Enerflo – Complete FAQ for Solar Companies

What is Enerflo and how does it help residential solar companies?

Enerflo is an all-in-one solar business optimization platform designed specifically for residential solar installers, sales dealers, hybrid solar companies, and vertically integrated providers. It connects Contractors’ existing solar software tools—covering sales, financing, operations, and installation—into one seamless workflow. By unifying the entire solar project lifecycle, Enerflo helps solar companies reduce soft costs, shorten project timelines, improve homeowner experiences, and scale profitably. Think of Enerflo as the source of truth or system of record for all solar projects at all phases of their lifecycle.

What features are included in the Enerflo platform?

Enerflo combines multiple core systems into a single, integrated platform for solar companies:

• Sales Core – Deal pipeline tracking, scheduling, AI-powered PV system design, battery sizing tool, title check, soft pulls, savings forecaster, proposal builder, finance integrations, real-time pricing, contract generation, and e-signatures.
• Install Tracker – End-to-end solar project management software for installation workflows, milestones, and operational visibility.
• Customer Portal – A white-labeled homeowner-facing portal to showcase past jobs and reviews, track project status, centralize documents and communications, and incentivize referrals.
• Virtual Sales Rep (VSR) – Web-based self-serve quoting for homeowners, increasing conversion without requiring live reps.
• Robust Reporting & Analytics – Data-driven insights with DOMO-powered dashboards to help solar businesses make smarter decisions.
• API & CRM Integrations – Native and custom integrations with industry-leading tools, plus optional integration monitoring services.
• Custom Pricing Engine – Configurable savings forecasts, battery sizing, and finance options.
• Document Automation – Automatic creation of perfect signing packets and streamlined document approval processes.
• Bilingual Support – Spanish language homeowner experience to reach more customers.

What makes Enerflo different from other solar software platforms?

Enerflo is non-competitive—we don’t sell leads or solar directly. Instead, we empower our partners with integrations to best-in-class solar tools like Aurora Solar, Palmetto LightReach, Salesforce, and more. Unlike closed systems, Enerflo is CRM-agnostic and supports multi-organization flexibility, custom workflows, and scalable growth for solar businesses.

Our volume-based, flat-rate monthly subscription helps stabilize cash flow by avoiding per-design, per-proposal, per-seat, or per-contract fees—making budgeting predictable for solar companies of any size.

Does Enerflo replace my CRM?

It can—depending on your needs. Enerflo provides built-in CRM functionality but is designed to integrate seamlessly with third-party CRMs for teams with more complex requirements. Whether you use Salesforce, HubSpot, or another CRM, Enerflo can centralize your solar operations and store all of your project data without forcing you to abandon existing systems.

Does Enerflo replace my solar design tool?

Yes, if you choose. Enerflo includes a deep integration with Aerialytic, which is accepted by most solar financing providers and covers 99% of U.S. rooftops. If your team already uses Aurora Solar or OpenSolar, Enerflo integrates with those tools as well—offering flexibility without retraining your staff.

Does Enerflo replace my proposal tool?

Yes. Enerflo’s native proposal software, Optimus, includes a savings calculator, battery sizing tool, finance integrations, custom content management, and more—delivering high-converting, accurate proposals instantly.

Is Enerflo only for residential solar companies?

Yes, at this time, Enerflo is purpose-built for the residential solar industry (and light commercial). The Enerflo Platform focuses on improving the homeowner journey, streamlining backend workflows, and reducing operational friction from first contact to post-install referral generation.

What is a Sales Dealer in the residential solar industry?

A Sales Dealer sells solar systems directly to homeowners but relies on external installation partners to complete projects. Enerflo optimizes Sales Dealer workflows with lead capture, AI-driven solar designs, instant financing options, and digital contract signing, all in one platform.

How does Enerflo help Sales Dealers close more deals?

Enerflo eliminates tool-switching by integrating solar proposal software, financing tools, and contract management in a single system. Features like Smart Pulls (soft credit checks with lender recommendations) and Title Checks prevent errors and speed up the sales cycle. In addition, it standardizes the sales process across installers and regions to simplify rep training and have the entire deal pipeline in one place.

Can Sales Dealers manage multiple installation partners within Enerflo?

Yes. Enerflo supports multi-organization workflows, letting Sales Dealers manage multiple installer relationships with unique pricing, proposals, and project handoffs — all from one dashboard.

Does Enerflo integrate with CRMs?

Yes. Enerflo integrates with Salesforce, Zoho, HubSpot, and more. Sales Dealers can connect Enerflo to their CRM or use Enerflo as their primary CRM.

What financing options are available for Sales Dealers?

Enerflo integrates with top solar lenders to provide loan, lease and PPA and escrow (for cash deals) options directly within proposals. Smart Pulls recommends the financing options most likely to be approved.

Can Sales Dealers track installation progress?

Yes. Even without performing installations, Sales Dealers can view real-time project milestones in Install Tracker to improve homeowner communication.

What is a Master Dealer in the solar industry?

A Master Dealer manages relationships with Sales Dealers, providing them access to financing, products, and installers. Enerflo simplifies deal submission, commission tracking, and installer coordination for Master Dealers.

How does Enerflo support Master Dealer operations?

Enerflo centralizes dealer onboarding, project submissions, finance approvals, and reporting. With Direct Pay Commissions, Master Dealers can protect sales reps by ensuring accurate and timely payments.

Can Master Dealers onboard new Sales Dealers in Enerflo?

Yes. Enerflo allows Master Dealers to quickly set up new dealers with custom pricing, branded proposal templates, and financing access.

How does Enerflo improve accuracy in project submissions?

Enerflo’s Title Checks and Smart Pulls prevent common errors before a project reaches installation, saving time and reducing costly delays.

Can Master Dealers track performance by dealer?

Yes. Enerflo offers reporting dashboards that allow Master Dealers to view sales performance, financing approval rates, and installation timelines by individual dealers.

How does Enerflo help solar Installers and EPCs?

Enerflo automates project intake, reduces errors, and keeps all stakeholders on the same page. Installers can track permits, inspections, and utility approvals in Install Tracker.

Can Installers manage Sales Dealer relationships in Enerflo?

Yes. Installers can onboard Sales Dealers into Enerflo, provide custom pricing, and receive accurate project data directly from dealer submissions.

Does Enerflo support in-house design teams?

Yes. Enerflo integrates with Aerialytic and other design tools, such as Aurora, allowing in-house designers to create, approve, and attach designs directly to proposals.

Can Installers see financing details in Enerflo?

Yes. With lender integrations, installers can see approved financing terms, ensuring alignment between sales and installation teams.

How does Enerflo reduce project delays for installers?

By using Title Checks, Smart Pulls, and automated document validation, Enerflo catches errors before they cause downstream issues.

What is a Hybrid or Vertically Integrated solar company?

Hybrid and vertically integrated companies sell, design, and install solar projects in-house. Enerflo provides a single platform to manage the entire process, from lead to PTO (Permission to Operate).

How does Enerflo benefit vertically integrated companies?

Enerflo removes duplicate work, ensures clean handoffs between departments, and offers real-time project tracking across sales, design, permitting, and installation.

Can vertically integrated companies use Enerflo for financing?

Yes. Enerflo’s financing integrations let in-house sales teams present loan, lease, and PPA options within proposals and instantly submit applications.

Does Enerflo work for companies with mixed in-house and outsourced labor?

Yes. Enerflo supports both in-house and subcontracted labor models, with flexible workflows to match each company’s operations.

How does Enerflo handle post-installation customer service?

Enerflo’s Customer Portal gives homeowners access to their project details, documents, and post-installation support resources.

Can Enerflo connect to our internal systems via API?

Yes. Enerflo offers both a REST API and a GraphQL API, as well as webhooks for real-time updates. The best option depends on your integration needs. Technical documentation is available at docs.enerflo.io.

What makes Enerflo different from other solar software platforms?

Enerflo is the only platform that combines sales, installation, and customer engagement tools in a single ecosystem, with deep lender integrations and process-error prevention features like Title Checks and Smart Pulls.

Does Enerflo offer white-label proposals?

Yes. Enerflo allows companies to fully brand their solar proposals, including logos, color schemes, content and custom pricing.

Is Enerflo secure and compliant?

Yes. Enerflo uses industry-standard encryption, is SOC 2 certified, follows best practices for data privacy, and complies with relevant solar financing partner requirements.

How much does Enerflo cost?

Enerflo pricing is a flat-rate monthly subscription based on your average monthly volume. Unlike some platforms, we do not charge per seat, design, proposal, contract, or job—helping you manage cash flow with predictable, all-inclusive subscription fees. A one-time implementation fee covers configuring your Enerflo instance to match your specific workflows, tools, and processes. For a custom quote tailored to your company’s goals, size, and volume, contact our team.

Is there a minimum contract length?

Yes. Enerflo requires a 12-month minimum contract for new partners. Flexible pricing options are available for both single-organization and multi-organization setups, so you can choose the configuration that works best for your business. Request pricing details.

Are there additional fees for integrations or custom work?

Core integrations are included with every Enerflo subscription. Additional one-time costs may apply for custom API development, advanced features, or complex CRM and software configurations. We also offer optional integration monitoring services for an additional monthly fee to ensure smooth, ongoing performance.

Are there discounts for high-volume or enterprise customers?

Yes. Enerflo offers tiered pricing and volume discounts for companies with high transaction volumes, multiple sales organizations, or integrated sales and install operations. Talk to sales to learn more about enterprise pricing.

What’s included in the monthly Enerflo platform fee?

Your monthly subscription includes:

• Sales Core –solar design*, proposals, financing, e-signature in one platform
• Install Tracker –project management and milestone tracking
• Customer Portals –branded homeowner portals for status updates and communication
• Onboarding & Training –guided setup and best practices
• Dedicated Account Support –a real person who knows your business
• Reporting & Analytics –performance, operations, and sales insights

Add-on features, advanced integrations, and premium services are available for an additional one-time or recurring fee.

* Enerflo Sales Core supports integrated solar design tools, such as Aerialytic, Aurora, OpenSolar, etc.

Why should finance, design, or other technology companies partner with Enerflo?

Enerflo is the solar industry’s operating system, connecting sales, financing, design, installation, and customer experience in one platform. By integrating with Enerflo, partners gain direct access to a growing network of installers, sales organizations, and hybrid solar companies, helping expand distribution, adoption, and usage of their products and services.

What types of integrations does Enerflo support?

Enerflo supports a wide variety of integrations, including:

• Finance Integrations – Loan, lease, and PPA providers with features like instant credit decisions, soft credit pulls, and direct pay commissions.
• Design Integrations – Tools like Aerialytic, Aurora, and OpenSolar for solar system modeling, battery sizing, and shade analysis.
• CRM, ERP, and Operations Tools – Salesforce, HubSpot, and other workflow systems.
• Custom APIs and Webhooks – REST API (v1), GraphQL API (v2), and webhook support for real-time data flow.

This flexibility makes it easier for partners to meet solar company needs at scale.

How does Enerflo ensure integrations are successful?

Enerflo provides:

• Technical documentation (docs.enerflo.io) for API and webhook support
• Integration monitoring services to ensure reliability and uptime
• Dedicated account management and solution engineering for custom use cases

Partners benefit from co-marketing opportunities, increased visibility in the solar ecosystem, and a reputation for helping streamline the solar sales and install process.

How does Enerflo benefit me as a homeowner going solar?

If your solar installer uses Enerflo, you’ll enjoy a smoother, more transparent solar experience. Enerflo powers a personalized Customer Portal just for you, where you can:

• Track your project’s progress step by step
• Access and sign all documents in one place
• Communicate easily with your solar company
• See reviews and examples of past projects completed by your installer

This gives you peace of mind knowing everything is centralized, secure, and accessible.

What safeguards does Enerflo provide to make sure my solar project is set up correctly?

Enerflo helps your solar company get things right from the start with tools that protect you and your investment:

• Title Checks – To confirm your property details are correct before the project begins
• Smart Pulls – A soft credit check that matches you with the financing options you’re most likely to qualify for
• Savings Calculator – Clear estimates of your potential energy savings
• Battery Sizing Tool – Proper system and storage sizing to ensure your solar + storage solution fits your needs

These upfront safeguards help prevent costly errors, delays, and surprises later in the process.

How does Enerflo help keep my solar project on track?

Enerflo automates key steps in the solar installation process to reduce delays and keep everything moving forward. With real-time updates in your Customer Portal and streamlined communications, you’ll always know where your project stands. This efficiency builds trust and confidence that your solar installer is delivering on time and with transparency.