How to Mark a Home Energy Assessment (HEA) Proposal as Won

Step 1 - Navigate to Infrastructure and Add an Option

1. Open the opportunity you want to update from your Dashboard.
2. Click on the Infrastructure tab in the top navigation menu.
3. Click the Add Option button on the top right.
   
   
4. In the Add Option dialog box, enter Home Energy Assessment as the label and click Add.
   
   

Step 2 - Add the Assessment as a Budget Line

1. Under the newly created option, locate the Budget dropdown section and click + Add to insert a new budget line.
   
   
2. Configure the budget line details:
   • Line type: Select Installation.
   • Description: Enter Home Energy Assessment.
   • Quantity: Set to 1.00.
   • Unit price: Enter your final pricing (e.g., $1,200.00).
   • Margin: Set to 0.00% (or your preferred margin).
   • Active: Ensure the toggle is switched on.
   
   
3. Click Save.
4. In the main option row, click the Add button under the Proposal column to include the HEA option in the proposal, and ensure the Indicative column shows an X inside the grey circle (confirming it is non-indicative final pricing). 
   
   
   (Note: If you need to make adjustments, you can remove or edit the item here before proceeding).

Step 3 - Build the Proposal

1. Navigate to the Proposals tab from the top menu.
2. Click the green Build Proposals button to generate the proposal view with your newly added item.
   
   

Step 4 - Mark the Proposal as Won

1. Review the generated proposal to ensure the Home Energy Assessment item and final pricing are correct.
2. On the bottom-right of the proposal page, click the Mark as Won button.
   
   
3. In the confirmation dialog box, check the required confirmation boxes:
   • I've provided the customer with a quote and terms regarding the sale, delivery, installation, maintenance and/or customer support of these products.
   • The customer has accepted those terms and agreed to be bound by them.
   • A signed copy of the quote has been received.
4. Toggle the "Send confirmation email to customer" switch on or off depending on your preference.
   
   
5. Click the Mark as Won button to finalize. The order will now be considered won.

Managing or Cancelling a Won Order

The previous Mark as Won button will now become a dropdown bar that allows the installer to cancel it. Cancelling the order will bring it back to the previous stage.

Notes:

• The opportunity must have existing items, and items must not be marked as indicative.
• Confirmation emails are sent to both the installer and the customer (if the confirmation email toggle is enabled) when an order is marked as won.