Skip to main content
Use this sandbox flow to evaluate proposal-stage solar and storage economics before creating production customer records. It uses public WattShift APIs, public sandbox credentials, and live utility/rate-plan discovery.

Sandbox Scope Matrix

1. Request Sandbox Access

Create or sign in to a sandbox account from Get API Key, then create a sandbox key with the scopes needed for the flow. For an automated agent credential flow, request these scopes:
If battery:estimate is granted, continue through the battery savings step after creating or selecting a sandbox home with the chosen rate plan.

2. Look Up Utility And Rate Plans

Use a ZIP code in the target service territory and ask for solar-aware ordering.
Choose the PG&E E-ELEC or NBT plan from ratePlans[].
  • Use ratePlans[].id as ratePlanId in WattShift API paths and request bodies.
  • Use ratePlans[].rateID as the semantic tariff reference for display and audit trails.
  • Inspect solarBillingProgram and exportCompensationRefs to confirm export compensation coverage.

3. Calculate A Quote-Stage Bill

Use the no-home rate-plan period route when the proposal has a selected tariff but should not persist a home yet. Quote-stage requests must cover complete calendar months or complete calendar years: startDate must be the first day of a month, and endDate must be the first day of a later month.
july-period-bill.json must be strict JSON with one 96-value daily array for every day in July:
Expected response fields:
The exact billTotal depends on the selected live rate plan and interval profile. Treat the response shape as the stable contract and refresh fixture totals when updating sandbox docs.

4. Calculate Battery Savings

Battery estimated savings is home-backed:
Use calendar month numbers for months, where 1 is January and 12 is December. The sandbox credential must include battery:estimate for this step.