OpenSolar Help Center home page
Community Submit a request
Sign in
  1. OpenSolar
  2. 1. Training Package

1. Training Package

START HERE: If you are new to OpenSolar, these videos will get you acquainted with the platform.

Getting Started

  • πŸŽ₯ Welcome to OpenSolar!
  • πŸŽ₯ Add your Logo and Business Details
  • πŸŽ₯ Add Team Members
  • πŸŽ₯ Your Hardware Preferences
  • πŸŽ₯ Pricing and Payment Options

Designing Your First System (3 Step Process)

  • 1. Create a Project
  • 2. Designing your System
  • 3. Generating Online and PDF Proposals

3D Design and Extra Features

  • πŸŽ₯ OpenSolar 3D
  • πŸŽ₯ Creating a 3D design without 3D data
  • πŸŽ₯ Designing on an Uploaded/Custom Image

Top Training Videos

  • πŸŽ₯ Transitioning from OpenSolar 1.0 to 2.0
  • πŸŽ₯ How to enter customer usage from bills or interval data
  • πŸŽ₯ Customise Your Proposal
  • πŸŽ₯ How to Set up Your Terms & Conditions / Contract
  • πŸŽ₯ Creating Custom Tariffs
  • πŸŽ₯ Presenting Multiple Views to Your Customer

Top Training Videos

  • πŸŽ₯ Creating Custom Fields
  • πŸŽ₯ Add Custom Content to Your Proposals
  • πŸŽ₯ Making Changes to a Sold/Accepted System
  • πŸŽ₯ Creating Anytime & Time Of Use Utility Tariffs
  • πŸŽ₯ Adding Project-specific proposal/contract content

Other

  • πŸŽ₯ How to Set up a Loan
  • πŸŽ₯ Annotations
  • πŸŽ₯ Meeting Schedule Tool
OpenSolar
Deutsch English (AU) EspaΓ±ol Italiano Nederlands