Getting Started with Solo

Essential tools and features to help you succeed with Solo.

• What browser is Solo optimized for?
• How do I set up different sales teams?
• Basic Proposal Walkthrough
• How do inheritances work in Solo?
• Can Solo add my company logo and colors to my portal?
• Does Solo require training for new Sales Reps?
• Is there a limit to how many people can be on an implementation call?
• Can I have different logos for different areas?
• What types of account structures does Solo offer?
• Can Sales Managers create users?
• What training materials does Solo provide?
• Can I add hyperlinks to the proposal?
• What should my dealer fee be?
• Does Solo have an equipment database?
• How does Solo host their implementation calls?
• Can I set up different proposal templates for different teams?
• Can I turn off the real-time option?
• How does inheritance work from existing templates or accounts?
• Does Solo have an integration with suppliers like CED or others?
• Can Solo calculate commissions for my reps?
• Can I bulk create users?
• Does Solo host a welcome call for homeowners?
• I know how to use Solo, do I need an implementation call?
• How do I determine the best account structure for my company?
• What is an Installer Template?
• Can I have multiple Solo logins with my email address?
• Who should attend the initial onboarding call?
• How do I know which user to assign to my personnel?
• Is there a limit to the number of sub-companies I can have on my account?
• When do I get billed for my implementation fee?
• Can I design my proposals instead of having Solo design them for me?
• Can I include additional custom pages in my proposal?
• Can I clone an existing account?
• Does it cost to add additional users?
• Can I remove the astronaut from the Preposal page?
• Which permission roles can create users?
• What’s the benefit of the installer model?
• Does Solo provide a sandbox or testing environment for training?
• Creating a Customer with a Proposal Request
• How to Reset a Proposal
• How to Turn on Urgent Chat
• How to Turn Off Autosave on a Proposal
• How to Re-drop the Location Pin Under Customer Information
• Where can I find my proposals?
• Chat Box & Proposal Status
• How to Change or Reset Your Solo Password
• How to Add a Company Location
• How do I change my customer's utility company?
• How to Search for Docs That Have Been Submitted
• How to Request a Proposal Revision
• Setting Up Multi-Factor Authentication
• How To Clear My Cache and Cookies
• How to Find a Customer's Information
• How to Upload a File to a Customer Profile
• How to Adjust the Price per kWh on a Proposal
• How do I view detailed utility bill information in the Solo Proposal?
• How do I override the Current Utility Bill?
• Why can't I log in?
• I tried resetting my password but I never received an email.
• I’ve been trying to log in, but I haven’t received the six-digit code via text message.
• I tried resetting my password and it just gave me an error.
• Where does SOLO get its utility information from?
• I have an old account that I don’t use anymore. Can we delete that account?
• How do I set up Multi-Factor Authorization?
• How does an MFA recovery code work?
• How do I change it or reset the MFA recovery code?
• What is “Google Authenticator or similar”?
• MFA Recovery Code Update
• What is an MFA recovery code?
• I do not have the ability to download apps on my phone without admin approval or I don’t know how
• Why do I have a “Google Authenticator or similar" option when setting up MFA for my user?
• Recovery Code Setup
• My work provides my laptop and my account for SOLO. How do I keep it safe if they can access it?
• Asset Security Update: Step by Step
• How to Add a Profile Picture
• How to switch to Light Mode/Dark Mode
• Updating a Customer's Information
• Overview of the Side Menu in Solo
• Redropping the Pin
• How to Pull Immediate Reports
• Sales Growth Model
• How to Log Into Solo
• Customer Page Walkthrough