Solar Site Design - Become a Solar Referral Agent In Your Local Market In Five Simple Steps

Download Solar Site Design - Become a Solar Referral Agent In Your Local Market In Five Simple Steps

Post on 14-Apr-2017

233 views

Category:

Business

0 download

Embed Size (px)

TRANSCRIPT

<p>PowerPoint Presentation</p> <p>Solar MadeSIMPLE.Learn to use the Solar Site Design platform and become a Solar Referral Agent in your local market in 5 simple steps. </p> <p>www.SolarSiteDesign.com</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>1</p> <p>TABLE OF CONTENTS</p> <p>Step 1 Download the appStep 2 Register/LoginStep 3 Create a Site Survey Report</p> <p>Step 3 Create a Site Survey Report Step 4 Submit a ReportStep 5 View your DrawingStep 3.1 Save as Draft.Step 3.2 Structure Type Form.</p> <p>Table of ContentsStep 3.3 Upload Video or Photos</p> <p>Navigation Sidebar Menu.061318</p> <p>32363822232642</p> <p>StepTitleDefinition</p> <p>Dont be left behind by your competitors. Theres a reason a growing number of contractors are suddenly leaping ahead of the competition. Solar Site Design, an innovative online platform that significantly cuts costs, time, and effort by allowing you to:Connect quickly with the right engineers and manufacturers for your specific project.</p> <p>Collaborate with your team in real-time. </p> <p>Store all project documents online for real-time edits and updates.Manage more projects withgreater efficiency, ease, and success .</p> <p>StepTitleDefinition</p> <p>3</p> <p>How Does It Work?You survey the site and record the details using either the: SMARTPHONE APP while on the job site </p> <p>WEBSITE on your office computer </p> <p>And Well do the rest!OR</p> <p>StepTitleDefinition</p> <p>The Solar Site Design App in 5 Simple Steps:Download the Solar Site Design appRegister and loginCreate a new site survey support.Submit a report.Login online to view.Other valuable tools and features on sidebar:Survey CalendarSite SurveySurvey Map ViewContact</p> <p>12345</p> <p>3246Quick ReferralSettingLogout</p> <p>715</p> <p>StepTitleDefinition</p> <p>Step 1Download the app.</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Step 1 Download the App.Android Phone users:Tap on the Play Store icon located on the home screen of your phone.</p> <p>There are two ways to download the app depending on the type of operating system your phone uses. *To discover the type of operating system, tap on the Settings icon for your phone and look in the About section Iphone users:Tap on the App Store icon located on the home screen of your phone.</p> <p>11</p> <p>07 </p> <p>StepTitleDefinition</p> <p>Tap on the Search icon located at the top right-hand corner of the screen.</p> <p>Tap on the Search icon located at the bottom of the App Store.22</p> <p>Step 1 Download the App.</p> <p>08 </p> <p>Android Phone users:Iphone users:</p> <p>StepTitleDefinition</p> <p>Tap on the search bar and then type in Solar Site Design. Tap on the search bar and then type in Solar Site Design. 33</p> <p>Step 1 Download the App.</p> <p>09 </p> <p>Android Phone users:Iphone users:</p> <p>StepTitleDefinition</p> <p>Tap on the the Solar Site Design icon in the list of apps. Tap on the Free button in the upper right-hand corner of the screen. 44</p> <p>Step 1 Download the App.</p> <p>10 </p> <p>Android Phone users:Iphone users:</p> <p>StepTitleDefinition</p> <p>Tap on the Install buttonto confirm your choice of app. The Free button will change to an Install button. Tap the Install button. 55</p> <p>Step1 Download the App.</p> <p>11 </p> <p>Android Phone users:Iphone users:</p> <p>StepTitleDefinition</p> <p>Tap on the Accept buttonto confirm your choice of app. A Sign In screen will pop up. Type in your Apple ID password. 66</p> <p>Step 1 Download the App.</p> <p>12 </p> <p>Android Phone users:Iphone users:</p> <p>StepTitleDefinition</p> <p>12</p> <p>Step 2Register/Login</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Step 2 Download the App.</p> <p>When you open the app for the first time, tap on the red Register button </p> <p>*located at the bottom of the screen.</p> <p>You will then be taken to the Registration Screen. </p> <p>14 </p> <p>StepTitleDefinition</p> <p>14</p> <p>Step 2 Download the App.</p> <p>Fill out the form provided on the Registration screen shown here. 15 Tap the white boxes and a keyboard will appear to allow you to type in your information. </p> <p>The red asterisks * mean you are required to provide the information in order to register. </p> <p>Dont forget to scroll all the way down the screen by touching the screen and swiping your finger upward. </p> <p>TIP:Youll use the same email address and password you create here to login to both the app and the website online. </p> <p>StepTitleDefinition</p> <p>15</p> <p>Step 2 Download the App.</p> <p>16 When youve finished filling out the form, tap on the Register button</p> <p> at the bottom of the screen. </p> <p>TIP:Youll need to have available email to login into the application, if not you wouldnt able to register into the app. </p> <p>StepTitleDefinition</p> <p>16</p> <p>Step 2 Download the App.</p> <p>Now that youve registered, you can type in your username/email address and password in the white boxes and tap on the Login button </p> <p> to open the app. 17 </p> <p>TIP:Forget your password? Just click on Forgot Password located below the Login button on this screen. You will then go to this screen to reset your password.</p> <p>StepTitleDefinition</p> <p>17</p> <p>Step 3Create a Site Survey Report </p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Step 3 Create a Site Survey Report.</p> <p>After you login to the app, youll see the Home Screen shown here to the left. </p> <p>Tap on the New Survey Site button in the end of the screen to begin creating your survey report. 19 </p> <p>TIP:To refresh the page , tap on the Recycle button in the top right hand corner of the screen. </p> <p>StepTitleDefinition</p> <p>19</p> <p>Step 3 Create a Site Survey Report.</p> <p>The New Site Survey section of the app allows you to enter all the information necessary to create a complete solar site survey report. 20 To begin, start fill all data information on Project Data and click Next Step button after finish.</p> <p>Remember that the more information you provide here, the more time and money youll save going forward. </p> <p>TIP:You can save your data while completing the survey.Detail information on next page.</p> <p>StepTitleDefinition</p> <p>20</p> <p>Step 3 Create a Site Survey Report.</p> <p>In the Installation Data section, provide as much information as possible about the structure type, inverter location and electrical requirements associated with your site. 21 Click Next Step button after finish.</p> <p>To note the structure type, put a check in the box beside Pitched, Flat, and/or Ground Mount by tapping on the box.</p> <p>If youd like to compare options, you may check the box next to more than one structure type.</p> <p>TIP:Remember to scroll down to see the complete form. </p> <p>StepTitleDefinition</p> <p>21</p> <p>Step 3.1 Save as Draft.This screen will appear when you select Save as Draft button. </p> <p>Simply type name for the survey and click the Save Draft button.</p> <p>And if you successfully save it, this notification will appear:</p> <p>StepTitleDefinition</p> <p>Step 3.2 Structure Type Form.</p> <p>When you select structure type. On the last form of New Site Survey, you will notice different form asPitched, Flat, and/or Ground Mount has different form. </p> <p>You can select more than one option for Structure Type.</p> <p>StepTitleDefinition</p> <p>Step 3 Create a Site Survey Report.</p> <p>In the Design Information section, add as much information as possible about any site characteristics that might effect the solar design. 24 </p> <p>Describe the surrounding terrain and any obstructions. </p> <p>Remember to scroll down through the entire form. </p> <p>Select one Wind Exposure Category option that suitable with the site.</p> <p>Click Next Step button after finish.</p> <p>StepTitleDefinition</p> <p>24</p> <p>Step 3 Create a Site Survey Report.</p> <p>25 </p> <p>In the Flat Roof Design section, provide as much information as possible about the Topographical Factor, Roof Surface, Slope, etc. that is associated with your site. Click Next Step button after finish.</p> <p>Videos and photos can be extremely useful in describing the site to other team members so take advantage of this feature and add them to your project data. . (next page for detail information)</p> <p>TIP:Remember to scroll down to see the complete form. </p> <p>StepTitleDefinition</p> <p>25</p> <p>Step 3.3 Upload Video or Photos</p> <p>This screen will appear if you click Upload Images or Videos. In this section, simply select Take Photo or Take Video button to submit your file into the survey data.</p> <p>Your video or image file will appear on Picther Roof Design section after you successfully upload the file.</p> <p>Add video and photos as previously described and provide as much descriptive information as possible about the roofs, building, and surrounding space. </p> <p>StepTitleDefinition</p> <p>Step 3.3.1 Upload Video</p> <p>Tap on the button to use your phones camera to record video. Add Video Tap on the button to return to the Project Data screen. Tap on the circular red button to begin recording. Tap on the square red buttonto end recording. Tap on the button </p> <p>to discard the video. Tap on the button to watch the video. Tap on the button </p> <p>to upload it to your project data. </p> <p>Take Video</p> <p>Cancel</p> <p>StepTitleDefinition</p> <p>Step 3.3.2 Upload Photo</p> <p>Tap on the button </p> <p>to discard the photo. Tap on the button </p> <p>to upload it to your project data. </p> <p>Tap on the button to use your phones camera to record video. Add PhotoTap on the button to return to the Project Data screen. </p> <p>Take Photo</p> <p>CancelTap on the circular white button to begin taking picture. </p> <p>StepTitleDefinition</p> <p>Step 3.3.3 Upload from Library</p> <p>Tap on the button </p> <p>to discard the photo. Tap on the button </p> <p>to upload it to your project data. </p> <p>Tap on the button to use your phones camera to record video. Add from LibraryTap on the button to return to the Project Data screen. </p> <p>Choose from library</p> <p>Cancel</p> <p>StepTitleDefinition</p> <p>Step 3.3 Upload Video or Photos</p> <p>Now that youve added video and photos, scroll down through the rest of the Project Data form and fill in as much information as possible. When youve finished, tap on the button located in the bottom right-hand corner of the screen. </p> <p>Submit for Project Drawing</p> <p>TIP:Once you save the Project Data section, you can close the app and come back at anytime to finish entering information into this survey report. </p> <p>StepTitleDefinition</p> <p>Step 3 Create a Site Survey Report.</p> <p>When youve finished filling out all the New Site Survey sections, Click OK button to go back to Home screen.31 You can close out the app on your phone, and finish entering information at any time using either the phone app or by accessing the Solar Site Design website on your computer. OR</p> <p>TIP:</p> <p>Remember, with each item of information you add, you save time and money. </p> <p>When youre finished entering data, on each individual screen, tap the button located in the top right-hand corner. </p> <p>StepTitleDefinition</p> <p>31</p> <p>Step 3Create a Site Survey Report </p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Step 3 Create a Site Survey Report.</p> <p>If youd like to finish entering information from your computer, use your computers internet browser to go to www.solarsitedesign.com 33 </p> <p>To login to the site, click on the Login button located in the top right-hand corner of the screen. </p> <p>When prompted, enter the same username/email address and password that you created for the app on your phone. </p> <p>StepTitleDefinition</p> <p>33</p> <p>Step 3 Create a Site Survey Report.</p> <p>The next screen will list your saved survey reports. Click on the Edit Inspection button located here :34 </p> <p>StepTitleDefinition</p> <p>34</p> <p>Step 3 Create a Site Survey Report.</p> <p>Fill in the various sections of the survey report just as you did on the app, and remember to scroll down to the bottom of the form. 35 </p> <p>When youre finished, click on the orange Update button here to save your information. </p> <p>StepTitleDefinition</p> <p>35</p> <p>Step 4Submit a Report</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Step 4 Submit a Report.</p> <p>Now, back to the Solar Site Design app on your phone: 37 </p> <p>When youve finished filling out all the sections on the New Site Survey screen and saved the information, tap on the button located in the lower part of the screen. </p> <p>When your feasibility drawing has been completed, you will be notified via email from the Solar Site Design team. </p> <p>When prompted, enter the same username/email address and password that you created for the app on your phone. </p> <p>StepTitleDefinition</p> <p>37</p> <p>Step 5View your Drawing</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Step 5 View Your Drawing.</p> <p>To view your Solar Site Design Feasibility Drawing, either login to the website at www.solarsitedesign.com as previously described, or in the notification email you received, click on as shown here. 39 </p> <p>Log in to your account</p> <p>StepTitleDefinition</p> <p>39</p> <p>Step 5 View Your Drawing.</p> <p>On the Solar Site Design website, click on the tab, and then click on the Project Drawing PDF Download icon located here. 40 </p> <p>StepTitleDefinition</p> <p>40</p> <p>Step 5 View Your Drawing.</p> <p>Here is an example of the type of feasibility drawing youll receive. It includes: </p> <p>41 But the drawing is only the beginning of what Solar Site Design has to offer. Login to the website and learn how we can help you streamline your process from beginning to end. </p> <p>Various options for solar panel layout </p> <p>Total system size </p> <p>Total number of panels required </p> <p>Satellite image representation of appearance of panels </p> <p>StepTitleDefinition</p> <p>41</p> <p>Now, take a moment to explore this apps other valuable features on sidebar menu: </p> <p>Quick ReferralSite SurveySurvey CalendarSurvey Map ViewSettingContactLogoutNavigation Sidebar Menu.</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Navigation SidebarQuick Referral</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Nav.Sidebar Quick Referral.</p> <p>Your Quick Referral feature allows you to submit fast survey on site.44 From the home screen, tap on the Quick Referral button from navigation sidebar.</p> <p>Type all the detail information about site survey. </p> <p>Click on Upload Image or Videos button for more detail information.</p> <p>Sign for Signature text</p> <p>Click on Submit Referral Now button to complete the survey.</p> <p>Tap on the button to return to the home screen</p> <p>12354</p> <p>StepTitleDefinition</p> <p>44</p> <p>Navigation SidebarSite Survey</p> <p>TITLE NAMEContent 1Text important more description</p> <p>Text important more description</p> <p>Nav.Sidebar Site Survey.</p> <p>Your Site Survey feature on navigation allows you go to all site survey data.46 From the home screen, tap on sidebar icon then click the Site Survey button...</p>