Within Sales Mode, the easiest and fastest way to generate a 3D site model is to use Aurora AI. This article will walk you through the steps of creating a new site design using Aurora AI in Sales Mode.
From the Project Dashboard, click on Sales Mode in the top right corner.
Select "+Create new Design".
You'll be prompted to toggle certain Sales Mode pages on or off that you may or may not want to show in your Sales Mode Proposal.
Then click "Create New".
The first page in Sales Mode is the Project Overview where you'll want to confirm your customer's contact information. If you've already filled out this information from the Project Dashboard, it will auto-populate here.
You will then be brought to the Sales Mode Dashboard.
From there, you will want to enter your customer's energy usage. You can do this by scrolling to Your energy usage or selecting the Utilities icon. To learn more about this, please see Entering Customer Energy Usage in Sales Mode.
Click + Add energy usage
Pro Tip: If you've already entered Energy Usage on the Project Dashboard, skip the Energy Usage screen and jump straight to System Design by clicking the System Design iconor scroll down.
The Usage Details page will then open. Please follow these instructions: Entering Customer Energy Usage in Sales Mode.
Once the Usage Details, scroll up to Your solar model breakdown or click the System Design icon.
When the System Design page opens, click "Run now" to have Aurora AI generate your 3D site model and give it a few moments to process your request.
Once the 3D site model is generated, use the right-click button on your mouse to look at the site model in 3D to verify that the AI model is accurate and complete. If you are on a laptop with no physical mouse, you can click on the 3D navigation ring in the bottom right corner to move around the site model in 3D.