3. Projects
New Manage UI
- Assigning team members, and tags to projects
- Attach PDF Documents to the Sales Proposal
- Create a Change Order document
- Customize project workflows, stages and actions
- Download a Bill of Materials (BOM)
- Duplicate and Delete Projects or design
Project List
Info
- Adding/Managing Contacts on a Project
- Attach PDF Documents to the Sales Proposal
- Automatically email the proposal and contract to customer upon acceptance
- Create a Change Order document
- Download a Bill of Materials (BOM)
- Generate a PV (Solar) Site Information Plan
Energy
- Export rates based on Solar System Size (Germany)
- How to Create Custom Electricity Tariffs
- How to Customize Electricity Usage
- How to Select the Correct Electricity Utility/Tariff
- How to Upload Interval Data
- Virtual Storage Tariffs (VPPs)
Design
- Add Annotations to Indicate Locations on System Image
- Add custom cost and price Adders per system
- Adders Library
- Adding different types of batteries to your project
- Adding multiple system options
- Adding Setbacks to your Designs
Payments
Online Proposal
- How OpenSolar calculates financial savings
- Add Case Studies to Your Proposal
- Adding Customised Messages/Terms for a Specific Project
- Change the Language of your Proposal
- Customising the Email Subject/Message with your Proposal
- Daily Output Comparison Between Nov/Dec and Jan/Feb