Find your bearings
Sign in to your workspace. Rep Overview shows what needs attention; Customers holds your customer records; Quotes holds your offers. Use app search with ⌘ J on Mac or Ctrl J on Windows. Workspace basics covers navigation and personal settings.Work with a customer
- Open Customers → Customer Records and search before adding someone new.
- Check their contact details, installation address and assigned rep.
- Read Activity before making a call or sending a message.
- Leave a clear next action in Tasks, with an owner and a date.
Prepare your first quote
Collect the site information and electricity bill. Open Quick Create Quote, choose the customer, review their energy use and select the system. Check the total, payment schedule and customer preview before sending. Use a manager-approved practice record while learning. Stop at the preview; sending a quote or contacting a real customer creates real work.Take the next step
- Joining sales? Follow the seven short onboarding lessons.
- Setting up a business? Start with organisation setup and the setup checklist.
- Running delivery? Read the customer journey, then projects and jobs.