Getting Started

Currently, Financials and Proposals are in closed beta and are free to use while they remain an in-progress feature. 
We are currently not adding users to the closed beta, but if you are interested in trying them out before the full release, please send us an email at and we will make sure you get access in the next round of additions. 

1. Attend a Live Training Webinars

Sign up in the link below for the next scheduled live training webinar. The date and time details will also be in the link. Register for Proposals Webinar

2. How to Access the Financials and Proposals Interface

To access Financials and Proposals go to

3. Watch Our Training Videos

This training video shows you all the steps to set up the Proposals, Financial assumptions, and Utility Rates in HelioScope. If you have any additional questions, feel free to email us at

To navigate to the relevant section of the following video, you can skip to a different section of the recording:

  1. (14:55) How to Edit Proposals
  2. (22:30) How to Create a Custom Utility Rate
  3. (33:30) How to Create a Financial Model
  4. (48:00) How to Create Incentives

4. Read our Step by Step Guide

Step by step guide: Generating a Proposal

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