This article is in the Projects section of the App.
First you will need to navigate to the Project Page for the Project you will be editing.
The Project Page can be accessed by clicking on a project from the Project zone or you will be taken there when you create a new project.
This page allows you to edit various details of the project and you can also send out invitations for the customer to view the MyEnergy page for the designs you’ve created
This article will outline how to use the Installation and Compliance section of the Project Page.
Scroll down to the heading Installation and Compliance and click on the edit button in the top right of the section.
Note: If you have not designed systems for a project then the Owner's Manual and Compliance documents will not be available.
From here you can update:
- The Assigned Installer by clicking on the option and selecting an installer from the drop-down of your team members (See Setting Up Your Team if you haven't yet).
- The Installed System by clicking on the option and selecting which system is the one which was installed.
- The Serial Numbers for the Modules/Inverters/Batteries by simply entering them into the respective sections.
After you have sold the system to a customer you will be able to access the ability to Generate an Owner's Manual. In this section you will be able to see which files are necessary to upload for the Owner's Manual and how many files have been uploaded at this point, eg Post-Install Photograph (1) means that 1 file has been uploaded for this section.
See here for How to Upload Files to a Project.
When you have uploaded all the necessary files, generate an Owner's Manual by simply clicking on the + Generate button.
You will also have the capability to fully customise your Owner's Manual Template within the Control section of the App. (See How to Customise Your Owner's Manual Template).