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  1. Start a new quote - enter customer name and address (or if they are an existing customer, search for them in the Contacts page and create a new quote from within their customer entry), and on their Contact page, click New Quote)

  2. Enter any tariff and consumption profile.

  3. Skip the energy and design pagesDesign and go to the Pricing page > Edit quote tab

  4. Add any line inventory items required to the quote, such as labour, parts, etc. Adjust payment terms and finance options as needed.

  5. On the Reports > Sales page, select the Price Only (no design) template

  6. Send quote tab - select Quote PDF Only

  7. Click Email quote (or go back to the View Quote tab and download the short quote pdf. )Go to the Send page.

  8. Adjust the email content as required, and select the Proposal PDF: Quote Price Only, or Service Price Only.

  9. Click Send Email.

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Hot Water Systems and Heat Pumps

The Product Library lists some Hot Water Systems. Go to the Other tab, and select Category > Hot Water Components

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If the model you need is not there, you can send the brochure to support@solarplus.co and we’ll add it. Alternatively you can create a custom item in the Inventory section.