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OneSolar CRM help center

The solar lifecycle: master data, sites and approvals, surveys, assessments, estimates and BOQ, financing and subsidies, installation, payment schedules and maintenance.

• Getting Started with the Solar CRM Edition in OneSolar CRM

  Solar CRM edition only (internal product type solar_crm). The Solar vertical is a paid add-on module, so an Administrator must confirm it is enabled for your account before the solar screens appear.

• How to Configure Solar Master Data in OneSolar CRM

  Solar CRM edition. The Construction CRM edition has its own equivalent master settings. The vertical is a paid add-on module that an Administrator must enable for your account.

• How to Create and Approve Solar Sites in OneSolar CRM

  Solar CRM edition. The Construction CRM edition has its own equivalent construction site records. The vertical is a paid add-on module that an Administrator must enable for your account.

• How to Complete a Solar Site Survey in OneSolar CRM

  Solar CRM edition. The Construction CRM edition has an equivalent construction site survey. The vertical is a paid add-on module that an Administrator must enable for your account.

• How to Record a Solar Assessment in OneSolar CRM

  Solar CRM edition. The same underlying screen is labelled Solar Assessment in this edition and Construction Assessment in the Construction CRM edition. The vertical is a paid add-on module that an…

• How to Create Solar Estimates and Proposals in OneSolar CRM

  Solar CRM edition. The Construction CRM edition reuses the same underlying estimate screens. The vertical is a paid add-on module that an Administrator must enable for your account.

• How to Create a Solar BOQ and Hand It to Procurement in OneSolar CRM

  Solar CRM edition. Handing the BOQ to procurement requires the Purchase add-on module, and BOM grouping and RFQ features require the Manufacture add-on module. An Administrator must enable these for your…

• How to Configure Financing and Subsidy Schemes in OneSolar CRM

  Solar CRM edition. The Construction CRM edition reuses the same underlying subsidy scheme screens. The vertical is a paid add-on module that an Administrator must enable for your account.

• How to Manage a Solar Installation Project in OneSolar CRM

  Solar CRM edition. Projects and tasks are core in all editions; the solar installation statuses are part of the Solar vertical, which is a paid add-on module an Administrator must enable.

• How to Manage Solar Payment Schedules in OneSolar CRM

  Solar CRM edition. The Construction CRM edition has an equivalent payment schedule on its financial plan. The vertical is a paid add-on module that an Administrator must enable for your account.

• How to Schedule Solar Maintenance and AMC Visits in OneSolar CRM

  Solar CRM edition. The Construction CRM edition has equivalent post-handover maintenance. The vertical is a paid add-on module that an Administrator must enable for your account.