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
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 within Solar Expert
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