Setup and configuration of Open Solar

KickStart Basic - Getting on your feet

Creating a new account for you.
Entering your business details in all the right places.
Adding team members (up to 5).
Setting up your default inverter and panel that automatically pre-loads.
Creating pricing schemes (up to 3) that quickly populate for you to choose from in each project.
Configuring your customer checkout, customer quote acceptance so your customer can proceed with ease.
Setting up SMTP, so emails come from you (and don't automatically go into junk).
Setting up your 2 default incentives.
Uploading your standard terms and conditions for you.
Setting up your 2 default incentives.
Setup 1 finance providers.
Configure OpenSolar default template.
Configure OpenSolar default Installers and Home Owners manual.
1 hour SunWiz one on one handover session included.

KickStart Advanced - Get the most out of OpenSolar

Creating a new account for you.
Entering your business details in all the right places.
Adding team members (up to 5).
Setting up your default inverter and panel that automatically pre-loads.
Creating pricing schemes (up to 3) that quickly populate for you to choose from in each project.
Configuring your customer checkout, customer quote acceptance so your customer can proceed with ease.
Setting up SMTP, so emails come from you (and don't automatically go into junk).
Setting up your 2 default incentives.
Uploading your standard terms and conditions for you.
Setting up your 2 default incentives.
Setup 1 finance providers.
Configure OpenSolar default template.
Configure OpenSolar default Installers and Home Owners manual.
1 hour SunWiz handover session included.


PLUS
1 hour SunWiz team training session


Track your profit on a per-job basis via
Setting up your Cost of Goods Sold – base costs
Supplier Shipping
Racking
BOS
Labour
Job site shipping & warehousing
Acquisition cost
Fulfilment
Extra costs – Job difficulty
Extra costs – Roof Type


plus COGS for up to 10 Inverters
plus COGS for up to 10 Panels
plus COGS for up to 10 Batteries


If you need more than the base amount of inclusions, select them in "Order Now".

Rapid Setup - In-App Proposal Set-up

We help you stand apart from the competition by crafting your default proposal to meet your needs.
Includes up to 5 case studies.
If you need more, please select them below.

Rapid Setup - Pimp my OpenSolar

Make your OpenSolar truly do what you want it to do
Customising project actions to your business, so your business workflow is reflected in OpenSolar
Setting up your lead capture form and installing it on your website

  • Includes
Setup Lead Capture Form & install on your website

Setup a lead capture form and integrate it into your company website.