PROfile - Setup Guide

Summary

PROfile is your personalised, OpenSolar-hosted webpage designed to help you generate high-quality leads with minimal effort. It acts as a simple, professional online presence for your business—showcasing your services, credibility, and expertise—while capturing leads directly into your OpenSolar project list. With built-in automation and flexible customisation, PROfile makes it easy to start generating new opportunities quickly.

How to Get Started

Account admins can view and edit your PROfile.

To access the PROfile editor:
Control → Company → PROfile

When you first open the editor, your PROfile will be automatically populated using your existing company data to help you get set up quickly. This includes:

• Company logo
• Colour theme
• Contact details
• About Us content
• Equipment brands (from your active components)
• Payment options
• Team members (if images are available)

Setting Up Your PROfile

While your PROfile is pre-populated, you have full flexibility to customise it to match your brand and messaging.

Customising Your Page

Using the left-hand menu, you can:

• Update your colour theme using a HEX selector
• Toggle sections on or off
• Rearrange sections by dragging them into your preferred order

Lead Capture Options

You can choose how you capture leads:

Manual Lead Form
A simple, ready-to-use form capturing name, email, phone number, address, and service interest.
→ Requires you to assign a team member to receive incoming leads

AI Lead Form (see this article for how to set it up)
Embed an AI-powered lead capture experience.
→ Requires an existing AI lead form created in:
Control → Other → Lead Capture
→ Once created, simply select it from your account to embed it into your PROfile

Publishing Your PROfile

Use the “Publish PROfile” toggle to make your page live.

A public URL will be generated automatically using your business name, for example:
https://app.opensolar.com/profile/downundersolarpower

You can edit the URL slug to better suit your brand or campaign needs.

At any time, you can switch off the “Publish PROfile” toggle to unpublish your page. This will deactivate the page and remove it from public access.

Editing Page Sections

PROfile uses a simple “what you see is what you get” editor.

• Click the pen icon on any section to edit
• Update titles, descriptions, and images
• Upload your own content to personalise your page

Images & Media

• Access a built-in library of professional images sized to fit each section
• Upload your own images if preferred

Equipment & Brands

• Choose from an extensive database of brand logos
• Upload additional logos if needed

Accreditations

• Select from region-specific accreditation logos (e.g. CEC, Master Electricians Australia)

Google Reviews

• Add your Google reviews by entering your Place ID (see instructions here for how to find your Google Place ID).
• Your rating and recent reviews will populate automatically
• See this article for how to find your Place ID

Saving & Viewing Your PROfile

• Use the “Save” button (top right) to store your changes
• Changes are not saved automatically
• Preview your PROfile in desktop and mobile views using the icons at the top right

⚠️ Editing is currently supported on desktop only

Managing Your Lead Flow

Every lead captured through your PROfile is automatically created as a project in OpenSolar.

• All PROfile leads are tagged with a “PROfile Lead” chip
• Use the built-in PROfile Leads filter in your project list to track performance and reporting

PROfile Use Cases

PROfile is designed to be flexible and can support a range of use cases:

• A starter website for businesses without an existing online presence
• A lead generation landing page
• A supplement to your existing website
• A page to promote via social media (Facebook, LinkedIn, etc.)
• A dedicated page for campaigns, promotions, or specific services

PROfile is not limited to one use case—use it in a way that best supports your business growth.

We hope you enjoy using PROfile and that it becomes a valuable tool for generating new leads and growing your business 🚀