Overview

At Clean Power Finance our mission is to enable the mass adoption of renewable energy.
From leads to sales jobs to financing, we want to give you one place where you can manage your solar projects from idea to installation.

LEADS SALES JOBS FINANCING

CPF Tools is our answer to make the solar sales process more efficient.

‘CPF Tools is the one piece of software available that allows us to track leads, do material resource planning, perform financial analysis, size PV systems and perform simulations to predict annual energy output.’ - Shawn Murphy, Solar Technologies


Leads (FREE!):

Get qualified solar prospects (coming soon)

  • Pre-approved, local, solar ready leads delivered directly to your account
  • Assign lead sources from existing partnerships
  • Know from where you are getting the most business


Sales Jobs (monthly subscription):

Get visibility of your company’s sales performance:

  • Track jobs from lead to installation
  • View by job type, status, priority, salesperson, and timeline
  • Effectively measure close rates

Initial Screening

Prepare quickly & thoroughly before your site visit:

  • Record customer interest, timeline & budget
  • Review satellite images of building site
  • Print a Site Assessment Checklist to record job notes
    • Includes building parameters, efficiency characteristics, energy use history, array mounting areas, shading considerations

Job Parameters

Streamline your quoting process by setting up default costs for your team:

  • Cost Modeling
  • Set default PV System costs (kW) for panels, inverters, labor
  • Define degradation, inverter life, maintenance costs, and inflation rates

Material Requirements Planning (MRP)

  • Select pre-loaded equipment from Calif. Energy Commission (CEC) list of approved panels & inverters
  • Store costs, inventory levels and re-order schedules
  • Define ‘Adders’ & ‘Allowances’ for maximum quoting flexibility
  • Tile roof mount, trenches, permit fees, bracing, discounts

Utilities & Rates (pre-loaded)

  • Choose your most frequently used utilities/rate schedules from the most comprehensive and up-to-date rates database in the US
  • Add rates yourself if you don’t find what you’re looking for

Proposal Templates

  • Upload company logo, standard terms & conditions, job schedule
  • Rich editing capabilities include font & layout formatting, images, charts

Size & Optimize

Determine the best system for your customer based on a variety of factors:

  • Energy Analysis
  • Model hourly energy demand under Time-of-Use (TOU) rates, peak, off-peak and seasonal patterns
  • Use of industry standard sources for data integrity
    1. National Renewable Energy Lab’s (NREL) PV Watts algorithms versions 1 and 2
    2. National Climactic Data Center (NCDC) from US Historical Climatology Network (USHCN)

System Size & Cost Estimates

  • Size system by predicted energy output and demand for specific location
  • Configure system by equipment selection, configuration & loss factors
  • Incentives pre-loaded for all applicable states
  • Generate accurate pricing based on system payback, job start up costs, equipment choices and available incentives

Optimization

Determine the best solution for you customers with side-by-side system comparisons:

  • Customer budget
  • Energy production
  • Available space
  • Incentive program limits
  • Financial Payback

Financial Analysis

Reviewed by a Certified Public Accountant (CPA) our analytical methods include:

  • Cash Flow
  • Internal Rate of Return
  • Levelized Cost of Energy (system cost/lifetime energy production)
  • Total Lifecycle Payback (compared to cost)
  • System Resale Value (based on new appraisal value)
  • Greenhouse Gas Reduction

Professional Proposals

Deliver the value of solar to your customer easily, accurately & quickly:

  • Rich, graphical, customized proposals
  • define what is included and how it is presented for each job
  • personalize the proposal, both to your prospect and from your company
  • Print, email or save as a PDF

Comprehensive detail, Simple layout

Present your prospects with an easy to understand and fully explained proposal including:

  • Cover Page
  • Executive Summary
  • Energy, Financial & Environmental Analysis
  • System Description & Costs
  • Job Schedule & Key Milestones
  • Standard Terms & Conditions

Financing (FREE!):

With CPF Tools, you can finance your residential or commercial project today.

Best of all, it’s free! There is no commitment or obligation.

Working in all 50 States with a network over 150 lenders, CPF Tools has the options and flexibility for funding all your installations. We can provide unsecured financing for up to $100k, and equity-based financing for up to $1.5M with no upfront costs and minimal fees. For more information, please contact us.

Download Sales Enablement documents:

  • Case Studies, Payback Analysis

Submit Prospects for project funding

  • Let a CPF financing specialist get the best rate and loan terms for your customer

Let CPF Tools save you time, so you can sell more solar systems!