All Sales and Ops

How do I upload a contract or agreement to a quote?
In situations where an installation or financing agreement is e-signed outside of Sighten or if it is wet-signed, it will need to be uploaded to the assoc...
Fri, 27 May, 2016 at 1:55 PM
How do I cancel a credit application?
If you have initiated a credit application within the Sighten system, you can also cancel the application at any stage - even after a credit decision h...
Tue, 31 May, 2016 at 10:22 AM
How do I resend a credit application?
To resend a credit application, you first need to cancel a credit application.  To do this, please follow the steps outlined in the "How do I c...
Tue, 31 May, 2016 at 10:25 AM
How do I manually approve a credit result in Sighten?
If you are using the Sighten platform in either of the following use cases, you can manually approve a credit result in the Sighten platform to r...
Tue, 31 May, 2016 at 10:26 AM
How do I send a milestone for review?
If you are an installer for which either of the following are true within the Sighten platform, then you likely need to submit each operations miles...
Tue, 31 May, 2016 at 10:28 AM
How do I approve or reject an operations task or milestone?
If you are channel manager or a financier on the platform, you may be in a position to approve or reject an operations task or milestone. Note th...
Tue, 31 May, 2016 at 10:29 AM
How do I rename a system?
After creating a system, there is simple functionality for renaming a system. To begin, each system is initially named 'System X' where 'X'...
Tue, 31 May, 2016 at 1:25 PM
Why did the homeowner not receive a contract for electronic signature?
When it is time for the homeowner to sign a contract, this can be done by downloading the contract for a wet signature or emailing the contract for ...
Tue, 31 May, 2016 at 6:26 PM
Do I need to draw an array?
After entering site, contact, and utility information, you must create a system to proceed.  However, it is not necessary to draw a system.  Upon click...
Mon, 13 Jun, 2016 at 12:13 PM
How can I see the expected annual generation for the solar system?
After creating a system, a blue bar drops down below the system tabs.  This contains pertinent information about the system including: capacity install...
Mon, 13 Jun, 2016 at 12:14 PM