1. Workspace & Profile2. Sales Pipeline3. Projects & BOQ4. Warehouses5. Team & Roles6. Integrations7. Field Attendance8. Go-Live Checklist
Create Your Workspace & Company Profile
Why it matters: Your company profile drives currency, tax defaults, and the labels your whole team sees - get it right once instead of correcting it later.
- Go to Settings → Company Profile
- Enter your business name, logo, and primary service region
- Set your default currency and tax configuration
- If you operate multiple legal entities, enable Multi Organisation under Settings
Result: Your company name and logo appear in the top navigation, and your currency shows correctly on a test quote.
Configure Your Sales Pipeline
Why it matters: A solar pipeline isn’t a generic sales pipeline - inspection and proposal need to be distinct, trackable stages, not informal steps between "qualified" and "won."
Go to CRM → Deals → Pipeline Settings and build stages that match how your team actually sells:
- Lead In
- Qualified
- Site Visit Scheduled
- Inspection Completed
- Proposal Sent
- Won / Lost
Note: Keep "Inspection Completed" as its own stage rather than a checkbox on "Qualified" - this is what lets you later report on how long deals sit between inspection and proposal.
Result: A test deal can move through all six stages in the pipeline view, in order.
Set Up Projects, Milestones & BOQ Defaults
Why it matters: A milestone template saves your project managers from rebuilding the same structure - permitting, delivery, installation - on every single job.
- Go to Work → Projects → Templates
- Create a milestone template with your standard phases (e.g. Permitting, Material Delivery, Installation, Final Inspection)
- Under BOQ Settings, add your common material and labor categories so they’re ready to select, not typed from scratch
Result: Creating a new project offers your milestone template as a one-click starting point.
Set Up Warehouses & Inventory
Why it matters: Inventory data is only trustworthy from day one if opening stock is accurate - retrofitting it after go-live means reconciling against real jobs already in progress.
- Go to Operations → Warehouses and add each physical location
- Under Products, add your catalogue with purchase cost and selling cost
- Import opening stock per warehouse via CSV, or enter manually for a small catalogue
Result: The Inventory dashboard shows correct opening stock for every warehouse and product.
Invite Your Team & Set Roles
Why it matters: Role-based permissions set now prevent an awkward conversation later about who can see payroll data or approve a purchase order.
- Go to Settings → Roles & Permissions and review the default roles (Sales Rep, Project Manager, Store Manager, Field Technician, Admin)
- Adjust module-level access per role as needed
- Go to Settings → Team and invite each team member by email with their assigned role
Result: Invited teammates appear as "Pending" until they accept, then switch to "Active" with the correct role shown.
Connect Your Integrations
Why it matters: Connecting these now means every deal and email from day one is already synced - connecting later means backfilling or accepting a gap in history.
- Go to Settings → Integrations → QuickBooks and authorize the connection
- Go to Settings → Integrations → Email and connect Gmail or Outlook
- Confirm a test invoice syncs to QuickBooks and a test email logs to a Contact
Result: Both integrations show a green "Connected" status under Settings → Integrations.
Set Up Field Attendance & Geo-Tracking
Why it matters: Field technicians need this active before their first job, not after - retrofitting attendance tracking mid-project creates gaps in the record.
- Go to HRMS → Attendance → Settings
- Enable mobile check-in/out and geo-tracking
- Set each technician’s resource hourly rate under HRMS → Employee Salary so logged time can be marked billable
Result: A test check-in from the mobile app appears in the Attendance dashboard with a location pin.
Run the Go-Live Checklist
Why it matters: A five-minute check now catches a missing warehouse or an unassigned role before it becomes a problem on a real client’s project.
- Pipeline stages match your actual sales process, including inspection and proposal
- At least one milestone template exists under Projects
- Every warehouse has correct opening stock
- Every team member is invited with the correct role
- QuickBooks and Email both show "Connected"
- At least one technician has completed a test mobile check-in
Result: Every item above is checked - you’re ready to create your first real deal.
You’ve completed this tutorial
Your workspace is live. Next: bring in your existing data, or run your first project from lead to commissioning.
Continue learning
Keep going with the next tutorials in the Solar CRM series.