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  1. OpenSolar
  2. 3. Projects

3. Projects

Project List

  • Managing your projects in CRM
  • Using the OpenSolar Calendar

Manage

  • How to Track the Progress of a Project
  • Navigating the Project History Tracker
  • Adding Activities to your Project

Info

  • How can I generate Structural Assessment report? (UK only)
  • Generate a PV (Solar) Site Information Plan
  • How to Generate a Sun-path Diagram on my Design?
  • Automatically email the proposal and contract to customer upon acceptance
  • Download a Bill of Materials (BOM)
  • How to Generate Documents in OpenSolar
See all 20 articles

Energy

  • How to Upload Interval Data
  • 🎥 How to Create a Commercial Tariff (AU)
  • How to Customize Electricity Usage
  • How to Enter Hourly Interval Data
  • How to Customise the Electricity Utility/Tariff

Design

  • 🇬🇧 BOS: Electrical Components
  • Buildable Panels
  • How to Add Setbacks to Designs
  • Using Micro Inverters that connect to multiple panels
  • Single Line Diagrams (SLDs) on OpenSolar
  • How to model a 3D Design on Custom Imagery
See all 44 articles

Online Proposal

  • How STCs are handled for Residential/Commercial projects (AU)
  • Change Language to your Quotes
  • Navigating the Proposal
  • Adding Customised Messages/Terms for a Specific Project
  • Select Proposal and Preset Templates
  • Reorder or Hide Hardware in your Proposal
See all 9 articles

PDF Proposal

  • Finance QR code in proposal PDF
  • Generate a PDF Proposal from MyEnergy
  • Downloading Selected Systems Only
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