When Does the V1 Install Tracker Get Created?

All Enerflo Deals will eventually be pushed to the Enerflo v1 Install Tracker (https://enerflo.io/installs/list) and trigger the Enerflo 1.0 new_install webhook event.

The timing of when this occurs is governed by your EPC Agreement Settings.

See <https://enerflo.io/solar/settings> for your Agreement settings

See https://enerflo.io/solar/settings for your Agreement settings

  1. Most Common: Signed by Customer
    This is the most common configuration. When Signed by Customer is selected, the Install creation occurs when the contract is fully executed. Depending on your v2 deal template configuration, this will probably be noted in theSigning Complete step of the Contracting stage (see figure 2.1).

  2. Less Common: Approved by Admin
    This is a less common configuration. When Approved by Admin is selected, the Install creation occurs when the contract is fully executed, and an administrative user has manually approved the contract (see figure 2.2).

    Depending on your v2 deal template configuration, this will probably be noted in theContract Approved step of the Contracting stage (see figure 2.3).

  3. Least Common: Processed by Admin
    This is a very uncommon configuration. When Processed by Admin is selected, the Install creation occurs when the contract is fully executed, and an administrative user has manually approved the contract, and an administrative user has marked the contract as processed (see figure 2.4).
    Note that today there is no clear UI indicator in the v2 deal that signals when the Contract Processed step is still needed.


figure 2.1

figure 2.1

figure 2.2

figure 2.2

figure 2.3

figure 2.3

figure 2.4

figure 2.4