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Get started

There is a fair amount you can configure in Simplified, and it is not obvious at first which parts are essential and which can wait. This section is the shortest useful path from a new account to a working, branded quote tool on your website.

Work through it in order. Later steps genuinely depend on earlier ones — you cannot price a package before you have products to put in it.

In this section​

  • How Simplified fits together — the moving parts and how they relate. Read this first; it makes everything else quicker.
  • Go-live checklist — the eight steps to a live account, in order, with what each one is for.
  • Video library — walkthrough videos for portal navigation and setup tasks

How long it takes​

The hardware catalogue is the part that takes real time, because it means deciding what you sell and what it costs you. Everything else is comparatively quick.

You do not have to finish in one sitting. The Installer Portal tracks your progress through the checklist on the home screen, so you can stop and pick it up later.

Where to go next​

Once you are live, Day to day covers running the pipeline, and Publishing and embedding covers getting the tools in front of customers in more places than a single link.