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

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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

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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

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PDF Proposal

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