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Step 1: Create a Proposal with Aurora or Solo

Aurora
Solo
OWE Resources

Step 2: Qualify the client

LightReach
EnFin
Dividend
CASH

Dealer ID: 655125422

Service Finance
Sunnova
Goodleap
Mosaic

Qualify on Aurora

Sunlight

Step 3: Create Install Documents

Company ID: 32391

Company ID: 32391

Company ID: 32391

You Must Sign The Installation Agreement First and then the Client

Install Agreement Jotform

Aurora

Company ID: 32391

Company ID: 32391

You Must Sign The Installation Agreement First and then the Client

Aurora

SOLO

Company ID: 32391

SOLO

You Must Sign The Installation Agreement First and then the Client

SOLO

Step 4: Text OWE for Powerclerk

(623) 304-0461

Example: "Hello can I Please get the Powerclerk Agreement for (Client's Name) 

OR 

"Was the Powerclerk document included in the solo packet for (Client's Name)?" 


You can also check on solo in the docs tab to see if  Powerclerk was included. It will be labeled with the power company's logo.


Sometimes Utility Documents are attached in solo such as they are for Unisource. Other times like in APS Our World Has to send the PowerClerk themselves. 


ALWAYS TEXT Them to find out if it was included or not in your solo documents or check yourself.

Step 5: check for Updates

Podio
Airtable

OWE TOOLS

Adders
owe steps
Directory
Office Locations

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