Creating a Building Electrification Proposal (Overview)

Last Updated: 30th November 2024

Applies to:

• Solar Installer users
• Enterprise users

What You Need To Do:

After a) the opportunity has been created and b) you have completed setting up the customers energy profile, you have two ways of creating building electrification proposals:
Not sure how to generate an opportunity? - See Creating a Proposal – Start to Finish

Option 1: Automatic = The fastest way to generate your proposals. These are based on your typical costs and products. Automated Proposals can then be edited to cater for any non-typical proposal costs, notes, products etc.
Note: for Automatic Opportunities to work, you need to first setup your automation settings found in the preferences section of the platform.

To see how to edit automated proposals once generated, a) click on the Electrification tab, b) then click on the associated building electrification tab and c) see: How to Use the Budgets (Overview).

Option 2: Manual = Slower but offers a more step by step approach.

The below shows you how to generate the building electrification proposals manually.

1. Click on Add Option and follow the sequence as seen in the below image:
   Note: Don't see anything or something is missing from the Existing Item dropdown? You will first need to add it to the customer energy profile.
2. Then in the same popup box select the Activity as Upgrade
3. Then in the same popup box select the Type based on what you want the upgraded product to be
   1. E.g. 1: You are upgrading a gas cooktop for a customer to induction.
      Therefore in the type dropdown you would select Electric Induction Cooktop Only.
      
   2. E.g. 2: You are upgrading a ducted gas heater for a customer to a multi-head split system. Therefore in the type dropown you would select Electric Heat Pump Heating & Cooling - Multi Head.
4. Then click on the magnifying glass icon to bring up the product selection popup
   
5. In the product selection popup window find and select the desired upgrade product.
   Note: Dont see what your looking for? See the article: Help Adding Products In An Opportunity.
6. Click Add
   
7. Check over the budget. When happy, add this option to the proposal using the blue Add button on the option line.
   
8. Click on the Proposals tab to preview the customer proposal.
   Note: You can repeat the above proces to either add other building electrification proposal options as well as providing more options for the same appliance.
   
   

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