Sharing the proposal and contract generated in the app with your homeowner is easy. Simply follow these steps:
- Ensure the homeowner's contact information is correct.
- Tap the icon on the upper right to generate the solar system proposal.
- Email the proposal to the homeowner. The homeowner can sign the contract virtually in the app or electronically by way of the forwarded proposal link.
Click here to see an example of what the proposal would look like from the homeowner's point of view.
Upon the homeowner signing the contract, or when acquiring a formal signature in person with the homeowner, the salesperson is asked to collect a series of site photos and site survey-related items to confirm or identify any adders needed for the system. This expedites the engineering review and design of the planset for permitting. If the sale is remote, the salesperson must request homeowner assistance in obtaining site photos or communicate to Clean.Tech that an installer must perform a physical site survey.