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Welcome to SolarPlus. This Help Centre is packed with videos and articles to help you create winning quotes, and set up your account for a smooth workflow. Use the menu on the left and the search bar in the top right to find your way around.

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CRM Management

Quote creation and system design

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Customer journey and detailed workflow

Installation and Commissioning Workflow

Live Search
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Internet Browsers - use Google Chrome

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The recommended internet browser is Google Chrome

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. Microsoft Edge

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Creating your first quote

Start with this quick guide to creating your first quote, then come back for a deeper dive into the setup process.

***INSERT VIDEO***

Quick Reference Guide for New Users

View file
nameCreating a quote in SolarPlus quick guide.pdf

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 1. Complete your User Preferences

Go to More Settings > Admin to complete your

  • Contact details

  • Default panel

  • Profile pic

  • Email signature

  • etc

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2. Complete your basic Business Settings

Go to More Settings > Admin > My Business to complete your

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3. Customise your Proposals

Start with simple modifications or create a completely unique look.

4. Set up your Inventory Pricebook

Quote Price and Inventory

5. Create some System Packages

https://solarplus.atlassian.net/wiki/x/SQCEi

6. Create user accounts for your team

User Roles and Management

7. Integrate your other business tools

Integrations

A stitch in time saves 9

Setting up your account well takes a bit of investment, but we know from experience that companies who have the foresight to set aside a bit of time now, reap the benefits of time and money savings in the future.

System requirements

iPads

Must have iPadOS 17.x and higher.

Processing Power

Designing large PV arrays requires a more powerful computer. What’s the maximum system size you can create in SolarPlus? There are many variables, for example designs using single MPPT core inverters are faster than multi-MPPT inverters and MLPE (micro-inverters), but as a guide:

  • <100kW: A modern laptop

  • <500kW: A modern desktop computer

  • 500kW and above: 32 GB RAM, 8 Core 3.8GHz Processor, 12GB GPU/Graphics card (Windows) Mac Studio Apple M2 Ultra 64GB RAM.