1. Accessing Estimates & BOM
- From the left navigation panel, go to: Solar → Estimates & BOM
- The Estimates dashboard displays a list of all created estimates, including: Estimate Number
- System Size
- Panel Count
- Total Cost / Net Cost
- Annual Savings
- ROI & Payback Period
- Status (Approved, Sent, Rejected, etc.)
- Estimate Date & Valid Until
2. Adding a New Estimate
- Click the + Add button on the top-left.
- The New Solar Estimate form will appear.
- Enter the following details:
General Information
- Lead – Select the customer lead from the dropdown.
- Solar Assessment – Link the estimate to a previously conducted solar site assessment.
- Estimate Number – Auto-generated or custom entry.
- Estimate Date – Date of preparation.
- Valid Until – Expiry date for the estimated validity.
System Specifications
- System Size (kW)
- Panel Type & Count
- Panel Wattage (W)
- Inverter Type & Capacity (kW)
- Battery System & Capacity (kWh)
- Mounting System
- Estimated Annual Production (kWh)
- Estimated Annual Savings ($)
Financial Analysis
- Total Equipment Cost ($)
- Total Labor Cost ($)
- Total Permits Cost ($)
- Total Incentives ($)
- Net System Cost ($)
- Financing Option (Loan, Cash, Lease)
- Monthly Payment ($)
- Payback Period (years)
- ROI (%)
- Carbon Offset (tons/year)
- Warranty (years)
- Maintenance Plan (e.g., Annual Inspection, Premium Support)
- Once completed, click Save to generate the estimate.
3. Viewing an Estimate
- From the Estimates list, click the Action menu (⋮) → View.
- The View Solar Estimate page displays all system specifications and financial analysis details. Estimate Number, Lead, Dates
- Status (Approved, Sent, Rejected, Draft)
- System details (Panels, Inverter, Battery, Production)
- Financial metrics (Costs, Savings, ROI, Payback, etc.)
4. Editing an Estimate
- From the Estimates list, select Action menu (⋮) → Edit.
- Update the fields as needed (e.g., System Size, Costs, ROI).
- Click Update to save changes.
5. Deleting an Estimate
- From the Estimates list, click Action menu (⋮) → Delete.
- Confirm deletion.
6. Status Definitions
- Approved – Estimate validated and accepted.
- Sent – Estimate shared with the client but pending response.
- Rejected – Estimate declined.
- Draft – Estimate saved but not finalized.