Automatically Generate Single Line Diagrams

Inverter & String Design (Module 4)

Linky Smart Meter Integration

Welcome to the Eturnity Video Training Centre - Partner License

Solar Calculator

Getting Started for Admins (Module 2)

3D Module Layout (Module 3)

Welcome to the Eturnity Video Training Centre

Quick Guide to Project Planning (Module 1) - Partner License

Getting Started for Admins (Module 2) - Partner License

3D Module Layout (Module 3) - Partner License

Inverter & String Design (Module 4) - Partner License

How to Create and Use Main Component Templates in Eturnity

Resolving User Interface Issues in Eturnity Expert

How to Contact Eturnity Support

How to Set Component Pricing

How to Create and Use Project Templates in Eturnity

K2 Base Integration - Complete Workflow Guide

Quick Guide to Project Planning (Module 1)

API and Webhook Integrations

Load Profiles in Eturnity Expert

Calculation Base for Eturnity Heating Calculator and Heating Expert

How to Add Components to Your Eturnity Library

Calculation Base for Eturnity Solar Calculator and Solar Expert

Component Groups - Comprehensive Organization and Time-Saving Guide

User Roles and Permissions in Eturnity

EF Solar Integration

Bexio Integration

How to Embed the Eturnity Solar Calculator as an iFrame

Document Section in Eturnity Expert

Activating the E-Mobility Add-On and Adding Charging Stations to Your Library

PDF Adaptations

How to Create New Projects in Eturnity Expert

Planning and Configuring Charging Stations in Your Project

Managing Technologies in Project Variants

Project Overview - Managing and Organizing Your Projects

Standalone vs iFrame Calculator Integration: Which Option is Right for You?

Eturnity E-Sign Setup and Usage Guide

3D Layout in Eturnity Expert: Overview and Getting Started

Basic Mode: Fast 2D Planning for Simple Projects

Professional 3D Planning for Realistic Customer Presentations

Drawing and Adjusting Roof Areas to Scale

Modeling Complex Roofs and Dormers

Placing Panels Flexibly: Techniques and Best Practices

PDF Configurations

Online Offers: Share, Track and Manage Offers via a Public Link

Photogrammetry Add-on: From Drone Imagery to 3D Model and Orthofoto for Solar Expert

Create and Manage Custom Electricity Tariffs

Training Center

Training Center - Partner License

Webinare

Webinars Tepto

Webinars UK Greentech

Webinars Aprilice

Webinars Krannich

Webinars Waxman

Webinars Wienerberger

Component Library Management

Project management

Solar System

3D Module Layout

Financial Analysis & Profitability

Document Management & Proposals

Integrations & Third-Party Tools

Settings & Administration

Troubleshooting & Support

E-Mobility

Archiv

<h2><strong>Simple inverter design</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/243dedd9-bf7f-4cd5-b7af-12b6fd1be69b?language=en-GB" loading="lazy" title="Synthesia video player - EN - Simple inverter design" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Quickly and easily select inverters manually</li><li>System overview with roof areas, number of modules, and kWp output</li><li>Inverter selection with technical compatibility check</li></ul><h2><strong>Automatic inverter design</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/7ed87abf-3e0c-4313-a20f-0a10f00bb61a?language=en-GB" loading="lazy" title="Synthesia video player - EN - Automated inverter design" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Automatically select an inverter</li><li>Auto-generate a string design</li><li>Export string plan</li><li>Company-specific advanced settings for inverter selection</li><li>Requires a large inventory of inverters in your private library; otherwise, a suitable inverter cannot be found</li></ul><h2><strong>Manual string design</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/f0914aa0-d754-4225-9339-e765d6272d15?language=en-GB" loading="lazy" title="Synthesia video player - EN - Manual string design" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Easily create and edit strings by clicking and dragging</li><li>Real-time electrical compliance check</li></ul>

<h2><strong>Library</strong></h2><p><br><strong>Your library is the cornerstone of success with Solar Expert</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/6a15d73c-28cc-42b8-96a6-36a4c3feb70e?language=en-GB" loading="lazy" title="Synthesia video player - EN (British) - The library - Basis for your success" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><p>With a well‑maintained library, you will:</p><ul><li>Save plenty of time</li><li>Tailor proposals live during consultations</li><li>Avoid separate pricing spreadsheets</li><li>Get real‑time project cost calculations</li><li>Ensure everyone uses the same pricing structure</li><li>Leverage your team’s combined experience<br>&nbsp;</li></ul><p><strong>Components</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/91dd7353-6636-4f79-bd1b-565aa93216ac?language=en-GB" loading="lazy" title="Synthesia video player - EN - Add components to the library" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Eturnity maintains a global library of major technical components (modules, inverters)</li><li>Build your own private library of components you use</li><li>Add installation services and accessories as “Other components”</li></ul><p><strong>Project Templates</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/e137e3ab-43ba-458a-b58f-079b2d990558?language=en-GB" loading="lazy" title="Synthesia video player - EN - Create project templates" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>New projects are always created from templates</li><li>Templates determine which components are pre‑selected</li><li>Set up your most common PV packages as templates</li><li>Customise details (e.g. meter adjustments) during planning</li></ul><hr><h2><strong>PDF Proposals &amp; Branding</strong></h2><p><strong>Branding: Adapt colours, logo and your terms and conditions</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/5198116c-bc4f-4688-a439-491a50f34e7d?language=en-GB" loading="lazy" title="Synthesia video player - EN - Adjustments PDF offer" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Customise logo, document colours and T&amp;Cs within Solar Expert</li><li>Send your T&amp;Cs as a PDF to <a href="mailto:support@eturnity.com">support@eturnity.com</a> to add them to your templates</li></ul><p><strong>Customise document templates</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/bcf73a87-633d-4d19-a213-ab7fe7eaead0?language=en-GB" loading="lazy" title="Synthesia video player - EN - Customise document templates" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Select which PDF pages belong in a particular proposal</li><li>Send a screenshot of your desired setup to <a href="mailto:support@eturnity.com"><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">support@eturnity.com</span></a><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);"> </span>to modify or create templates</li></ul><hr><h2><strong>Internal Processes &amp; Project Status</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/882055cd-da75-481d-b62c-e67373348b59?language=en-GB" loading="lazy" title="Synthesia video player - EN - Project status for internal  processes" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Project statuses let you model your own sales and planning workflows</li><li>Define custom statuses</li><li>Assign statuses in the project list or during planning</li></ul><hr><h2><strong>User Management</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/120263ef-ecef-40b6-bafc-f8eac181c2a6?language=en-GB" loading="lazy" title="Synthesia video player - EN - User management" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><p><strong>User Roles</strong></p><figure class="table"><table><tbody><tr><td>User Role</td><td><p style="text-align:center;">General Settings</p></td><td><p style="text-align:center;">Edit Library</p></td><td><p style="text-align:center;">Project Visibility</p></td></tr><tr><td>Admin</td><td><p style="text-align:center;">✅</p></td><td><p style="text-align:center;">✅</p></td><td><p style="text-align:center;">All</p></td></tr><tr><td>Project Manager</td><td><p style="text-align:center;">❌</p></td><td><p style="text-align:center;">❌</p></td><td><p style="text-align:center;">All</p></td></tr><tr><td>User</td><td><p style="text-align:center;">❌</p></td><td><p style="text-align:center;">❌</p></td><td><p style="text-align:center;">Own projects only</p></td></tr></tbody></table></figure><p><strong>Adding a new user</strong></p><ul><li>To create a new user, please send the following information to <a href="mailto:support@eturnity.com">support@eturnity.com</a>:<ul><li>User role</li><li>First name, Last name</li><li>Email address</li><li>Phone number</li></ul></li></ul>

<h2><strong>Basic Mode vs Pro Mode</strong></h2><p><strong>Basic Mode</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/dd6f5dc9-58f9-4fa4-aaee-6e45f3be17b7?language=en-GB" loading="lazy" title="Synthesia video player - EN - Basic-Mode" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><p><strong>Pro Mode</strong></p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/8fa0e932-06c9-4c21-9be7-aa325fc8fda5?language=en-GB" loading="lazy" title="Synthesia video player - EN - Pro-Mode" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><figure class="table"><table><tbody><tr><td><strong>Basic Mode</strong></td><td><strong>Pro Mode</strong></td></tr><tr><td><ul><li>Plan simply and quickly in 2D</li><li>Especially suitable for photovoltaic systems with only one roof area</li></ul></td><td><ul><li>Plan precisely and flexibly in<strong> 3D</strong></li><li>Impress your clients with a <strong>realistic 3D model</strong> in the offer</li><li>Benefit from a flexible planning process tailored exactly to your requirements</li><li>Suitable for all roof types</li></ul></td></tr><tr><td><p><strong>Planning steps</strong></p><ul><li>Create a roof area using the roof tool<ul><li>Draw the outline of the roof area to be equipped</li><li>Define pitch and orientation with a single click</li></ul></li><li>Place modules using the module tool<ul><li>Cover the entire roof area with modules</li><li>Check settings for the module field</li><li>Check for obstructing objects and remove modules if necessary</li></ul></li></ul></td><td><p><strong>Planning steps</strong></p><ul><li>Draw the building’s floor plan with right angles</li><li>Draw all roof edges completely</li><li>Extrude the roof in three dimensions</li><li>Optionally, draw areas of obstruction</li><li>Optionally, adjust edge clearances</li><li>Fill the remaining roof area with modules</li><li>Check module field settings</li><li>Optionally, manually optimize the module layout</li></ul></td></tr></tbody></table></figure><h2>Flexible panel placement</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/50d77eb6-2c43-4c26-a96d-ab133a8c51a7?language=en-GB" loading="lazy" title="Synthesia video player - EN - Flexible panel placement" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Draw the module field</li><li>Align modules flush with edges</li><li>Fill the roof area with the module field</li><li>Trim module fields</li><li>Copy module fields</li><li>Select modules</li><li>Split module fields</li><li>Adjust size of module fields</li><li>Offset modules for triangular roof areas</li></ul><h2><strong>Pro Mode: Model dormers and complex roofs</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/1199327c-5e8e-4bf9-973a-ca21be83dd93?language=en-GB" loading="lazy" title="Synthesia video player - EN - Dormers and complex roofs" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><h2><strong>Draw roof area to scale</strong></h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/13bdb45d-9fbc-410e-b4d7-74ed3ea842ef?language=en-GB" loading="lazy" title="Synthesia video player - EN - Draw the roof area to scale" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Use the Select &amp; Move tool (holding SHIFT) to adjust roof dimensions after drawing</li><li>Set the desired length of a line via manual input</li><li>Use the “Projected Length Calculator” to draw roof dimensions precisely</li></ul><p>&nbsp;</p><p>&nbsp;</p>

<h2>Main navigation overview</h2><p>A brief overview of the most important navigation elements in the Solar Expert:</p><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/ab806001-d66e-4021-885e-8f7829a4a6ba?language=en-GB" loading="lazy" title="Synthesia video player - EN - Overview main navigation" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Project List: all relevant projects and info at a glance</li><li>Library: all components, templates, and pricing structure in one place</li><li>Activities: overview of scheduled activities</li><li>Account Settings: edit your account info and log out</li><li>Settings: mainly company‑wide settings for admins</li></ul><hr><h2>Create a new project</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/5bd19cd3-071a-458a-ac5b-2c83608d0ebd?language=en-GB" loading="lazy" title="Synthesia video player - EN - Create a new project" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div>
</div><ul><li>Create directly within Solar Expert—ideal for incoming phone enquiries</li><li>Project templates work like sample proposals, saving you from adding each component individually</li></ul><h2>Projects from Solar Calculator requests</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/049ffd59-25b6-40b0-a14d-a2c8899cd302?language=en-GB" loading="lazy" title="Synthesia video player - EN - Projects from Solar calculator" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>A customer request automatically creates a project</li><li>All customer data from the Calculator (e.g. energy usage) is imported</li></ul><hr><h2>Project planning overview</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/de292b93-27d4-41d1-8f72-45d5c69a9fb2?language=en-GB" loading="lazy" title="Synthesia video player - EN - Project planning overview" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Create the 3D module layout</li><li>Enter tariffs and energy consumption</li><li>Select key technical components (inverter, battery storage, etc.)</li><li>Finalise the Bill of Materials with accessories and installation services</li></ul><hr><h2>Generate PDF quotation</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/510720bb-2e48-4a34-b3c4-12a3e7110852?language=en-GB" loading="lazy" title="Synthesia video player - EN - Generate PDF quotation" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Select a document template (e.g. a sample offer)</li><li>Adjust the 3D layout camera angle for the PDF</li><li>Review the preview</li><li>Generate and download the PDF</li></ul><hr><h2>Create project variants</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/730552db-b86c-4fc7-b0e4-3dcc6516a977?language=en-GB" loading="lazy" title="Synthesia video player - EN - Create project variants" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Duplicate completed variants to quickly produce comparison offers (e.g. different system sizes)</li><li>For each variant, specify active technologies (battery storage, e‑mobility, etc.)</li></ul><hr><h2>MCS Integration (UK only)</h2><div class="raw-html-embed"><div style="position: relative; overflow: hidden; aspect-ratio: 1920/1080"><iframe src="https://share.synthesia.io/embeds/videos/3dbedd18-1c72-4872-9e74-951def73c459" loading="lazy" title="Synthesia video player - EN- MCS within your project" allowfullscreen="" allow="encrypted-media; fullscreen;" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;"></iframe></div></div><ul><li>Overview about applied MCS regulations in your project</li><li>Sunpath diagram</li><li>Integration of relevant pages in your document (02a Sunpath diagram, 10 About the Simulation)</li></ul><p>&nbsp;</p>

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