surveyData Object
Contains data related to the survey conducted for a solar installation project.
Table of surveyData Object
| Value Name | Description | Value Type |
|---|---|---|
id | A unique identifier for the survey request. | integer |
customer_id | The unique identifier for the customer associated with the survey. | integer |
company_id | The ID of the company requesting the survey. | integer |
epc_company_id | The identifier for the company within the EPC (Energy Performance Certificate) system. This links the survey to a specific EPC-registered company. | integer |
survey_type_id | The identifier for the type of survey conducted. Different survey types can correspond to various survey methodologies or purposes. | integer |
survey_type_name | The name of the survey type, providing a human-readable description of the survey methodology or specific details. | string |
survey_hash | A unique hash associated with the survey, often used for tracking and ensuring data integrity. | string |
agent_name | The name of the agent handling or overseeing the survey. This is useful for contact and accountability purposes. | string |
agent_email | The email address of the agent responsible for the survey. This field is important for communication and notifications. | string |
integrations | An object containing data related to external integrations. Here is a detailed breakdown of the integrations object and its fields. | object |
installDetails | An object containing detailed information about the installation process related to the request. This includes identifiers, timestamps, and status indicators that are essential for tracking the installation's progress. Here is a detailed description of each key-value pair within the object. | object |
last_updated_section_id | The identifier for the section that was last updated in the installation process. This field is used to track which part of the installation was most recently modified. | integer |
completed_by_name | The email address of the individual who completed the installation. This field is important for communication and verification purposes. | string |
completed_by_email | The email address of the individual who completed the installation. This field is important for communication and verification purposes. | string |
user_completed_by_id | The unique identifier for the user who completed the installation. This ID is used to track the user in the system. | string |
user_completed_by_name | The name of the user who completed the installation. This is the same as completed_by_name but specifically associated with the system user. | string |
user_completed_by_email | The email address of the user who completed the installation. This is the same as completed_by_email but specifically associated with the system user. | string |
last_updated_by_id | The identifier for the user who last updated the installation details. This is used to track modifications and is null if no updates have been made. | integer |
last_updated_by_name | The name of the user who last updated the installation details. If the field is empty, it indicates that no updates have been made. | string |
last_updated_by_email | The email address of the user who last updated the installation details. This field is also empty if no updates have been made. | string |
created_at | The timestamp indicating when the installation record was created. This field captures the date and time of the initial creation. | string, DateTime |
updated_at | The timestamp indicating when the installation record was last updated. This field captures the date and time of the most recent modification. | string, DateTime |
utility | An object containing details about the utility company associated with the installation. This includes identifiers, names, and additional metadata that might be relevant for CRM or tagging purposes. Here is a detailed description of each key-value pair within the object. | object |
external_customer_id | Unique identifier for the external customer. If no ID is available, this field is null. | string |
survey_data | Contains data related to the survey conducted for a solar installation project. Here is a detailed description of each key-value pair within the object. | object |
progress | Represents the current progress of the deal | integer |
files | A list of files related to the project or deal. | array |
enerflo_url | The URL link to the Enerflo survey or project menu. | string |
solarData | Contains information about the solar power system including its cost, production, and components. | object |
Example of surveyData Object
"surveyData": {
"id": 123456,
"customer_id": 123456,
"company_id": 0000,
"epc_company_id": 0000,
"survey_type_id": 0000,
"survey_type_name": "Enerflo Solar - v2 Manual Deal",
"survey_hash": "123abc64-0123-12ab-123a-123456abc45",
"agent_name": "Enerflo Admin",
"agent_email": "[email protected]",
"integrations": {
"CRM NAME": {
"CRM Record Type": {
"integration_record_id": "abc123",
"record_type": "CRM Record Type",
"enerflo_id": 000000,
"last_synced": "2024-08-09T15:33:36+00:00",
"updated_at": "2024-08-09T15:33:36+00:00",
"created_at": "2024-08-09T15:33:36+00:00"
}
}
},
"installDetails": {
"id": 0000000,
"epc_company_id": 0000,
"company_id": 0000,
"editor_company_id": 0000,
"office_id": 0000,
"epc_market_id": 00000,
"customer_id": 000000,
"survey_type_id": 0000,
"survey_id": 00000,
"site_survey_id": null,
"agent_id": 0000,
"agreement_id": 0000000,
"created_at": "2024-08-09 15:31:41",
"updated_at": "2024-08-09 15:31:41",
"deleted_at": null,
"status_id": 1
},
"last_updated_section_id": null,
"completed_by_name": "Enerflo Admin",
"completed_by_email": "[email protected]",
"user_completed_by_id": "0000",
"user_completed_by_name": "Enerflo Admin",
"user_completed_by_email": "[email protected]",
"last_updated_by_id": null,
"last_updated_by_name": "",
"last_updated_by_email": "",
"created_at": "2024-08-09T15:27:27+00:00",
"updated_at": "2024-08-09T15:31:37+00:00",
"utility": {
"utility_id": 00,
"utility_name": "Enerflo Power and Light",
"utility_short_name": "Enerflo P&L",
"tags": [],
"company_alias": null,
"crm_id": null
},
"external_customer_id": null,
"survey_data": {
"panel_id": 3452,
"utility_id": 53,
"inverter_id": 1415,
"lender_picker": 29583,
"solar_system_size": 4.05,
"solar_design_notes": "",
"solar_data_panel_count": 10,
"solar_data_solar_offset": 0.09905333887585924,
"solar_data_current_usage": 13629.02064,
"solar_data_inverter_count": 10,
"solar_data_system_production": 13.5,
"solar_data_total_cost_after_fees": 20000,
"solar_proposal_monthly_power_bill": 191.31,
"pricingOutputs": {
"deal": {
"org": {
"id": "a12bcdef-123a-12ab-a1bc-012345678a"
},
"state": {
"hasDesign": true,
"hasCreatedProposal": true
},
"installer": {
"id": "a12bcdef-123a-12ab-a1bc-012345678a"
},
"projectAddress": {
"lat": 33.660057,
"lng": -117.998970,
"city": "Huntington Beach",
"line1": "123 Main St",
"line2": null,
"line3": null,
"state": "CA",
"country": "US",
"postalCode": 92605,
"fullAddress": "123 Main St, Huntington Beach, CA, 92605"
}
},
"design": {
"arrays": [
{
"name": "Array 1",
"tsrf": null,
"pitch": null,
"module": {
"id": "1324ab1b-3210-12ac-123d-1234567f8ac9",
"name": "QCELL Q.PEAK DUO BLK ML-G10+/TS 405",
"model": "Q.PEAK DUO BLK ML-G10+ 405",
"width": 1045,
"length": 1879,
"capacity": 405,
"efficiency": 0.206,
"degradation": 0.005,
"manufacturer": "Hanwha Q Cells"
},
"azimuth": null,
"production": 13.5,
"moduleCount": 10,
"inverterIndex": 0
}
],
"offset": 0.0009905333887585924,
"source": {
"tool": "SELF_SUBMITTED"
},
"battery": [],
"utility": {
"id": "0abcd01c-234b-56cd-7890-123a4b5c67d8",
"name": "Enerflo Power and Light",
"genabilityId": 0001
},
"batteries": [],
"inverters": [
{
"id": "280b7357-aae5-4864-a436-56aa886e4e7c",
"name": "Enphase IQ8+",
"model": "IQ8PLUS-72-2-US",
"isMicro": true,
"acOutput": 440,
"efficiency": 0.97,
"manufacturer": "Enphase"
}
],
"batteryCount": 0,
"mountingType": "ROOF",
"roofMaterial": "ASPHALT_SHINGLES",
"inverterCount": 10,
"consumptionProfile": {
"id": "1a123bcd-10a1-12be-a23e-1234acb53ba4",
"rate": 0.16,
"title": "Default Consumption Profile",
"tariff": {
"lseId": 2654,
"tariffId": 3463777,
"tariffName": "Residential",
"effectiveDate": "2024-02-01",
"masterTariffId": 355
},
"utility": {
"id": "0abcd01c-234b-56cd-7890-123a4b5c67d8",
"name": "Enerflo Power and Light",
"genabilityId": 0001
},
"annualBill": 2295.67005892,
"consumption": [
843.464829,
776.133676,
846.805105,
976.220281,
1256.7218,
1487.6522,
1730.28309,
1647.481535,
1323.235658,
1050.337327,
862.774665,
827.910474
],
"buildingArea": 1704,
"postSolarRate": 0.16009294552803613,
"postSolarTariff": {
"lseId": 2654,
"tariffId": 3463777,
"tariffName": "Residential",
"effectiveDate": "2024-02-01",
"masterTariffId": 355
},
"postSolarUtility": null,
"annualConsumption": 13629.02064,
"averageMonthlyBill": 191.31,
"averageUtilityRate": 0.16,
"averageMonthlyConsumption": 1135.75
},
"firstYearProduction": 13.5,
"totalSystemSizeWatts": 4050,
"cumulativeSystemSizeWatts": 4050
},
"netPPW": 3.46,
"basePPW": 4.811111509184229,
"netCost": 14000,
"rebates": [
{
"id": "1324ab1b-3210-12ac-123d-1234567f8ac9",
"uniqueKey": "1324ab1b-3210-12ac-123d-1234567f8ac9",
"displayName": "Federal Tax Credit",
"pricingOption": {
"id": "1324ab1b-3210-12ac-123d-1234567f8ac9",
"name": "Pricing Option",
"type": "FEDERAL_ITC",
"model": [],
"inputs": {
"type": "federal",
"amount": 0,
"itcPercent": 0.3,
"pricingOptionId": "1324ab1b-3210-12ac-123d-1234567f8ac9",
"pricingOptionName": "Pricing Option"
}
},
"priceableEntityName": "Rebate"
}
],
"taxRate": 0,
"baseCost": 20000,
"grossPPW": 4.94,
"dealerFee": 0,
"discounts": [],
"grossCost": 20000,
"salesTeams": [],
"downPayment": 0,
"financeCost": 20000,
"moduleTotal": 0,
"adderPricing": {
"valueAdders": [],
"systemAdders": [],
"skippedAdders": [
{
"id": "123ab456-1a2b-4ebb-9b67-f312f6faec16",
"reason": "Did not activate",
"displayName": "Tile Roof"
},
{
"id": "123ab456-1a2b-4ebb-9f45-1b9811b40008",
"reason": "Did not activate",
"displayName": "Ground Mount"
},
{
"id": "123ab456-1a2b-4ebb-b3d1-54867e11fa13",
"reason": "Did not activate",
"displayName": "Flat Roof"
}
],
"availableValueAdders": [
{
"id": "123ab456-1a2b-4ebb-b710-e822131d3353",
"name": "EV Car Charger Universal",
"orgId": "123ab456-1a2b-4ebb-b1cd-05129186580d",
"uniqueKey": "123ab456-1a2b-4ebb-b710-e822131d3353",
"displayName": "EV Car Charger Universal",
"dynamicInputs": [],
"pricingOptions": [
{
"id": "123ab456-1a2b-4ebb-8e40-7afba3582638",
"name": "Pricing Option",
"type": "FIXED_AMOUNT",
"model": [],
"inputs": {
"amount": 1000,
"pricingOptionId": "123ab456-1a2b-4ebb-8e40-7afba3582638",
"pricingOptionName": "Pricing Option"
}
}
],
"priceableEntityName": "Adder",
"dynamicInputsSatisfied": true
},
{
"id": "123ab456-1a2b-4ebb-8a08-f59d5554a7ae",
"name": "500 Gal Propane Tank In Ground",
"orgId": "123ab456-1a2b-4ebb-b1cd-05129186580d",
"uniqueKey": "123ab456-1a2b-4ebb-8a08-f59d5554a7ae",
"displayName": "500 Gal Propane Tank In Ground",
"dynamicInputs": [],
"pricingOptions": [
{
"id": "123ab456-1a2b-4ebb-99c7-f239b4daf45e",
"name": "Pricing Option",
"type": "FIXED_AMOUNT",
"model": [],
"inputs": {
"amount": 9500,
"pricingOptionId": "123ab456-1a2b-4ebb-99c7-f239b4daf45e",
"pricingOptionName": "Pricing Option"
}
}
],
"priceableEntityName": "Adder",
"dynamicInputsSatisfied": true
},
{
"id": "123ab456-1a2b-4ebb-8134-e2f089939304",
"name": "Main Panel Upgrade",
"orgId": "123ab456-1a2b-4ebb-b1cd-05129186580d",
"uniqueKey": "123ab456-1a2b-4ebb-8134-e2f089939304",
"displayName": "Main Panel Upgrade",
"dynamicInputs": [],
"pricingOptions": [
{
"id": "123ab456-1a2b-4ebb-b85d-464ac7d54a38",
"name": "Pricing Option",
"type": "FIXED_AMOUNT",
"model": [],
"inputs": {
"amount": 2000,
"pricingOptionId": "123ab456-1a2b-4ebb-b85d-464ac7d54a38",
"pricingOptionName": "Pricing Option"
}
}
],
"priceableEntityName": "Adder",
"dynamicInputsSatisfied": true
},
{
"id": "123ab456-1a2b-4ebb-a281-40e34bfddd7e",
"name": "Soft Starter on AC For Batteries",
"orgId": "123ab456-1a2b-4ebb-b1cd-05129186580d",
"uniqueKey": "123ab456-1a2b-4ebb-a281-40e34bfddd7e",
"displayName": "Soft Starter on AC For Batteries",
"dynamicInputs": [],
"pricingOptions": [
{
"id": "123ab456-1a2b-4ebb-be17-8a8743ce5922",
"name": "Pricing Option",
"type": "FIXED_AMOUNT",
"model": [],
"inputs": {
"amount": 550,
"pricingOptionId": "123ab456-1a2b-4ebb-be17-8a8743ce5922",
"pricingOptionName": "Pricing Option"
}
}
],
"priceableEntityName": "Adder",
"dynamicInputsSatisfied": true
}
]
},
"batteryTotal": 0,
"rebatesTotal": 6000,
"financeMethod": {
"id": "CashFinancePlugin",
"pluginName": "CashFinancePlugin"
},
"inverterTotal": 0,
"commissionBase": 20000,
"discountsTotal": 0,
"equipmentTotal": 0,
"financeProduct": {
"id": "132abc65-a12b-1a2b-b96d-0545c85e8366",
"name": "One-time Cash Payment",
"plugin": "CashFinancePlugin",
"states": [],
"status": "ACTIVE",
"methodId": "CashFinancePlugin",
"createdAt": "2024-02-01T21:45:49.000Z",
"updatedAt": "2024-02-01T21:45:49.000Z",
"termMonths": 0,
"customFields": {
"states": {
"value": []
}
},
"originalName": "One-time Cash Payment",
"financeMethod": "CashFinancePlugin",
"dealerFeePercent": 0,
"financeMethodName": "Cash Finance",
"originalDealerFeePercent": 0
},
"originalName": "One-time Cash Payment",
"financeMethod": "CashFinancePlugin",
"dealerFeePercent": 0,
"financeMethodName": "Cash Finance",
"originalDealerFeePercent": 0
},
"withDealerFees": {
"basePPW": 4.9382,
"baseCost": 20000,
"equipmentTotal": 0,
"valueAddersTotal": 0,
"systemAddersTotal": 0,
"calculatedEquipment": [
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"pitch": null,
"amount": 0,
"azimuth": null,
"capacity": 405,
"tierStart": 0,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Array 1 - QCELL Q.PEAK DUO BLK ML-G10+/TS 405 (x10)",
"moduleCount": 10,
"pricingOptionId": "No-Op Pricing Option",
"pricingOptionName": "No-Op Pricing Option",
"priceableEntityName": "OrgEquipment.PV_MODULE",
"cumulativeSystemSizeWatts": 4050
},
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"qty": 10,
"amount": 0,
"tierStart": 0,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Enphase IQ8+",
"pricingOptionId": "No-Op Pricing Option",
"pricingOptionName": "No-Op Pricing Option",
"priceableEntityName": "OrgEquipment.INVERTER",
"cumulativeSystemSizeWatts": 4050
}
],
"calculatedValueAdders": [],
"calculatedSystemAdders": [],
"baseCostWithAddersAndEquipment": 20000,
"calculatedAvailableValueAdders": [
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"name": "EV Car Charger Universal",
"orgId": "123abc64-0123-12ab-123a-123456abc45",
"amount": 1000,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "EV Car Charger Universal",
"dynamicInputs": [],
"pricingOptionId": "123abc64-0123-12ab-123a-123456abc45",
"pricingOptionName": "Pricing Option",
"dynamicInputsSatisfied": true,
"cumulativeSystemSizeWatts": 4050
},
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"name": "500 Gal Propane Tank In Ground",
"orgId": "123abc64-0123-12ab-123a-123456abc45",
"amount": 9500,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "500 Gal Propane Tank In Ground",
"dynamicInputs": [],
"pricingOptionId": "7df0051f-c221-44f8-99c7-f239b4daf45e",
"pricingOptionName": "Pricing Option",
"dynamicInputsSatisfied": true,
"cumulativeSystemSizeWatts": 4050
},
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"name": "Critter Guard",
"orgId": "123abc64-0123-12ab-123a-123456abc45",
"amount": -1,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc450",
"displayName": "Critter Guard",
"dynamicInputs": [
{
"name": "how-many-feet-of-critter-guard-are-needed",
"type": "NumberField",
"settings": {
"min": 0,
"label": "How many feet of critter guard are needed?",
"isRequired": true,
"defaultValue": 0
}
}
],
"dynamicInputsSatisfied": false
},
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"name": "Trenching",
"orgId": "123abc64-0123-12ab-123a-123456abc45",
"amount": -1,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Trenching",
"dynamicInputs": [
{
"name": "how-many-feet-of-trenching-are-needed",
"type": "NumberField",
"settings": {
"min": 0,
"label": "How many feet of trenching are needed?",
"isRequired": true,
"defaultValue": 0
}
}
],
"dynamicInputsSatisfied": false
},
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"name": "Permit Fee",
"orgId": "123abc64-0123-12ab-123a-123456abc45",
"amount": -1,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Permit Fee",
"dynamicInputs": [
{
"name": "what-is-the-permit-fee-price",
"type": "NumberField",
"settings": {
"min": 0,
"label": "What is the permit fee price?",
"isRequired": true,
"defaultValue": 0
}
}
],
"dynamicInputsSatisfied": false
}
]
},
"calculatedTaxes": {
"totalTax": 0,
"baseCostTax": 0,
"priceableItems": {
"2796de1b-3210-44ad-953d-8270932f8ac9_0": {
"tax": 0,
"costWithTax": 0
},
"280b7357-aae5-4864-a436-56aa886e4e7c_0": {
"tax": 0,
"costWithTax": 0
}
},
"baseCostWithTax": 20000,
"baseCostWithAddersEquipmentAndTax": 20000
},
"dealerFeeFactor": 1,
"pricingSettings": {
"basePPW": 2.8,
"rounding": {
"mode": 1,
"scale": 2
},
"stateTaxes": [],
"dealerFeePercent": 0,
"basePPWAdjustments": []
},
"systemSizeWatts": 4050,
"dealerFeePercent": 0,
"equipmentPricing": {
"batteries": [],
"inverters": [
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Enphase IQ8+",
"pricingOptions": [
{
"id": "No-Op Pricing Option",
"name": "No-Op Pricing Option",
"type": "CUSTOM",
"model": [],
"inputs": {
"qty": 10,
"amount": 0,
"tierStart": 0,
"pricingOptionId": "No-Op Pricing Option",
"pricingOptionName": "No-Op Pricing Option"
}
}
],
"priceableEntityName": "OrgEquipment.INVERTER"
}
],
"pvModules": [
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Array 1 - QCELL Q.PEAK DUO BLK ML-G10+/TS 405 (x10)",
"pricingOptions": [
{
"id": "No-Op Pricing Option",
"name": "No-Op Pricing Option",
"type": "CUSTOM",
"model": [],
"inputs": {
"pitch": null,
"amount": 0,
"azimuth": null,
"capacity": 405,
"tierStart": 0,
"moduleCount": 10,
"pricingOptionId": "No-Op Pricing Option",
"pricingOptionName": "No-Op Pricing Option"
}
}
],
"priceableEntityName": "OrgEquipment.PV_MODULE"
}
]
},
"valueAddersTotal": 0,
"calculatedRebates": [],
"commissionBasePPW": 4.94,
"federalRebateBase": 20000,
"systemAddersTotal": 0,
"federalRebateTotal": 6000,
"availableAdderTaxes": {
"123abc64-0123-12ab-123a-123456abc45": {
"tax": 0,
"costWithTax": 1000
},
"123abc64-0123-12ab-123a-123456abc45": {
"tax": 0,
"costWithTax": 9500
},
"123abc64-0123-12ab-123a-123456abc45": {
"tax": 0,
"costWithTax": 2000
}
},
"calculatedDiscounts": [],
"calculatedEquipment": [
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"pitch": null,
"amount": 0,
"azimuth": null,
"capacity": 405,
"tierStart": 0,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Array 1 - QCELL Q.PEAK DUO BLK ML-G10+/TS 405 (x10)",
"moduleCount": 10,
"pricingOptionId": "No-Op Pricing Option",
"pricingOptionName": "No-Op Pricing Option",
"priceableEntityName": "OrgEquipment.PV_MODULE",
"cumulativeSystemSizeWatts": 4050
},
{
"id": "123abc64-0123-12ab-123a-123456abc45",
"qty": 10,
"amount": 0,
"tierStart": 0,
"uniqueKey": "123abc64-0123-12ab-123a-123456abc45",
"displayName": "Enphase IQ8+",
"pricingOptionId": "No-Op Pricing Option",
"pricingOptionName": "No-Op Pricing Option",
"priceableEntityName": "OrgEquipment.INVERTER",
"cumulativeSystemSizeWatts": 4050
}
],
"systemSizeWattsCoeff": 0.0002469135802469136,
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}
Updated 4 months ago