Day to day
Everything in the other sections is about setting your account up. This section is about running it: what you and your team do each morning once quotes are coming in.
You do not need to have done the setup to use these pages. If someone else configured your account and you have been asked to handle enquiries and follow up on quotes, start here.
In this section
- Dashboard — what each number counts, and over what period
- Contacts — finding a customer and seeing everything linked to them
- Enquiries — handling incoming leads from forms and widgets
- Find and follow up on instant quotes — filtering the list, reading status tags, and chasing the right people
- Quoting on a customer's behalf — building a quote yourself while they are on the phone
- Build a commercial solar quote — the commercial solar tool end to end, section by section
- Working proposals — publishing, sharing, tracking, and revising
- Pricing Calcs — a quick price without building a full quote
What this section will cover
- Service Plans: managing live agreements
note
These pages are being written.