Quick Actions
☀️
Community Impact
New Mexico Community Solar Portfolio
Live · Updated monthly
💰 $45,705 Total Subscriber Savings ↑ All farms combined · Oct 2025
👥 1,032 Families Served LMI community members
794,734 kWh kWh Clean Energy Solar credits delivered
🌱 651,682 lbs CO₂ Avoided vs. NM grid average
🏘️ $266 Avg Annual Saving / Home 28% off utility rate
💰 Total subscriber savings $45,704 Oct–Nov 2025 · CLN farm
☀️ Start Enrollment
From map pin
$
Estimated Savings
$0
Per Month
$0
Per Year
28%
Discount
👨‍👩‍👧 Serving 1,032 LMI families across Belen, NM
794,734 kWh clean solar energy delivered to subscribers
🌱 Avoided 651,682 lbs of CO₂ — equal to planting ~13,577 trees
💳 Avg subscriber saves ~$265/yr on their utility bill · 28% off PNM rate
☀️ Full portfolio capacity: 51.4 MW DC across 7 NM farms at completion
🔋 Projected annual savings $1.86M+ across all 7 farms at full capacity
💰 Total subscriber savings $45,704 Oct–Nov 2025 · CLN farm
👨‍👩‍👧 Serving 1,032 LMI families across Belen, NM
794,734 kWh clean solar energy delivered to subscribers
🌱 Avoided 651,682 lbs of CO₂ — equal to planting ~13,577 trees
💳 Avg subscriber saves ~$265/yr on their utility bill · 28% off PNM rate
☀️ Full portfolio capacity: 51.4 MW DC across 7 NM farms at completion
🔋 Projected annual savings $1.86M+ across all 7 farms at full capacity
My KPIs
Updated just now
🌾
📅
👥
Active Subscribers
1,130
· 947 active both months
💵
Total Invoiced
$86,800.32
· Oct + Nov 2025
Total Collected
$44,838.08
↑ 50.5% collection rate
⚠️
Defaulted
$37,150.64
↓ -2.3pp MoM deficiency
kWh Applied
1,286,580
↑ Solar credits applied
♻️
Gross Churn
34.5%
↓ 315 forced + 45 cancelled
🌾 Farm Portfolio
🌱 Recent Enrollments
💰 Collection Health by Farm
Latest billing period
💳 Billing Snapshot
♻️ Churn Alerts
🚩 Top Defaulters
Chronic non-payers across all farms
📋 Enrollment Funnel
🎯 Payment Risk Summary
Pre-allocation scores
📈 Quick Reports
🤝 Partner Activity
📊 Billing Aging Report
📉 Billing Trend
Last 6 months
📈 Churn Trend
🔄 Recovery Pipeline
Active recovery efforts
🗺️ Subscriber Distribution
📊 Subscriber Growth
Net adds summary
⚡ Fleet Production Status
Loading fleet status...
🔔 O&M Alerts
Equipment status
🎯 Allocation Efficiency
Utilization by farm
📋 Export Center
Quick data exports
🛡️ Compliance Status
Regulatory & LMI
💰
Total Spend
$0
All channels
🌱
Enrollments
0
From all sources
💳
Paying Subs
0
First payment made
🎯
Avg CPA (Enrolled)
$0
Spend ÷ Enrollments
📊
Avg CPA (Paying)
$0
Spend ÷ Paying subs
Channel Performance
to
CHANNEL TYPE SPEND IMPRESSIONS CLICKS ENROLLED PAYING CPA (ENROLLED) CPA (PAYING) CONV %
📱
Solscribe Field Enrollment
The enhanced enrollment tool with offline support, bill scanner, savings calculator, script guides, e-signature, and partner attribution. Designed for tablets and phones in the field.
Opens in a new tab · Works offline · PWA-ready
✨ What's in the Field Tool
💰
Savings Calculator — instant estimates from utility bill amount
📷
Bill Scanner — AI photo OCR auto-fills customer data
📋
Script Guides — retention-focused talk track on every step
✍️
E-Signature — draw or type, legally binding
📡
Offline Queue — saves locally, syncs when connected
🔗
Partner Attribution — auto-tags via ?p=CODE URL parameter
🔗 Partner Enrollment Links
Share these links with partners. Each enrollment is automatically attributed.
🔥
Leads
0
--
📋
New Applications
0
--
Verified
0
--
📞
Onboarding
0
--
💰
Ready for Billing
0
--
Leads Pipeline
Lead Email Phone Partner Date Captured Days / Status Actions
New Applications
Customer Farm Utility Canvasser Team Source Est. Savings Docs Score Status Date Actions
Verified Enrollments
Customer Email Phone Utility Farm Portal Access Alloc. Index Date Verified Actions
Onboarding Queue
Customer Email Phone Assigned To Welcome Call Notes Date Actions
Ready for Billing
Customer Farm Utility Alloc. kWh Payment Method LMI Status Date Actions
☀ New Mexico's Community Solar Program $0 Upfront · No Panels Needed
Solscribe
Community Solar
Powered by
Affordable Solar
See how much you'll save
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
Bill preview
Analyzing bill…
Extracted from bill
Name
Service Address
Account #
Meter #
Annual kWh (90%)
Monthly Estimate
Utility
☀ New Mexico's Community Solar Program $0 Upfront · No Panels Needed
Solscribe
Community Solar
Powered by
Affordable Solar
Secure Form
☀ Your Personalized Offer
Save
Up to 17% off
Community solar credits on your existing bill. No panels. No installation. $0 upfront.
✓ NM Utility Eligible
Select your utility provider to check eligibility
PNM
Central NM
EPE
Southern NM
SPS/Xcel
Eastern NM
⚠️ This ZIP code may not be in your selected utility's service area. Please double-check your service address to avoid application kickbacks.
1
Personal Info
2
Service Address
3
Consent
No upfront cost · No installation · 25-year rate lock · Consent is not a condition of purchase.
Privacy Policy
🔒 SSL Encrypted
☀️ NM Based Since 1998
$0 No Hidden Fees
Affordable Solar
🌟
You're In!
Welcome to Solscribe Community Solar. A team member will reach out within 24 hours to finalize your enrollment and get your savings started.
📄 Scan Your Utility Bill
Take a photo or upload — your info will auto-fill the form
Bill preview
Analyzing bill…
Extracted from your bill
Name
Service Address
Account #
Meter #
Annual kWh (90%)
Monthly Bill
Utility
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
↑ +1 vs last month
At-Risk Accounts
Customer Reason Risk Last Contact Action
James Okafor
PNM · $142/mo
2 missed paymentsHIGH3 days ago
Linda Park
EPE · $98/mo
Cancellation requestHIGHToday
Tom Williams
PNM · $210/mo
Moving in 60 daysMED1 week ago
Ana Reyes
Xcel · $165/mo
Billing confusionMED2 days ago
♻️
Pre-Launch Mode
Churn recovery tracking will activate once subscribers are enrolled.

Start Co-Browse Session

Create a code for your subscriber to enter on their enrollment page

All Farms · Latest billing data
↑ 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 Utility Credits Amount Status
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
👥
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 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
💰
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
Invoice # Farm Tenant Period # Amount Inv. Date Due Date Status Sent Date Sent To Email Status Actions
🛡️
IRS Category 4 ITC Compliance
All 4 PNM farms pass the 20% minimum discount requirement (actual: 25.87%). Required for 70% ITC bonus under NM SB84.
✓ All Farms Pass
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.
🔍
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
Farm × Month Breakdown
Farm Month Subs Credits Invoiced Collected Defaulted Coll. Rate Shrink
Subscriber Detail
Showing 0 of 0 · Show All
Subscriber Farm Oct Nov Dec Jan Total Credit Invoiced Collected Defaulted Consec Shrink
📋
Anchor Subscribers Master
All anchor tenant subscribers across all farms — 0 total records
Farm Subscriber Name Anchor Company Utility Acct # Site ID Service Address Subscribed kWh Allocation % Enrollment Flags
📋
Report Center
Generate and export reports from billing data · No Claude required
🌻
Sunny Data Analyst
Ask anything about your billing data, subscribers, farm performance, or portfolio metrics
📉
Credit Shrink Report
Credits allocated to defaulters, exceptions, and unbilled subscribers. Shows allocation losses impacting ASG revenue.
🏗️
Farm Summary Report
Per-farm breakdown of credits, invoicing, collections, and defaults. Filterable by month.
🚨
Chronic Defaulter List
Subscribers with 2+ consecutive defaults still receiving PNM credits. Ready for Solstice removal request.
📊
Full Subscriber Export
All subscriber-month records with cumulative tracking, payment status, and shrink flags. Complete dataset.
⚠️
PNM Exceptions
Accounts flagged by PNM as invalid — closed, no consent, name mismatch. Solstice should have resolved these.
🔋
Allotment Report
PVsyst forecast 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
All anchor invoices by farm — AT&T, Dollar General, T-Mobile. Shows amounts owed, paid, and outstanding per tenant.
PNM Credit Allotment
Farm production allocation: Anchor tenants, Residential subscribers, Unsubscribed & Unallocated kWh
UNALLOCATED kWh
0
$0 lost revenue
Total Production (PVsyst)
0
Anchor Allocation
0
0%
Residential Allocation
0
0%
Unsubscribed
0
0%
Unallocated
0
0%
Allocation by Farm — Jan 2026
Farm Allotment Detail
Farm PVsyst (kWh) Anchor kWh Anchor $ Accts Res. kWh Res. $ Accts Unsub kWh Unalloc kWh Alloc % Lost Rev.
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%), Solstice failing to add new subscribers to fill capacity, and PNM exceptions blocking valid accounts. At current rates, this is costing ASG an estimated $0/year in lost revenue.
⚠️ Portfolio Health: Loading data...
🚨
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
AI-powered risk assessment · Inspired by Solstice EnergyScore methodology · Rule-based scoring with ML-ready architecture
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
Score Subscriber Risk Factors Payments Tenure Engagement Action
🚨 Persistent Defaulters (2+ Missed Payments)
Sorted by $ defaulted · Track outreach · Update recovery status
Subscriber kWh Invoiced Defaulted Status Last Contact Actions
⚠️ New Defaulters (First Miss)
Early intervention · Automated reminders
Subscriber kWh Defaulted Actions
📋
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
Portfolio Subscriber Health Report
ASG Portfolio
7 Farms · PNM/EPE/Xcel · New Mexico · LMI Community Solar
Report Period
Oct 2025 – Jan 2026
Generated
Active Subscribers
across all farms
Collection Rate
portfolio combined
Allocation Integrity
of allocated kWh
Revenue Collected
from all invoices
Performance Metrics (LMI Community Solar)
Collection Rate
Deficiency Rate
Allocation at Risk
Allocation Risk Drivers
Chronic defaulters (2+ periods)
Single-miss defaults
Chronic unbilled (2+ periods)
Recovered payers
Monthly leakage (non-payers)
Farm Status
Loading farm data...
Total portfolio capacity — kW DC
Solscribe · Powered by Affordable Solar Group · Albuquerque, NM

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%
🗑️ Remove (2+ Defaults)
Name Farm kWh Defaults
Loading...
⚠️ Reduce (1 Default)
Name Farm kWh Defaults
Loading...
💜 Chronic Unbilled (2+ Periods)
Name Farm kWh Months Missed Est Lost
Loading...
🔵 First Cycle Miss
Name Farm kWh
Loading...
These subscribers missed their farm's only billing cycle. May be newly enrolled or timing issue.
✅ Recovered (Defaulted then Paid)
Name Farm kWh Default Period Recovery Period Amount Recovered
Loading...
🎯
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
⚡ ASTM E2848 — Fleet Capacity Dashboard
Capacity Test Ratio = Measured Power / PVsyst Expected at Reporting Conditions (1000 W/m², 25°C, 2 m/s)
Last sync: —
Fleet Capacity Ratio
avg across all farms
Total Production
kWh (30d)
Active Alerts
across all farms
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
📈 Production vs PVsyst Expected
Daily production from AlsoEnergy compared to PVsyst modeled output. Weather-adjusted performance ratio.
Total Produced
kWh
PVsyst Expected
kWh
Variance
actual vs expected
Avg Perf. Ratio
weather-adjusted
Availability
avg uptime %
Daily Production & Weather — by Farm
Date Farm kWh Produced kWh Expected Variance Peak kW POA W/m² Temp °C Wind m/s PR
Sync with AlsoEnergy to pull production + weather data
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
Recent Pins
No pins yet — tap the map to start
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
🚧
Preview Mode — Email delivery not yet connected
Triggers and templates are configurable but emails are not sending. Resend integration in progress — domain: solscribe.solar
📨
Sent This Month
Pending setup
📬
Open Rate
Pending setup
🔁
Recoveries
Pending setup
Active Triggers
Preview mode
Welcome Delivered
Education Opened
Activation Confirmed
First Bill Opened
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
Create New Trigger
Preview
📧 Email Preview
Missed Payment — Friendly Reminder
Hi {{subscriber_name}},

We noticed your Solscribe payment for {{month}} hasn't come through yet — no worries, these things happen!

Your account shows {{amount_due}} past due. To keep your solar credits flowing, please update your payment by {{due_date}}.

💳 Pay now in your portal · Takes 2 minutes

Questions? Reply to this email or chat with Sunny 🌻

— The Affordable Solar Team
💡 {{variables}} are filled automatically from subscriber data at send time.
🏢
Marcus Webb — Portfolio Owner
ASG Farms 2, 4, SLO-1 · Belen/Rio Rancho, NM · Read-only access
Last updated
Loading…
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
0
Total Users
0
Active
0
Invited
0
Disabled
User Base Role Modules Status Last Login Actions
CH
Christopher Hilkert
[email protected] · Employee
Super Admin📋✏️👥🔧💬⚙️ +6ActiveMar 29✏️ 🗑️
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
🔗 Merge Field Registry
All available fields for document template mapping. Use {{field_key}} syntax in templates.
Field Key Label Category Sample Value Used In Copy
⚙️ 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.
Timestamp User Type Action Detail
🎯
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
$/kWh needed to cover costs
Total Debt Service
annual across all farms
Total Operating Costs
O&M + insurance + lease + admin
Theoretical Revenue
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
Loading farm sites...
O&M Email Notifications
Configure automatic email alerts for work orders, diagnostics, and system events
☀️
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Solscribe Community Solar
Status
✅ Active
Total Saved
$284.40
Since joining · 10 months
kWh Applied
3,248
Clean solar energy credited
Discount Rate
28%
Off standard PNM rate · Fixed
Monthly Savings History
Last 6 months
Next Expected Credit
📅
~$28.40
Est. March 2026 · ~282 kWh
Credits are applied to your PNM bill within 30–45 days of production.
Your Solar Farm
Cuidando Los Niños
CLN · Belen, NM
Active
Farm Status
PNM
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 Credit Value You Paid Savings Status
Payment Method
💳
Visa ending ****4242
Expires 09/27 · Auto-pay enabled
AUTO-PAY ON
Current Balance
Nov 2025 Invoice $10.31 — PAID ✓
Oct 2025 Invoice $14.39 — PAID ✓
Current Balance $0.00
Invoice History
Solscribe Community Solar Plan
New Mexico · PNM Service Area
ACTIVE
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.
👥
Total Subscribers
5,000
Active
3,976
Cancelled
1,024
💜
LMI %
100%
Allocated kWh
18.9M
📉
Churn Rate
20.5%
Subscriber Farm Status Location Enrolled Alloc kWh Base kWh LMI Detail
Farm
Billing Month
Meter Read (Total kWh Produced)
⏳ DRAFT
🤖
AI Upload — Drop Files Here
Meter reads, PNM billing exports, subscriber lists, utility bills — AI will parse and apply
Supports CSV, XLSX, PDF, TXT · Drag & drop or click to browse
Recent Uploads
No files uploaded yet
Total Production
🏢
Anchor (49%)
👥
Residential (51%)
📦
Allocated
💰
Unallocated
🏦
Banked (12-mo)
🏢 Anchor Tenant Allocation (49% Cap)
0 anchors · 0 kWh allocated
Anchor Tenant Accounts Est. Usage Allocated kWh % of Usage Terms Status
👥 Residential Subscriber Allocation (51%)
0 subs · 0 kWh
Subscriber Tier Predicted kWh Allocated kWh % of Tier Banked Applied Status
📈 6-Month Forecast
Projected need vs. estimated production · Subscription gap analysis
🏦 Banked kWh Tracker
Unallocated kWh by month · 12-month expiration window
🤝
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
Partner Type Agreement Acct Mgr Enrolled Active Conv % Link Actions
🏆 Partner Leaderboard
📊 Performance Matrix
By Partner Type
Week-over-Week Trend
Conversion Funnel
⚠️ Needs Attention
Partners requiring follow-up
Agreement Tracker
Commission Summary
🗺️ Solscribe Coverage — New Mexico
Solar farms · Subscriber density · Service territory
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.
Sunroom
Select a conversation
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Subscriber Contact Account Invoiced Collected Defaulted Status Actions