Settings
White-label the platform, manage your team, and connect your tools
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SolarFlow AI
Clean energy, made simple.
Your Solar Proposal — prepared for the Garcia residence
Accept & sign
This is how your homeowners see every proposal.
Team
| Member | Role | Deals | Status |
|---|---|---|---|
| PN Priya Nair | Energy Consultant | 14 | Active |
| MB Marcus Bell | Project Coordinator | 9 | Active |
| RT Renee Tran | Permit Specialist | — | Active |
| DK Dana Kim | Owner / Admin | — | Active |
GoodLeap / Mosaic
Financing decisions in-line
Utility bill / PG&E API
Pull usage automatically
DocuSign
E-signature on contracts
QuickBooks
Invoices & payments
Knowledge base management
Upload your SOPs, pricing sheets and incentive docs so the assistant answers in your voice. Configured in the full build.