Review Customer, Address, and Utility Information

This is the top section of the editor. Most of it is filled in for you, so your job here is to confirm what imported and choose the right utility.

1. Check the Imported Customer Name and Address

The customer name and address come from the project, so you usually don't need to type anything here.

📘 Pro Tip: If the project has no name, this field shows a "John Doe" placeholder. That's your cue to add a customer name to the project.

[Image: Screenshot of the customer name and address fields in the editor, populated from the project]

[NEEDS CLARIFICATION: Can the customer name and address be edited directly in this section of the editor, or must corrections be made on the project itself? The current guidance assumes the fields are read-only here — confirm before publishing.]

2. Select Your Utility and Rate

Pick your utility from the list your admin configured. Each saved utility carries the values that drive your savings calculations:

• Utility name: the provider shown on the proposal.
• Rate: the cost per kWh.
• Inflation: the yearly percentage the rate is expected to rise by.
• Production ratio: the ratio applied to your design's production.
• Service fee: the basic fee charged regardless of usage.

Some utilities use tiered kWh rates, so one utility can carry multiple tiers at different costs.

[Image: Screenshot of the utility selector open in the editor, showing configured utilities]

[NEEDS CLARIFICATION: What confirms the selection took effect, does the rate populate visibly in this section, or only later on the Technical Details page? Add an expected-result line once confirmed, e.g. "The rate, inflation, and other values now appear in [location]."]

3. Enter Utility Details Manually Instead

If you'd rather not use a saved utility, you can enter the utility details by hand in the same section.

[Image: Screenshot of the manual utility entry fields in the editor]

[NEEDS CLARIFICATION: Which fields does manual entry accept, just the rate, or the full set (name, rate, inflation, production ratio, service fee)? List the actual field set here once confirmed, matching the format of Step 2.]

For more information on utility setup, see Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental.

For more information on entering usage, see Enter or Confirm Electrical Usage.

If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.