LightReach Installer Support

These decks and guides are used by our team members during onboarding. Documents are also posted below for follow-up and reference.

Main Line PR Onboarding.pdf

Introductory Resources (2025)

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Name/Description	Ideal for:	Link
Sales Training Deck	Sales Leaders, Reps, & Trainers	LR Energy Plan Sales Training Deck Q3 2024.pdf
Exporting Account Data	Admins & Accounting Admins	Click here for the video walk through
LightReach Portal Link	Sales Members, Organization leaders & Admins	Palmetto.finance
Introduction to LightReach Video	All users	Click here for intro video
Portal Video Tour	All users	Click here for video tour
LightReach Newsfeed	All users	news.golightreach.com
Homeowner Portal	All users	home.palmetto.com

Name/Description	Ideal for:	Link
Knowledge Base	All users	help.palmetto.finance
Sample Lease Contract	Sales Members	Click Here (For training purposes, may vary by location.)
Spanish Sample Lease Contract	Sales Members	Click Here (For training purposes, may vary by location.)
Sample PPA Contract	Sales Members	Click Here (For training purposes, may vary by location.)
Spanish Sample PPA Contract	Sales Members	Click Here (For training purposes, may vary by location.)

Name/Description	Ideal for:	Link
Knowledge Base	All users	nhp.palmetto.finance

Name/Description	Ideal for:	Link
Knowledge Base	All users	pr.palmetto.finance
DOE Homeowner Facing Packet	Sales Members	Beneficiary Education Process link
Sample Contract	Sales Members	Click Here (For training purposes, may vary by location.)
Onboarding Slides	Sales Members	Main Line PR Onboarding

Name/Description	Ideal for:	Link
Knowledge Base	All users	hep.palmetto.finance
Sample Contract	Sales Members	Click Here (For training purposes, may vary by location.)