Top Tips

SolarTouch is a powerful way to quickly lay out panel groups with the click of a mouse on a computer, or the touch of your finger on a tablet or smartphone. 

Once you are designing in the Studio, simply click “+” next to Panel Groups up the top of your screen and then click and drag to lay out panels, holding down the mouse button or your finger as you drag. 

To find out more about using SolarTouch to design your systems, simply click here and watch a short video.  

Pricing systems is managed in OpenSolar by schemes which automate the process and save you time. These schemes are managed in the Control zone and then applied to projects in the Studio zone. In OpenSolar the “price” is what the customer sees which is different to the “cost” which is used in COGS build-up for margin calculations. See below for costs vs price example in the Studio side menu. 

To get an overview of creating a new pricing scheme you can watch the first half of this video. There are various types of pricing schemes which can be created which are described in the HelpCenter here. You can find out about how to apply these schemes in Studio in this article. 

You can rank, sort and filter your projects in the CRM in order to quickly find the projects you want.

You can do this in various ways which are outlined here in the HelpCenter.

The process of configuring your proposal content within OpenSolar begins in the Control Zone of the app. Here you are able to create numerous proposal templates which can be applied to different jobs to allow you to quickly and easily tailor the content to the needs of the client. 

After creating a new template, you will be able to edit numerous details of the template, but the most important ones are outlined below for your very first template. Before editing the template, you should first fill out your details for your company in the Organisation Details section in the Control Zone. 

 Firstly, edit your cover page image and co-branding logo. Once you are editing a new or existing template, you can upload the image and logo in the “Cover Page Template” section. 

Next, you can enter in all of your proposal content which will appear at the beginning of the document. Here you should generate a few pages of content

Learn how to use the text-editor and about the different placeholders that can be used to automate the proposal. 

There is much, much more you can customise in the proposal templates, but this is a good start to get your main branding and content. For more details, please refer to our article for customising proposal templates.