Manage Database
Follow the steps below to manage your database.
Step 1: From the dashboard, click the “Database” tab in the main menu.
Step 2: Click on “Solar Database”.
Step 3: Click on “Adders”.
Step 4: Click “Create” to add an adder to the list.
Step 5: Input the adder title, unit type and unit price. Select whether the adder will apply by default. Choose the adder status and then click “Create”.
Step 6: Click the three dots to the right of the adder to edit it or update the status.
Step 7: From the solar database menu, click “Panels”.
Step 8: To add a new panel, click “Create”.
Step 9: Fill out the required panel information and click “Create”.
Step 10: Click on a solar panel to make changes to the panel details.
Step 11: Click “Recommend” to recommend the solar panel to customers using the white-label sales tool. Click on the three dots in the right-hand corner to update the status of the panel. Click on the “Edit” button to update the basic information.
Step 12: Scroll down to the “Panel Prices” section of the panel details. Click “Add Price” to add a panel price or click on the pencil icon to edit a price.
Step 13: From the solar database menu, click on "Panel Manufacturers”.
Step 14: Click “Create” to add a new panel manufacturer.
Step 15: Input the manufacturer's name and upload the logo. Then click “Create”.
Step 16: Click the three dots to the right of the panel manufacturer to edit them or update the status.
Step 17: From the solar database menu, click “Panel FAQ”.
Step 18: Click “Create” to add a new panel FAQ.
Step 19: Input the question and answer, then click “Add”.
Step 20: Click the three dots to the right of the FAQ to edit it or update the status.
Step 21: From the solar database menu, click “Project Stages”.
Step 22: Click “Create” to add a new project stage.
Step 23: Input the stage name. Then select the asset type. If including an image or video asset, upload the asset. Select if Include In Path is enabled or disabled. Select if the customer view is enabled or not. Lastly, add a description of the stage and click “Add”.
Step 24: Click the three dots to the right of the stage to view details or update the status.
Step 25: Click and drag stages to change the sequence.
Step 26: From the solar database menu, click “Roof Types”.
Step 27: Click “Create” to add a new roof material type.
Step 28: Input the name of the roof type, image and description. Then click “Create”.
Step 29: Click the three dots to the right of the roof type to view details or update the status.
Step 30: Click and drag roof types to change the sequence.
Step 31: From the solar database menu, click “Inverters”.
Step 32: Click “Create” to add a new inverter.
Step 33: Input the inverter name, manufacturer, rated output power, module power, and warranty. Select where the inverter was made from the drop-down box. Select adders if applicable and upload the inverter image and learn more files. Check the “Is Recommended” box to recommend this inverter to customers using the sales tool. Then click “Add”.
Step 34: Click the three dots to the right of the inverter to view details or update the status.
Step 35: Click and drag the inverters to change the sequence.
Step 36: From the solar database menu, click on "Inverter Manufacturers”.
Step 37: Click “Create” to add a new inverter manufacturer.
Step 38: Input the manufacturer's name and upload the logo. Then click “Create”.
Step 39: Click the three dots to the right of the inverter manufacturer to edit it or update the status.
Step 40: From the solar database menu, click on "Inverter FAQ”.
Step 41: Click “Create” to add a new inverter FAQ.
Step 42: Input the question and answer, then click “Add”.
Step 43: Click the three dots to the right of the inverter FAQ to edit the details and status.
Step 44: From the solar database menu, click on "Battery”.
Step 45: Click “Create” to add a new battery.
Step 46: Fill out the required battery information and click “Create”.
Step 47: Click on a battery to view its details. By clicking on “Recommend” in the top right corner you can recommend the battery to customers using the white-label sales tool. Click on “Edit” to update the battery information. Click on the three dots right next to the recommendation button to change the status of the battery.
Step 48: Click and drag a battery to change the sequence.
Step 49: From the solar database menu, click on "Battery Manufacturers”.
Step 50: Click “Create” to add a new battery manufacturer.
Step 51: Input the manufacturer's name and logo, then click “Create”.
Step 52: Click the three dots to the right of the battery manufacturer to edit the details and update the status.
Step 53: From the solar database menu, click on "Battery FAQ”.
Step 54: Click “Create” to add a new battery FAQ.
Step 55: Input the question and answer, then click “Add”.
Step 56: Click the three dots to the right of the battery FAQ to edit the details and update the status.
Step 57: From the solar database menu, click on “Site Survey Image Types”.
Step 58: Click “Create” to add a new image type.
Step 59: Input the image type label, upload the files and input instructions if necessary. Then click “Create”.
Step 60: Click the three dots to the right of the image type to edit the details and update the status.
Step 61: Click and drag an image type to change the sequence.
Step 62: From the solar database menu, click on “Promotional Discounts”.
Step 63: Click “Create” to add a new promotional discount.
Step 64: Input the name of the discount and promo code. Then choose the price type and price. If creating a discount with the percentage price type, set a maximum price. Once a maximum price is set, the discount percentage will not apply to higher prices. Instead, the percentage amount of the maximum price will apply.
Select the states to which the discount will apply. Then choose the start and end date of the discount. This is optional. Check the “Add By Default” checkbox to add the discount by default. This is also optional. Then click on "Create".
Step 65: Click on the three dots to view the discount details, where you can edit the discount information and edit discount prices. By clicking on the three dots you can also disable the discount.
Step 66: Click on “Additional”.
Step 67: From the additional menu, click on “States”.
Step 68: Click “Create” to add a new state.
Step 69: Input the state name and abbreviation, then click “Create”.
Step 70: Click the three dots to the right of the state to edit the details and update the status.
Step 71: From the additional menu, click on “Service Zipcodes”.
Step 72: Click “Create” to add a new service zip code.
Step 73: Input the state and zip code, then click “Save”.
Step 74: Click the three dots to the right of the zip code to edit the details and update the status.
Step 75: From the additional menu, click on “Country”.
Step 76: Click “Create” to add a new country.
Step 77: Input the country name and upload the image. Then click “Create”.
Step 78: Click the three dots to the right of the country to edit the details and update the status.
Step 79: From the additional menu, click on “Document Template”.
Step 80: Click “Create” to add a new document template.
Step 81: Input the template name, DocuSign ID, document type, states, total pages, total docs, status, job type and total recipients. Then click “Create”.
Step 82: Click the three dots to the right of the document template to edit or view details.
Step 83: From the additional menu, click on “Email Template”.
Step 84: Click “Create” to add a new email template.
Step 85: Input the email subject, select the email trigger and choose an email layout. Then add the email content and click “Create”.
Step 86: Click the three dots to the right of the email template to edit details, view details or set an email template as default.
Step 87: From the additional menu, click on “Utilities”.
Step 88: Click “Create” to add a new utility.
Step 89: Input the utility name and add any other names the utility may have to help match utilities. Then click “Create”.
Step 90: Click the three dots to the right of the utility to view details and edit them.
