Getting Started for Admins (Module 2) - Partner License
The most important setup steps for a successful start with Solar Expert
Library
Your library is the cornerstone of success with Solar Expert
With a well‑maintained library, you will:
- Save plenty of time
- Tailor proposals live during consultations
- Avoid separate pricing spreadsheets
- Get real‑time project cost calculations
- Ensure everyone uses the same pricing structure
- Leverage your team’s combined experience
Components
- Build your own private library of components you use
- Add installation services and accessories as “Other components”
Project Templates
- New projects are always created from templates
- Templates determine which components are pre‑selected
- Set up your most common PV packages as templates
- Customise details (e.g. meter adjustments) during planning
PDF Proposals & Branding
Branding: Adapt colours, logo and your terms and conditions
- Customise logo, document colours within Solar Expert
Internal Processes & Project Status
- Project statuses let you model your own sales and planning workflows
- Define custom statuses
- Assign statuses in the project list or during planning