# ArcSolar Documentation | The Solar Retailer Operating System

> ArcSolar Documentation | Australia's leading Solar Operating System's documentation, covering VOIP, Solar Roof Design, Estimates & Quotes, Financing and Customer Billing, Rebate Tracking and ServiceM8 Integration and more.

- [Welcome to ArcSolar](https://docs.arcsolar.com.au/index.md): One workspace, from first enquiry to completed installation.
- [The customer journey](https://docs.arcsolar.com.au/quickstart.md): Know the handoffs from enquiry to close-out.
- [Create your organisation](https://docs.arcsolar.com.au/setup/onboarding.md): Complete business setup, subscription, PayTo and Stripe customer payments.
- [Understand the PayTo mandate](https://docs.arcsolar.com.au/setup/payto.md): Authorise bank payments for your organisation's communications usage.
- [Set up your team and access](https://docs.arcsolar.com.au/setup/team.md): Give each person the access and phone setup needed for their work.
- [Prepare the workspace for daily use](https://docs.arcsolar.com.au/setup/checklist.md): A practical go-live checklist for owners and administrators.
- [Configure pricing and finance](https://docs.arcsolar.com.au/setup/retailer-settings.md): Set the rules your team uses for future quotes.
- [Set up notifications](https://docs.arcsolar.com.au/setup/notifications.md): Keep operational alerts, personal preferences and customer messages clear.
- [Connect your tools](https://docs.arcsolar.com.au/integrations/overview.md): Set up one provider at a time and verify the linked record.
- [Set up Stripe customer payments](https://docs.arcsolar.com.au/integrations/stripe.md): Connect your business so customers can pay against their issued quote.
- [Connect GreenDeal](https://docs.arcsolar.com.au/integrations/greendeal.md): Verify your retailer account and link the correct application.
- [Connect Formbay](https://docs.arcsolar.com.au/integrations/formbay.md): Bring application progress and evidence into Projects & Jobs.
- [Connect Meta leads in both directions](https://docs.arcsolar.com.au/integrations/meta.md): Import enquiries and send supported qualification feedback to Meta.
- [Use ServiceM8 alongside ArcSolar](https://docs.arcsolar.com.au/integrations/servicem8.md): Keep field-service records linked where the integration is enabled.
- [Run your sales day](https://docs.arcsolar.com.au/customers/daily-routine.md): Keep every active customer moving with an owned next action.
- [Manage customer records](https://docs.arcsolar.com.au/customers/records.md): Find the complete history and keep contact, site and ownership details current.
- [Manage the pipeline and deal stages](https://docs.arcsolar.com.au/customers/pipeline.md): Use stages to show real progress and expose blocked work.
- [Make calls and send SMS](https://docs.arcsolar.com.au/customers/calls-sms.md): Prepare the browser phone, contact the customer and confirm the outcome.
- [Use Argonix CallIntelligence](https://docs.arcsolar.com.au/customers/call-intelligence.md): Prepare for follow-up with call summaries, transcripts and recordings.
- [Create and complete tasks](https://docs.arcsolar.com.au/customers/tasks.md): Give every follow-up a clear owner, due date and outcome.
- [Create and send a quote](https://docs.arcsolar.com.au/quoting/walkthrough.md): Work through the builder from customer selection to the issued offer.
- [Collect site information](https://docs.arcsolar.com.au/quoting/site-information.md): Get the address, bill and photos needed for a useful assessment.
- [Analyse an electricity bill](https://docs.arcsolar.com.au/quoting/bill-analysis.md): Review extracted values before using them in the energy profile.
- [Explain the savings estimator](https://docs.arcsolar.com.au/quoting/savings.md): Build an indicative comparison from reviewed customer inputs.
- [Use Roof Vision and roof design](https://docs.arcsolar.com.au/quoting/roof-design.md): Turn selected solar equipment into a reviewed roof proposal.
- [Review incentives and STC calculations](https://docs.arcsolar.com.au/quoting/incentives-stcs.md): Keep rebates, loans and customer price separate.
- [Choose upfront payment or finance](https://docs.arcsolar.com.au/quoting/payment-options.md): Explain exactly what the customer pays and when.
- [Configure customer follow-up journeys](https://docs.arcsolar.com.au/quoting/follow-ups.md): Coordinate automatic quote SMS with the rep's conversation.
- [Understand the customer's quote view](https://docs.arcsolar.com.au/quoting/customer-view.md): Know what customers see, accept and pay.
- [Revise and manage quotes](https://docs.arcsolar.com.au/quoting/revisions.md): Update eligible offers while preserving their history.
- [Manage energy data and offered support](https://docs.arcsolar.com.au/quoting/energy-data.md): Check incentive rules, approved products and source freshness.
- [Manage projects and jobs](https://docs.arcsolar.com.au/delivery/projects.md): Move an agreed sale through readiness, installation and close-out.
- [Book appointments and plan field days](https://docs.arcsolar.com.au/delivery/calendar.md): Keep customer commitments and crew scheduling coordinated.
- [Coordinate field operations and installers](https://docs.arcsolar.com.au/delivery/field-operations.md): Prepare the people, work orders and evidence needed on site.
- [Manage products and bill of materials](https://docs.arcsolar.com.au/delivery/catalogue.md): Keep quoted equipment and delivery materials aligned.
- [Review inventory and material readiness](https://docs.arcsolar.com.au/delivery/inventory.md): Check the stock needed before promising an installation.
- [Track rebates and certificate progress](https://docs.arcsolar.com.au/delivery/rebates.md): Use provider updates without confusing approval, inspection and settlement.
- [Review payments and project financials](https://docs.arcsolar.com.au/delivery/finance.md): Reconcile what is owed, processing and collected.
- [Understand the dashboards](https://docs.arcsolar.com.au/reporting/overview.md): Choose the right view and check what each number measures.
- [Use Rep Overview](https://docs.arcsolar.com.au/reporting/rep-overview.md): Start with your appointments, follow-ups and work awaiting action.
- [Use the Sales dashboard](https://docs.arcsolar.com.au/reporting/sales.md): Understand estimate activity, conversion and recently accepted deals.
- [Review sales, calls and the heatmap](https://docs.arcsolar.com.au/reporting/sales-pipeline.md): See team activity and inspect the calls behind the numbers.
- [Use the Accountability Report](https://docs.arcsolar.com.au/reporting/accountability.md): See who owns open work and where follow-up is slipping.
- [Review operations and platform information](https://docs.arcsolar.com.au/reporting/operations-platform.md): Separate delivery performance from software and billing setup.
- [Feature availability and demo screens](https://docs.arcsolar.com.au/reference/availability.md): Understand plan, permission and release differences.
- [Plain-language glossary](https://docs.arcsolar.com.au/reference/glossary.md): Understand the terms used across ArcSolar.
- [Get help from ArcSolar](https://docs.arcsolar.com.au/reference/support.md): Give support enough context to resolve the problem quickly.
- [AGENTS](https://docs.arcsolar.com.au/AGENTS.md)

## Optional

- [ArcSolar](https://arcsolar.com.au)
- [Get support](mailto:support@arcsolar.com.au)