New in Artemis: One equipment modal for pricing and financing

You are at the kitchen table, the homeowner asks for a specific panel or battery, and it is missing or greyed out. Now you have to guess why, or promise to check with support and call back.

With the Equipment modal, you can search the company's whole catalog in one place and see the pricing and financing rules as you choose. When an option is blocked, you can see the rule behind it and pick one that works.

Equipment modal

What it does:

Lets reps search every item the company sells in one modal
Checks pricing and financing rules as the rep selects equipment
Shows the rule blocking an option at the moment of choosing, instead of leaving it missing or greyed out
Pulls the approved vendor list (AVL, the list of equipment a financier will accept) for all financiers, so reps can build projects that match a specific AVL
Flags inverter or battery issues with specific panels, so the system you build is viable
Replaces equipment selection in the proposal with the new modal
Consolidates pricing equipment into one catalog in the Equipment tab, with grid and list views, instead of splitting it by vertical
Supports equipment photos to present in proposals

Instead of guessing why an option is missing, reps can see the rule and choose equipment that works.

Why it matters:

The question a homeowner asks in the room is simple: can I get this, and what will it cost? Reps need to answer it on the spot, and to trust that what Artemis shows is what the company can sell and finance.

The modal puts that answer where the choice happens. A rep who sees the rule at the moment of choosing does not have to wait on a reply.

For contractors, that means:

Fewer support tickets about missing or unavailable equipment
Fewer surprises when equipment is added under a financier
Proposals built from options the company can sell and finance
One catalog to manage instead of several
Reps who answer the homeowner in the room instead of promising to follow up

Get a demo

How does this help solar installers?

Before the appointment, the rep can search the full catalog and build the project against the financier's approved list, so equipment problems surface early. During the appointment, the rep selects equipment in the modal, sees pricing and financing rules update as the choice is made, and adjusts if a panel, inverter, or battery combination is flagged. The proposal carries the equipment, and photos can be included, without the rep leaving the flow.

Built for the in-home sale

The old way asks a rep to pick equipment, hit a wall, and wonder why. An option is missing or greyed out, the reason is not visible in the app, and the rep either guesses or opens a support ticket.

The new way keeps the whole catalog in one searchable place and shows the rule when it matters. We built this from a review of 235 confirmed cases across 57 installer companies where a rep could not tell why equipment was unavailable. In 89% of those cases, the cause was not visible in the app. No rep disagreed with a rule once they understood it. They needed to see it while choosing.

The equipment restructure was also tested with at least ten clients.

Current capabilities

The modal checks pricing and financing rules as reps choose, and it uses the approved vendor lists of all financiers to flag options that do not fit. It also flags inverter and battery issues with specific panels. Some limits apply today:

Filtering the list to show only equipment the selected financier will finance is in our backlog. Today, the rule is shown as you choose, and the list is not yet pre-filtered.
Guidance that steers reps toward eligible equipment is in discovery.
The pricing section redesign continues under our Payment V3 work. The consolidated Equipment tab is the first part to ship.
Some financier limits still apply. For example, GoodLeap does not support certain options, and the modal helps you see this before you add equipment.

Why it matters

A proposal is only useful if the company can sell and finance what is in it. Showing the rules at the moment of choosing means the rep finds out in the room, not days later.

Reps can search the whole catalog, see why an option is blocked, and pick one that works. The homeowner gets an answer at the table.

These updates are part of Artemis' ongoing commitment to make solar proposals faster, smarter, and more interactive.