Aurora’s Sales Mode is an interactive, iPad-friendly solar proposal software designed for the modern sales team. With Sales Mode, solar reps can follow a simple, guided design workflow to deliver an engaging homeowner experience that closes deals. Sales Mode takes the guesswork out of solar quoting to help your sales team sell with confidence and ease.
Note: Sales Mode is available to all customers using the New Aurora.
Table of Contents:
- Launching Sales Mode
- Enter Customer Contact Info & Energy Usage
- Create a Site Model
- Adding Solar Modules & Assessing Shading Threats
- The Storage Overview Page
- Environmental Impact Page
- Adjusting Pricing and Financing
- The Bill Overview Page
- Send your Proposal
- Using Contract Manager for e-Signature
Launching Sales Mode
To launch Sales Mode simply click on 'Sales Mode' from within the Project Dashboard and select an existing design, or you can create a new one.
Changing Templates
Different proposal templates are available to you. Click the icon in the top left of the screen, then click Edit at the bottom. This opens a menu where you can select different proposal templates. This article will demonstrate the "Starter" template.
Enter Customer Contact Info & Energy Usage
Enter your customer’s contact information and energy usage. If you’ve already entered this information on the Project Dashboard it will be auto-populated on these initial pages of Sales Mode.
To enter energy usage in Sales Mode, use the energy usage icon, located on the top navigation bar.
To edit customer contact information, click the icon in the top left of the screen, then click the pencil icon to edit.
Create a Site Model
Within Sales Mode, you'll want to create your site model either using Aurora AI* or with a design that has already been created manually, (either by our Expert Design Services team or one that you've drawn yourself using our Smart Roof tool in Design Mode).
*Note: Aurora AI and Expert Design requests are add-on products/services
To create a system design, use the system design icon, located on the top navigation bar.
Adding Solar Modules & Assessing Shading Threats
Once you’ve created your 3D site model you'll place panels on the design by clicking the panel icon, selecting the Panel type, and clicking Place to add panels. You can use our shading analysis tools to determine any shading threats and optimal panel placement for that design.
Built In Shading Analysis Tools:
- LIDAR
- Sun path
- Irradiance
Please note that if you need to make any further adjustments to the site or system, you can always do so in Design Mode.
The Storage Overview Page
Select a battery storage option for your system by clicking the battery storage icon and show the homeowner the backup potential and the self-consumption operating mode of the system.
Environmental Impact Page
The Environmental impact page shows certain key figures to help your customer understand how they will be benefiting the environment by going solar. These calculations are based on EPA studies which can be found here. This page can also be turned off by account admins if you’d prefer not to show this information.
Adjusting Pricing
Click the pricing icon located on the top navigation bar to have the option to adjust the price per watt (if given the permission by the admin), pick adders and discounts and can select the financing option that your client is interested in.
Adjusting Financing
Select the financing icon located on the top navigation bar or the Edit financing button to have the option to select the financing option for your client.
The Bill Overview Page
Compare pre- and post-solar bills on the Bill Overview page. Review the impact this system will have on the customer's bottom line. Click on the Usage Details button to see Consumption vs. Production details and the Preview Bills button to see future cash flows of the project.
Send your Proposal
Send the homeowner a link to an interactive Web Proposal by clicking the hamburger menu, or download the System Summary or Sales Mode PDF with all of your project details.
Using Contract Manager for e-Signature
If you've purchased Aurora's Contract Manager as part of your account plan, you'll be able to send out documents for e-signature right from Sales Mode as well.
Learn more about setting up Contract Manager