Getting Started with OpenSolar

Basic Configuration

• 🎥 Welcome to OpenSolar!
• 🎥 Add your Logo and Business Details
• 🎥 How to Add Team Members/User
• 🎥 How to Work on Multiple OS Organizations
• 🎥 Your Hardware Preferences
• 🎥 How to add Pricing and Payment/Financing Options

Designing Your First System (3 Step Process)

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

3D and Advanced Design

• 🎥 OpenSolar 3D
• 🎥 Creating a 3D design without 3D data
• 🎥 Designing on an Uploaded/Custom Image
• 🎥 Manual 3D - Advanced Designs
• 🎥 Manual 3D - Model Windows
• 🎥 Manual 3D - Shed Roof and Side Walls

See all 7 articles

Top Training Videos

• 🎥 How to enter customer usage from bills or interval data
• 🎥 Customise Your Proposal
• 🎥 How to Set up Your Terms & Conditions / Contract
• 🎥 Presenting Multiple Views to Your Customer

Top Training Videos

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

Other

• Best Practices for selling non-solar or non-storage projects
• 🎥 How to Set up a Loan
• 🎥 Annotations
• 🎥 Meeting Schedule Tool