Scroll Below the Video for a Step-byStep
It is recommended to watch the video on full screen (click expand)
Open the Daylight Portal → Dashboard loads with projects and phases.
Click Create a Job and begin entering customer details
Utility bill: select Yes (always).
Enter homeowner details:
Name, cell phone number, email (ALL REQUIRED)
Service address
Utility (select correct utility)
Installer (e.g., SunRite for Massachusetts)
Assigned sales rep (yourself or another if you’re an admin)
Click Continue
Locate the new job → click Enter Details
Credit & Underwriting:
Enter Date of Birth.
SSN is optional to start
Can be added later if required for credit approval
Enter stated income (Daylight minimum: $60,000).
Click Save.
Run Credit Inquiry: **Required Prior to Generating Agreement**
Click Run Inquiry
If SSN is required you will receive a banner notification
Click Edit and enter SSN at that point
Interpret result:
Green = Approved.
Red = Declined (hover/icon shows reason: score <680, DTI >50%, recent delinquency/bankruptcy ≤5 yrs).
If declined, the customer will receive a notice of why in the mail
You can try a different person from the home as long as they are on title
System Design Inputs:
Enter system size (kW or W; e.g., 11,500 W).
Select equipment from preloaded list.
Enter panel count per proposal (e.g., 22).
Select battery count (MA allows up to 3; choose appropriate, e.g., 2).
Click Save.
Commercial Terms:
Set escalator quoted to customer (range 0–3.59%).
Click Save.
Select pricing:
Review E&C rate (Daylight procures on behalf of partners; expect competitive pricing and reach out to your Daylight contact should there be any questions or concerns about a price discrepancy).
Click Save.
Agreement Generation & Send:
Once details and credit are complete, Generate PPA Agreement button activates.
Click Generate PPA Agreement.
Click Send to email the agreement to the customer for e-signature.