Quick Guide to Project Planning (Module 1) - Partner License
The following videos guide you step by step through your first project in Solar Expert.
Main navigation overview
A brief overview of the most important navigation elements in the Solar Expert:
- Project List: all relevant projects and info at a glance
- Library: all components, templates, and pricing structure in one place
- Account Settings: edit your account info and log out
Create a new project
- Create directly within Solar Expert—ideal for incoming phone enquiries
- Project templates work like sample proposals, saving you from adding each component individually
Project planning overview
- Create the 3D module layout
- Enter tariffs and energy consumption
- Select key technical components (inverter, battery storage, etc.)
- Finalise the Bill of Materials with accessories and installation services
Generate PDF quotation
- Select a document template (e.g. a sample offer)
- Adjust the 3D layout camera angle for the PDF
- Review the preview
- Generate and download the PDF
MCS Integration (UK only)
- Overview about applied MCS regulations in your project
- Sunpath diagram
- Integration of relevant pages in your document (02a Sunpath diagram, 10 About the Simulation)