This article is in the Projects section of the App.
Once you have designed a system for a project and included contact information, you have the option to invite the assigned contact to view the interactive MyEnergy page.
To do this:
- Select the project you'd like send a proposal to from the main Project page.
- Ensure that the contact details are correct (the email invitation to view will be sent out to all active contacts on the project page). You can edit name, phone number, and email address by clicking the edit icon next to the name of the contact.
- Click on the button (if the button is not green, ensure that you have added a contact with an email and that you have designed a system for the project).
Customising Your Email
You can also create a custom Subject and Message for your email invitation.
How This Will Appear to the Customer
The customer will only have access to the full MyEnergy page as shown: