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Quick Guide to Project Planning (Module 1) - Partner License

The following videos guide you step by step through your first project in Solar Expert.

Main navigation overview

A brief overview of the most important navigation elements in the Solar Expert:

▶ EN - Overview main navigation
  • Project List: all relevant projects and info at a glance

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

  • Account Settings: edit your account info and log out


Create a new project

▶ EN - Create a new project
  • Create directly within Solar Expert—ideal for incoming phone enquiries

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


Project planning overview

▶ EN - Project planning overview
  • 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


Generate PDF quotation

▶ EN - Generate PDF quotation
  • 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


MCS Integration (UK only)

▶ EN- MCS within your project
  • Overview about applied MCS regulations in your project

  • Sunpath diagram

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

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