Selling with Aurora: configuration checklist

Ready to start selling with Aurora? Follow these quick and easy steps to personalize your sales proposal and start closing deals.

1. Database configuration - add your system components

Before you can start selling or designing PV systems, you need to select what type of system components your company sells and/or installs. Aurora recommends selecting your modules, inverters, and DC optimizers.

To add your system components follow these steps:

1. Go to your Database in the left navigation bar
2. Turn on Specify component availability
3. Select the Modules in the settings sub-menu
4. Turn on the modules you use
5. Repeat for Inverters and DC optimizers

2. Customize your proposal - add your unique logo

Elevate your proposal and your organization profile within Aurora by incorporating your logo. 

To add your logo:

1. Go to Settings in the left navigation panel
2. Select Organization profile in the settings sub-menu
3. Select Edit in the upper right-hand corner
4. Click the Logo box
5. Select your logo from the file finder pop-up and click Open
6. Click Save

 

3. Customize your proposal - make your proposal your own 

Take your proposal to the next level by adding personalized touches to ensure your brand identity shines through.

To customize your sales proposal:

1. Go to Settings in the left navigation panel
2. Scroll down the settings sub-menu to Sales Mode customization
3. Once here, you can fully customize your sales proposal. You can edit images, add text, layouts, and videos. Add interactive pages and even pre-built explainer pages like net metering and storage to stand out from the competition. Click + Add section to see what else you can customize.

4. Integrate your financing options 

Save time and create a seamless experience for homeowners by integrating your financing options within Aurora. By connecting Aurora and your financial providers, you can unlock a faster time to close with real-time interest rate information and an embedded loan application flow.

To integrate your finances follow these steps:

1. Go to Settings in the left navigation panel
2. Scroll down the Settings sub-menu and click Integrations
3. Click Connect to integrate finance providers. Aurora currently offers integrations with Mosaic, GoodLeap, and Sungage.

5. Configure your solar access percentage (SAP)

Setting your Solar Access Percentage (SAP) to a minimum of 75% helps place panels only where needed so that you don’t waste time deleting unnecessary panels from the design.

To select your offset target follow these steps:

1. Go to Settings in the left navigation panel
2. Scroll down the settings sub-menu to Design in the Application section
3. Click Edit to update settings
4. Set SAP min to 75% or make other adjustments
5. When done, click Save

6. Use LIDAR shading for accuracy

The last step Aurora recommends is using LIDAR shading to help you automatically capture obstructions that could impact shading on your system and, therefore, performance simulation outputs.

To add shading with LIDAR follow these steps:

1. Go to Settings in the left navigation panel
2. Scroll down the settings sub-menu to Performance simulation in the Application section
3. Click Edit to update settings
4. Turn on Use LIDAR shading
5. When done, click Save