Review Your Report

Final Review and Sale

This video reviews how to present your solar report to a homeowner.

Share your report with your Customer:

1. Once you are satisfied with your report, click on Review and Share in the top right corner.
2. Walk your customer through their Roofing & Solar report.
3. In the top right corner, click either Sign Now or Send for Signing - just as you would with a standard SumoQuote report.