All Sales and Ops

What do I need to know about the utility rate escalator?
The utility rate escalator is the assumed increase of the utility rate a customer is charged from one year to the next. The utility rate escalator is used...
Thu, 8 Dec, 2016 at 2:29 PM
What does Sighten's full proposal look like?
Sighten's full proposal template offers an in-depth overview of system and financing options. The proposal is 9-12 pages, depending on the numb...
Wed, 7 Dec, 2016 at 9:56 AM
What does Sighten's proposal look like?
Sighten's 8-page proposal template has the following pages. There are three alternate templates, listed in the article What proposals does Sighten of...
Wed, 7 Dec, 2016 at 9:31 AM
What does Sighten's 3-page proposal look like?
Sighten's 3-page proposal template offers a shorter way to pitch the homeowner. There are three other templates, listed in the article What proposals ...
Wed, 7 Dec, 2016 at 9:35 AM
What does Sighten's 1-page proposal look like?
Sighten's 1-page proposal is the simplest & shortest way to pitch the homeowner. There are three other templates, listed in the article What propo...
Wed, 7 Dec, 2016 at 9:54 AM
How can I archive a customer or cancel a workflow?
You can archive customers and workflows if they're no longer relevant for your company to access or update. Once you archive a job or workflow you can&#...
Tue, 17 Jan, 2017 at 5:15 PM
How are agreement re-signs supported for API users?
To perform a re-sign for a job created via API that already has a signed contract, follow these steps: Create new system and quote using the same compo...
Tue, 10 Jan, 2017 at 5:17 PM
How are change orders & agreement re-signs supported?
If you are working with a customer that already has a signed agreement in the Sighten system but needs a new agreement, you have several options for how to ...
Tue, 10 Jan, 2017 at 5:16 PM
How do I preview and email a proposal?
Proposals can now be previewed with a web link and emailed directly to homeowners from the Sighten platform! Preview opens a new tab with a custom lin...
Fri, 24 Feb, 2017 at 11:26 AM
What is invalidation and how does it work?
Invalidation Overview Invalidation is the term Sighten uses when there are changes to the inputs that will impact quote and savings values. Invalidation ha...
Wed, 5 Apr, 2017 at 12:36 PM