Organization Setup & Customization
Set up and customize your OpenSolar organization—from team roles and pricing to proposals, incentives, and system modeling—to match your business needs.
Configuring Your Company's Information
- How to Add or Update Business Information
- How to connect and share projects to external organizations using Teams
- How to create and customize custom fields
- How to create custom roles and add team members
- How to customize project tags and actions
- How to customize project workflows, stages and actions
Configuring Hardware, Simulations & Proposal Settings
- How to add your hardware components
- How to adjust your simulation settings
- How to configure your contract in OpenSolar
- How to create and apply a battery control scheme
- How to create and apply your setbacks template
- How to create case studies to show in your proposal
Configuring Pricing & Payments
- Bulk Update Project (Beta) Functionality
- How Dealer Fees are Include and Calculated for Financed Options
- How to add commission
- How to Add Pricing for Components
- How to configure pricing in OpenSolar
- How to create a cost scheme
Configuring Incentives, Utility Settings & More
- How OpenSolar calculates financial savings
- AI Lead Generation
- How OpenSolar calculates utility bill savings
- How OpenSolar models California's NEM 3.0
- How to add or edit documents to OpenSolar
- How to apply the Cheaper Home Batteries Program incentive to your OpenSolar projects