Overview
Project pipeline
Needs attention
Upcoming confirmed appointments
Customer requests to confirm
Requested times stay unconfirmed until your team books them.
Projects
Schedule
Requests to confirm
CRM accounts
Tasks and appointments can be assigned to active CRM accounts. Existing team contacts below do not grant login access.
Team
Team roster
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Job checklist
Messages are sent from this project and saved to its timeline. Email delivery requires the server’s Resend settings.
Catalogue & pricing
Booking availability
Typical week
Choose a weekday and set its recurring 60-minute slots.
Date exceptions
Select a date to turn off individual slots or close the whole day. Your typical week stays unchanged.
Select a date
Calculation settings
Component prices and discounts
Product costs, markups, dimensions, power ratings and discounts are managed in the shared catalogue.
Calculation inputs
Panel count, roof segments and rail runs come from the project roof layout. Cable distance and mounting quantities can be adjusted in the project. Rail stock lengths and prices come from the mounting catalogue.
Generation comes from roof analysis. The savings model uses a reference hourly profile (Oxford 2023, south-facing 30°) when no roof profile is available, plus estimated household usage patterns. These source profiles are not tariff settings.