How do I create a project?

Owned by Evelyn Fisher (Unlicensed)
Last updated: Feb 25, 2022 by Eric Suarez
2 min read

You can use the project phase to add a solar project, inverter, battery, or energy efficiency. This page contains EverBright's solar design tool, automated shading analysis for qualifying addresses, and charts to show offset and usage estimates.

You can find the project page on the left side menu.

Adding projects

You can start your project when you are on the project page. You can create multiple projects using the + Project option on the upper right portion of the project form. More on adding projects here.

Pro tip: Only one project can go into a single proposal, so multiple projects can be helpful to split out different project types into their own proposal. You can compare up to three quotes for the same project.

Project options

Using the menu next to the project drop-down, you can take these project actions:

  • Rename: rename your project. More on renaming projects here.

  • Duplicate: duplicate your project. This will allow you to copy an existing project. More on duplicating projects here.

  • Archive: archive your project. This will remove the project and it will no longer be available for selection on the project page, quote page, or proposal page.

Solar

Solar projects can be added by confirming an input mode and creating one or more solar arrays. More on solar system design here.

Inverter

Inverters can be added to projects in the respective solar or storage projects, or viewed in the inverter section. More on the inverter section here.

Storage

Batteries can be added to projects and modeled using the daily usage chart. More on storage projects here.

Energy Efficiency

Energy efficiency projects can be added along with indicating how the reduction should be calculated. More on energy efficiency projects here.

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