Overview of Customer Settings
In the company settings section, an account administrator can pre-define all the values and inputs that get defaulted into ‘Proposals.’ The ‘Company Settings’ page is accessible from anywhere in the application from the top-right hand corner settings icon. Note: all changes made to ‘Company Settings’ are account-wide and will apply to all users in the company account.
Sections of 'Company Settings':
- Company Profile:
- Contact Details
- Mailing Address
- License Details
- My Profile
- User Profile Details
- ETB Login Credentials
- Other Login Credentials
- Users
- List of users in your account
- Payment & Subscriptions
- Subscription Information
- Payment Receipts
- Payment Information
- Solar PV
- PV Settings: Material Cost, PTC to STC Ratios, Degradation Rate
- Inverter Settings: Material Cost, Misc Info
- Racking Systems: Material Cost, Installation Rates
- Energy Storage
- ESS Battery Settings: Material Cost, Misc Info
- ESS Inverter Settings: Material Cost, Misc Info
- Additional ESS Battery Settings: Default Proposal Variables, Default Peak Shaving Controls, DefaultEnergy Arbitrage Controls, Other Pricing Variables, Pricing Charges
- Energy Use
- Energy Use Inputs
Note: it is not necessary to edit any costing inputs within the ‘Company Settings’ before creating your first proposal. You can simply overwrite the suggested pricing inside of their proposals.