3. Projects
View your project list, and manage a single project right from creation, through to design, proposal and sale.
Project List
Manage
Info
- Document Template: Energy Yield Report
- Attach PDF Documents to the Sales Proposal
- Summary of your Designed Systems
- Include Sales and Service Details
- Transactions & Requesting Payments
- Post-Sale Installation and Compliance Documents (Generating an Owner's Manual)
Energy
Design
- How to Apply Incentives to your Project
- How to set up your Cost Information
- Save Your Project
- Customise the Quotation Table with Price Adders/Discounts
- Factor in recent changes to your proposal
- Reset the Map View to the Original Address