- Open up the Proposal you would like to add solutions to.
- Within the proposal, open the ECMs (Energy Conservation Measure) tab.
- Select the blue Add button to the existing fixture you would like to create a solution for.
- Select the blue "+ Item" button.
- Select "+ Product" to add a lighting solution and "+ Service" to create a service item such as labor, shipping or recycling.
- Select “custom product” at the top right of your page.
- A card will show up in the middle of your screen where you will want to input the Product Name, Model Number, Product Type and Cost.
- Hit save when you are all done.
- The software will update once you've made your selection and bring you back to the solution creation screen.
- Make additional edits or add incentives within the Energy and Incentives Section at the bottom.
Creating a Custom Solution Product
Last updated on Nov 03, 2026