Portal https://app.aurorasolar.com/login
Portal https://app.aurorasolar.com/login
Go to https://app.aurorasolar.com/login and enter your username and password.
Go to “Projects” which is the manila folder icon on the left side of the screen, second from the top.
Click the black “New Project” button in the top right corner.
Enter your lead’s information and click “Create.”
An expert model will be automatically requested. You will see a blue icon next to “In Progress” in the “Designs” section of the dashboard.
Customer Profile:
Verify the details in the profile. If something is incorrect, click the pencil icon in the top right corner to make changes.
Energy Consumption:
Click the pencil icon in the "Energy Consumption" section and check that the pre and post-solar rates are correctly selected.
Enter an "Escalation %" (how much you expect energy rates to increase annually). Be mindful of any limitations Aurora might have for this.
Energy Usage:
Input the customer’s energy usage based on one of the available methods (monthly kWh, monthly bill costs, average monthly kWh, average monthly bill cost, or an annual estimate). Aurora will estimate the remaining months of usage if you don't have a full 12 months of data.
Aurora will also automatically estimate energy usage based on the bill amount if only the monthly cost is provided.
Usage Details:
For any additional appliances (e.g., electric vehicles or pool), add them using the "add appliance" option.
Electric Vehicle: Input details like make, model, year, and miles per day.
Pool: Add pool type, size, and pump speed.
After editing these details, click "Save" to finalize.
Design Process:
On the dashboard, you'll see the status of the design under "Designs" (either “In Progress” or “Accepted”).
Review the model by selecting "Review Model."
If everything looks good, select “Got it” to return to the dashboard. If there's an issue, you can choose “Resubmit or Reject” to correct it.
Finalizing:
If you’ve included appliances like electric vehicles or pools, make sure their energy usage is added to the “Energy Usage” section to avoid under-sizing the solar system for the future.
Purpose: Visualizes the sun exposure on different parts of the roof.
Colors: Dark purple to bright yellow/white—indicating how much sun each area gets.
Purpose: Shows areas where panels are incorrectly placed over setbacks.
When to Use: Turn off during customer presentations to avoid distraction.
Compass (North): Adjusts the view direction while maintaining a 2D perspective.
View Angle Toggle: Switch between top-down, 45-degree, or ground-level views for better visuals.
Hand Icon: Allows you to move around the map without affecting the system.
Zoom: Use the +/- icons or mouse scroll to zoom in or out.
Purpose: Measure distances on the map (useful for determining trenching lengths).
Navigation: Under the "System" tab, you can select panels to place on the roof.
Fill Roof Face vs. Manual Placement:
Fill Roof Face: Automatically places panels on the selected roof face, keeping setbacks in mind.
Manual Placement: Click to place panels one by one; helps in learning the process.
Orientation: Double-click a panel to toggle its orientation (portrait or landscape).
Selecting Multiple Panels: Click and drag to select several panels. Use Shift to add/remove individual panels without affecting others.
Step: After placing panels, select all panels and add inverters. You can either manually assign microinverters or auto-string them.
Important: All panels on the roof must use the same inverter for uniform system configuration.
Manual Placement: It's advised to manually place panels during the learning process to understand the system better.
Symmetry: Aurora helps align panels symmetrically, making manual placement easier and more accurate.
Click the black “Simulate System” button (top right of the screen).
Wait 10-15 seconds for the tool to estimate the system's annual production.
The bar next to the simulate button will show:
System size
Estimated production (kWh or percentage of usage)
Savings (which you can ignore for now).
Once you know the production, you can adjust the system as needed.
When adding/removing panels:
Delete the inverter first if you need to modify the number of panels.
Then add/remove panels as required.
If you auto-string and then immediately simulate, you can undo the stringing by:
Clicking Edit -> Undo.
Pressing Ctrl + Z.
Or clicking the undo arrow (top left of the screen).
You can individually delete the DC/AC inverter block and the strings by clicking delete on your keyboard or the trash can icon (top right).
Once your system is sized and placed correctly, go to Sales Mode.
Click the projector screen icon (top right).
Refer to the sizing chart to ensure your system is acceptable.
If selling solar-only, you can only sell up to 12.3 kW with Q.Volt. Anything more than 12.3 kW, you must use microinverters.
If selling Enphase IQ8H or Qcells microinverters (AC Q.Tron modules) with a Q.Save battery, you are limited to a system size of 8.4 kW.
Any Q.Volt system over 12.3 kW must have at least two batteries and two inverters.
Any Q.Volt system over 24.6 kW must have at least three batteries and three inverters.
Whole-home backup using Q.Home Core requires at least three batteries and three inverters. This is compatible with any system size < 37 kW.
Notes:
These are minimum requirements. You can have more batteries if needed.
Each Q.Save battery needs one Q.Volt inverter.
** Systems between 20-40 kW need at least two 5Ps, 40-60 kW need at least three 5Ps or three Q.Saves to start most air conditioners without a soft-starter.
*** For whole-home backup, Powerwalls are the best option.
Only one Powerwall 3 (DC-coupled) is needed for whole-home backup.
Whole-home backup on a combo panel without Tesla collar requires additional work and a change order.
Tesla collar approved in PGE and SDG&E, SCE approval likely soon.
Click the coin icon at the top center of the screen, right next to the battery icon.
Click the pencil icon at the top left of the "Price per Watt" section.
Enter the desired price.
Click Save to confirm.
Under the "Applied?" section, toggle on the applicable adders.
Some adders are calculated on a per watt basis, others are flat amounts.
Toggle the "Miscellaneous" adder and input the desired amount.
This is commonly used for roof-related costs or custom adjustments, like a discount (e.g., entering "-$1000").
On the left side, click "Discounts".
This section is frequently used for applying specific discounts, such as those for non-backup batteries in California.
In the same project, “duplicate” the design the customer originally moved forward with by clicking on the three dots to the right of the design.
Once duplicated, rename the new design “True Up” by clicking on the three dots again.
In the new design, update the system, making sure to pay attention to all panels, inverters, batteries, etc. to ensure you’ve correctly selected what you want.
Go to the financing page in sales mode and click the “Apply Now” button. The system will internally “decide” if a customer-facing change order is necessary.