We are very excited about Empower Home Services and what they can bring to the table. They are uniquely positioned with a robust portfolio of finance options as well as battery only options and non export options for states like California. With a great reputation and speedy Install times they are a solid choice.
California
Arizona
Texas
Everbright
Sunrun
Goodleap
Enfin
Credit Human
Solrite
Dividend
Lightreach
Sunlight
Participate Prepaid
The majority of lenders have paused add on systems, partically for non export, meaning the If the homeowner has NEM 2.0 they can remain on NEM 2.0. Participate prepaid lease that can be financed via Credit Human allows Non Export Add ons.
Proposals built directly In job flo
Prepaid Lease can be financed as a loan through Credit Human
Allows homeowners to own the system after 5 years and benefit from tax credit savings
Allows Non Export Add Ons In California
Same Product as Aura - Freedom Forever
Step By Step Guides, Adders, and tutorial videos can be found in Knowledge base
Sales flow: (Sunrun and EB have their own portal)
Click Lead
New lead
New proposal
click aurora
Create design in aurora
SS is scheduled via phone call (9am to 9pm pst)
checklist call (one day after close) *Does not halt progress but needs done before install
Full pay at install
We onboard into Jobflo but Empower does finance onboarding
CRM for checking Deals is Jobflo (This is done from the dealership/Jake)
Onboarding form will be through a QR code in the quick start guide
Dealer Code:
Leads Page
Click new lead
Input Lead information (click address)
Can input power usage but don't have to
Click Create New Lead
Opens Lead Page
Click create proposal (Use Aurora, manual for sunrun or EB)
Do EB or sunrun prop before putting into manual and input information
Do usage and make prop within Aurora (check funding book for what panels/batteries for each financer)
HIS is needed for financing
Select financing and price
Click apply now
do credit check
Manually convert lead to customer in Jobfol
sync proposal
click action
Opens finalize proposal
fill out information
Click next
Convert to customer on the next page
Customer (active deal)
Once in customer made in Jobflo
Welcome call is the finance welcome call
Can build out Quotes for home services
Rep needs to be approved
3 day timeline before auto approval