Simplified documentation
Simplified gives renewable energy installers a set of customer-facing tools that carry your branding: instant quote tools your customers use themselves, detailed proposals you send to win bigger jobs, a portal where customers track their installation, and widgets you embed on your own website.
You configure all of it from the Installer Portal, and your customers never see the Simplified name unless you want them to.
These docs are for installer teams. They cover both setting your account up and running it day to day.
New here?
Start with How Simplified fits together to understand the moving parts, then work through the go-live checklist.
If you are in a hurry, the shortest path to a working quote tool is: build your hardware catalogue, group products into hardware packages, attach a pricing model, then publish.
Already set up?
If someone else configured your account and you are handling quotes and enquiries, go straight to Day to day.
Finding your way around
- Video library — short walkthrough videos for the Installer Portal and key features
- Get started — orientation and the path to going live
- Core concepts — the ideas everything else builds on
- Instant quote tools — self-serve quoting for your customers
- Proposals — detailed documents your customers can accept online
- Customer portal — where customers track their job
- Service plans — recurring maintenance and monitoring
- Day to day — running your pipeline
- Publishing and embedding — getting the tools onto your website
- Integrations — CRM, calendars, and payments
- Email — what gets sent, to whom
- Account and billing — your business details and subscription
- Troubleshooting — when something is not behaving
Getting help
Short walkthrough videos live in the video library. In the Installer Portal, click Documentation at the bottom of the sidebar to open this site. Chat to Support sits just below it. If you are stuck on something these docs do not answer, contact us at hello@simplified.energy.
API documentation is not part of this site yet.