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ArcSolar puts your work in a sidebar and keeps a search box and a preferences panel within reach on every screen.

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Move between screens

The sidebar groups screens by the work they support: Workspace, Operations, Business and Settings. Each group collapses, so you can hide the parts you do not use.Only the screens your role can open are listed. If a colleague sees a menu you cannot, that is a permission difference rather than a fault — see feature availability.

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Find a screen quickly

Press ⌘J on a Mac, or Ctrl+J on Windows, to open Search the workspace…. Type part of a screen’s name and press Enter to open it. Pressing the shortcut again closes the search.The search covers the screens and menus available to you. It is not a customer, quote or project search — use each list’s own search for records.

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Set up the workspace to suit you

The Preferences panel in the header controls how ArcSolar looks and lays out:A reset action returns every preference to its default.These are personal preferences and apply to you rather than to the whole team.

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Check what needs your attention

The bell in the header is your Operational inbox. A number on the bell counts the items that need action. Open it to see:
  • Work assigned to you — open tasks and the projects you own.
  • Calls — missed calls, and calls that are still coming in.
  • Mentions, customer uploads, lead assignments and completed work.
Unread items sit under Needs action, your projects under Assigned projects, and anything you have already read under Recently read · latest 30. Open an item to go straight to it, or choose Mark read to clear a notification. The inbox refreshes by itself while you have ArcSolar open, so a new item can also appear as a brief message at the top of the screen.

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Your profile and password

Open Profile Settings to manage your own details.
  • Personal details — your display name, profile picture and private contact email. To change the picture, choose Choose File, then drag and zoom to crop it before saving. Remove picture returns you to your initials.
  • Account security — Change password asks for your current password, then a new one. Use at least 8 characters and do not reuse another password.
These are yours, not the team’s. A colleague cannot change them for you, and you cannot change theirs here.

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Hear about changes in the app

When something notable ships, an update dialog describes it the next time you open ArcSolar. Read it, then dismiss it to continue. Dismissing is remembered, so it will not reappear. See what’s new for what is landing and what is not yet switched on.

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When something goes wrong

Report it from Report a problem at the bottom of the sidebar — see Get help from ArcSolar.

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ArgonixIntelligence in this workflow

ArgonixIntelligence answers from the data and screens you can already reach. It does not widen your permissions, and an answer about where something lives is still worth confirming on the screen itself.