Getting Started with Solo
Essential tools and features to help you succeed with Solo
- What browser is Solo optimized for?
- Basic Proposal Walkthrough
- How do inheritances work in Solo?
- Can Solo add my company logo and colors to my portal?
- Is there a limit to how many people can be on an implementation call?
- What types of account structures does Solo offer?
- Can I add hyperlinks to the proposal?
- I know how to use Solo, do I need an implementation call?
- What is an Installer Template?
- How do I know which user to assign to my personnel?
- 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
- Chat Box & Proposal Status
- How to Change or Reset Your Solo Password
- How to Request a Proposal Revision
- How to Find a Customer or Proposal
- 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 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
- How to Update the Customer's Pin Location
- How to Log Into Solo
- Customer Page Walkthrough
- I can't open my proposals because nothing happens when I click "View"
- Navigating Through Data Grids
- Navigating Design History
- How do I Re-assign a Sales Representative to a Customer?
- What are the Available Proposal Queues?