Podcast
Questions and Answers
Which of the following files must be uploaded in the grey box labeled 'Drop Files Here'?
Which of the following files must be uploaded in the grey box labeled 'Drop Files Here'?
- Final Project Submission
- The correct Aurora Design screenshot (correct)
- Electrical Safety Compliance
- Utility Company Report
What action should be taken if the Work Order indicates there is no Sub-Panel On Site?
What action should be taken if the Work Order indicates there is no Sub-Panel On Site?
- Select 'Checked'
- Leave the field blank
- Select 'Unchecked' (correct)
- Write a note in the comments
Which input is required in the Site Information Box regarding electrical ratings?
Which input is required in the Site Information Box regarding electrical ratings?
- Main Breaker Amperage (correct)
- Type of Electrical Service
- Voltage of Main Panel
- Total Circuit Breakers
How should the Utility Company name be entered in the Site Information Box?
How should the Utility Company name be entered in the Site Information Box?
What should be done after clicking 'Upload Files' at the bottom of the upload section?
What should be done after clicking 'Upload Files' at the bottom of the upload section?
What should the attachment type be if the roof material is asphalt shingles?
What should the attachment type be if the roof material is asphalt shingles?
Which default value is assigned to the structural racking type?
Which default value is assigned to the structural racking type?
What should you do after clicking on 'New Job' in Right Angle?
What should you do after clicking on 'New Job' in Right Angle?
Which three services are required to select under 'Services Requested'?
Which three services are required to select under 'Services Requested'?
What is the recommended method for inputting beam spacing?
What is the recommended method for inputting beam spacing?
How do you determine the fuse size if it is not listed in the Electrical Notes?
How do you determine the fuse size if it is not listed in the Electrical Notes?
If the module make and model does not match the SF Products, what should be done?
If the module make and model does not match the SF Products, what should be done?
What should you refer to when filling out the Job Notes?
What should you refer to when filling out the Job Notes?
What is the current default for the inverter make and model?
What is the current default for the inverter make and model?
What additional information must be included if the Utility Company is Xcel Energy?
What additional information must be included if the Utility Company is Xcel Energy?
What action should be taken if there are odd arrays in the house's system?
What action should be taken if there are odd arrays in the house's system?
Where can you find the Xcel Case Number and Xcel Program Type in SalesForce?
Where can you find the Xcel Case Number and Xcel Program Type in SalesForce?
Where can the correct module count be verified?
Where can the correct module count be verified?
What should you do if you have odd arrays when determining the number of inverters?
What should you do if you have odd arrays when determining the number of inverters?
What is the first step in processing a new job in Right Angle?
What is the first step in processing a new job in Right Angle?
Flashcards
Uploading Job Files
Uploading Job Files
The process of adding the downloaded files (Aurora Design Screenshot, Design Measurements & Pitch, Site Photos, Firelane Setbacks) into the designated area in the system.
MSP Rating
MSP Rating
The number that represents the maximum current that the electrical system can handle.
Sub-Panel On Site
Sub-Panel On Site
A secondary electrical panel that distributes power to specific areas within the building.
Utility Company
Utility Company
Signup and view all the flashcards
Entering Site Information
Entering Site Information
Signup and view all the flashcards
Creating a New Job in Right Angle
Creating a New Job in Right Angle
Signup and view all the flashcards
Client Name Field in Right Angle
Client Name Field in Right Angle
Signup and view all the flashcards
Street Address Field in Right Angle
Street Address Field in Right Angle
Signup and view all the flashcards
Services Requested in Right Angle
Services Requested in Right Angle
Signup and view all the flashcards
Job Notes in Right Angle
Job Notes in Right Angle
Signup and view all the flashcards
Fuse Size Calculation in Right Angle
Fuse Size Calculation in Right Angle
Signup and view all the flashcards
Xcel Energy Details for Right Angle
Xcel Energy Details for Right Angle
Signup and view all the flashcards
Locating Xcel Case Number and Program Type
Locating Xcel Case Number and Program Type
Signup and view all the flashcards
Roof Material
Roof Material
Signup and view all the flashcards
Attachment Type
Attachment Type
Signup and view all the flashcards
Structural Racking Type
Structural Racking Type
Signup and view all the flashcards
Roof Pitch
Roof Pitch
Signup and view all the flashcards
Number of Arrays
Number of Arrays
Signup and view all the flashcards
Beam Size
Beam Size
Signup and view all the flashcards
Beam Spacing
Beam Spacing
Signup and view all the flashcards
Module Make & Model
Module Make & Model
Signup and view all the flashcards
Study Notes
Entering Basic Job Details in SalesForce
- Open Right Angle and the opportunity in SalesForce.
- Click "New Job" in the top right corner of Right Angle.
- Copy customer name and project address from SalesForce and paste into Right Angle's "Client Name" and "Street Address" fields respectively.
- Select "Services Requested" and choose "Structural Roof Letter", "CAD Stamp (Structural)", and "CAD Design".
- Refer to CAD Best Practices to fill out the Job Notes.
Important Reminders for Job Notes
- If a fuse size isn't listed in electrical notes, add it to the end of the notes in Job Notes.
- Calculate the fuse size using the number of inverters in Products (SF) and input this into the Fuse Size Calculator document.
- Include an extra inverter if there are odd-numbered arrays (check by counting panels and inverters). 1 inverter = 2 panels.
- If the utility company is Xcel Energy (MN), get the Xcel Case Number and Program Type from the permit approvals in SalesForce.
Entering CAD Information
- Site Information Box: Fill in necessary fields:
- Utility Company: Copy from SalesForce.
- MSP Rating: Copy or enter Main Breaker Amperage if blank.
- Sub-Panel On Site: Check if work order says yes, otherwise uncheck.
- Structural Equipment Box:
- Roof Material: Copy the type from SalesForce.
- Attachment Type: If asphalt shingles are the roof material, use "IronRidge - Halo Ultragrip". Otherwise, refer to Roof Types + Attachments.
- Structural Racking Type: Default to "IronRidge XR10". Otherwise, refer to Roof Types + Attachments.
- Roof Pitch, Number of Arrays, Beam Size, Beam Spacing: Extract from the Aurora Design documents or SalesForce.
Electrical Equipment Box
- Module Make & Model: Use the default value from SalesForce (e.g. Longi Solar). Ensure the panel type matches the field in SalesForce and update in Right Angle if different. Confirm the count matches too.
- Module Count: Double check panel type and counts with SalesForce. Update in Right Angle if different.
- Inverter Make & Model: Use the default value from SalesForce (e.g. AP Systems). Ensure the inverter type matches the field in SalesForce and update in Right Angle if different. Confirm the count matches too.
- Inverter Count: Double-check inverter type and counts in SalesForce. Add an inverter for odd arrays if needed. Refer to Part 1, Step 5 for inverter counts and visual aids. Set a task to "Set Inverter Discrepancy Task" once CAD is back.
Finishing CAD Request Process in SalesForce
- Copy the URL from the Right Angle submission.
- Paste the URL into the "Go Solo CAD URL" field in the SalesForce opportunity.
- Enter the requested date in the "CAD Requested Date" field.
- Complete additional tasks as needed if an extra inverter is requested.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Related Documents
Description
This quiz covers the essential steps for entering job details in SalesForce using Right Angle. Learn how to copy customer information, select required services, and adhere to best practices for job notes. Ensure you understand the reminders for fuse size calculations and permit approvals.
