The Surge platform is your central workspace for managing leads, projects, commissions, and training. It connects everyone in the Surge ecosystem - Scouts, Strategists, Mentors, EPC partners, and Surge’s internal operations team - in one streamlined system.

The platform was built to unify communication between sales reps, partners, and project managers. Every deal moves through the same structured pipeline, reducing friction and ensuring accountability from lead submission through installation.

Members can see the status of their projects, commissions, and partner communication in real time. This helps every participant know exactly where things stand at any point in the process.

Surge provides tools, resources, and automations that allow you to grow your clean energy business faster and with less administrative work.

Your Dashboard is your home base. It displays your active leads, deals in progress, commissions, and quick links to training and events.

Scouts and Strategists use the Lead Entry Portal to submit new project opportunities. The portal collects essential details (contact info, energy usage, facility type, etc.) and routes the lead to the correct Mentor or EPC partner.

Once a lead is submitted, it moves through the Project Pipeline where its progress is tracked through qualification, proposal, contract, installation, and commission stages.

Members can access recordings, scripts, guides, and templates directly within the platform. This section keeps you up to speed on best practices and upcoming events.

Your Reports tab tracks commissions earned and paid, while the Billing section inside Settings shows your plan, payment method, and billing history.

Submit qualified commercial and industrial leads.
Earn per-watt commissions when projects close.

Advance and present opportunities, working directly with Mentors to guide deals through to completion. Earn as you learn commissions allow for personal and professional development with experienced industry leaders by your side.

Oversee Strategists, ensure proposal accuracy, and support project closures. Mentors are also responsible for maintaining quality standards and guiding their teams.

EPCs, manufacturers, and financing providers connect through Surge to fulfill projects, ensuring seamless execution from design to installation.

The Surge Platform is the connective tissue of the clean energy economy. It ensures that every project is tracked, transparent, and executed efficiently — while giving every participant the ability to scale their business.

For questions about navigation, login access, or missing tools, contact [email protected]. Our team will help troubleshoot and ensure you have access to the correct permissions for your role.