Prepare the workspace for daily use - ArcSolar Documentation | The Solar Retailer Operating System

Complete this in order. Use a clearly identified test customer with your own approved contact details for any real message or payment verification.

Step	Check before moving on
Onboarding	Correct organisation, timezone and active subscription
PayTo	Active agreement before calls and SMS
Stripe	Business details submitted; customer collection enabled before taking payment
Team	Members can sign in; roles and number allocations are correct
Retailer settings	Pricing, services, deposits and finance rules reviewed and applied
Catalogue	Correct equipment, quantities, regions and technical sheets
Energy data	Offered programs and source freshness reviewed
Integrations	Correct provider accounts connected; one record checked end to end
Customer journeys	Approved wording, timing and consent; sending mode confirmed
Notifications	Team understands inbox, email preferences and escalation
First quote	Customer preview, incentives, BOM and schedule checked
Delivery	Installer, readiness, compliance and payment handoffs agreed

Agree on ownership

Name the person who owns new-lead assignment, quote review, installation readiness, rebate follow-up and reconciliation. Agree when a task needs escalation.

Verify with the team

Walk one sample enquiry through creation, contact, quote preview and project preparation. Only send messages, issue documents or take test payments when the intended recipient and environment are confirmed. A demo success does not prove your provider account is ready.

ArgonixIntelligence in this workflow

Demonstrate one bill review, one available call summary and one dashboard brief. Teach the team to open the underlying evidence and record a clear next action.

Related topics

Run your sales day 1. Find your workspace Your first chapter with ArcSolar Use Rep Overview Use the Accountability Report