How to add Quote Notes

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…

How to use the Quick Map Viewer

Overview In this article we’ll explain how to use the Quick Map Viewer. How to configure the default Location Open the Main Menu and scroll down to CONFIGURE. Click Settings. Input the Default Quick Map Viewer Location. This location will be used when the Quick Map Viewer opens. Lookup an Address On the dashboard Read more…

How to Hide Graphs on the Quote

Overview In this article we’ll explain how to hide graphs on the Quote Review and Quote Proposal. Hide Graphs on a Quote Open the Quote. Click Quote Review. Under the Graphs tab at the top tick on Hide Solar Panel Energy Analysis or Hide Financial Charts. This will hide those graphs from Read more…

How to Take the Sales App Offline

Overview In this article we’ll explain how a Salesperson can take the Sales App offline. NOTE: A System Administrator is required to configure the system before Offline Mode can be used (more details). Switch to Offline Mode Open the Sales App. Click Go Offline on the dashboard. NOTE: This requires Read more…

How to Duplicate a Quote

Overview In this article we’ll explain how to duplicate a Quote. How to duplicate a Quote Find the Quote you wish to duplicate and click Open. Under Actions click Duplicate Quote. If the Quote you are duplicating has a status of Complete and Successful, a new copy of the quote Read more…