Salesperson Guides
Training resources and videos for energy consultants.Training Videos
Connecting PG&E Using "Share My Data" Feature (3 mins.)
How to acquire your customer's smart meter data using the Pacific Gas & Electric "Share My Data" integration. You will need your customer's 11-digit PG&E account number and the phone number they have on file with PG&E.
Authorize Data Sharing Using Smart Meter Texas (2 mins.)
This video will cover how to invite your Texas customers to share their smart meter consumption data using the Smart Meter Texas integration. You can acquire up to two years of historical consumption data and have the option to receive daily updates for up to one year.
Using the Roof Layout Tool in the Scenario Report (3 mins.)
How to use the roof layout tool in the Scenario Report to identify the number of solar panels you can fit on the roof and the corresponding annual energy production for a given layout.
How to Create Email Templates (3 mins.)
How to create customized email templates for correspondence with your customers. This feature allows you to create mail-merge templates for sending the same message to multiple customers in the system.