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.

To enter energy usage in Sales Mode, scroll down the page or click the arrow pointing down to click 'Edit energy usage' button. 

To navigate to the Energy Usage page, use the vertical single scroll navigation to scroll down the page or click the arrow pointing down to move over to the next page. 

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 or click the 'Edit energy usage' button on the left side of the screen. 

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.

Once selected, this is how it will show up in the customer-facing proposal:

If Self-Consumption or Energy Arbitrage is selected:

If Back-up is selected:

Learn more about Storage setup

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