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  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₯ How to Work on Multiple OS Organizations
  • πŸŽ₯ Your Hardware Preferences
  • πŸŽ₯ Pricing and Payment Options

Designing Your First System (3 Step Process)

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

3D and Advanced Design

  • πŸŽ₯ OpenSolar 3D
  • πŸŽ₯ Creating a 3D design without 3D data
  • πŸŽ₯ Designing on an Uploaded/Custom Image
  • πŸŽ₯ Manual 3D - Advanced Designs
  • πŸŽ₯ Manual 3D - Model Windows
  • πŸŽ₯ Manual 3D - Shed Roof and Side Walls
See all 7 articles

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₯ Customizing the "Accept Proposal" Button
  • πŸŽ₯ How to Set up a Loan
  • πŸŽ₯ Annotations
  • πŸŽ₯ Meeting Schedule Tool
OpenSolar
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