Get started with OpenSolar! Learn how to set up and configure your account as an admin user:

 

1) Register for OpenSolar

 

Head on over to OpenSolar to register your account and get started

 

 

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2) Access Control

 

 

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3) Company

 

2.1) Business Info

 

 

2.2) Adding Team Members

 

 

2.3) Custom Roles

 

 

2.4) Project Management 

 

 

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4) Design & Hardware

 

4.1) Segen Distributor Integration

 

 

Live catalogue, pricing and stock. OpenSolar designs converted to Segen orders in an instant

 

 

4.2) Modules | Inverters | Batteries | Other Components

 

 

4.3) Setbacks & Design Settings

 

 

4.4) Battery Control Schemes

 

Learn more about battery storage:

 

 

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5) Pricing & Payments

 

5.1) Pricing & Costing Methods

 

 

5.2) VAT / Tax

 

 

5.3) Payment Options

 

 

Payment Providers

 

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6) Purchase Experience

 

6.1) Proposal Template

 

 

6.2) Contract Template

 

 

6.3) Checkout Experience

 

 

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7) Other

 

7.1) Document Templates

 

 

7.2) Lead Capture & Sales Territories

 

 

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