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Instructional videos for the Solahart Sales App
- Video: How to configure Leadsources, Regions and Emails
- Video: How to create Tariff Templates
- Video: How to configure the Product Category Selection List
- Video: How to use the PV Panel Upload Sheet to create an import file
- Video: How to Import the PV Panel Worksheet into the Sales App
- Video: How to use the Hot Water Data Upload Sheet to create an import file
- Video: How to import the Hot Water Data Upload sheet into the Sales App
- Video: An explanation of Hot Water Designs and how to create them using the Product Worksheet
Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
- How to Split/Group Panels in the Designer
- How to Process a Customer Payment
- How to add Victorian Energy Efficiency Certificates (VEECs) to a Quote
- How to add Energy Saving Certificates (ESCs) to a Quote
- Add an Existing PV System to a Quote
- Quote Followup Automation
- How to Import Interval Data
- Transfer Customer Photos to a Quote or Job
Admin & Configuration of the system
- How to Setup a Solar Loan Product
- How to Configure Appointment Availability
- How to Configure Roof Products
- How to Configure Victorian Energy Efficiency Certificates (VEECs)
- How to Configure Energy Saving Certificates (ESCs)
- How to Configure Sell Price Rounding for PV Kits
- How to Configure PV Kit Builder Panels
- How to Configure Product Substitution
Enterprise App Articles
Creating and editing Service Jobs and Tax Invoices
- How to Exclude Products from the Picking List
- Transfer Customer Photos to a Quote or Job
- How to Redesign the System on an Installation Job
- Add a Required Document to Service Admin Requirements
- Creating a Site Image for the Asset Service Email
- How to use the Asset Service Report
- Installing and Invoicing PV/HW Combo Jobs
- How to create an STCs Claim Invoice
Send and Receive SMS messages
Application Changelogs