Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
Added in Version 0.37 Overview Split/Group Panels in the Designer NOTE: If the Panel Array is modified (e.g., Rows or Columns change), the system will reset the Panel Array, and changes made to individual panels will be lost.
Added in Version 0.34 Overview NOTE: Customer Payments require a seperate Stripe account to use. Create a New Payment Enter Credit Card Details (on behalf of the Customer) Send Payment Email NOTE: The system will search the Email Body for the merge field [Payment Link] to display the Payment URL. Read more…
Added in Version 0.32 Overview Add VEECS to the Quote
Added in Version 0.32 Overview Add ESCs to the Quote
Added in Version 0.31 Overview In this article we’ll describe how to add an Existing PV System to a Quote. Add an Existing PV System Open a Quote and click the PV or Battery tab (depending on the type of Quote) Scroll down to the Existing PV Arrays section For Read more…
Added in Version 0.31 Overview In this article we’ll describe how to configure and view Quote Followup Automation on a Quote. Configure Quote Followup Automation Open the Main Menu and scroll down to CONFIGURE Click Quote Followup Config This allows you to configure followup tasks. Columns: Enabled: If ticked, the followup task will Read more…
Added in Version 0.31 Overview In this article we’ll describe how to Import Interval Data to a Quote. Import Interval Data Open a Quote Click Interval Data on the Actions tab This will display the Interval Data Screen Click Download CSV Template and select an Interval and a Start/End Date Read more…
Added in Version 0.30 Overview In this article we’ll describe how to transfer Customer Photos to a Quote or Job. Transfer Customer Photos to a Quote Open a Quote Click Site Analysis on the Sections tab Scroll down to the Meter Box and Other Photos tab Click Transfer Customer Photos Read more…
Added in Version 0.30 Overview In this article we’ll describe how to add Quote Notes. Add a Quote Note Open a Quote Click Quote Notes on the Sections tab This will display all notes for this Customer’s Quotes Click New Enter the quote note into the Notes field Click OK Read more…
Added in Version 0.30 Overview In this article we’ll describe how to set a Customer to Opt-out of marketing. Set the Customer Opt-out Field From the Dashboard click Customers Find the Customer to Opt-out of marketing and click Edit Click the Opt-Out of Marketing check box