Enerflo Product Announcements

FEBRUARY 2026

As the industry gears up for peak selling season, efficiency, accuracy, and speed matter more than ever. This month’s updates are focused on helping teams move faster without sacrificing precision—from streamlined design collaboration and more flexible financing workflows to smarter platform enhancements that improve visibility and reduce errors. Together, these improvements empower Enerflo customers to close deals with greater confidence, minimize bottlenecks, and deliver a smoother experience for homeowners at every stage of the sales process.

Enerflo Platform Updates & Feature Releases

Solar PV System Design

As momentum builds this season and teams push to maximize every opportunity, efficient design collaboration is more important than ever. This month’s Solar Design updates focus on improving visibility, flexibility, and communication across tools—making it easier for designers and sales reps to stay aligned, access the right equipment and files, and present accurate proposal data. The result is faster revisions, fewer bottlenecks, and a smoother path from design request to closed deal.

DESIGN TOOL FILTER UPDATES

New Design Tool Filters Added to Design Requests

The Design Requests list page now includes filter options for Scanifly and Solargraf, and removes the outdated HelioQuote option. Designers can now quickly and accurately filter requests based on the tools they actively use, making it easier to find and manage relevant projects.

 

Enerflo - New Design Tool Filters Added to Design Requests.
Enerflo - In- App Chat Added to Aerialytic Designer.
AERIALYTIC INTEGRATION UPDATES

In-App Chat Added to Aerialytic Designer

Aerialytic designer iframe windows now include a built-in Chat tab, enabling designers to communicate with sales reps without leaving the design workspace. This update streamlines collaboration during revisions and reduces back-and-forth by keeping conversations and design work in one place.

 

DESIGN STAGE UPDATES

Full Equipment Library Visibility in Design Tool Configurations

Equipment selectors within Design Tool Configurations now display all available equipment from the installer's library, regardless of targeting filters. Installers can confidently set default equipment without being restricted by deal-specific targeting rules, ensuring configurations reflect their true equipment preferences.

 

DESIGN STAGE UPDATES

Sales Reps Can Access External Designer Attachments

Sales reps can now open and view file attachments uploaded by designers from external design organizations. This update eliminates access errors and ensures all design-related files and documentation are readily available within the deal.

 

AERIALYTIC INTEGRATION UPDATES

Improved Notifications & Archiving for Aerialytic Design Cancellations

Sales reps now receive notifications with direct links when designers cancel Aerialytic design queue requests. Additionally, only redesigns are archived when a viable design already exists. This ensures reps stay informed about status changes and can quickly access, review, or restore archived designs when needed.

 

Solar Finance

With financing playing a critical role in helping homeowners move forward, this month’s Solar Finance enhancements are designed to reduce friction and increase clarity at every step of the approval process. From smarter task prioritization and clearer application error messaging to expanded co-borrower support and more accurate pricing integrations, these updates help sales reps submit cleaner applications, present confident numbers, and close deals faster with fewer surprises.

FINANCE INTEGRATIONS UPDATES

Enhanced Task Block UI for Select Financing Approval Flows

Sunlight, OneEthos / Climate First Bank, and IGS financing approval flows now leverage the improved Task Blocks UI. Tasks are automatically sorted by priority, making it easier for sales reps to quickly identify required actions and move deals forward efficiently.

 

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1 Enhanced Task Block UI | Sunlight
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2 Enhanced Task Block UI | IGS
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3 Enhanced Task Block UI | List Detail
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4 Enhanced Task Block UI | OneEthos
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1 Dividend Now Supports Co-Borrower Applications
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2 Dividend Secondary Applicant Field
DIVIDEND INTEGRATION UPDATES

Dividend Now Supports Co-Borrower Applications

Dividend financing applications now support co-borrower data, automatically syncing secondary applicant information from deal contacts. Sales reps can seamlessly submit joint financing applications directly within Enerflo.

 

IGS INTEGRATION UPDATE

Configurable Safe Harbor Date Added to IGS Plugin

The IGS plugin now includes a configurable Safe Harbor date field. This enables partners to accurately determine Energy Community bonus eligibility and apply correct pricing adjustments based on safe harbor dates provided in the IGS portal.

 

Configurable Safe Harbor Date Added to IGS Plugin.
Enerflo - Accurate IGS TPO Proposal Pricing with Custom Production Data.
IGS TPO INTEGRATION UPDATE

Accurate IGS TPO Proposal Pricing with Custom Production Data

IGS TPO proposal summaries now reflect all pricing values based on custom production data provided directly by IGS. Sales reps can confidently present accurate monthly payments, annual production estimates, and total cost calculations, ensuring proposal figures align precisely with IGS pricing.

 

DIVIDEND INTEGRATION UPDATE

Dividend Adder Mapping Available Across Installer & Dealer Plugins

Sales organizations can now map improvement types for Dividend adders across all installer and dealer plugins they work with. This ensures proper configuration of Dividend financing adders and helps sales orgs qualify for Solar+ where applicable.

 

Enerflo - Dividend Adder Mapping Available Across Installer & Dealer Plugins.
Enerflo - Clearer Formatting Error Messages for Sunlight Applications.
SUNLIGHT INTEGRATION UPDATE

Clearer Formatting Error Messages for Sunlight Applications

Sunlight financing applications now display specific error messages when homeowner information does not meet formatting requirements, such as overly long job titles. Sales reps can quickly identify and correct submission issues, reducing delays in the approval process.

 

PALMETTO INTEGRATION UPDATE

New Palmetto LightReach Account Lookup API

A new API query allows LightReach account information to be retrieved using either the Enerflo Deal ID or the LightReach Account ID. This enhancement enables Professional Services teams to build integrations that automatically sync LightReach milestone updates and streamline reporting workflows.

 

GOODLEAP TPO INTEGRATION UPDATE

Scanifly Designs Now Supported for GoodLeap TPO

Scanifly-generated designs are now supported for GoodLeap TPO financing applications. Sales reps can submit GoodLeap TPO deals using Scanifly designs, providing greater flexibility in design tools for TPO financing workflows.

 

DIVIDEND INTEGRATION UPDATE

Live Dividend Disclosures & Terms via API

Dividend financing disclosures and terms are now pulled directly from the Dividend API. Customer proposals automatically display the most up-to-date terms and disclosures, ensuring accuracy and compliance without manual updates.

 

Enerflo Platform

As teams scale activity during peak selling periods, having a flexible and reliable platform is key. This month’s Enerflo Platform updates improve language preferences, credit check transparency, API capabilities, and developer feedback—ensuring both sales teams and technical partners have the tools and clarity they need. These enhancements help create a more seamless experience across the entire sales lifecycle, from lead creation to integration workflows.

ENERFLO PLATFORM UPDATE

Customer Language Selection Available at Lead & Deal Creation

Language preferences (English or Spanish) can now be selected when creating leads and directly within the Deal Details drawer under the Customer tab. Sales reps can set and update a customer’s preferred language at any point in the sales process, supporting workflows like Optimus language changes and Spanish agreement generation.

Enerflo - Customer Language Selection Available at Lead & Deal Creation (Dropdown).
1 Customer Language Selection Available at Lead & Deal Creation | Dropdown
Enerflo - Customer Language Selection Available at Lead & Deal Creation (Deal Details).
2 Customer Language Selection Available at Lead & Deal Creation | Deal Details
SMART PULLS UPDATE

Clearer “No Credit History” Messaging in Smart Pull

Smart Pull now provides clearer messaging when a credit check is completed but no credit history is found for the customer. Sales reps receive more informative feedback, helping them better understand and communicate credit check results.

ENERFLO PLATFORM UPDATES

Improved GraphQL API Error Messaging for Invalid Filters

Error messaging for the GraphQL API has been enhanced to provide clearer feedback when queries contain improper filter syntax. Developers can more easily identify what needs to be corrected, resulting in faster troubleshooting and more successful queries.

New Enerflo Products & Features

Enerflo has been hard at work delivering powerful new tools to help you win more deals and operate more efficiently. From our industry-leading Reporting Suite that gives you a competitive edge, to the 24/7 VSR App that captures and qualifies leads around the clock, to our seamless Scanifly integration for fast, accurate PV system designs—these innovations are built to help your team perform at its peak.

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NEW ENERFLO FEATURE!

Business Intelligence Reporting Suite

Enerflo’s AI-powered Reporting Suite, built on Domo’s industry-leading BI platform, delivers clean, accessible reports and dynamic dashboards designed to help solar businesses navigate shifting market conditions and margin pressure. With reliable, centralized data and enterprise-grade analytics, the suite empowers smarter decision-making, improved operational efficiency, and sustainable growth.

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NEW ENERFLO ADD-ON!

Enerflo VSR: The Setter That Never Sleeps

Enerflo VSR (Virtual Sales Rep) delivers 24/7 homeowner engagement through a clean, intuitive, and fully branded digital experience. Whether deployed on your website, landing pages, or across marketing channels, VSR automatically captures and qualifies interest—helping solar teams turn inquiries into sales-ready opportunities anytime, day or night.

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NEW SOLAR DESIGN TOOL INTEGRATION!

Enerflo + Scanifly: Highly Accurate Solar Designs

By combining Scanifly with Enerflo’s award-winning sales frontend—featuring integrated title checks, robust proposal tools, and direct lender integrations—teams can consolidate their tech stack without sacrificing precision. This seamless integration accelerates the transition from design to closed deal, reducing change orders, shortening sales cycles, and delivering a smoother experience for both your team and your customers.

Get Help & Support

The Enerflo Support Team is at your service!

Enerflo Support Hours

Enerflo Platform Support Hours
Monday - Saturday*(Closed Sundays)
6:00am - 7:00pm PT (9:00am - 10:00pm ET)

Aerialytic Design Support Hours
Monday - Saturday*
6:00 AM - 9:00 PM PT (9:00am - 12:00am ET)
Sundays*
8:00 AM - 4:00 PM PT (11:00am - 7:00pm ET)

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

*Holiday hours may vary

Enerflo Chat Support & Training Resources

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!

Access on-demand training and support content from Chat as well.

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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 next month.