Here, we will walk through how to verify and edit the customer, and home’s, electricity usage details to further refine and customize the solar design. It is very important that electricity usage information is correct so that the solar panels offset the actual amount of energy the home uses and meet your customer’s expectations.

In ‘Building a Proposal in the App’ Part I, we input a customer’s home address and Elli designed your initial solar system. Now you are ready to refine and confirm the annual energy usage, or kWh, of the home.

  1. From the main screen of the solar design in the app, tap the blue rectangle to ensure the utility company, rate plan (a.k.a tariff), and amount of annual electricity consumed are each accurate.

Elli’s automated intelligence makes several well-informed assumptions around the following:

2. The homeowner's utility provider

3. The rate plan (known as the tariff)

4. The average electricity cost

5. The average electricity consumption

Verify that this information is correct by referencing the customer's utility bill or by contacting the customer's utility company. You can correct any information that Elli did not accurately predict directly in the app. It is particularly important to ensure electricity consumption is correct in the app. Tap on electricity consumption (5) to edit.

6. Ideally, you want to know the homeowner's past 12 months of total energy usage in terms of kWh/year. Tap the value to edit.

7. Alternatively, if you only have one month's energy usage or spend, this can also be used to estimate an appropriate system size.

8. Select the month the bill is for.

9. Input the cost of the bill for that month. Elli will project the balance of the year's usage and design the system accordingly. Don't forget to tap 'Save'!

10. Tap the back arrow to return to the electricity consumption screen.

11. Post-solar electricity utility (i.e. the utility company delivering power to the home) is typically the same as the current electricity provider and does not need to be adjusted.

12. The post-solar tariff does not always need to be adjusted. However, definitely review available and open tariffs, or energy rates, as quick experimentation here can result in significant reductions to your homeowner's electricity bill and monthly savings.

This is everything you need to know about verifying and editing the customer’s electricity usage, to set you and your customer up for a solar design that fully meets energy offset expectations and streamlines forthcoming system design and installation activities. Next, review ‘Building a Proposal in the App’, Parts III, IV, & V videos and articles to round out your solar design by customizing the solar panel layout, adjusting and selecting project financing details, and learning how to share your proposal with your customer for their review and contract signature.

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