> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Your first chapter with ArcSolar

> From your first sign-in to your first confident customer conversation. One clear step at a time.

export const CourseProgress = () => {
  const courseKey = "arcsolar-sales-onboarding-v1";
  const lessons = [{
    id: "workspace",
    title: "Find your workspace",
    path: "/sales-onboarding/workspace"
  }, {
    id: "customer",
    title: "Meet your customer",
    path: "/sales-onboarding/customer"
  }, {
    id: "conversation",
    title: "Make the conversation count",
    path: "/sales-onboarding/conversation"
  }, {
    id: "assessment",
    title: "Understand the home",
    path: "/sales-onboarding/assessment"
  }, {
    id: "quote",
    title: "Build a confident quote",
    path: "/sales-onboarding/quote"
  }, {
    id: "follow-through",
    title: "Follow through beautifully",
    path: "/sales-onboarding/follow-through"
  }, {
    id: "ready",
    title: "Get ready for your first customer",
    path: "/sales-onboarding/ready"
  }];
  const readProgress = () => {
    try {
      const value = JSON.parse(window.localStorage.getItem(courseKey) || "{}");
      return value && typeof value === "object" && !Array.isArray(value) ? value : {};
    } catch {
      return {};
    }
  };
  const complete = value => Array.isArray(value) && value.length === 3 && value.every(item => item === true);
  const [progress, setProgress] = useState({});
  const [loaded, setLoaded] = useState(false);
  useEffect(() => {
    const refresh = () => {
      setProgress(readProgress());
      setLoaded(true);
    };
    refresh();
    window.addEventListener("storage", refresh);
    return () => window.removeEventListener("storage", refresh);
  }, []);
  const count = lessons.filter(lesson => complete(progress[lesson.id])).length;
  const next = lessons.find(lesson => !complete(progress[lesson.id]));
  return <section aria-label="Your course progress" className="my-8 border-y border-zinc-200 py-6 dark:border-zinc-700">
      <p className="m-0 text-sm font-medium" aria-live="polite">{loaded ? `${count} of 7 lessons checked off` : "Your course, at your pace"}</p>
      <div role="progressbar" aria-label="Completed lessons" aria-valuenow={count} aria-valuemin={0} aria-valuemax={7} aria-valuetext={`${count} of 7 lessons checked off`} className="my-4 h-2 overflow-hidden rounded-full bg-zinc-200 dark:bg-zinc-800">
        <div className="h-full rounded-full" style={{
    width: `${count / 7 * 100}%`,
    backgroundColor: "#3D88F2"
  }} />
      </div>
      <p className="mb-4 mt-0">{count === 7 ? "Practice complete. Bring your checklist to your manager before your first live quote." : "Small steps. A clear path. Pick up exactly where you left off."}</p>
      <a className="inline-block py-2 font-medium focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-4" href={next ? next.path : "/sales-onboarding/ready"}>
        {next ? `${count === 0 ? "Start" : "Continue"}: ${next.title}` : "Review your final checklist"}
      </a>
      <p className="mb-0 mt-4 text-sm">Saved only in this browser profile, on this docs address. Not sent to your manager. Use your own profile on a shared computer; clearing browser data resets your ticks.</p>
    </section>;
};

For your first days on the sales team.

Great customer experiences begin with a confident team. This is your place to start.

Seven short lessons will take you from finding your workspace to preparing your first quote. No technical background needed. No need to read the whole documentation site.

<CourseProgress />

## How it works

1. **Start with lesson 1.** Follow the steps using a practice record your manager has approved.
2. **Try the small task.** Each lesson tells you exactly what to do. If the demo cannot save, talk it through with your manager instead.
3. **Tick your checkpoint.** Then select **Continue**. You can pause and return whenever you need.

When a lesson links to a guide, read the relevant part and use your browser’s **Back** button to return. The links below are your complete course—not extra homework.

<Note>
  Your manager handles company setup, integrations, billing and permissions. You focus on the customer. Do not call, message, publish a quote or collect payment from a real customer as a training exercise.
</Note>

## Your path

<Steps>
  <Step title="Find your workspace">
    Find the few screens you will use every day. [Open lesson 1](/sales-onboarding/workspace).
  </Step>

  <Step title="Meet your customer">
    Find the right record and understand the next step. [Open lesson 2](/sales-onboarding/customer).
  </Step>

  <Step title="Make the conversation count">
    Prepare a call, write a clear note and set a follow-up. [Open lesson 3](/sales-onboarding/conversation).
  </Step>

  <Step title="Understand the home">
    Review site information, a bill and the savings assumptions. [Open lesson 4](/sales-onboarding/assessment).
  </Step>

  <Step title="Build a confident quote">
    Check the system, incentives, payment plan and customer preview. [Open lesson 5](/sales-onboarding/quote).
  </Step>

  <Step title="Follow through beautifully">
    Coordinate reminders and prepare a thoughtful handover. [Open lesson 6](/sales-onboarding/follow-through).
  </Step>

  <Step title="Get ready for your first customer">
    Rehearse with your manager and agree the next step. [Open lesson 7](/sales-onboarding/ready).
  </Step>
</Steps>

## A little support, right when you need it

ArgonixIntelligence helps with supported bill analysis, call summaries and daily briefs. You will meet it in the lessons where it is useful. Always check the source before relying on a figure or commitment.

The separate **ArgonixIntelligence Agentic Chat interface tab in the sidebar** will be coming **Soon in a future release**. Embedded tools can still be available. Each guide ends with a practical explanation of how intelligence fits that workflow.

If you get stuck, ask your manager first for access, customer ownership or pricing decisions. For a software problem, contact [support@arcsolar.com.au](mailto:support@arcsolar.com.au). Tell us which step you reached—never send a password or private customer document.

*Welcome aboard. The ArcSolar team · [support@arcsolar.com.au](mailto:support@arcsolar.com.au)*


## Related topics

- [Welcome to ArcSolar](/index.md)
- [7. Get ready for your first customer](/sales-onboarding/ready.md)
- [Get help from ArcSolar](/reference/support.md)
- [Use ServiceM8 alongside ArcSolar](/integrations/servicem8.md)
- [6. Follow through beautifully](/sales-onboarding/follow-through.md)