Customer Page Walkthrough

The Customer Information page allows you to view, edit, and add details for a specific customer. We'll also go over the side menu options in this walkthrough, including the following sections:  

• Customer Information
• Projects
• Docs
• Insights

Click the links above to jump to each section! 

Customer Information

1. The customer's general information (name, email, phone number, and address) can be edited from the "Customer" section:
   1. Please note, updating the address here will NOT automatically update the pin location/the location of the proposal. 
      
2. Here, you can upload the customer's utility bill, which can be viewed/accessed at any point. 
   
3. To edit the customer's pin location, or the location being used on the proposal, click the "Edit" button here: 
   1. You can move the pin by clicking a new location or by entering the latitude and longitude of the new location. For a detailed step-by-step on this process, navigate to this article here.
4. Any internal assignment information, like the assigned sales rep or assigned setter, will be listed under "Team Info".
   
5. If you're making changes to the customer information, don't forget to click "Save" in the bottom left! 
   
6. To the right, you'll see the Solo chat. This will have a log of proposal requests and timestamps for when the proposal is delivered. 
   
   Within the chat, you'll have the option to request a revision for your proposal, as well as view whether or not the customer is in the request queue. 
   

Projects

1. To access your customer's projects and proposals, click the 'Projects' tab in the customer page sidebar.
   
   
   
   
2. Open a project dropdown to reveal the details of the design and proposal associated with the project. 
   
   
   
   
3. For Solar projects, use the 'Manage' dropdown and 'Request Revision' buttons to make additional changes to the project. 
   
   
   
   

Docs Page

1. If your company uses our SoloSign service, you'll be able to request docs from the customer page, within the 'Docs' Tab.
   
   
   
   
2. To start your document request, click 'Request Solar Docs'. For a more detailed step-by-step of this process, navigate to this article HERE. 
   
   

Insights Tab

1. The Insights tab will provide data on when your customer's proposals are being viewed, either by you or your customer. To access the tab, open 'Insights' in the sidebar:
   
   
   
   
2. Choose the proposal(s) you'd like data for, and select the date range to filter the data: