This guide follows the organisation onboarding flow in the qa release. If your workspace uses an invitation or an older setup screen, follow the prompts shown and contact support if you cannot continue.
Before you begin
The business owner needs the organisation’s ABN, legal and trading details, billing email, phone, business address and bank details. Have access to your email and banking app. Enter financial and identity details only in the secure setup flow.1
Create your account and verify your email
Open your organisation’s ArcSolar sign-up page. Complete the account prompts and email verification. Return to the original setup flow after verification.
2
Complete the business profile
Enter your name, organisation name, ABN, legal name, address, state, postcode, timezone, billing email and business phone. Website is optional.Select retailer, installer or both; residential, commercial or both; services offered and operating states. Enter expected quote and installation volumes, sales representatives and team size. Complete the final prompts, then choose Create organisation.
3
Choose your plan
Review Spark and Arc, including the displayed monthly price and GST. The plan screen identifies whether Intelligence and Roof Vision are included. Choose Review VoIP rates.
4
Accept separate communications usage billing
Read the rates for calls, SMS segments and numbers. Tick I accept these VoIP rates and separate usage billing, then choose Continue to subscription.
5
Activate the software subscription
Choose Open Stripe in new tab and complete checkout. Keep ArcSolar open; it checks for confirmation and continues automatically. If the tab is blocked, allow pop-ups for your ArcSolar site and try again.
6
Activate calls and SMS with PayTo
Review the PayTo agreement, continue to the bank authorisation and approve it in your banking app. Wait for the mandate to become active.You can choose Skip for now and complete this later in Settings. Calls and SMS remain unavailable until PayTo is active.
7
Set up customer payments
Open Stripe and submit the requested business, identity and bank information. Submission is required before entering the workspace. You can enter while Stripe reviews the account; customer collection starts only when Stripe enables it.
8
Enter your workspace
Confirm Your workspace is ready, review any outstanding Stripe or PayTo message and select Enter workspace. Continue with the setup checklist.