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Setting Up Your Account Before you Start Making Proposals

After completing these quick and easy steps, you’ll be ready to start creating world-class solar, battery, and electrification proposals that help your business thrive.

Last Updated: 16th November 2024

Applies to:

  • Solar Installer users
  • Enterprise users

What You Need To Do:

  1. Click the gear icon in the top-right corner of the home screen.
    Setup_20241118_01
  2. From the dropdown, select Preferences
    Setup_20241118_02
  3. Then work your way down the left-hand menu of the Retailer Preferences page that opens, reviewing and updating settings where relevant.
    Note:  For help on a given input, click on the icon of an 'i' in a circle.
  4. When you've finished, click 'Save All' in the top-right corner to ensure your changes are applied.
  5. Then exit by clicking on the Home icon.
    Setup_20241118_03

Congratulations! You’re now ready to create your first proposal.
Recommended article to help you create your first home or business proposal: Creating a Proposal - Start to Finish

Pro Tip: Completing the Automation settings above can reduce proposal creation time—for example, full home or business solar, battery & electrificaiton proposals can be ready in under 3 minutes!