Enterprise App Articles
Added in Version 0.31 Overview In this article we’ll describe how run the Product Search Report. Run Product Search Report Open the Main Menu and scroll down to REPORTS Click Product Search Report Input the report filters: Start Date End Date Product Quote Status – Optional Job Status – Optional The report will Read more…
1 Redesign Form 2 Equipment Installed and Warranty Information – Solar Hot Waters 3 Equipment Installed and Warranty Information – PV & Batteries 4 Installation Checklist & Testing Form – PV & Batteries 5 Installation checklist – Solar Hot Waters 6 SWMS document draft 1 in progress 7 NSW dealers Read more…
Added in Version 0.30 Overview In this article we’ll describe how to print a Site Plan. Printing the Site Plan Open the Job you wish to print Click Site Plan under the Actions tab You can then choose to Print or Email the Site Plan
Added in Version 0.30 Overview In this article we’ll describe how to use the Cabling Tool in the Designer. Using the Cabling Tool Open the Quote/Job to design From the PV/HW/Battery tab click Edit Design Click the Cabling Tool button Draw each part of the cable line When complete, click Read more…
Added in Version 0.30 Overview In this article we’ll describe how to configure Calendar Integration. Generate a Calendar URL Open the Main Menu and scroll down to CONFIGURE Click the Users Select a User and click Get Calendar URL The system will prompt you to copy the calendar URL. This can now be Read more…
Added in Version 0.30 Overview In this article we’ll describe how to exclude Opt-out of Marketing Customers from the Asset Service Report. Asset Service Report Open the Main Menu and scroll down to REPORTS Click the Asset Service Report Apply filters and scroll down to the bottom of the dialog Tick Hide Opt-out Read more…
List of Bridge Select articles: How to Create a Bridge Select Job How to Update a Bridge Select Job How to get Serial Numbers from Bridge Select
Added in Version 0.29 Overview In this article we’ll describe how to get the serial numbers from a Job in Bridge Select. NOTE: You must first create the Job in Bridge Select and it must be In Progress. Get the Serial Numbers from a Bridge Select Job Open the PV Read more…
Added in Version 0.29 Overview In this article we’ll describe how to update a Job in Bridge Select. NOTE: You must first create the Job in Bridge Select. Update a Bridge Select Job Open the PV Installation Job you want to update in Bridge Select. Click the Bridge Select button. Read more…
Added in Version 0.29 Overview In this article we’ll describe how to create a Job in Bridge Select. NOTE: At the moment, only PV Installation Jobs can be created in Bridge Select. Create a Bridge Select Job Open the PV Installation Job you want to create in Bridge Select. Click Read more…