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
- Generating a Shade Report?
- Generating Documents in OpenSolar
- Generating the Energy Yield Report document
- How can I generate Structural Assessment report? (UK only)
- Include Installation Details for a Project
- Include Sales & Marketing Details for a Project
- Include Sales and Service Details
- Include Site Details for a Project
- Managing your projects in CRM
- Post-Sale Installation and Compliance Documents (Generating an Owner's Manual)
- Summary of your Designed Systems
- Sun-path Diagram
- Transactions & Requesting Payments
- Upload Files to a Project