Enerflo Product Announcements

NOVEMBER 2025

As the solar industry heads into the holiday season and your teams begin planning for a strong start to 2026, Enerflo is closing out the year with a fresh round of platform enhancements designed to boost efficiency across every stage of your solar operations. November’s Product Updates deliver meaningful improvements that help solar companies of all sizes streamline workflows, reduce friction, and make smarter, data-driven decisions. Whether you’re tightening processes before year-end or preparing your organization for growth in the new year, these updates are built to keep your teams moving faster and operating smarter. Wishing a safe and festive Thanksgiving to all who celebrate!

Enerflo Platform Updates & Feature Releases

Solar Design

Enerflo’s latest Design enhancements deliver a smoother, more responsive workflow for sales teams. With real-time updates and clearer prompts, users can move through design stages faster and with greater confidence. 

DESIGN STAGE UPDATES

Real-Time Auto-Refresh Added to Design Stage

Design stages now update automatically whenever designs or design requests change. Sales reps will immediately see design completions and status updates without needing to manually refresh the page.

 

INTEGRATION UPDATE

Improved Unsaved Changes Warning in Design Tool Modals

Enerflo fixed the issue where browser alerts appeared instead of the proper unsaved-changes prompt. Users now see the correct “Discard Changes” message, preventing them from getting stuck when closing design modals.

 

Solar Finance

Enerflo’s latest solar finance improvements give partners greater control and accuracy throughout the financing process. From restoring cancelled applications to smarter pre-qualification and cleaner integrations, these updates strengthen the overall proposal-to-finance experience.

GOODLEAP TPO INTEGRATION UPDATE

Ability to Restore Cancelled GoodLeap TPO Applications

Users can now restore previously approved GoodLeap TPO applications that were accidentally cancelled. This eliminates the need to contact support when reverting proposal changes, allowing users to reconnect cancelled applications directly in Enerflo.

 

ENERFLO SMART PULLS UPDATE

Enerflo Smart Pulls Expanded to All Financier Types

Enerflo Smart pulls now function across all financier types—not just loans. This ensures accurate pre-qualification for customers using a wider range of financing options.

 

PALMETTO LIGHTREACH INTEGRATION UPDATES

Palmetto LightReach Integration Enhancements for Accurate Pricing and Account Creation

The Palmetto LightReach integration now creates a Palmetto LightReach customer account only when Palmetto LightReach is selected within a proposal. This update enables accurate pricing for Palmetto LightReach proposals while ensuring accounts are created solely when users choose Palmetto LightReach, which was not previously possible.

 

Enerflo Platform

Enerflo continues to enhance the platform with improvements that streamline configuration, strengthen integrations, and increase overall usability. These updates make it easier for admins to manage complex settings across organizations while giving sales teams clearer, more tailored experiences within proposals.

ADMIN PLUGIN SETTINGS UPDATES

Import Plugin Settings Across Multiple Organizations

Admins who manage multiple organizations can now import plugin settings from one org to another. This streamlines configuration and eliminates the need to manually recreate deal-template settings

 

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1 Import Plugin Settings from One Org to Another
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2 See how fast and easy it is to import plugin settings from one org to another
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DEAL TEMPLATE UPDATES

Deal Template Selector Now Displays Full Template Names

The deal template selector now renders at full width without truncating template names. Users can view complete names, ensuring accurate selection—especially for longer or similarly structured templates.

 

AUTHORIZED DEALERS UPDATES

Authorized Dealer Subdomains Now Visible and Searchable

Authorized dealer subdomains are now displayed and fully searchable on the Authorized Dealers page. Admins can easily identify and locate dealers by subdomain without needing to contact Enerflo support.

 

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PLUGIN SETTINGS UPDATES

Pricing Now Targetable by Finance Method

Admins who manage multiple organizations can now import plugin settings from one org to another. This streamlines configuration and eliminates the need to manually recreate deal-template settings.

 

CALLPILOT WELCOME CALLS UPDATES

CallPilot Welcome Call Links Now Use Partner-Specific, Device-Aware URLs

CallPilot digital welcome call links have been upgraded to use partner-specific URLs with automatic iOS/Android app detection. This improves performance by removing redirect delays and delivering a faster, smoother user experience.

 

TARGET FINANCE METHODS UPDATE

Target Finance Methods for Adders, Rebates, Org Equipment, and Optimus Proposal Templates

Adders, rebates, org equipment, and Optimus Proposal templates can now be targeted to specific finance methods. This enables lender-specific configurations that automatically apply—or do not apply—based on the selected financier.

 

VIVINT SMART HOME UPDATES

Expanded Vivint Smart Home Eligibility Messaging

Enerflo’s Vivint Smart Home integration now supports additional eligibility scenarios. When a home is ineligible for Smart Home or Smart Home credits, sales reps receive clearer, more informative messaging to guide next steps.

 

NEW! Enerflo Features & Capabilities

Enerflo AI-Powered Reporting Suite

Enerflo has invested in a fully redesigned, AI-powered Reporting Suite—so you don’t have to piece together data on your own. Not all dashboards are created equal, and Enerflo is putting high-quality, actionable data at the center of the partner experience. The new reporting suite is fully connected, continuously updated, and built to power smarter decision-making. Every Enerflo subscription now includes a comprehensive set of reports featuring centralized data, intuitive visual dashboards, scheduling options, filters, annotations, and easy sharing and export tools. 

NEW ENERFLO SUBSCRIPTION FEATURE!

NEW! Enerflo’s Reporting Suite: Unlock Solar Business Intelligence

With margins under pressure and market conditions shifting constantly, having reliable data is critical. Enerflo’s new reporting suite provides partners with clean, accessible reports and dashboards that support better decision-making, operational efficiency, and growth.

  • 100s of Reports
  • Centralized Data
  • Visual Dashboards
  • Scheduled Reports
  • Filters and Annotations
  • Share & Export

 

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NEW! Enerflo VSR (Virtual Sales Rep)

As homeowners increasingly prefer to explore solar options on their own time, solar companies need smarter, always-on ways to capture and qualify interest. Enerflo VSR (Virtual Sales Rep) meets that need by bringing an automated, always-available digital setter into your sales process. Built for modern buying behavior and fully customizable to your brand, VSR helps teams scale outreach without adding headcount — turning website visitors and ad traffic into qualified opportunities around the clock.

NEW ENERFLO ADD-ON FEATURE!

Enerflo VSR (Virtual Sales Rep)

Enerflo VSR is the setter that never sleeps, engaging homeowners 24/7 through a clean, intuitive, and fully branded online experience. Whether embedded on your website, used as a landing page for ads, or deployed across multiple marketing channels, VSR turns curiosity into qualified opportunities — automatically.

  • Interactive Lead Capture
  • Referral Code Setup
  • Unlimited Configurations
  • Instant Quote Generation
  • Automated Lead Delivery
  • And more!

 

 

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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 & 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.