's hourly or 15-minute energy consumption data. The data can then be uploaded into your favorite solar proposal tools such as Aurora Energy Toolbase, OpenSolar, and SolarGraf.
8. How to Upload a CSV of Energy Interval Data (1 min.)
The steps for uploading a CSV of your customer's hourly or 15-minute energy consumption data into your SolarFax portal.
9. How to Use the Data Analyzer (3 mins.)
Using the data analyzer for deeper insights and analysis of customer data.