Getting Started: Manage Page

Summary

This guide walks you through the key features of the Manage page in your OpenSolar project. From setting up project details to managing workflows, documents, transactions, and site-specific data, the Manage page is your central hub for overseeing the entire project lifecycle.

Table of contents:

• Summary 
• Video walkthrough
• Setting up your project
• Project workflow, actions and activities
• Integrations
• Documents & Transactions
• Site Details

Video walkthrough:

Setting up your project:

At the top of the Manage page, the header section allows you to enter and edit essential project information, including:

• Project address

• Customer contact information

• Assigned team members

• Project tags

Keeping this information up to date helps streamline communication and coordination across your team.

Adding customer information:

Adding a new customer:

If you are working with a new customer, simply select the + Add contact at the top of the manage page to add their information. 

Select + Add contact and using the "New Contact" tab, add their name, email and phone number.

Adding an existing customer:

If you've worked with a customer in the past, OpenSolar will remember their information. Because of this, if you try to enter their information as a new customer, the system will not allow for it to be saved. 

When working again with an old customer, simply click on the "existing customer" tab and type in their name to locate their information:

Project workflow, actions, and activities:

Stay informed and in control by using the workflow, actions, and activities features of the Manage page.

Workflow Stages & Actions

Each project follows a customizable workflow consisting of various stages.

Within each stage are associated actions, tasks, or steps required for progression.

When you mark an action as complete (by ticking the checkbox), a timestamp is automatically recorded.

You do not need to manually save the project to confirm action completion.

To change the workflow stage:

1. Click on the stage name.
2. Click “Save” to apply the change.

Learn more about configuring workflows and actions here. 

Project Activities

The Activities container offers real-time insight into project developments:

• View actions taken by both team members and customers.

• Expand the activities view to a side panel for easier navigation.

• Add internal notes or tasks, using the add drop down which will then appear in the activity feed for team-wide visibility.

When adding a task, you have the option to assign it to a specific team member as well as notify other team members using the assign to and notify fields

Integrations

The Integrations section of your manage page allows you to start and manage important solar installation processes. These integrations may vary based on:

• Country of operation

• Enabled services and tools

Each integration operates according to its specific functionality. For example, some may initiate permitting applications, while others may offer e-signature capabilities.

For more details, visit the dedicated Help Centre section. 

Documents & Transactions

Use this section to toggle between:

• Documents – project-related files such as proposals, site images, or contracts.

• Transactions – records of customer approvals, signatures, and payment-related activities.

Documents

All document management tools are available here, including uploading, generating, tagging, merging and sending documents.

For detailed guidance, refer to our Managing Documents in the Manage Page article.

Transactions

This view reflects key interactions such as:

• Signed proposals

• Completed payments

• Documented decisions

Displayed transactions may vary based on the customer's payment option and whether e-signature integrations (e.g., DocuSign) are configured for your project.

Project information:

The Site Details section enables you to capture essential technical and environmental data:

• Meter Identifier (NMI)

• Roof Type

• Number of Stories

• Electrical Phases

• Wind Region

• Site Notes

• Cellular Coverage

Additionally, you can override:

• The default cost information list

• Your default design & simulation settings as configured in Control.

Accurate site information helps ensure optimal system design and installation readiness.

The System Summary section provides a consolidated overview of all design variations that have been created for the project.

The Sales section displays details about the sale of the system, including:

• Whether the system has been sold

• The date of sale

• The system option selected

• The payment method used

To unsell a project, simply toggle off the "Sold" indicator and remove the associated date, system option, and payment method.

The Installation section allows users to record the completion of the installation. You must specify:

• The installation date

• The serial numbers of the installed hardware

The Permits & Services section will display region-specific compliance documentation. This information becomes available only after both the Sales and Installation sections have been completed with the required details.