Leads & Quotes

Added in Version 0.38 Overview Add a Battery System in the Quote Designer Add an EV Charger in the Quote Designer

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 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…