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PORTAL OVERVIEW

Welcome back, Nick

Here's what needs your attention across the pipeline today.

ACTIVE PROJECTS

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INSTALLS THIS WEEK

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SURVEYS PENDING REVIEW

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AWAITING SIGNATURE

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PIPELINE BY STAGE

Upcoming Installations

VIEW ALL

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Site Surveys Pending Review

PROPERTY

SUBMITTED BY

DATE

ACTION

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Leo COMING SOON

Your Lionheart assistant — ask it to act across the portal.

Follow-ups

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VIEW ALL TASKS

Resume Where You Left Off

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Monday sync

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VIEW LOG

Leo

Lionheart assistant · answers from the knowledge base, with sources

Leo answers only from Lionheart's knowledge base and cites its sources. If it's not in the knowledge base, Leo says so.

LEO CONSOLE

Manage Leo

Knowledge base, memory & settings for the Lionheart assistant. Restricted access.

ENERGY EFFICIENCY

EE Workspace

Leo turns audit reports, Fulcrum exports & assessor cards into program deliverables. Requires Advanced Leo access.

PROJECT CLOSEOUT

Installer Invoices

Generate a negotiated installer invoice from any Eversource CT project to hand the utility & installers at closeout.

Search projects

Invoice date

PROPERTY

UTILITY

LAST MODIFIED

ACTION

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Tickets

Report a portal issue, suggest an improvement, or ask a question. Your ticket is sent directly to the Lionheart team.

Ticket type

Bug Report Something is broken or behaving unexpectedly. Suggestion An idea that could make the portal work better. Question Help understanding a feature or workflow.

Title Keep it specific so the right next step is clear.

Details For a bug, include the steps that led to the problem.

Screenshots Optional PNG, JPEG, WebP, HEIC, or HEIF. Up to 3 files, 5 MB each.

Projects

My Projects

Search and resume any saved site map. Click a project to view its drafts.

CRM

Monday.com Projects

Browse CRM projects from the Lionheart Energy workspace and create linked site maps.

New project

Set up a new site

Enter the site address and customer details. You'll go straight to the map editor when you're done.

Section 1 of 3

Site address

State and municipality auto-fill when you pick a suggested address.

Address * Address is required.

State Auto-filled from address.

Municipality Auto-filled — edit if needed.

Utility *

Select the utility for this site. Sets the program rules everywhere: drawing defaults, incentive caps, and the cost-sheet format.

Section 2 of 3

Customer details

Used on the cost sheet and proposal exports.

Entity name

Full name * Name is required.

Contact number * Phone is required.

Email * Valid email is required.

Account number

Meter number

Section 3 of 3

Site information

Optional context — appears in the proposal narrative.

General description

Notable details

Administration

Admin Settings

Email wording, installer roster, Monday.com wiring, portal accounts, and API access.

Email Templates

Edit the wording of the emails Lionheart sends to the property client. Changes apply to future sends. Keep the {{placeholders}} where you want the live values to appear.

New DCFC project

Set up a DCFC site

Enter the site address and customer details, then lay out the DCFC site on live satellite imagery.

Section 1 of 2

Site address

Pick a suggested address — the editor opens centered on it.

Address *

Section 2 of 2

Customer details

Used on the Eversource DCFC cost sheet.

Entity name

Customer name *

Contact number

Email

Site description

Site Map Approvals

Monitor pending client approvals, send 48-hour follow-ups, and mark approved maps Final. Refreshes automatically.

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Prospect Review

Review submitted site surveys and decide eligibility. Marking a prospect eligible creates the project on the PORTAL - EV Project Status board (with the full survey) and a linked portal sitemap project. Refreshes automatically.

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Installation Schedules

Installation calendar, color-coded by installer. Review installer submissions, add the client contact, and send the client notification.

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Welcome back, Nick

Upcoming Installations

Site Surveys Pending Review

Follow-ups

Resume Where You Left Off

Ticket prompt builder

Manage Leo

EE Workspace

Installer Invoices

Tickets

No tickets yet

No tickets here

My Projects

Monday.com Projects

Set up a new site

Site address

Customer details

Site information

Admin Settings

Email Templates

Installers

User Management

API Access

Set up a DCFC site

Site address

Customer details

Publish & Export

Site Map Approvals

Prospect Review

Installation Schedules

Lionheart Energy

Account pending approval

Welcome back, Nick

Upcoming Installations

Site Surveys Pending Review

Follow-ups

Resume Where You Left Off

Ticket prompt builder

Manage Leo

EE Workspace

Installer Invoices

My tickets

No tickets yet

Ticket inbox

No tickets here

My Projects

Monday.com Projects

Set up a new site

Site address

Customer details

Site information

Admin Settings

Email Templates

Installers

User Management

API Access

Set up a DCFC site

Site address

Customer details

Publish & Export

Where is this site?

Convert to Project

Schedule EV Charger Installation

Assign Installer

Site Map Approvals

Prospect Review

Installation Schedules