Project List: all relevant projects and info at a glance

Library: all components, templates, and pricing structure in one place

Activities: overview of scheduled activities

Account Settings: edit your account info and log out

Settings: mainly company‑wide settings for admins

Create directly within Solar Expert—ideal for incoming phone enquiries

Project templates work like sample proposals, saving you from adding each component individually

A customer request automatically creates a project

All customer data from the Calculator (e.g. energy usage) is imported

Create the 3D module layout

Enter tariffs and energy consumption

Select key technical components (inverter, battery storage, etc.)

Finalise the Bill of Materials with accessories and installation services

Select a document template (e.g. a sample offer)

Adjust the 3D layout camera angle for the PDF

Review the preview

Generate and download the PDF

Duplicate completed variants to quickly produce comparison offers (e.g. different system sizes)

For each variant, specify active technologies (battery storage, e‑mobility, etc.)

Overview about applied MCS regulations in your project

Sunpath diagram

Integration of relevant pages in your document (02a Sunpath diagram, 10 About the Simulation)