Instructional videos for the Solahart Sales App
Overview This video explains the two main options for creating your hot water systems. It also explains why one option is recommended over the other.
Overview This video will take you through the process of setting up your Hot Water Systems using the second option. To do this you will create Hot Water Kits using the product worksheet and then create the installation line items using products.
Overview This video will show you how to use the product worksheet to add new products and update existing products in the sales app system
Overview This video will show you how to create accessory line items using the product worksheet and also directly in the products area of the sales app.
Overview This video shows you how to create new users in the sales app and how to make changes to existing users.
Overview This video shows you how to access the solahart sales app system using an iPad. You can use other devices including android devices, the process will be similar, just adapt for each device.
Overview This video will show you How to update the Customer Profile page of a sales quote.
Overview This video explains the sales quoting process and discusses the workflow and the different statuses a quote may progress through within the sales app.
Overview This video will show you how to update the Site Analysis Page of the Sales Quote which includes adding the mandatory Meter Box Photo.
Overview This video will show you how to create a new customer in the Sales App.