---
title: Overview of the Side Menu in Solo
description: Once you open the hamburger menu on the left side of Solo, you can navigate throughout the app!  The Customers dropdown has two options Search and Create. Search will allow you to filter and find all
---

[Skip to content](https://help.gosolo.io/overview-of-the-side-menu-in-solo#main-content)

[![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en)

- [Solo Help Center](https://help.gosolo.io/)

Open main navigation

Close main navigation

- [Solo Help Center](https://help.gosolo.io/)
- [Go to Solo](https://phx.gosolo.io/)

[Go to Solo](https://phx.gosolo.io/)

 How can we help?

- There are no suggestions because the search field is empty.

1. [Solo Help Center](https://help.gosolo.io/?hsLang=en)
2. [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en)

January 10, 2025

# Overview of the Side Menu in Solo

Once you open the hamburger menu on the left side of Solo, you can navigate throughout the app!

![Screenshot 2025-01-10 at 12.33.33 PM](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-10%20at%2012.33.33%20PM.png?width=216&height=455&name=Screenshot%202025-01-10%20at%2012.33.33%20PM.png)

### Customers

The ***Customers*** dropdown has two options **Search** and **Create. Search** will allow you to filter and find all existing customers. To learn more about finding a customer, click [here](https://help.gosolo.io/how-to-find-a-customers-information?hsLang=en) to redirect to our Help Center article. 

**Create** will allow you to create new customers (Telsa Solar Roof, Solar, CAD, or Roofing customers). To learn more about how to create a new customer, follow the articles below. 

- [Creating a Customer with a Proposal Request](https://help.gosolo.io/creating-a-customer-with-a-proposal-request?hsLang=en)
- [Creating a CAD/Engineering Customer](https://help.gosolo.io/creating-a-cad/engineering-customer?hsLang=en)

### Solar Proposals

In the ***Solar Proposals*** dropdown, you can search for solar proposals, review the proposal queue, production validation, and available proposalists. 

The [**Search**](https://help.gosolo.io/where-can-i-find-my-proposals?hsLang=en) <https://help.gosolo.io/where-can-i-find-my-proposals?hsLang=en>option allows you to filter and find all created proposals. Through here, you can directly visit a customer proposal. 

Inside the **[Queue](https://help.gosolo.io/how-to-access-your-proposal-queue?hsLang=en)**, users can review the company's QA Real-Time Queue, QA Standard Queue, Real-Time Queue, and Standard Queue. 

### Roofing Proposals

Similar to the Solar Proposals section, the ***Roofing Proposals***section allows you to review any of the company's roofing proposals. 

### Docs

In the docs drop-down, there are three options to select from. First, you can **search** through all previously requested docs. From the search page, you can review the sent date, when the docs were completed, and if/when the contract was signed.

The **Docs Queue & Permit Queue** will allow you to review all docs/permits in queue. 

### CAD

Inside the CAD dropdown, you can review all created CAD requests and their status, the impeded queue, CAD QA Queue, CAD revision feedback, and the ENG queue. 

### Setters

Review the setters queue through the Setters drop-down.

### Help

Review all training resources and support contact information. 

### Privacy

Find and review our privacy policy and terms and conditions in this drop-down.

### Company

Restricted to Admins and Owners, these users can access [MissionControl](https://help.gosolo.io/missioncontrol?hsLang=en), [reports/scheduled reports](https://help.gosolo.io/how-to-create-scheduled-reports?hsLang=en), and settings through this drop-down.

---

### Watch an Overview of Solo's Side Menu

<iframe src="https://player.vimeo.com/video/668844722?app_id=122963" width="640" height="338" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" title="11 Side Menu in Solo - 4K" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

 

 

- [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en)
- [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content)

    - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account)
    - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users)
    - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions)
- [Customer Management](https://help.gosolo.io/customer-management?hsLang=en)
- [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content)

    - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign)
- [Proposals](https://help.gosolo.io/proposals?hsLang=en#main-content)

    - [Requesting a Proposal](https://help.gosolo.io/proposals?hsLang=en#requesting-a-proposal)
    - [Adjusting Your Proposals](https://help.gosolo.io/proposals?hsLang=en#adjusting-your-proposals)
    - [Sharing Proposals](https://help.gosolo.io/proposals?hsLang=en#sharing-proposals)
    - [Understanding the Proposal](https://help.gosolo.io/proposals?hsLang=en#understanding-the-proposal)
    - [Video Gallery](https://help.gosolo.io/proposals?hsLang=en#video-gallery)
    - [Roofing Proposals](https://help.gosolo.io/proposals?hsLang=en#roofing-proposals)
    - [Battery-Only Proposals](https://help.gosolo.io/proposals?hsLang=en#battery-only-proposals)
    - [Shade Reports](https://help.gosolo.io/proposals?hsLang=en#shade-reports)
    - [DXF](https://help.gosolo.io/proposals?hsLang=en#dxf)
- [SoloSign](https://help.gosolo.io/solosign?hsLang=en#main-content)

    - [SoloSign+](https://help.gosolo.io/solosign?hsLang=en#solosign)
    - [SoloSign Self Service](https://help.gosolo.io/solosign?hsLang=en#solosign-self-service)
- [General Owner Settings](https://help.gosolo.io/general-owner-settings?hsLang=en)
- [MissionControl](https://help.gosolo.io/missioncontrol?hsLang=en#main-content)

    - [Finance Options](https://help.gosolo.io/missioncontrol?hsLang=en#finance-options)
    - [Modules](https://help.gosolo.io/missioncontrol?hsLang=en#modules)
    - [Inverters](https://help.gosolo.io/missioncontrol?hsLang=en#inverters)
    - [Optimizers](https://help.gosolo.io/missioncontrol?hsLang=en#optimizers)
    - [Batteries](https://help.gosolo.io/missioncontrol?hsLang=en#batteries)
    - [Proposal Theme](https://help.gosolo.io/missioncontrol?hsLang=en#proposal-theme)
    - [Adders](https://help.gosolo.io/missioncontrol?hsLang=en#adders)
    - [Company Pricing](https://help.gosolo.io/missioncontrol?hsLang=en#company-pricing)
    - [Design Preferences](https://help.gosolo.io/missioncontrol?hsLang=en#design-preferences)
    - [Shade Report](https://help.gosolo.io/missioncontrol?hsLang=en#shade-report)
    - [Lender Priority](https://help.gosolo.io/missioncontrol?hsLang=en#lender-priority)
    - [DXF](https://help.gosolo.io/missioncontrol?hsLang=en#dxf)
    - [Company Settings](https://help.gosolo.io/missioncontrol?hsLang=en#company-settings)
- [Integrations & Partnerships](https://help.gosolo.io/integrations-partnerships?hsLang=en#main-content)

    - [API Documentation](https://help.gosolo.io/integrations-partnerships?hsLang=en#api-documentation)
    - [Webhooks](https://help.gosolo.io/integrations-partnerships?hsLang=en#webhooks)
    - [Palmetto LightReach](https://help.gosolo.io/integrations-partnerships?hsLang=en#palmetto-lightreach)
    - [GoodLeap](https://help.gosolo.io/integrations-partnerships?hsLang=en#goodleap)
    - [GoodLeap TPO](https://help.gosolo.io/integrations-partnerships?hsLang=en#goodleap-tpo)
    - [Sunlight Financial](https://help.gosolo.io/integrations-partnerships?hsLang=en#sunlight-financial)
    - [Sunlight SunSaver](https://help.gosolo.io/integrations-partnerships?hsLang=en#sunlight-sunsaver)
    - [Dividend](https://help.gosolo.io/integrations-partnerships?hsLang=en#dividend)
    - [Sungage](https://help.gosolo.io/integrations-partnerships?hsLang=en#sungage)
    - [Callpilot](https://help.gosolo.io/integrations-partnerships?hsLang=en#callpilot)
    - [Radicl](https://help.gosolo.io/integrations-partnerships?hsLang=en#radicl)
    - [Solar Insure](https://help.gosolo.io/integrations-partnerships?hsLang=en#solar-insure)
    - [Align Solar Protection](https://help.gosolo.io/integrations-partnerships?hsLang=en#align-solar-protection)
    - [Vivint](https://help.gosolo.io/integrations-partnerships?hsLang=en#vivint)
    - [Figure](https://help.gosolo.io/integrations-partnerships?hsLang=en#figure)
    - [Participate Energy](https://help.gosolo.io/integrations-partnerships?hsLang=en#participate-energy)
    - [SolarNexus](https://help.gosolo.io/integrations-partnerships?hsLang=en#solarnexus)
- [What's New](https://help.gosolo.io/whats-new?hsLang=en)
- [User Support](https://help.gosolo.io/user-support?hsLang=en#main-content)

    - [English Video Gallery](https://help.gosolo.io/user-support?hsLang=en#english-video-gallery)
    - [Spanish Video Gallery](https://help.gosolo.io/user-support?hsLang=en#spanish-video-gallery)

[![Chill listening crop-3](https://help.gosolo.io/hubfs/Solo%20Black-2.svg "Chill listening crop-3")](https://gosolo.io)

Copyright © 2025, Solo