OneSolar CRM

Academy

Installation Types

**Overview**

section in the Solar module allows you to manage different types of installation categories, such as roof types or ground-mounted systems. This helps standardize site assessments and ensures accurate project planning.

Accessing Installation Types

  • Log in to your application.
  • From the left-hand menu, go to Solar ➜ Settings.
  • Click on Installation Types.

Navigation Path

Login ➜ Solar ➜ Settings ➜ Installation Types ➜ Add / Edit / Delete

1. Add New Installation Type

  • Click on the + Add button (top-left).
  • A form will open (see screenshot).
  • Fill in the following details: Name – Enter the name of the installation type (e.g., Skillion Roof).
  • Installation Type – Select type (e.g., Roof, Ground Mount).
  • Description – Provide a brief description of the installation type.
  • Icon – (Optional) Upload/define an icon for quick identification.
  • Color – (Optional) Assign a color for better visualization.
  • Click Save to create the new installation type.

2. Edit Installation Type

  • In the Installation Types list, click the three-dot menu beside the record.
  • Select Edit.
  • Update the fields such as Name, Type, Description, Icon, or Color.
  • Click Update to save the changes.

3. Delete Installation Type

  • In the Installation Types list, click the three-dot menu beside the record.
  • Select Delete.
  • Confirm the deletion.

Note: Deleted installation types cannot be recovered.

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