Navigating the Manage section

Summary:

The following article will review how to add information to your project manage page. It will focus on site information as well as information regarding the sale of the project.

Table of contents:

Adding Sales & Marketing information:

Adding site details

System Summary information

Sale information

Adding installation details

From the Manage tab of your project scroll down to the installation section and expand it

Permit & Services information

Adding Sales & Marketing information:

To add sales and marketing information please go to the manage tab and expand the sales & marketing section. 

Here, you can enter the following information:

• ID: this is the automatically generated ID for your project.
• Identifier: this gives you the opportunity to insert your own custom ID so that the project can be linked to your external CRM or other software
• Lead Source: Track where you sourced this project from simply by entering the details into the input box.
• Notes: Include any additional notes for this project.

Adding site details:

The sile section allows you the option to enter all the information about the home. You will be able to enter the following information:

• Setbacks and design settings: this field allows you the option to specify the setbacks template you want to use. Please note that the template does have to be created ahead of time and you can find more information on that here.
• Number of stories: the number of stories the home has. Depending on what is selected here, you have the option of the system automatically pulling in extra cost for the project if exxtra cost has been established in the cost scheme for multiple stories.
• Site notes: This is a text field that allows you to enter any notes you might want to save for later.
• Roof type: the type of roof on the home
• Wind Region:  If you know the wind region, you can include it here.
• Min temperature override: You can override the minimum temperature here. 
• Max temperature override: You can override the maximum temperature here. 
• Meter identifier: You can enter the number for the meter here. 
• Power Factor
• Cellular coverage:  if the site has cellular coverage (Yes, No)
• Phases: Include if your building has 1,2 or 3 phase power by selecting a number from the drop-down.

System Summary information:

The system summary section will include all the system options that have been created in the design:

Sale information:

The sale tab will have all the information about the system that was sold to the customer. Here you can add the following information:

• Sold toggle: This toggle will be automatically selected once the project is sold. If the sale happened offline, simply toggle this on manually.
• Contract Date: The date the project was sold
• Sold system: The system option your customer decided to install.
• Payment option sold: The payment option your customer selected for your project. 

Adding installation details:

From the Manage tab of your project scroll down to the installation section and expand it:

The Installation section allows you to log the Installation Date, Installed System, Serial Numbers of Panels, Serial Numbers of Inverters, and Serial Numbers of Batteries.

• Installation Date: Manually select a date from the Calendar.
• Installed System: Select which system was installed. If you designed multiple systems, you must select one here to see the Compliance Forms.
• Serial Numbers (Modules/Inverters/Batteries): Enter all serial numbers into the respective sections.

Permit & Services information:

To gather permit and compliance information, scroll down to the Permit & Services section and expand it:

You will need to select the installed system in the section above before you can see the compliance documents that we provide you.

Compliance Documents are generated based on your location (the example above is for Australia). If you know of additional Compliance Documents for your location that are not included in OpenSolar, please reach out to our support team and we will work on adding that into the system.