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  1. OpenSolar
  2. 3. Projects

3. Projects

View your project list, and manage a single project right from creation, through to design, proposal and sale.

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

  • Automatically email the proposal and contract to customer upon acceptance
  • Download a Bill of Materials (BOM)
  • How to Generate Documents in OpenSolar
  • Generate a PV (Solar) Site Information Plan
  • How to generate a Shade Report?
  • Document Template: Energy Yield Report
See all 18 articles

Energy

  • How to Create a Commercial Tariff
  • How to Customize Electricity Usage
  • How to Enter Hourly Interval Data
  • How to Customise the Electricity Utility/Tariff

Design

  • How to create a battery only proposal / battery retrofit proposal
  • Designing Commercial Systems on OpenSolar
  • How OpenSolar Models Battery Energy Storage?
  • How to Add/Remove a Tree
  • Adders Library
  • Add custom cost and price Adders per system
See all 41 articles

Online Proposal

  • Navigating the Proposal
  • Adding Customised Messages/Terms for a Specific Project
  • Select Proposal and Preset Templates
  • Reorder or Hide Hardware in your Proposal
  • Add Case Studies to Your Proposal
  • How to Set Up the Meeting Scheduling Tool
See all 7 articles

PDF Proposal

  • Generate a PDF Proposal from MyEnergy
  • Downloading Selected Systems Only
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