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OpenSolar
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
π₯ Welcome to OpenSolar!
π₯ Add your Logo and Business Details
π₯ Add Team Members
π₯ Your Hardware Preferences
π₯ 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
π₯ OpenSolar 3D
π₯ Creating a 3D design without 3D data
π₯ Designing on an Uploaded/Custom Image
Top Training Videos
π₯ Transitioning from OpenSolar 1.0 to 2.0
π₯ How to enter customer usage from bills or interval data
π₯ Customise Your Proposal
π₯ How to Set up Your Terms & Conditions / Contract
π₯ Creating Custom Tariffs
π₯ Presenting Multiple Views to Your Customer
Top Training Videos
π₯ Creating Custom Fields
π₯ Add Custom Content to Your Proposals
π₯ Making Changes to a Sold/Accepted System
π₯ Creating Anytime & Time Of Use Utility Tariffs
π₯ Adding Project-specific proposal/contract content
Other
π₯ How to Set up a Loan
π₯ Annotations
π₯ Meeting Schedule Tool