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.