You can create 'Basic' projects in your PVsell account; this feature is ideal for creating quick and easy residential projects.
1. Click 'Projects' in the main menu
2. Click 'Create Basic Project'
3. Select the starting point for your basic project
A basic project can have as its staring point:
This option creates a new, fresh, blank project. You'll fill everything in from scratch. In this case:
- enter the title of your new project,
- and specify the site address.
You can use a project template as a starting point for this new project. This is useful if you wish to pre-populate a project with your favourite values.
In this case, select the template from your list of templates. If the template you want to use isn't showing up in this pane, type part of your template's name into the search window and press enter, then select the template from the list of search results.
You can use an existing project as the starting point for your new project. This effectively creates a duplicate of your selected project, and assigns it to the customer you select in the right pane. This is a useful way to create another 'option' for your customer, whether a different size, quality, or finance method.
In this case, select one of the existing projects from the list. If the project you want to use isn't showing up in this pane, type part of your project's name into the search field and press enter, then select the project from the list of search results.
This saves you re-entering the customer's billing information and consumption profile.
4. In the right pane, identify the project's Customer
Selecting the 'Existing Customer' option will present you with a list of customers you previously added. Select a customer you want to create a new project for.
You can quickly find the customer you want to create a new project (or a project variation) for in your list of existing customers (the 'Select a customer' dropdown).
If your customer isn't showing up in this pane, type part of your customer's name into the 'Select a customer' field and press enter.
5. Press 'Create!'
Go on entering your project information in PVsell:
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