Here are Tips and Tricks that you may have missed with the Financials and Proposals Tool.
- Live Chat - At the bottom right of every page on HelioScope, you can click 'Help' to chat with a HelioScope agent!
- Smart Token Glossary- See the definitions for every Smart Token that can be used to customize your Reports.
- Report Widget Glossary- See all the possible widgets for customizing your Reports.
- Show the All Financial Metrics Bar- Show the Financial Metrics Bar across the top of the Overview page to see the financial benchmarks easily
- Financial Debug Feature- The Financial Debug Feature allows you to see the annual outputs of the financial report. Many people use this to confirm if their Financial inputs are showing the expected results
- Solar Payment Options -If confused about the difference between Solar Leases, Loans, PPAs, and Cash Purchases, see this Solar Payment Options Link
- Upload Consumption Files- You can upload interval data in 15 min, 30 min, or 1-hour increments for your site
- Update your Preferences - Update information like units, label sizes in Designer, details, including in Design renders, and more in your Preferences
- Filtering Shared Projects- You can filter through Projects you have created versus Projects the entire Team has created.
- Upload Components Immediately- Upload a PAN File (module) or OND file (inverter) for immediate access. Use these links as guides: Module Upload and Inverter Upload.