Enerflo Product Announcements

DECEMBER 2024

As we approach the close of 2024 and the festive season is upon us, the Enerflo team extends our warmest holiday wishes to you and your loved ones. This time of year is perfect for reflection and forward planning, and we’re thrilled to share our December 2024 Product Announcement with you. As part of our commitment to driving your success, we’re unveiling two exciting new features and enhancements designed to help you maximize sales and streamline operations in 2025. Thank you for being a valued part of the Enerflo community, and here’s to an even brighter, more successful year ahead!

DECEMBER 2024: New Enerflo Features & Updates

Canvassing & Lead Management

UPDATE

New Filter to Make Sales Reps Visible to Setters When Creating a Lead

This update improves lead generation by ensuring setters only see sales reps within their office, aligning with existing appointment logic.

enerflo-filter-sales-reps-setter-office-location
FIX

Lead Import Tool Now Set Up for Large(r) File Imports

This fix enables smoother bulk lead uploads by preventing timeouts, ensuring all fields are processed correctly, and notifying users upon job completion

Deals (Sales Core)

FIX

Rapid Consumption Profile Enhancements For Greater Consistency

This fix improves compatibility with Goodleap TPO by ensuring that post-solar tariffs are consistently set for rapid consumption profiles, helping maintain accurate proposal calculations.

UPDATE

Improved Deal Creation UI

This update prevents confusion by removing unnecessary dropdown options and provides clearer guidance when an address is not serviceable.

Optimus Proposals

NEW FEATURE!!

Battery Sizing Tool

This is a brand new feature within Optimus Proposals, available to all Enerflo partners. Properly sized batteries can help model potential savings more accurately, bring the return on investment up as quickly as possible, and guide homeowners through what they truly want/need from their battery + solar system.

 

Sizing tool inputs
1 - Sizing Tool Inputs
breakdown chart
2 - Breakdown Chart
Sizing tool selection
3 - Sizing Tool Selection

Solar Finance

NEW FEATURE!!

GoodLeap TPO Now Available on Enerflo

This addition comes at an opportune time, as TPO remains a popular choice for solar installations in the current market. The new offering will provide our partners with more flexibility in serving their customers' diverse financing needs.

GoodLeap-TPO-Enerflo-1

Project Tracker & Management

FIX

Improvements to Setter Visibility on the Install Tracker Table

This fix improves setter visibility on the install tracker table, allowing them to accurately monitor their assigned installs without interference or requirements from other roles.

UI/UX

NEW/IMPROVED FEATURE

Navigation within the Enerflo App Has Been Updated For Consistency Throughout the App

Now enabled for all Enerflo Partners, this update simplifies navigation for users familiar with all Enerflo features and components, reducing the learning curve and making the interface more intuitive.

enerflo-new-nav-animation

API

NEW/IMPROVED FEATURE

Corrected Geocoding for Puerto Rico Leads

This fix ensures accurate state representation (State Code = “PR”) for Puerto Rico leads, improving data consistency in lead management and reporting.

Become an Enerflo Pro with Enerflo Training & Certifications

Access Enerflo Learning

Login to Enerflo, click on your name in the top right corner and select "Learning" from the dropdown menu.
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Get Enerflo Certified

Enerflo currently offers certification courses for Sales Reps and Enerflo Admins.

👉 Visit the Enerflo Learning Catalog

Partner Power Hours

Partner Power Hours are weekly live training sessions for Enerflo users. Register each month to attend one or more sessions.
 
  • OCT 03 - Proposal Edit Page: Pricing & Hint System Insights
  • OCT 10 - Rapid Consumption Reports & Proposals
  • OCT 17 - Creating and Managing Change Orders
  • OCT 24 - Mastering Self-Service Integrations
  • OCT 31 - Updating Deal Templates 

👉 Register for October Training Sessions

Get Help & Support

The Enerflo Support Team is at your service!

Enerflo Support Hours

Monday - Saturday(Closed Sundays)
6:00am - 7:00pm PT
(9:00am - 10:00pm ET)

Email Enerflo Support
If/when Chat Support isn't available
support@enerflo.com  

 

Enerflo Chat Support

Enerflo Chat Support is the fastest and easiest way to get help with Enerflo.

With fast response and resolution times, the Enerflo Support Team is here to help you get unstuck and on with your day as quickly and efficiently as possible!

 

enerflo-chat-support-menu

Enerflo Helps Installers Reduce Their Project Duration

Enerflo Partners' Install timelines down 62% relative to peers despite volumes almost doubling

Ohm Analytics, a 3rd party organization, conducted a case study to measure the impact of Enerflo on install timelines. Enerflo helps create efficiencies for these organizations that enable them to both shrink their install timelines and increase their volume.

Ohm Analytics: Enerflo partners' install timelines down 62% relative to peers despite volumes almost doubling.

Thank you for your interest! See you again in January.