FS
Flourish Solar Rep Portal
FS
Flourish Solar Rep Onboarding
First login

Complete your rep profile.

This keeps assignments, notifications, territories, and customer follow-up clean before reps start working leads.

Admins can review completed profiles from the access area before turning on live notifications.

Required setup

Daniel Godwin

Confirm the details below to open the rep dashboard.

Welcome, Daniel Godwin

Here is your daily overview.

Daniel Godwin (rep) DG dan@flourishsolar.com
Operations dashboard

Designs, projects, sold jobs, and commissions in one place.

Use this portal to submit new design requests, track each homeowner through the solar workflow, review sold jobs, and monitor commission status.

Design intake Project tracking Install visibility Commission status
Designs in motion4
Sold/NTP jobs2
Commission pending$10.2k
Designs in motion62 waiting on proposal
Sold jobs3$92,640 sold volume
Surveys due2Pre-site and post-site
Commission ready$5,0341 paid, 1 pending
Rep Solar Workspace

Submit, track, sell, install, get paid.

This is the daily home base for design requests, project stages, sold jobs, surveys, install progress, and commissions.

New Project

Create the customer and project record first, then submit it for design from the project view.

New

Track Projects

Follow every customer from design submitted to proposal, sold, NTP, and install.

6

Sold Work

See sold jobs, site survey status, install progress, and payment state.

2

Commissions

Track estimated, pending, and paid commission tied back to each sold job.

$5.1k
Flourish Solar Command Center

Submit designs, track installs, and know every commission.

A rep workspace for moving each homeowner from design request to sold job, install, and paid commission.

Design-to-install health0%
Priority items0
Open projectsToday
Pipeline

Solar project flow

0 active records
New Project1
Design1
Proposal1
Pre-Qualification1
Sold1
NTP1

Projects

New

0

Today's Work Queue

Internal items that need action before projects can move forward.

Design package incomplete

Alyssa Morgan needs roof photos and utility bill before design can start.

Design
Proposal ready for review

Marcus Ellison is ready for pricing review before customer presentation.

Proposal

Survey & Install Calendar

Upcoming survey, handoff, and install-related checkpoints.

9:30 AM
Design review

Alyssa Morgan roof package

1:00 PM
Proposal review

Marcus Ellison solar proposal

3:45 PM
Post-site survey

Carter project pending survey update

Alyssa Morgan

lead-lake-nona • 7824 Laureate Blvd, Lake Nona, FL
Alyssa Morgan alyssa.morgan@example.com 407-555-0134 Design

Project Steps

1 Proposal
2 NTP

Project Next Actions

✓
Submit Design PackageRoof type, utility bill, photos, and design notes.
✓
Update Contact / Project InfoFix homeowner details, address, phone, email, or project notes.
✓
Upload Utility Bill / PhotosAdd files the design team needs before work can move forward.

Project Details

System Size9.8 kW
Est. Production14,200
kWh/year
Commission
Estimated$3,888
Adders$0
StatusPending sale
PaymentNot ready
Install path

Survey & Job Timeline

Design
Design submittedComplete
ProposalNext
Pre-site surveyNot ready
InstallNot ready
Post-site surveyNot ready
CommissionPending
Sold jobs

Job status and install readiness

2 jobs sold

The Reynolds Home

992 Citrus Tower Blvd, Clermont, FL
SoldInstalledPaid

At sale

12.4 kW Solar$42,900.00
Battery-ready design$2,850.00
Main panel upgrade$1,950.00
Attic run$500.00
Install Total$48,200.00
Total Project Amount$48,200.00
Est. Commission$5,784.00
Pre site survey - complete Post site survey - pending final upload

Apopka Install - Carter

231 Magnolia Park Trl, Apopka, FL
NTPSurvey pendingPaid

At sale

10.1 kW Solar$32,600.00
Tile roof adder$1,850.00
Line side tap$425.00
Permit package$1,975.00
Install Total$36,850.00
Total Project Amount$36,850.00
Est. Commission$4,422.00
Pre site survey - complete Post site survey - pending
D

Daniel Godwin

SDR dan@flourishsolar.com 407-555-0188 Orlando, FL
Rep snapshot

Project Focus

Active projects4
Sold projects2
Installed1
Sales goals

Monthly Performance

Goal progress60%
Monthly goal5 sold
Design to sold33%

Current Project Goals

Move 2 designs to proposalFocus on clean design packages and utility bills.
2
Reach 5 sold projectsMonthly target for this rep view.
5
Commission structure

Payout Rules

Base commission6%
Install bonus+6%
Payout triggerNTP
Payout readiness

Commission Status

Estimated$5,103
Ready$0
Pending$5,103

Commission Types

Design to sold commissionEstimated once the project reaches Sold.
6%
Install / NTP payoutAdditional payout review once the job reaches NTP.
+6%
Monthly goal bonusBonus tier for hitting sold project goals.
TBD

Commission History

The Reynolds HomeSold - install pending
$5,784
Apopka Install - CarterNTP - payout review
$4,422
New project

New Project

Provide all required information below to begin project creation. Once the customer is created, you can submit the project for design.

1CustomerContact and address
2Project InfoRoof, utility bill, notes
3CreateCustomer record first

My leads, customers, and jobs

Rep view only shows records assigned to this login.

Lead

Alyssa Morgan

alyssa.morgan@example.com

DesignSubmit roof photos and utility bill
$32,400
Lead

Marcus Ellison

marcus.ellison@example.com

ProposalReview proposal with homeowner
$41,750
Customer

Priya Shah

priya.shah@example.com

Pre-QualificationVerify income docs internally
$27,600