How do I setup a New Costing Profile?
To create a new costing Profile follow the below steps:
- Navigate to the Costing Setup tab under the settings tab.
- Navigate to the "Create New Profile"tab.
- Input the heading for the desired costing profile , for Ex - On Grid projects costing , Off Grid projects costing , Ground Mount , Roof top etc.
- Input the kW range parameters.
- Click Apply
- Once the created profile appears in the dropdown , you will then be able to add line items to it similarly as an excel.
- Post entering the line items , click Save Costing Profile.
Here is a short reference video for the same:
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To archieve an existing costing profile , navigate to the desired costing profile under Costing Setup & click on the Archive Icon on the right handside.
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To Modify an existing costing profile , follow the bwlow steps: Navigate to the Costing Setup tab under the settings tab. Select the required costing profile from the costing profile dropdown. Edit the line items / cost / type , as per desited. ...
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List of Enact Contract Setup Tags
TAG DESCRIPTION {SPADDRESS} Street Address of the Installer {SPCITY} City of the Installer {SPSTATE} State of the Installer {SPZIP} Zip code of the Installer {SPSTATELICENSE} License no. of the Installer {FIRSTNAME} First name of Lead {LASTNAME} Last ...
How do I view old / archived costing profiles
To view old / archived profiles , navigate to the "View Archived Profiles" on the right handside of the screen.