Axess Energy Sales Portal

Welcome to the Axess Energy Sales Portal, the dedicated platform for Axess Energy sales representatives and project managers. This portal streamlines every stage of solar and battery storage project delivery, from initial customer consultation through contract execution and final system installation.

Manage Your Solar Projects

Track all customer projects through a clear milestone-based pipeline. The portal guides each project from the initial proposal stage through site assessment, contract signing, installation scheduling, and final system activation. Every step is organized so nothing falls through the cracks, and your team always knows the current status of every active project.

Power Purchase Agreement (PPA) Tools

Generate accurate 30-year Power Purchase Agreement documents with built-in financial calculations. The interactive PPA calculator models payment schedules, annual escalators, and early buyout options — giving customers a transparent view of their long-term energy investment. All calculations follow standardized formulas to ensure consistency and accuracy across every proposal.

Customer Management

Maintain detailed customer profiles including contact information, property details, utility account data, and project history. Send automated milestone updates and keep customers informed at every stage of their solar journey. The portal centralizes all customer communication and documentation in one place.

Contract and Document Generation

Automatically generate and send PPA agreements, installation contracts, and homeowner disclosure documents through integrated e-signature workflows. Track signature status in real time and receive notifications when documents are completed. Reduce manual paperwork and accelerate the contract process for your sales team.

Installation Milestones

Follow a structured milestone workflow: from initial proposal through site survey and design, permit and HOA approval, to final installation and system activation. Each milestone requires specific documents, approvals, and task completion before advancing, ensuring every project meets quality and compliance standards before moving forward.