Tutorials

Learn OneSolar CRM in under 30 minutes

Step-by-step guides with interactive progress trackers for every OneSolar CRM workflow. Each tutorial ends with a clear outcome - not just instructions.

• How to create a solar BOQ and proposal in under 30 minutes

  This tutorial walks you through generating a complete Bill of Quantities from your product catalogue, routing it through internal approval, and sending a branded client proposal - all within OneSolar CRM. No Excel, no copy-paste.

• How to manage vendor POs and payments for solar procurement

  This tutorial covers the full solar procurement cycle in OneSolar CRM - from setting up your vendor database to raising purchase orders linked to project BOQs, tracking deliveries and recording vendor payments.

• How to manage a solar project from lead to commissioning

  A complete step-by-step walkthrough of the solar project lifecycle in OneSolar CRM - from capturing the first lead to final commissioning sign-off. Follow each step and your first project will be running in under 30 minutes.

• Setting Up Inventory & Multi-Warehouse Stock

  Track stock across every warehouse location, with quantities that update automatically as material moves to a job - no physical count required to trust the number.

• Converting BOQ to Invoice (BOM + Add-on Services)

  Turn a completed milestone’s BOQ directly into a client invoice - as a Bill of Materials, plus any additional services - without re-keying a single line item.

• Solar CRM Set Up: Get OneSolar CRM Ready in Under an Hour

  By the end of this tutorial, your workspace is fully configured for a solar business - pipeline, projects, warehouses, team, and integrations - and ready for your first live deal.

• How to set up solar project milestones and task assignments

  This tutorial shows you how to structure a solar project into trackable milestones, create tasks within each milestone, assign crew and track live progress - so you always know exactly where every project stands.

• How to set up milestone-based invoicing for solar projects

  This tutorial walks you through configuring a payment schedule on a solar project, assigning billing amounts to each milestone, and tracking payments so every invoice fires automatically when a milestone is completed - with zero manual triggers.

• How to track solar leads and manage your deal pipeline

  This tutorial shows you how to set up a structured solar sales pipeline in OneSolar CRM - capture leads from multiple sources, move deals through stages, assign agents, set follow-up tasks and track your close rate by source.

• Creating BOQ and Triggering Material Requisitions

  Build a Bill of Quantities at the task level and send it straight to the warehouse - without a phone call or a separate spreadsheet.

• How to Consolidate Multiple Tools Into a Single Solar CRM

  The practical, phase-by-phase walkthrough for replacing your CRM, spreadsheets, e-signature tool, and accounting software with one connected system.

• Data Migration Guide: Move Your Data Into OneSolar CRM

  A safe, phased plan for bringing your leads, deals, clients, and active projects into OneSolar CRM - without losing history or freezing your pipeline mid-quarter.

• Configuring Field Attendance & Geo-Tracking

  Get every technician checking in from their phone, with location verified automatically - so billable hours are accurate without a single phone call at the end of the day.

• How to Use Files Inside Deals

  Attach contracts, site photos, and proposals directly to the deal they belong to - so nothing lives in a separate folder no one else can find.

• Setting Up Your Lead & Deal Pipeline

  Connect every lead source to one pipeline, and build deal stages that reflect how your team actually sells solar - including inspection and proposal as their own stages.

• Managing Projects, Milestones & Task Dependencies

  Structure a won deal into a real delivery plan - milestones, tasks, and dependencies that roll up into one progress number, without a status meeting.

• Running Site Inspections and Logging Status

  Turn a site visit into a structured record attached directly to the deal - so the proposal can be built from real findings, not a technician’s memory.

• How to Create a Beautiful Solar Proposal

  Build a client-ready proposal directly from inspection data - system design, pricing, financing options, and your branding - in one workflow, not a separate document editor.

• How to Switch From HubSpot to OneSolar CRM

  Move your contacts, companies, and deals over, then pick up everything HubSpot doesn’t cover once a deal is won - inspection, BOQ, milestones, and inventory.

• How to Switch From Spreadsheets to OneSolar CRM

  Move your leads, BOQs, and inventory tracking out of spreadsheets and into one connected system - without losing a single active job in the process.

• Setting Up the Ticket Module for Customer Support

  Turn client emails and calls into trackable, assignable Tickets linked to the right Client and Project - so nothing gets handled over text with no record.