Site Navigation

Once a user gets familiar with how Energy Toolbase organizes data, it becomes intuitive to navigate our platform quickly. Within our application, there are only a handful of screens where users will spend the vast majority of their time:

• Dashboard: main landing page and home screen.

• Edit Lead screen: shows a summary of ‘Contact Information,’ ‘Meters,’ ‘Energy Use Profiles,’ ‘Proposals,’ and ‘Documents’ for a given Lead.

• Edit Energy Use Profile screen: create and edit Energy Use Profiles.

• Edit Proposal screen: create and edit their Proposals.

• Edit custom Incentives, Rates, Transactions, & Documents: create or edit different types of custom content within your account.