3. Projects
View your project list, and manage a single project right from creation, through to design, proposal and sale.
Project List
Manage
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
Energy
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
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