Welcome
Acquisition Intelligence
Channel performance · Ad spend · CPA · Conversion funnels · ROI tracking
Total Spend
$0
All channels
Enrollments
0
From all sources
Billing-Ready
0
Payment method on file
Paid (Collected)
—
Billing-DB sync · phase 2
Avg CPA (Enrolled)
$0
Spend ÷ Enrollments
Avg CPA (Billing-Ready)
$0
Spend ÷ billing-ready
Channel Performance
to
| CHANNEL | TYPE | SPEND | IMPRESSIONS | CLICKS | ENROLLED | G-ASSISTED | BILLING-READY | CPA (ENROLLED) | CPA (B-READY) | CONV % |
|---|
Enrollment
Teams · Pipeline · Enrollment tools
Leads
0
--
Onboarding
0
--
Verified
0
--
Ready for Allocation
0
--
Leads Pipeline
| Lead | Phone | Partner | Last Step | Date Captured ↓ | Days / Status | Actions |
|---|
Needs Review
| Customer | Farm | Utility | Canvasser | Team | Source | Est. Savings | Docs | Score | Status | Date | Actions |
|---|
Verified Enrollments
| Customer | Phone | Utility | Farm | Partner | Sales Rep | Portal Access | Alloc. Index | Date Verified | Actions |
|---|
Onboarding Queue
| Customer | Phone | Partner | Sales Rep | Farm | Welcome Call | Notes | Date | Actions |
|---|
Ready for Allocation
| Customer | Sales Rep | Farm | Utility | Alloc. kWh | Payment Method | LMI Status | Date | Actions |
|---|
⏸ On Hold
| Customer | Partner | Rep | Enrolled | Held since | Why held | kWh | Actions |
|---|
Commission-held enrollments — every row whose review reason carries the [HOLD] marker is excluded from ALL partner payable math until released here.
Held Enrollments
Loading held enrollments…
Move to High Risk
▸ Recently Released
Signed enrollments with no payment method on file — call, note the outcome, and re-send the payment link without leaving the row. Overlaps with High Risk where a commission [HOLD] is also present (badge).
Missing Payment Queue
Loading missing-payment queue…
Enrollments on an unproven email address — nobody has confirmed the customer can open it, or the mailbox is dead. The welcome email, the portal link and the first-bill notice go there. Call, read the address back letter by letter, then ☎ Confirm by phone. A dead (bounced) address must be corrected, not confirmed. Closing the desk ticket by hand does not clear a row — only the confirmation does.
Email Queue
Loading email queue…
Remote consultations booked from the public booking page (book.html) — claim a call, dial the customer at the slot time, then mark the outcome. Times shown in Mountain Time.
Appointments
Loading appointments…
Enrollments closed out of the pipeline — rejected, withdrawn, duplicate, cancelled, or abandoned leads. Click a row to open the full record. Rejected and cancelled rows can be reopened back to pending review (Onboarding queue) if the customer re-engages; abandoned leads can be reactivated straight back to the Leads tab.
The status filter also has Inactive (utility): enrollments PNM reports as closed accounts, which the nightly sweep stopped submitting. Those are not closed and not cancelled — their status is untouched — so they are listed only when you pick that option, never mixed into the counts above.
The status filter also has Inactive (utility): enrollments PNM reports as closed accounts, which the nightly sweep stopped submitting. Those are not closed and not cancelled — their status is untouched — so they are listed only when you pick that option, never mixed into the counts above.
Closed Enrollments
| Customer | Phone | Utility | Partner | Sales Rep | Status | Reason | Date | Actions |
|---|
Subscription cards — the post-allocation card. The enrollment card (EC) keeps identity, the utility account, the bill and the signed documents; the SC references it and never copies it. Farm lives on the period, not the card, because a subscriber can move farm to farm month to month. Click a row for the full card and its period history.
Read-only. Allocation is what creates a card, and billing still charges off the EC — so nothing here mints, edits or closes a card.
Subscription Cards
| Card | Customer | Utility acct | Farm (current) | Allocation | Periods | Billing | Status | Started |
|---|
☀ New Mexico's Community Solar Program
$0 Upfront · No Panels Needed
Solscribe
Community Solar
Powered by
See how much you'll save
with community solar.
with community solar.
No panels. No installation. No upfront cost. Solar bill credits reduce your utility bill every month — regulated by the NM Public Regulation Commission.
Monthly Electric Bill
$
Your Electric Utility
Discount Rate
Solscribe Savings Discount
Your share of the solar bill credit value
17%
📄 Scan Utility Bill
Take a photo or upload — fields auto-fill on the application
Extracted from bill
Name—
Service Address—
Account #—
Meter #—
Annual kWh (90%)—
Monthly Estimate—
Utility—
Weekly Partner Reconciliation
Per-customer and kWh allocation for the weekly partner reconciliation.
· defaults to off so totals match what's actually in the pipeline
Enrollments in window
Loading…
Commission Disputes
Reps flagged these enrollments via the Sunday-night approval flow. Resolve to release commission, or reject to drop the row from payroll.
—
Loading…
Enrollment Leaderboard — This Week
Individual enrollments by channel
High Risk
0
↓ Needs immediate outreach
Medium Risk
0
· Monitor closely
In Outreach
0
· Active recovery
Recovered MTD
0
· This month
At-Risk Accounts
| Customer | Reason | Risk | Last Contact | Action |
|---|---|---|---|---|
| No at-risk accounts flagged. | ||||
Gift Card Ledger
Every gift card reward across partners — rep-requested (WattsUp) and automatic (Homewise). Read-only.
Rewards
Loading gift card ledger…
Field Map
Where enrollments are being started right now, by rep — pins coloured by age, refreshes every minute
Security Board
Data-flow diagram · trust boundaries · live traffic and guard signals · last 24 h
SolShare Co-Browse
Guide subscribers through enrollment in real time
Customer is signed in to their account?
Open the account viewer, then ask them for the 8-digit code from Show my account to support.
Join Co-Browse Session
Enter the 6-digit code the customer or rep read to you
OR
Create a new session (you go first)
Use this when YOU initiate the call. Read the generated code to the customer.
Billing
Invoices · Payments · Revenue · Accounting
Loading collections…
Solstice era report (Oct 2025 – Jan 2026) — static, not live Hardcoded figures from before Solscribe billing. Nothing here updates.
Solstice era · static CLN report
↑ Oct 58.5% → Nov 60.9% · Dec 36.9%
Total Invoiced
$86,800.32
· All billing periods
Total Collected
$44,838.08
↑ 51.7% rate
Total Defaulted
$37,150.64
↓ 49.0% deficiency
Active Subs (Latest)
1,044
· 5.2% churn
Total kWh Applied
1,272,447
↑ Solar credits delivered
Reformed Payers (Oct→Nov)
42
↑ Defaulted Oct · paid Nov
Persistent Defaulters
315
↓ Defaulted both months · at risk
Top Defaulters — Nov 2025
Churn recovery priority list
| Name | Account | Consec | Defaulted | Status | PNM Jan | Action |
|---|
Revenue Trend
MRR by billing period
Recent Invoices
| Customer | Invoice # | Amount | Status |
|---|
Billing capture
What a period collected, against what it actually invoiced.
Loading…
All Invoices — March 2026
| Invoice # | Customer | Amount | Due Date | Status | Action |
|---|
Total Stripe Collected
—
Loading...
Solstice Invoiced
—
vs. Stripe collected
Active Accounts
—
Stripe-connected farms
Failed Charges
0
All charges succeeded
Stripe Reconciliation by Farm
—
| Farm | Stripe Collected | Charges | Failed | Status |
|---|
Monthly Reconciliation — Stripe vs Solstice
| Farm | Month | Stripe $ |
|---|
Recent Stripe Charges
| Date | Farm | Amount | Status |
|---|
Billing follow-ups
Customers billing could not notice or charge. Care works the ticket; once automation is live, billing sees the fix and finishes it.
Loading follow-ups…
Active Subscribers
5,839
6 Solstice farms
Invoiced
$61,880.98
4 farms reporting
Collected
$30,227.36
48.8% collection rate
Defaulted
$29,035.51
1,610 accounts
Collection Rate
48.8%
portfolio avg
Subscriber Revenue by Farm
Solstice export: 2026-03-29
| Farm | Subs | Period | Invoiced | Collected | Upcoming | Defaulted | Collect % | Def Accts | Health |
|---|---|---|---|---|---|---|---|---|---|
| Loading subscriber data... | |||||||||
Collection Rate by Farm
Enrollment Growth — All Farms
RevPAK — Revenue Per Allocated kWh
Like hotel RevPAR, but for solar. The single metric that tells investors what every allocated kWh is actually earning. NMCSP pro-formas model theoretical rates at $0.0773/kWh (PNM), $0.0745/kWh (Xcel/SPS), and $0.06834/kWh (EPE).
RevPAK = Collected Revenue ÷ Allocated kWh. The gap between the theoretical rate (what pro-formas project) and RevPAK (what the farm actually earns per kWh) shows the revenue leakage from defaults, under-billing, and collection failures. Works at every level — per farm, per month, per utility, per cohort.
Investor Lens — RevPAK
RevPAK (Actual $/kWh)
Collected Revenue ÷ Allocated kWh. What every unit of energy actually earns after defaults.
Theoretical Rate (Target $/kWh)
Pro-forma modeled rate by utility. The ceiling RevPAK should approach at 100% collection.
Capture % = RevPAK ÷ Theoretical Rate | Gap = lost $/kWh
Portfolio RevPAK
—
$/kWh collected
Theoretical Rate
—
Wtd avg $/kWh target
Capture Rate
—
% of theoretical earned
RevPAK Gap
—
$/kWh revenue leakage
Lost Revenue (Ann.)
—
Gap × allocated kWh
RevPAK — Farm Breakdown
| Farm | Utility | Subs | Alloc. kWh | Collected | Defaulted | RevPAK | Theoretical | Capture % | Gap $/kWh | Collect % |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading RevPAK data... | ||||||||||
RevPAK by Utility
RevPAK — Monthly Trend
RevPAK (actual)
Theoretical Rate
Gap
Revenue Capture Waterfall
RevPAK Projection
If capture rate reached 75%...
Calculating...
Recovery Opportunity
Revenue gap to close
Calculating...
📥
Monthly Billing Import
Drop your Solstice billing XLSX — all dashboards update automatically across Home, Billing, Churn Manager, and the Investor Card
Supported format
Solstice XLSX · Bill 1 / Bill 2 sheets
📄
Drop Solstice XLSX here
or click to browse — CLN_Solstice_Billing_Report_.xlsx
📂 Choose File
PNM Production Data
Monthly meter readings vs PVsyst forecast
📊
Drop PNM Production TXT
Pipe-delimited monthly production files from PNM SFTP
| Farm | Month | Actual (kWh) | PVsyst (kWh) | % of Forecast | Delta |
|---|---|---|---|---|---|
| No production data imported yet. Upload a PNM monthly production file above. | |||||
Import History
This session
No imports this session — drop a Solstice XLSX above to get started
Owed
—
Credits
—
Invoices
—
Accts
—
kWh
—
Anchor Invoices — Jan 2026
| Tenant | Farm | Period | Received | Accts | kWh | PNM Credit | ASG Charge (90%) | Terms | Via | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading anchor data... | |||||||||||
Solstice Cross-Reference — Nov 2025 (CLN)
Solstice billing vs PNM credits
Matched
55
of 68 accounts
Unmatched
13
$3,100 at risk
Total Credit
$25,098
PNM Nov 2025
Match Rate
80.9%
by account
13 unmatched accounts ($3,099.59) are AT&T wireline accounts that were on CLN in Nov 2025 but likely dropped during the CLN → Locker 505 transfer on 12/19/25. These need to be re-added to the correct farm's subscriber list.
Invoice History
Click "Refresh" to load sent invoices
Outstanding
—
Drafts
—
Paid (YTD)
—
Invoices from Zia CS Services LLC dba Solscribe to the developers/financiers who pay us for subscriber acquisition (e.g. Old Hwy 44 Rio Rancho Solar LLC — the Homewise project). Separate from partner commissions, which we pay out. Create a contract for progress billing (contract total · previously billed · current due · % complete); each invoice is an Application for Payment drawing against it.
Contracts
Progress billing — total · billed-to-date · balance · deposit
Loading…
Applications & Invoices
| Invoice # | Bill To · Project | Date | Due | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Total Outstanding
$167,268.34
25 invoices
Total Overdue
$0.00
0 invoices
Total Collected
$0.00
0 invoices
Total Invoices
25
All statuses
Farm
Tenant
Status
Search
🛡️
IRS Category 4 ITC Compliance
PNM farms must maintain the 20% minimum discount required for the 70% ITC bonus under NM SB84. Verify current rates before filing.
Verify before filing
Category 4 — Demonstration of Financial Benefits
| Farm | ITC Rate | Total Benefits | % to QHH | Qualifying HH | Discount Rate | Min Required | Status | Filed |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
PNM Validation Exceptions — March 2026
—
—
Inactive (403)
—
No Consent (600)
—
Name Mismatch (300)
—
Other
—
Recoverable
| Farm | Code | Description | Count | Recoverable? | Sample Names |
|---|---|---|---|---|---|
| Loading... | |||||
🚨 60 Unique Inactive Accounts Identified
Cross-referenced Oct 2025, Nov 2025, and Mar 2026 exception files. 60 unique accounts flagged as inactive (code 403). Of those, 23 still received $318.44 in Jan 2026 credits (leaked revenue), and 19 remain on the March PreValidation roster. Action needed: Remove 19 accounts from Solstice subscriber list to stop credit leakage.
⚡
PNM Credit Reconciliation
Total credits: —. Expected ASG revenue: —
PNM Credits
—
All 4 farms
Anchor Revenue
—
@ 90% charge
Residential Revenue
—
@ 72% charge (LMI)
Total ASG Revenue
—
Expected monthly
Collected
$0
↓ Anchor gap
Farm-Level Credit Breakdown
PNM Sec1 + Sec2 data
| Farm | Subs | Total kWh | PNM Credits | Anchor (90%) | Residential (72%) | ASG Revenue | Rate |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
Per-Site Detail — Anchor Tenants & LMI
| Farm | Type | Tenant / Subscriber | Address | Account # | Period | kWh | PNM Credit | ASG Charge | Rate |
|---|---|---|---|---|---|---|---|---|---|
| Loading site detail... | |||||||||
Revenue Waterfall
PNM credit → ASG revenue → collected
—
PNM Credits
—
Anchor (90%)
—
Residential (72%)
—
ASG Revenue
$0
Collected
Discount Structure
Anchor Tenants — 10% Discount
AT&T, T-Mobile, Dollar General receive 10% discount on PNM credits. ASG charges 90% of credit value. Billed via CASS (AT&T/DG) or TEOCO (T-Mobile) with Net 30–60 terms.
LMI Residential — 28% Discount
Low-to-Moderate Income subscribers receive 28% discount on PNM credits. ASG charges 72% of credit value. Required for IRS Category 4 ITC compliance (minimum 20% discount). Billed monthly.
🎁 Promotional Credits
Fixed-dollar account credits that draw down against the subscription fee over successive cycles. Distinct from gift cards and from the recurring %-comp exemption.
Grant a credit
Subscriber draw-down
Outstanding liability by campaign
🔍
Solstice Billing Accountability
Oct 2025 – Jan 2026 · Subscriber-level billing audit with shrink tracking
TOTAL SHRINK
$0
Subscribers
0
Credits Allocated
$0
Invoiced
$0
Collected
$0
Defaulted
$0
Shrink
$0
Anchor Subscribers Master
Every anchor service point — click a row to open its card. 0 shown
| Facility | Name (PNM record) | Tenant | Account | Premise | Service Address | Last Credit | Code | Status |
|---|
Reports
Generate and export reports from billing data
📋
Report Center
Generate and export reports from billing data
📉
Credit Shrink Report
Credits allocated to defaulters, exceptions, and unbilled subscribers. Shows allocation losses impacting ASG revenue.
🏗️
Farm Summary Report
Per-farm invoiced, collected, defaulted & collection rate by month — live (Stripe + Solstice), all months.
🚨
Chronic Defaulter List
Subscribers with 2+ consecutive defaults still receiving PNM credits. Ready for Solstice removal request.
📊
Full Subscriber Export
Every subscriber (~5,000) with farm, utility account, allocation, and billing status. Live, complete dataset.
⚠️
PNM Exceptions
Accounts flagged by PNM as invalid — closed, no consent, name mismatch. Solstice should have resolved these.
🔋
Allotment Report
Modelled monthly forecast (PVsyst annual ÷ 12) vs actual allocation per farm. Anchor vs residential kWh, unsubscribed capacity, and lost revenue.
🔒
Locker 505 — Unbilled
1,200+ subscribers receiving PNM credit allocations but never billed by Solstice. 100% leakage.
📑
Accountability Report
Full billing accountability summary — collection rates, shrink totals, defaulter counts, and Solstice performance metrics across all farms.
⚓
Anchor Tenant Report
Anchor allocation vs the 49.9% cap, per farm — AT&T, T-Mobile, Dollar General. Summary + per-farm detail, active vs contracted.
🚪
Cancellations by Partner
Every genuine cancellation (withdrawn, cancelled, or rejected after enrolling) with rep, reason and dates. Excel = cover sheet + one tab per partner + an Excluded tab (incomplete attempts, duplicates) so the counts reconcile. Live from the enrollments DB.
SMS Opt-Outs
Everyone who texted STOP — consent timeline per phone (STOP/START messages with Twilio SIDs, suppression start, blocked send attempts). The evidence package if a TCPA complaint ever lands.
🛰️
Fleet Ops
Per-farm allocation vs PNM production, LMI-share compliance heatmap, partner weekly pace, and the SSS cap position. Staff-only, read-only.
Anchor Tenants
Anchor allocation vs the 49.9% NMCSP cap — portfolio summary & per-farm detail
⚓
Anchor Allocation Monitor
NMCSP rule: each farm ≤ 49.9% anchor / ≥ 50.1% income-qualified. Anchor = AT&T, T-Mobile, Dollar General. Snapshot from consolidated billing DB.
DATA AS OF
—
Over Cap (>49.9%)
—
farms need trimming
Near Cap (45–49.9%)
—
limited room
Room (<45%)
—
capacity to fill
Anchor Accounts
—
active / contracted
Active % = anchor accounts currently billing. Contracted % = signed agreement share (incl. not-yet-activated, e.g. Homewise AT&T). Headroom = room to the 49.9% cap. kWh to Fill = that headroom as annual energy (headroom % × farm PVsyst annual production) — the anchor capacity still available to sell; negative = over cap. IQ subs = income-qualified subscribers on the farm (residential master).
Fleet Ops
Allocation vs PNM production, LMI compliance, partner pace & SSS cap — read-only
🛰️
Fleet Operations Report
Farm figures come from PNM's returned allocation & production files, which lag roughly a month — the data month shown below is the latest PNM has reported, not the current calendar month. Read-only display; nothing on this page writes anywhere.
PNM DATA MONTH
—
loaded —
Fleet Live Enrollments
—
non-test, live statuses
SSS Cap Consumption
—
— of 10,000,000 kWh cap
Unallocated Share (Data Month)
—
production not allocated to accounts
SMS Opt-Outs
Consent ledger — everyone who texted STOP, with the evidence trail per phone
SMS Consent Ledger
STOP suppresses all texts for the number (subscription & billing unaffected — subscribers stay enrolled). START re-opts in. Every event below is backed by a Twilio message SID in
inbound_sms_log. Blocked attempts are the system refusing a send after opt-out — evidence of enforcement, not a violation.DATA AS OF
—
Currently Suppressed
—
Active Subscribers
—
Re-Opt-Ins (START)
—
Attempted After STOP
—
Blocked by Gate
—
Churn Manager
Defaulters · Recovery · Outreach · Investor View
⚡
PNM Credit Allotment
Farm production allocation: Anchor tenants, Residential subscribers, Unsubscribed & Unallocated kWh
UNALLOCATED kWh
0
$0 lost revenue
Total Production (Modelled Month)
0
Anchor Allocation
0
0%
Residential Allocation
0
0%
Unsubscribed
0
0%
Unallocated
0
0%
Revenue Impact of Unallocated kWh
Unallocated kWh represents production from ASG solar farms that PNM did not distribute as bill credits to any subscriber. This energy was generated and delivered to the grid but produces zero revenue for ASG. Primary causes: insufficient subscriber enrollment (Global at 28.5%), New subscribers not being added fast enough to fill capacity, and PNM exceptions blocking valid accounts. At current rates, this is costing ASG an estimated $0/year in lost revenue.
Defaulters
0
↓ Active with defaults
Cancelled
0
↓ Voluntarily exited
Default Rate
0%
↓ Of active subscribers
Active (Clean)
0
· No defaults
Defaulted Revenue
$0
↓ Unpaid invoices
Collection Rate
0%
↑ Of billed subscribers
Billing Breakdown
All Farms
Defaulters by Farm
Priority Outreach Queue
🎯 Subscriber Churn Risk Scoring
Automated risk assessment based on payment history and engagement signals
0
LOW RISK (0-25)
Healthy · No action needed
0
MODERATE (26-50)
Monitor · Engagement check
0
HIGH RISK (51-75)
Intervene · Outreach required
0
CRITICAL (76-100)
Immediate action · Likely to churn
Risk Factor Weights
🚨 Persistent Defaulters (2+ Missed Payments)
Sorted by $ defaulted · Track outreach · Update recovery status
⚠️ New Defaulters (First Miss)
Early intervention · Automated reminders
📋
Backfill Pipeline — 360 Replacements Needed
315 forced removals + 45 cancellations = 360 open slots · Monthly revenue gap: $6,611 · Annual: $79,327
Open Slots
360
↓ Need immediate backfill
Waitlist Target
410
· 360 + 50 buffer
Active After Removals
682
· of 1,042 Nov subs
Revenue at Full Backfill
$21.9K
↑ Restored at 1,042 subs
Replacement Timeline
Week 1–2
Deploy canvassers to existing waitlist · Target 100 enrollments · Focus on CLN service area
Week 3–4
Partner outreach — community orgs, affordable housing, churches · Target 150 enrollments
Month 2
Digital campaign + referral program · Target final 110 enrollments · Maintain 50-sub buffer
Ongoing
Maintain 50-sub waitlist at all times · Auto-enroll on removal events · Never let slots sit empty
Enrollment Channels
👤 Direct canvasser outreach
Highest LMI conversion
🏢 Community org partners
Pre-qualified leads
🏠 Affordable housing complexes
Bulk enrollment possible
📱 Referral from current subs
Low cost, high trust
🌐 Digital / social media
Supplemental
Cost Context
LMI acquisition: $100K–$200K/MW industry avg · CLN is 6.5 MW · Protecting existing subs is 10× cheaper than re-acquiring
🔄
Recovery Campaigns
Build re-engagement lists from cancelled subscribers, assign to a partner (IgniteCX et al.), track engagement attempts and saves.
Active Campaigns
—
Subscribers Assigned
—
Contacted
—
Resubscribed
—
Allocation Integrity Check
PNM Feb-2026 allocations cross-referenced against billing history · Flags subscribers receiving credits who aren't paying
Remove
0
2+ defaults
Reduce
0
1 default
Chronic Unbilled
0
2+ periods
First Cycle Miss
0
1 period only
Recovered
0
Paid later
Monthly Leakage
$0
Lost revenue
At-Risk kWh
0
Total Allocated
0
Match Rate
0%
Coverage %
0%
Allocation Intelligence
Predictive Allocation Index · LMI Optimization Engine
Per-Farm Compliance Engine · live
Allocating each farm's production across your real enrollment roster · 49.9% anchor cap · 30% LMI floor · compliance-hold. Click a farm to open its allocation workspace.
Subscriber Quality Index (PAI) · Perch legacy data
Portfolio PAI
—
Calculating...
Allocation Efficiency
—
kWh to T1-T3 subscribers
Revenue at Risk
—
kWh to T5-T6 subscribers
Rebalance Queue
—
Actions pending
PAI Tier Distribution
Farm × Tier Heat Map
Score Distribution
020406080100
Factor Analysis — Portfolio Averages
Action Queue
| Rank | Subscriber | Farm | PAI | Tier | Confidence | kWh Alloc | Action | Detail |
|---|
Operations & Maintenance
ASTM E2848 Capacity Testing · Live Production · Weather · Alert Diagnostics · Work Orders
⚡ ASTM E2848 — Fleet Capacity Dashboard
Capacity Test Ratio = Measured Power / Rated Power at Reporting Conditions (1000 W/m², 25°C, 2 m/s). Rated power is the site's POI limit, else AC nameplate — PVsyst is not an input to this test.
Last sync: —
Fleet Capacity Ratio
—
no E2848 test run yet
Total Production
—
kWh · last 7 complete days
Active Alerts
—
about the plant · paperwork not counted
Fleet Capacity
—
kW DC total
Open Work Orders
—
requiring action
Click "Sync All" to pull production + weather data, then "Run Capacity Tests" to compute E2848 ratios.
📈 Capacity Test History
No test history yet.
🌥 Onsite Weather Station Data
POA Irradiance · Ambient Temperature · Module Temperature · Wind Speed — from AlsoEnergy weather stations
Avg POA Irradiance
—
W/m²
Avg Ambient Temp
—
°C
Avg Wind Speed
—
m/s
Avg Module Temp
—
°C
| Date | Farm | POA (W/m²) | GHI (W/m²) | Amb Temp (°C) | Mod Temp (°C) | Wind (m/s) |
|---|---|---|---|---|---|---|
| Sync with AlsoEnergy to pull weather station data | ||||||
| ID | Farm | Type | Priority | Description | Assigned To | Status | Created | Due Date |
|---|---|---|---|---|---|---|---|---|
| Loading work orders... | ||||||||
Upcoming Maintenance — Next 30 Days
📝 Field Notes — Team Updates
Daily site updates, equipment issues, and field observations from the O&M team.
Gridworks daily reports
Each report compared against the one before it. Twice in three days an outage has left
the report without the plant recovering — that is what this looks for.
O&M intake — om@solscribenm.com
Everything Gridworks sends to the intake address, what it was filed as, and the reference they were given.
Daily tables land in Vendor Reports; warranty updates and RCAs in Warranty cases; POI items in Work Orders
under project POI-REMEDIATION-2026; wish-list items in Tool requests.
📈 Production vs Modelled Expected
Daily production from AlsoEnergy compared to a modelled expectation. Since 2026-09-07 the monthly shape is each farm's own PVsyst V8.0.0 report, and the whole history has been recomputed onto it; the magnitude is
om_sites.pvsyst_annual_kwh, which sits 0.6–3.3% above that report's own annual and is unexplained. Still not weather-adjusted — no measured irradiance enters this ratio.Total Produced
—
kWh
Modelled Expected
—
kWh
Variance
—
actual vs expected
Avg vs Model
—
not irradiance-normalised
Sun-adjusted PR
—
fleet vs best farm
Daily Production & Weather — by Farm
| Date | Farm | kWh Produced | kWh Expected | Variance | Peak kW | POA W/m² | Temp °C | Wind m/s | vs Model |
|---|---|---|---|---|---|---|---|---|---|
| Sync with AlsoEnergy to pull production + weather data | |||||||||
Canvassing
Territory management · Door knocking · Live team tracking · Leaderboard
Enrolled Today
0
↑ Live
Doors Knocked
0
· Today
Conversations
0
· Today
Follow-ups
0
· Scheduled
DNK / No Answer
0
· Today
Drop a pin — tap the map, then select result:
Quick Log
Manage Territories
Active Territories
All Activity Log
No activity yet — start knocking doors on the Map tab
Team Leaderboard — Today
Team Stats
Optimize Route
Add addresses to build an optimized door-to-door route. The app will sequence stops to minimize drive time.
No stops added
Care Desk
The care team's workspace — Jenny works the front line, humans take the rest
Business hours & night mode
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While open, anyone who asks Jenny for a person is live-transferred to the specialist line. While closed, Jenny apologizes, texts a callback link, and opens a callback ticket instead. Changes reach live calls within about 30 seconds.
The number Jenny live-dials when she connects a caller to a person. US number or +country format. Type none to dial nobody — callers who ask for a person go to the answering service if one is configured, and voicemail if not. Clearing the box does not do this: a blank field falls back to the built-in default number.
The dialer floats over any page; the delivery check shows why a sign-in text failed and lets you test-call your own phone as Jenny.
Recent Communications
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Contact reasons
The “type” on every ticket — and the exact list Jenny's auto-classifier picks from. Renaming one updates every ticket already filed under it. Retiring one hides it from the picker without touching history.
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Reply macros
Canned answers the care team pulls up while working a ticket. Every macro carries a Spanish body next to the English one — a macro with no Spanish shows an EN only warning and offers no ES button, so the gap is visible instead of silent.
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New portal message
Read-only notice in subscribers' portal · sent as Jenny · no email/SMS
— recipients
Drag photos here, or click to add · JPG/PNG · up to 10
Appears quietly in the portal
Recent portal messages
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Welcome Delivered
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Education Opened
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Activation Confirmed
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First Bill Opened
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Survey Completed
Post-Enrollment Journey — 5-Touch Sequence
Active
Automated messages sent to every new subscriber during the critical first 90 days. Reduces early cancellations by setting expectations, educating on billing, and celebrating milestones.
Message Preview
Click a touchpoint to preview the message
Journey Performance
Subscribers in journey—
Completed full journey—
Dropped off mid-journey—
Cancelled within 90 days—
90-day retention rate—
📉
60% Less Early Churn
Industry data shows structured post-enrollment communication reduces 90-day cancellations by up to 60%.
Message History
Last 30 days · All triggered messages
| Recipient | Trigger | Channel | Sent | Result |
|---|
Announcements
One message to your reps, partners, or subscribers — email & text, with delivery tracking
New announcement
WHO GETS IT
PARTNER
SEND AS
CHANNEL
TEXT TYPE
EMAIL LAYOUT
SUBJECT
EMAIL MESSAGE
TEXT MESSAGE (0 chars)
WHEN
Send history
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Finance Console
Consolidated community-solar billing — Solstice billing, Stripe payments, PNM utility & reconciliation across all 7 farms. Read-only.
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Write-offs
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Balances cleared when a subscriber was reactivated or reinstated.
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💬
Ask the billing data anything
Plain-English questions across every farm, invoice, payment and utility file. The assistant writes and runs read-only SQL and shows you exactly what it ran.
Collections by farm
Stripe payments captured this period
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Reconciliation — invoiced vs collected
Most recent Solstice billing month, per farm
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Recent payments
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Reports
Pulled live from the consolidated billing database — accurate as of right now. Export to CSV or Excel, or print.
📋 Full Subscriber Export
Every subscriber with farm, utility account, allocation, and billing status (~5,000 rows).
🏢 Farm Summary Report
Per-farm invoiced, collected, defaulted & collection rate by month — Stripe (cash) + Solstice (billing).
⚓ Anchor Tenant Report
AT&T, T-Mobile & Dollar General roster — agreement kWh, allocation %, balance due, per farm.
⚙︎ Advanced — run read-only SQL
SELECT / WITH only. Queries the consolidated billing DB directly (max 5,000 rows).
Anchor Deal Desk
Score a commercial anchor-tenant prospect, match it to the right farm, and see the economics. Live capacity & LMI · best-guess pricing (tunable in Settings).
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⚓
Score a prospect
Enter what you gather in the field — one line per rate structure. Large prospects often span several rate codes (a 2A office + a 3B pump + a 1A you never see a bill for) and can even mix utilities — each line is priced on its own tier, and each utility scores against its own farms (an anchor agreement is per farm, so a mixed-utility org signs one deal per utility).
Prospect pipeline
Scored prospects promoted to live deals. Drag a card between stages, or click it to open the deal, add bills, and edit the pricing. Nothing bills until it reaches signed.
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Anchor room by farm
Two independent readings per farm: anchor room (live occupancy from the roster) and LMI (the allocation engine's latest saved run, kWh-basis — a farm with no saved run shows no reading). A deal needs both — an open slot on its own utility, and a farm that stays LMI-compliant. Click a farm to see who is in it.
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On the billing roster
Signed + provisioned · held
In the mix · would go if the deal closes
Open room
Room held back by LMI
Each anchor bar is the 50% anchor cap, split into five 10% slots. Solid = taken (roster, signed, provisioned). Dashed = in-flight deals you have left in the mix — untick one on its pipeline card to see the farm without it.
Recruiting
Candidate pipeline mirrored from Breezy HR · Breezy stays the system of record
My Portfolio
Farm performance · Revenue · Subscriber health · Read-only
🏢
Marcus Webb — Portfolio Owner
ASG Farms 2, 4, SLO-1 · Belen/Rio Rancho, NM · Read-only access
Last updated
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Your Farms
Revenue Trend
Oct–Nov 2025 · Your farms
Subscriber Health
Churn Summary
Read-only · Managed by Affordable Solar
🌻 Churn management is handled by your Affordable Solar team. Questions? Contact your account manager or open a support ticket.
Documents
📊
Monthly Report
Nov 2025 · PDF
📋
Operating Agreement
Executed 2024 · PDF
⚖️
NM PRC Compliance
Q4 2025 · PDF
SFTP file exchange with PNM — live
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Inbound PNM files
Validation Exceptions · Monthly Production · Sec 1 Customer Detail · Sec 2 Facility Total · Unsubscribed Energy
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Validation exceptions
From parsed PNM Validation Exception files. Resolve and resubmit.
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Validation cycle — submittal vs response
Pairs the latest released Pre-Validation List with the ValidationExceptions file PNM returned for it: per-farm counts, rejects bucketed by the action that clears them, and echoes from older submittals.
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Account QC
Every enrollment flagged with a malformed account/premise number at capture time (16/17-digit concatenation, wrong digit count, OCR garble) — not just ones that already bounced off PNM. Confirm against the customer's bill and correct.
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PNM Facilities (site IDs)
The SO_FACILITY_NUM registry that scopes every PNM file. Exchange = include this facility's enrollments in Pre-Validation + consents (coordinate the nightly cadence with Solstice before flipping a shared facility). Finalized = ALSO safe for the binding Finalized file — only after the facility's full historical roster is merged. Aliases = the project names enrollments carry (comma-separated) so they resolve to this facility.
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Remote SFTP files
Browse what's actually on PNM's SFTP server, by environment and folder.
Environment
Folder
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Exchange history
Every file sent to PNM paired with the file they sent back. PNM marks a file it has ingested by renaming it
-Processed… — anything without that mark was never taken. Solstice and Solscribe both submit under SO org 1001, so files are attributed by whether we generated them. Pluma (org 1004) is excluded.Environment
Submitted by
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WESST subscriber roster
Union of native enrollments + legacy Perch-era rows, validated against Xcel's portal-entry formats (account middle-7, premise 9 digits)
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Monthly allocation submissions
Manual ledger — Xcel's allocation file format is being confirmed with their subscriber management team; a generator will be built to that spec
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Exchange file ledger
Inbound EPE responses / master lists and outbound Customer List uploads. Releasing to ShareFile stays behind the auto-release gate (Settings) until the transport is proven.
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Weekly validation builder
EPE validates new customers and cancellations weekly, in the master-list format.
Adds must clear EPE before the month-end allocation file goes up. Signed
consent forms ride along on release when we hold them; rows with blockers cannot
be selected until the underlying enrollment is fixed. The generated file lands in
Files as a draft for the normal review → release flow.
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EPE subscriber roster
Union of native enrollments (EPE utility) and the latest ingested EPE master list. Until the Solstice-handoff subscribers are proven present in enrollments, the ingested list is their system of record — the Sources column keeps that gap visible.
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ShareFile remote browser
Read-only live FTPS listing of the two exchange roots — "Customer List" (our uploads) and "EPE Reponse" (their returns; the spelling is EPE's own, literal in the tree) — plus their dated folders. Nothing here moves, renames, or deletes anything on EPE's side.
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Exchange history
Ledger-backed timeline pairing each outbound Customer List cycle with EPE's response. EPE has no "-Processed" rename marker — the alarm is a released upload with no response inside the grace window.
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Resource Library
Pull up a saved asset and Text or Email it to a customer or prospect in one click. Every send is logged.
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Admin
Users · Roles · Permissions · Platform Settings
0
Total Users
0
Active
0
Invited
0
Disabled
Role templates define the default modules a user gets when assigned that role. Individual users can then have modules added or removed as overrides.
Account Managers
Internal ASG team members who own partner relationships. Assign to partners during onboarding.
Partner Types
Categories for classifying partner organizations. These appear in dropdowns across the partner system.
Commission Structures
Payment models available when onboarding partners. Define new structures here.
Agreement Templates
Standard agreement documents sent to partners during onboarding.
📄 Document Templates
Subscriber agreements, disclosures, partner contracts — with merge fields and e-signature
📕 Library
Policies, runbooks, contracts, filings and analyses — readable by every staff member, versioned, with an audit trail. Publishing emails the team.
⛔ Do Not Knock register
Properties whose management asked that our reps never come back. Every active entry is drawn as a red DO NOT KNOCK marker on the Canvassing Map in all partner and rep portals. Entries are retired, never deleted — the record of who asked and when is the point.
🔗 Merge Field Registry
All available fields for document template mapping. Use
{{field_key}} syntax in templates.Lead Escalation Rules
Configure how long each partner has to work their leads before ASG can take over outreach. When the grace period expires, the automation moves the lead from Started to Pending Review and flags it for Jenny's queue.
🏠
Homewise
Jenny can contact immediately — no grace period
days
Immediate
⚡
WattsUp NM
Partner works lead first. After grace period, auto-escalates to ASG for outreach.
days
10-Day Window
🌐
Direct / ASG Website
No partner — ASG owns outreach immediately
days
Immediate
Stale Lead Alerts
Flag leads that haven't been contacted after this many hours. Adds an urgent outreach note and surfaces them in the Leads tab.
⏰
Stale Lead Threshold
Leads older than this get flagged as needing urgent contact
hours
Automation Status
Schedule
Every 6 hours
Last Run
—
Status
Active
Managed Agents (Coming — Azure)
When Solscribe moves to Azure, these rules will be executed by Managed Agents — long-running, stateful AI workers with MCP connections to Stripe, Twilio, PNM data feeds, and the Solscribe API. Agents will handle auto-outreach (email + SMS), intake validation, onboarding calls, and billing reconciliation autonomously.
🎯
Engagement Scoring System
Configure how subscriber engagement is calculated across signals (payment history, login activity, bill uploads, etc.)
Engagement Tiers
Define score thresholds for each tier
Current Score Distribution
Portfolio breakdown across engagement tiers
📧
Anchor Tenant Billing Contacts
Manage email addresses for anchor invoice delivery. These auto-populate when you send invoices from the Billing tab.
Tenant Contacts
Default CC / BCC
Applied to all anchor invoice emails
Comma-separated. All recipients see these addresses.
Comma-separated. Hidden from other recipients.
💰 Farm Economics — RevPAK Breakeven Model
Per-farm cost assumptions drive the RevPAK breakeven analysis. Edit costs below — changes are saved per farm and flow into the Billing → RevPAK dashboard.
Avg Breakeven RevPAK
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$/kWh needed to cover costs
Total Debt Service
—
annual across all farms
Total Operating Costs
—
O&M + insurance + lease + admin
Theoretical Revenue
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Yr1 at 100% collection
| Farm | Utility | kW DC | Yr1 $/kWh | Debt $/mo | O&M $/kW | Ins $/kW | Lease $/yr | Admin % | Sub $/kWh | Total Cost/yr | Revenue/yr | BE RevPAK | Margin |
|---|
📊 Collection Rate Sensitivity — Annual Margin by Farm
Shows profit/(loss) at various subscriber collection rates. Subscriber rate: $0.05/kWh. Revenue = Production × Rate × Collection%.
🔗 AlsoEnergy Site Mapping
Link AlsoEnergy PowerTrack site IDs to your farm records. Click "Fetch AlsoEnergy Sites" to see available sites, then assign IDs to each farm.
| Farm | Utility | Capacity (kW) | AlsoEnergy Site | Status | Actions |
|---|---|---|---|---|---|
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O&M Email Notifications
Configure automatic email alerts for work orders, diagnostics, and system events
Expenses & Agreements
Vendor commitments, actual spend, and budget vs actual by account and entity
Variance is budget minus actual — positive means under budget. YTD prorates an annual
budget to the months elapsed, so a three-month view is compared against three months of budget, not twelve.
Chart of Accounts
The statement lines every expense is filed under. Grouped the way the income statement will read.
Legal Entities
Whose books an expense lands on — the ASG parent and one per farm SPE. Every expense is split across these.
My Account
Solar savings · Billing history · Subscription management
Total Saved
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No billing history yet
kWh Applied
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Clean solar energy credited
Discount Rate
—
Off standard PNM rate · Fixed
Monthly Savings History
Last 6 months
Next Expected Credit
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Estimated from your recent allocation
Credits are applied to your PNM bill within 30–45 days of production.
Your Solar Farm
—
Your assigned community solar farm
Active
Farm Status
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Utility
0.8
Tons CO₂ offset/yr
13
Trees equivalent/yr
4,200
kWh clean energy/yr
1,800
Driving miles offset/yr
🎁
Give $50, Get $50
Share your referral code with friends and family. When they enroll, you both get a $50 bill credit.
—
Tap to copy
Your Environmental Impact
0.8
Tons of CO₂ offset per year
Equivalent to taking a car off the road for 1 month(s)
13
Trees' worth of carbon absorbed per year
Mature trees absorb ~48 lbs CO₂/year each
4,200
kWh clean energy generated/yr
1,800
Miles of driving offset/yr
0.4
Homes powered equivalent/yr
Impact Milestones
🎁
Give $50, Get $50
Share your personal referral code with friends, family, and neighbors. When they enroll in Solscribe Community Solar, you both receive a $50 bill credit.
—
Click code to copy · Share via text, email, or in person
How It Works
1️⃣
Share your code
Send your unique code to anyone with a PNM, EPE, or SPS account in NM
2️⃣
They enroll
Your friend signs up using your code and starts saving on their utility bill
3️⃣
You both earn $50
Once they activate, a $50 credit is applied to both your Solscribe bills
Your Referrals
0 referrals · $0 earned
No referrals yet. Share your code to start earning!
Savings Breakdown
| Period | kWh | Invoiced | You Paid | Savings | Status |
|---|
Payment Method
Payment method on file
Card details are stored securely and not shown here.
Current Balance
Invoice History
Solscribe Community Solar Plan
New Mexico · PNM Service Area
282 kWh
Monthly Allocation
28%
Discount Rate
~$28/mo
Avg Monthly Bill
25 yrs
Agreement Term
📅 Agreement start: January 2025 · Agreement end: January 2050 · Auto-renews annually
📦
Transfer Subscription
Moving within PNM territory? Keep your plan.
Transfers within PNM territory are free. Outside territory may require cancellation.
🚪
Cancel Subscription
No cancellation fee · 30-day notice required
You can cancel at any time with 30 days notice. Your final credit will be applied to your last PNM bill. You'll lose your place on this farm — waitlists can be long.
Common Questions
Open a Support Ticket
🌻 Or chat with Sunny instantly — tap the sunflower button in the bottom right.
Subscriber Management
— subscriber records · — farms · Real-time filters
Total Subscribers
5,000
Active
3,976
Cancelled
1,024
IQ %
—
Allocated kWh
18.9M
Real Churn
—
gross —
Allocation — Per-Farm Compliance Engine
Click a farm to open its allocation workspace
Selected Farm
—
Billing Month
Meter Read (Actual kWh) · blank = forecast
Over-allocate LMI · 100% = off
%
DRAFT
Total Production
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Anchor
—
Residential
—
LMI Allocated
—
Unsubscribed
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Free / Compliance-Hold
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Residential Subscriber Allocation
0 subs · 0 kWh
| Subscriber | LMI | Target kWh | Allocated kWh | % of Target | Basis |
|---|
Solscribe Partners
Channel partners · Enrollment links · Agreements · Performance
Active Partners
0
· With signed agreements
Total Enrollments
0
↑ Via partner links
Commissions Due
$0
· This period
Avg Conversion
0%
· Link clicks → enrolled
Pending Agreements
0
· Awaiting signature
Send New Vendor / Partner Setup
Emails the vendor a DocuSign packet — the ASG New Vendor Form (banking + contacts) and the
IRS W-9 — for them to complete and sign, so they can be set up for payment.
Sends from the Affordable Solar DocuSign account.
The vendor fills their info + W-9 and signs. Gridworks AP (accounting@gridworks.com) is always copied; the field above adds an extra recipient.
Internal fields (Description of Materials, Payment Terms, Credit Limit) are left for staff to complete on receipt.
Partner Leaderboard
Performance Matrix
By Partner Type
Week-over-Week Trend
Conversion Funnel
Needs Attention
Partners requiring follow-up
Agreement Tracker
Commission Summary
Statewide Coverage
1,032
Active subscribers
7
Solar Farms
12
Counties Served
11
Partners
Solar Farms
Top Counties
🚀
Growing Across NM
From 1 farm to 7 and counting. Solscribe is bringing affordable community solar to every corner of New Mexico.
Subscriber Lookup
Search · Support actions · Resend portal link · Password reset
🔍
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| Subscriber | Contact | Account | Invoiced | Collected | Defaulted | Paid % | Status | Actions |
|---|