Onboarding & Technology

Everything you need to sell

more solar.

When you become an Authorized Dealer with ESP, we give you access to a suite of powerful sales software and business management tools from one app.

How ESP ONboarding works

Meet Your Support Team

Schedule an intro call to meet your very own support crew. They’re ready to get to work and help you sell faster.

Account Setup

We’ll gather some basic info to build your profile and grant you access to finance partners and powerful apps. If you don’t have an HIS license we can help you apply.

Updates & Contests

Stay up to speed on the newest products and industry news. Better yet, build up sales momentum with awesome prizes like vacations and swag.

Product & Service Offerings

We’ll give you spec sheets and adder lists galore. ESP offers a wide range of products and services, so you can build the perfect pitch for your next customer.

Processes & Powerful Tools built for solar people, by solar people.

Business Management

Manage your sales teams, territories, leads, and reps wherever you are.

Prospecting and Proposals

Integrated door knocking and lead management tools allow you to go from prospect to proposal
in seconds.

Superpowered Financing

Simplify how you compare finance options. Apply for credit, get approval, and sign docs right from the Quativa app.

Lead Tracking

Schedule, communicate, and track leads, opportunities, and projects across the entire organization.

Dynamic Presentation

Educate, select products, and design solar in our 100% customer-facing presentation that makes the process fun and engaging.

Project Transparency

See projects move through key installation milestones with our built-in project tracker.

We’ve partnered with Quativa to provide
best-in-class technology

Canvassing

See Homeowner vs Renter and More

Our built-in QDATA feature shows you whether a home is owner-occupied or a renter. It also provides income range, length of time in the home, and more. This is crucial because it lets you skip doors that either won’t qualify or will hit you with a hard “no” that you can’t overcome easily, saving you valuable time and mental bandwidth.

Appointments & Follow ups

Schedule appointments, leave notes and follow-up reminders, send text and email to prospective clients, all within the app – no separate integration needed. Save time and make more money with consolidated and streamlined tools inside Quativa.

Proposal

Transparency & Education

Every proposal includes a comprehensive user-friendly explanation of solar, as it relates to the specific homeowner. Customizing and comparing expected rate increase, financing plans, and solar designs lets you help your customer make an informed decision.

Multiple Options Instantly

Quativa lets you create as many options as the homeowner wants to see. Different solar layouts, add-ons, and loan options save directly to the lead, and you can share it all via email with the tap of a button. Save time and money for yourself, and show the customer you have their best interest at heart by tailoring the proposal for the perfect fit.

Quick Proposal

Quativa already makes the whole process faster, but we decided to break the speedometer and add an even-faster Quick Proposal option. Once you type an address, you can auto-fill energy consumption and auto-populate arrays on the roof with just a few taps. Go from “knocked door” to “done deal” with the quickness.

CRM

Manage Leads & Contacts

Track all your leads and territories effortlessly. Appointments and reminders sync directly to your device calendar, communications go through your existing email & messaging, all without logging into separate channels or spending a dime on middle-man apps. Never lose touch with a promising prospect again. You should have fun doing your job, not stuck doing soul-crushing busy work every day.

Unlimited User Seats, Limitless Gamification

Quativa has no charge per user, no subscription blocks or “seats”. There are no caps or tiered plans – you get unlimited leads, contacts, and proposals right out of the box. Assign leads to your top performing sales reps. Create gamification through leaderboards and comprehensive activity stats. Don’t pay to play; pay for performance.

Training

Dedicated Training & Onboarding

Complete sales certification takes under an hour. Quativa’s all-inclusive company-wide training is designed to set you up for success from the industry pros leading our team. Our one-time setup fee is completely refunded to you when you make your first sale.

Avoid Common Contract Errors

The proposal process captures every piece of info needed to hand off the project to the installer, so you don’t have multiple visits or delays. We keep your contracts clean so installers can turnaround faster, your paycheck comes quicker, and the homeowner gets their solar sooner.

Selling Tips & Techniques

On-demand curriculum to boost motivation, overcome objections and get to the “yes” from some of the highest-performing pros in the sales industry. Quativa gets you motivated and helps you keep your momentum high.

Financing

Instant Approvals

Use integrated financing tools to apply and get approved in seconds, without logging into separate lender portals (or, heavens forbid, busting out the pen and paper).

Best Match Comparison

Generate multiple finance options that automatically sort the best fit to the top, from multiple lenders suitable for every customer situation. Need to meet-or-beat a competing bid? Adjust your total Package Price with a couple taps.

No More Spreadsheets

Crunching numbers kinda sucks, but Quativa spells it all out. No more hiding your screen and calculating the costs – all the options are sorted and presented in an understandable easy-to-navigate way.

Business management

Setting Baselines & Protecting Profit

You define your profit margin, because it’s all profit by using Quativa. No additional overhead for software, no time spent on negotiations, integrations, or vetting potential partners or tools. Quativa does it all for you.

Performance & Reporting

Measure & monitor individual reps and team performance stats. Reward your top performers and identify your weak points at a glance, to improve your overall effectiveness
and profitability.

Built-in Financing & Install Partners

Industry-leading lenders and installers are already integrated into the Quativa system. You don’t need separate logins or independent negotiations; we’ve already got the best rates because of the scale of our partnerships. All that stuff you don’t have to do? That means you get back the time to do the stuff that makes you money.

ready to get started?

You’re just a few steps away from gaining access to everything here and more!

It’s only three steps. Schedule an interview and demo of our process. Sign the agreement. Go through onboarding and training to make sure your team knows how ESP will support you.