LightReach Installer Support

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General Guides

Introductory Resources (2026)

Installer support available via chat and SMS/WhatsApp + Details on How We Communicate

Contact Support

Palmetto Energy Plan Training Webinars

Customer Facing Guides

Start Here

Admins: Logins for New Users/Org Structure

How Admins Users Can Set up and Control Who Recieves Automated Email Notifications From Palmetto Finance

Admins: Managing Email Notifications

Guide Detailing How Admin Users Can Expand their Offerings within the Palmetto Finance Ecosystem

Admins: How to Enable Additional Programs

Accounting Admins: Portal Funding Guide

Admin Guides

General Funding Information

Fund & Tranche Overview

Partner Funding 

Compliance: Solar Energy Plan Partner Onboarding Requirements

Compliance: Guidelines

All sales representatives must be verified with Recheck from 1/13/25

Compliance: Recheck

Compliance: Partner Insurance & Loss Runs Checklist

Partner Compliance

This article outlines how LightReach partners (EPCs) receive, document, and invoice Palmetto-issued service work orders.

Partner Invoicing & Service Process

SalesForce Service Console

Partner Maintenance & Service 

Program Overview and Benefits for Partners

Criteria Used to Evaluate Partner Tier Status in the LightReach Channel Program

Partner Success Metrics

LightReach Channel Program

Newsfeed

Portal

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