Video library

Short walkthrough videos for the areas installers ask about most. Click a thumbnail to play — videos load only when you choose to watch them.

A welcome message from our founder, James, to intro you to the team and help you get started.

A tour of the installer portal navigation and where to find the tools you use every day.

Ben gives the lowdown on the hardware catalogue and how underpins the instant quote and proposal tools.

An introduction to hardware packages and how they can be used in instant quote and proposal tools.

Bringing your own subdomains and email addresses into the platform.

How to setup email templates, system notifications and customer-facing emails.

An introduction to pricing models and how they can be used to automatically calculate the price of your solar quotes.

An introduction to the basics elements of building a proposal from scratch.

An introduction to proposal templates to avoid starting proposals from scratch each time.

How to import Easy PV projects into a Simplified Proposal

How to import Open Solar projects into a Simplified Proposal

How to setup the Go High Level connector to sync contacts and deals from quote events.

How to setup the HubSpot connector to sync contacts and deals from quote events.

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