Getting SPAN Authorized

Why become a SPAN Authorized installer? 

Before installing and commissioning SPAN products, we require installers to complete our online training course to become SPAN “Authorized.” Once training is completed, installers are given access to our Installer App, which allows you to commission our products and activate the homeowner’s account.

If multiple installers within a company will be installing SPAN products, each installer will need to complete the training.

How do I become SPAN Authorized? 

To become SPAN Authorized, you must (1) fill out the Onboarding Questionnaire, (2) someone with legal signing authority for your company will need to sign our Authorized Installer Agreement, and (3) have one of your employees take the Installer training.

You can complete all of the above by following these instructions: 

1. SIGN UP: Go to the Tech Portal, click “Sign Up," and fill out your name and email address. You'll be emailed a unique validation code to complete logging in:

2. COMPLETE ONBOARDING QUESTIONNAIRE: Once logged in, select “Create New” on the home screen and then click “Next” to complete the Onboarding questionnaire and fill out your company’s information. Once completed, you’ll now have admin privileges within the portal and will see the next steps to follow at the top of the Tech Portal:

3. COMPLETE THE SPAN AUTHORIZED INSTALLER AGREEMENT: Click on “Sign Agreement” at the top of the Tech Portal page. You’ll be prompted to fill out relevant company information and the designated signatories who will receive an email asking them to sign the agreement.

• Once the agreement is sent and signed, it will be shown as “In Progress” until the agreement is reviewed and approved by SPAN.
• It can take up to 2 business days for your company’s application to be reviewed and approved but in the meantime, you as your company’s Tech Portal Admin will be able to start or invite your installers to start SPAN’s Installer Training. 

4. COMPLETE TRAINING: Click the “Start Training” box on the homepage of the Tech Portal and complete the training - this takes roughly 45 minutes and is completely online. Once an installer is invited to join the Tech Portal by their Tech Portal Admin, they will receive an email invitation with instructions to log into the Tech Portal. From there, they will be able to click the “Installer Training” box on the homepage of the Tech Portal and complete the training. 

How do I access PowerUp?

PowerUp is a smart energy management system developed by SPAN to keep incoming power below a home’s service rating. This enables homeowners to install electric appliances that their home may not normally support by managing power to SPAN circuits and requires a SPAN Authorized installer for set up.

To enable  PowerUp during commissioning, you'll need to first complete our PowerUp training. PowerUp Training has been integrated into the "Installer Training" section of the Tech Portal. New users who complete this training will automatically have the ability to enable PowerUp.

For installers who previously completed training but can't yet enable PowerUp, simply log into the Tech Portal, go to "New - SPAN PowerUp," and click the "Installer Training" button that shows up at the very top. 

Once completed, your access will be updated.

For more information about PowerUp, installers should check out: Tech Portal: PowerUp Quickstart Guide.

How do I invite my team to get SPAN Authorized?

Your company’s Tech Portal Admin can invite members of your team to the portal as follows:

1. Log into the Tech Portal. 
2. Click on the “Company Contacts" tile.
3. Choose "New Contact" in the upper right side of the page and fill out the person’s email.
4. Click "Next" and fill out the user’s contact information.
5. Select “Create Contact” and you will see the newly created contact displayed in the list of contacts.

An email invite to the Tech Portal will be sent to the newly created contact and they will be able to create a Tech Portal login and complete training to become SPAN Authorized (per the instructions below). From there, they will be able to click the “Start Training” box on the homepage of the Tech Portal and complete the training: 

Assigning Permissions and Deactivating Users

Within the Tech Portal, a company's Tech Portal admin is able to view the list of all individuals who have been invited to the company's Tech Portal. Next to the users name, they can check to enable or uncheck to disable the following permissions:

Below is a breakdown of the different permissions: 

• Tech Portal Admin
  • Can update company information & add/invite users
  • There can be multiple Tech Portal admins but there needs to be at least one.
• Tech Portal Lead Pass
  • Grants person access to view & update leads
  • Only applicable to organizations approved for the Lead Pass Program
• Lead Pass POC (Point of Contact)
  • Designates contact to get notifications when a lead is added to their account
  • Only applicable to organizations participating in the Lead Pass Program (check “lead pass program status” box on company’s Account page)
  • Limit 3 contacts per account.
• Deactivate a user by unchecking the “Active Portal Contact” box associated with the contact.

How do I log into the Tech Portal and complete training? 

Once you receive the email invitation to join the Tech Portal from your Account Admin, you’ll be able to access the Tech Portal and begin training:

1. Navigate to the Tech Portal through the emailed link (your username is your email address).
2. Click the “Installer Training” button on the home screen.
3. Watch the first video (an intro to the Tech Portal) and check the box that appears below the video.
4. After checking the box, the option to proceed to the next video will appear; click to continue.
5. Repeat steps 3-5 until all videos have been completed. 

For the final video, you’ll be asked to press “Finish” and you’ll be sent an email invitation to download and log into the Installer App.

How do I log into the Installer App? 

After you finish your training, you’ll be invited to download the SPAN Installer App. If you don’t see this email in your inbox after finishing training, download the SPAN Installer App from The App Store or Google Play and click the “Resend” button. 

The first time the App opens, it should ask you to fill out your details and create a password. If this doesn’t happen, simply login using the password found at the very bottom of the email you received and then update the password later.