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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
Admin & Configuration of the system
Enterprise App Articles
- Available Required Documents
- How to print a Site Plan
- How to use the Cabling Tool in the Designer
- How to configure Calendar Integration
- Exclude Opt-out of Marketing Customers from the Asset Service Report
- Bridge Select Articles
- How to get Serial Numbers from Bridge Select
- How to Update a Bridge Select Job
Creating and editing Service Jobs and Tax Invoices
- 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