Webinars

Recordings of past webinars

v5 Commercial design and quoting - 23 Feb 2024

v5 Residential quoting and install - 22 Feb 2024

v5 Introduction - smart energy and commercial design

• Demand charge reduction

• Peak shaving / energy arbitrage

• EV smart charging

• Load shifting

https://us02web.zoom.us/rec/share/JUJXgi1uD-siqTTy55cRDR6Z4CxTpwj9UzG2VUXZ9TsbEfYMDuBOv4ajl2Zppb82.fAsFPSg12UJ466dV

Passcode: d5A#&Xk= Starts at 4:10 minutes in

v5 Introduction - quote workflow

• Quote creation

• Navigation

• Comparing quotes

https://us02web.zoom.us/rec/share/UF8iXOUGkfOOqJKkt7tv_OYOwR2yMhGbl8AqaM5X1L_13jem_lwBBih0GTmxptAG.tkqXGxEILIh7BbGl?startTime=1696985720000
Passcode: c&91oquv Starts 5 minutes in.

v5 Introduction - overview

• Overview of the quote workflow, comparison templates, EV charging, load shifting, 3D view

• Transition plan from v4 to v5

• Login details to the Sandbox account to try it out

https://us02web.zoom.us/rec/share/xNoPD7WNLsH1upORvhTDhLvPgHDiFJ0U6agdewQxWbeYmygJ8Perimsep4rOxWVP.SNkXyITJmWHd3GRE?startTime=1696380680000
Passcode: f94acv@6

Wed November 9th, 2022

Super-user series Part 2:

1. Customer and quote communication & tracking

2. Customer touch-points

3. Reissuing quotes as modified quotes

4. Team handoff

Wed November 9th, 2022

Super-user series Part 1:

1. Benefits of using System Packages

2. Organisation into categories

3. Package variations - Inverter - Module ranges

4. Quote pricing and variations for state, rebates, extras

5. Additional fields for package

6. Presets for install and commissioning workflow

Wed October 19th, 2022

In this video, learn tips and tricks to get the most out of SolarPlus including:

• Powerful new pricing options:

  • Formula pricing

  • Profit margin price override

  • Quote variations (add-ons) and upsell extra options for customers

• Off-grid load profile builder

• Generating Site Maps & Single Line Diagrams

• System design and 1.25x current multiplier effect

• Quoting with STC pricing for 2023 installs (AU)

Wed Jul 6th

• Recent release features

• AS/NZS5033:2021 summary

• Upcoming advance V5 features - new quote pricing options

Wed Jun 9th

• Recent release features

• Upcoming advance V5 features

• V5 sneak preview

Watch the webinar here (Passcode: 0dK$Tjr?)

2021

Thu Dec 2nd

• AS/NZS5033:2021 Compliance Release

• Version 5 News

Watch the webinar here

Wed Oct 20th

New features, including:

• Quote pricing options

• Inventory pricing setup, export and import, customising multi-supplier and mounting multi-component inventory item

• Add Product Library component

Watch the webinar here

Wed Oct 13th

New features, including:

• Energy page setting tariffs and consumption profiles

• Panel layout and design tool

Watch the webinar here

Wed Oct 6th

New features, including:

• Installation manager tool

• Calendar sharing

• CRM

• Travel time calculator

• Panel layout and design tool

Watch the webinar here

Fri Aug 13th

• Tips to improve conversions

• Improving email delivery rate

Watch the webinar here

Wed April 28th

Topic: SolarPlus Training Meeting
Date: Apr 28, 2021 12:03 PM Canberra, Melbourne, Sydney

• Contact - Quote Workflow examples

• Mounting Kit setup and use

Fri April 23rd

Recent release review

Fri Feb 26th

User Workflow & Customer Journey, V3 to V4 mapping, Building Plan Design & more

Wed Feb 16th

• Energy page essentials - build your own profiles

• Map-system designer - 6 ways to complete a panel layout

• Battery sizing tips and tricks

Webinar 21st Jan 2021 - Microinverter design, house plan upload, commercial panel layout, off-grid sizing diesel displacement modelling charts

Webinar 19th Jan 2021 - V4 Energy page - load profile customisation, system design and panel layouts, quoting grouped description

Webinar 4th December 2020 - Sales flow, pricing and reports

Webinar 18th November 2020 - V4 design and panel layout

Webinar 28th October 2020 - V4 Map Designer & V4 Inventory

Webinar 16th October 2020 - V4 Mapping Examples

Webinar 16th October 2020 - V4 Beta Release

Webinar September - V4 Preview - operation of V4 Map & Design 

Webinar - August 19th - Recent Feature Walkthrough and V4 Sneak Preview

Webinar - March 4th - System Pre-build Packages, contact sidebar, new feature walkthrough

Release update review

Webinar - Feb 7th - Quoting workflow + recent release notes (apologies for some issues with slow connection in this webinar)

Webinar - Nov 27th - CRM tracking and workflow + recent release notes

Webinar - Nov 5 - setting up for more streamlined quoting plus Stripe and bifacial gain demonstrations

Webinar - Oct 8th - New feature demonstrations

Webinar - Aug 22 - New Feature Demonstration

Webinar Wed Jun 26th - Solar Quotes Integration, Installer Job Pack, Customisable System Doc, Google Calendar Integration, Team Management, Proposal Comparison, VIC Solar Rebates

Webinar Tues May 28th - Performance modelling and de-ratings of Solar PV and reporting metrics

Webinar - Fri May 16th - New quick quoting features and battery modelling for self-consumption and payback

Webinar - Wed Apr 17th - Back to Basics - Business Settings, defaults and branding

Webinar - Wed Mar 27th - Commercial quoting and proposals

Webinar - Wed Mar 13th - Creating and managing system/quote templates

Webinar - Wed Feb 20th - Battery Sizing & Modelling with Laurie Kane & Glen Morris

Webinar - Wed Jan 30th - New features - Invoicing, payments and sync to Xero; Panel layout and sizing options

Webinar = Tues Jan 22nd - New feature walkthrough - pricing and quote description dynamic update, quote sign-off, 7-day performance chart, connection diagram,

Webinar - Wed Dec 12th - Design and configuration options

Webinar - Wed Nov 14th - new features, commercial design and reporting examples

Webinar - Wed Dec 5th - Quote workflow essentials, Inventory management, map location searches, managing templates, panel layout tools, price editing features

If you are not receiving update emails with information on webinars, drop us a line at support@solarplus.co and ask to have your email added.