The Home Screen gives you a quick overview of customer activity, signed proposals, assigned leads, and new opportunities, helping you stay on top of your solar business.
1. Needs Attention
It shows customer activity over the last seven days. You can see customers who
have opened a proposal several times
have viewed it but have not signed
have not opened it yet.
2. Signed
The Signed section shows proposals that customers have already signed. Each card displays the project address and the signed option. Tapping View and Purchase also opens the project details page, where you can review the project and continue to purchase.
3. Assigned to Me
This section shows leads assigned to the current user. You can select View All to open the filtered Leads list.
4. Free Leads
You can browse high-potential leads in this section and open More Info to review a lead. If you are interested in any one of them, you can claim it directly.