Enerflo Product Announcements

NOVEMBER 2024

As we approach the holiday season, there's so much to be thankful for. At Enerflo, we deeply appreciate our partners who trust us with their business. In October, our product development teams delivered significant fixes and updates across lead management, solar design, Optimus proposals, solar finance, Install Tracker, deals, and the API.

And there's more to come! Stay tuned for exciting updates coming soon, including Enerflo's new Battery Sizing Tool, GoodLeap TPO, and QuickQuote.

November 2024: New Enerflo Features & Updates

Canvassing & Lead Management

FIX

Improved Customer Install List Import Experience

This fix improves the efficiency and reliability of customer data imports by:

  • Preventing duplicate installations
  • Ensuring the entire CSV file is processed
  • Reducing errors when managing agreements outside of Enerflo

Admins will now receive clearer messages confirming successful imports and warnings about any duplicate entries.

Solar Design

UPDATE

Users Can Now Select Battery “Purpose” on the Design

This update enables reps to specify how the customer will use battery storage for a deal. This selection is integrated with the new savings model, allowing reps to present more accurate savings estimates.

Optimus Proposals

FIX

Forecasting Updated for Greater Accuracy

This fix improves savings forecasts by using only customer-provided rate and bill data for pre-solar calculations. Post-solar consumption estimates are now generated independently of pre-solar overrides, resulting in clearer and more accurate projections.

Deals (Sales Core)

FIX

Improved Validation for Post-Solar Consumption Estimates

This fix ensures that energy cost calculations for post-solar scenarios are accurate and reliable. By validating input data more rigorously, this update prevents estimation errors, providing customers with clearer, dependable forecasts for their post-solar energy usage and savings.

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1 Consumption Profile
UPDATE

New Filtering Capabilities for Tariff Lists

Enhanced filtering capabilities now allow users to include only residential and open tariffs, with closed tariffs conditionally available in specific scenarios. This update ensures that only relevant tariffs are shown in the post-solar context, improving tariff selection accuracy for homeowners.

UPDATE

Default Pricing Model Enhanced to Include New Fields

This update offers more flexibility in pricing calculations, enabling organizations to build more accurate models that incorporate these essential factors: down payment, dealer fee percentage, and dealer fee factor. It ensures new pricing models have these fields available by default, streamlining setup.

UPDATE

Automatic Default Options for Post-Solar Tariff Selection

This update improves convenience by setting a default post-solar tariff if the selected utility doesn’t support the pre-solar tariff, saving users time and ensuring continuity in consumption profiles. Users can still adjust the post-solar tariff if desired, but this fallback provides a consistent starting point.

Solar Finance

UPDATE

LightReach Pricing Matrix Has Been Updated to Account for Energy Community Increases

Regardless of project location, sales reps will now see the accurate pricing between Enerflo and LightReach.

 

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1 Application Error Screen
FIX

New Resolution Buttons Available on Application Status Screen

For lender integrations that support them, new resolution buttons (e.g. “Restart Application” and “Cancel Application”) are now available on the Application Status screen, enabling a more seamless process for sales reps.

Project Tracker & Management

FIX

Users Can Now Delete or Mark Notes as Complete on the Install Tracker

This fix improves project tracking accuracy by allowing users to manage note statuses effectively, ensuring project records stay up-to-date without duplication or errors. It also ensures functionality works as intended across both the UI and API.

Enerflo API

UPDATE

Improved Reliability for Webhook Dispatching

Webhooks now run in separate workflows, eliminating delays and failures caused by webhook dependencies. This update ensures reliable delivery of critical event notifications, improving communication and reducing missed updates. By processing each webhook independently, the system maintains efficiency, even when handling long or failing jobs.

UPDATE

New Integration ID for Microsoft Dynamics CRM Integrations

This update enables the Microsoft Dynamics integration to function properly by ensuring leads and integration mappings work seamlessly.

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!

 

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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 November.