Library
Your library is the cornerstone of success with Solar Expert
With a well‑maintained library, you will:
Save plenty of time
Tailor proposals live during consultations
Avoid separate pricing spreadsheets
Get real‑time project cost calculations
Ensure everyone uses the same pricing structure
Leverage your team’s combined experience
Components
Eturnity maintains a global library of major technical components (modules, inverters)
Build your own private library of components you use
Add installation services and accessories as “Other components”
Project Templates
New projects are always created from templates
Templates determine which components are pre‑selected
Set up your most common PV packages as templates
Customise details (e.g. meter adjustments) during planning
PDF Proposals & Branding
Branding: Adapt colours, logo and your terms and conditions
Customise logo, document colours and T&Cs within Solar Expert
Send your T&Cs as a PDF to support@eturnity.com to add them to your templates
Customise document templates
Select which PDF pages belong in a particular proposal
Send a screenshot of your desired setup to support@eturnity.comto modify or create templates
Internal Processes & Project Status
Project statuses let you model your own sales and planning workflows
Define custom statuses
Assign statuses in the project list or during planning
User Management
User Roles
User Role | General Settings | Edit Library | Project Visibility |
Admin | ✅ | ✅ | All |
Project Manager | ❌ | ❌ | All |
User | ❌ | ❌ | Own projects only |
Adding a new user
To create a new user, please send the following information to support@eturnity.com:
User role
First name, Last name
Email address
Phone number