On-boarding
Content
Intro
Welcome to HelpKit! Let's learn how to get you started plus some awesome tips and tricks.
Chapter 1
Kick off your journey as an Equity Solar dealer. Learn the basics, set up your tools, and take your first step toward success.
Chapter 2
In this chapter, you’ll learn how to register your customer correctly and create a solid proposal that fits their energy needs. This is the foundation for closing deals with confidence.
Chapter 3
In this chapter, you’ll learn how to successfully transition from proposal to contract. We’ll cover the key steps to guide customers through signing and ensure a smooth, well-prepared site survey that sets the foundation for installation.
Last Steps
You’re now ready to guide customers through every milestone. Stay consistent, keep learning, and deliver the best experience. Equity Solar is here to back you up let’s make it happen!
Quiz Onboarding
Welcome aboard! 🚀 This short onboarding quiz is designed to help you reinforce the key concepts of the Enerflo and Aurora workflow.