Salesperson User Guides
Training Videos
First Time SolarFax Login + Interpreting Data (5 mins.)
Welcome to the SolarFax® platform! This quick start video shows you around the program and shows you how to add your first customer. You will also learn how to interpret the graph data to better understand your customer's energy consumption and solar production trends.
Uploading a CSV of Energy Consumption Data (2 mins.)
How to upload a CSV file of your customer's energy consumption data. Use this feature when your customer sends you their consumption data or you purchased the data file from another data provider such as UtilityAPI.
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.
Interpreting the Energy Consumption Graphs (6 mins.)
This video shows you how to view and interpret your customer's energy consumption trends by time of day and time of year. It includes analysis for customers who are adding solar and those who already have a solar system installed.
Running a Scenario Report for First Time Solar Installs (13 mins.)
How to run a Scenario Report for customers who are adding solar for the first time. Interpret their energy consumption trends and identify the ideal solar and storage recommendation. Add expected increases in consumption to match your solar and storage recommendations to your customer's future needs.
Run a Scenario Report for California Customers who Already Have Solar (5 mins.)
How to run a Scenario Report for California customers who already have solar and are interested in adding energy storage or who want to add more solar production.
Exporting a CSV of Consumption Data (1 min.)
How to export a CSV file of energy consumption data for loading into your proposal software. Export the data into the correct format for the following proposal tools: OpenSolar, Aurora, SolarGraf, Energy Toolbase.
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.
Additional articles
How to Use NBT/NEM3 Scenario Tool
How to Use NBT/NEM3 Scenario Tool for Proposals
Interpreting NBT/NEM3 Scenario Report Data
How to understand the graphs and data in the NBT/NEM3 Scenario Report
Pulling Consumption Data for a New Lead
The program offers a convenient way to pull utility consumption data for potential customers
Adding a New Solar Install Customer
The program has Quick Features to Simplify New Customer Entry