Overview

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

PROSPECTS 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


Prospects :

Get qualified solar prospects delivered directly to your CPF Tools account

  • Pre-approved, local, customers with a demonstrated interest in going solar, ready for you to contact, manage, and distribute among your sales staff
  • Detailed Customer Information
    • Average Utility Bill
    • Condition/Position of Roof
    • Project Timeframe, and more
  • Assign lead sources from existing partnerships
  • Produce reports from where you are getting the most business

If you’re interested in finding solar-ready customers in your region through our Verified Leads Program, click here.


Sales Jobs (monthly subscription):

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

Quote Modeling – Job Parameters

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

  • Cost Modeling – Price solar the way your business does
  • Set default PV System costs (kW) for panels, inverters, labor, balance of system, G&A
  • 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
  • Set gross margin or mark-up percentage pricing
  • Define “Adders” & “Allowances” for maximum quoting flexibility
  • Tile roof mount, trenches, permit fees, bracing, discounts

Utility Rates, Incentives, and Rebates

  • 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 & 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 your 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 – 25 years differing for residential and commercial installations
  • Internal Rate of Return
  • Finance modeling – set terms and interest rate
  • 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

Visualize and manage your company’s sales performance:

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

Financing (Free!):

With CPF Tools, you can access financing products for your residential or commercial projects.

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

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