Install Manager

The Install Manager features:

1. Install task job tracking

2. Scheduling of install events using Google Calendar

3. Links tasks to the Todo list on the main dashboard

To access, click on the INSTALLS link at the top left of the screen.

• Record task status
• Add, remove and re-order tasks
• Link Calendar events
• Exporting Bill of Materials

Record task status

Track the progress of each task by clicking on the coloured circles

• Red: Not yet started

• Orange: In progress

• Green: Completed

Add, remove and re-order tasks

There is a default set of install tasks set for all account.

If you have admin / manager access, you can edit these tasks, create your own tasks, and create your own install task process or workflow under Admin > My Business > Page Settings.

Link Calendar events

If you have synced your Google Calendar with SolarPlus, you can create Calendar Events for each task. To update or create any event on the install manager, click on the calendar icon shown just below the task status. You can add more attendees to the event from the drop down and you can create calendar events for another user (given you have permission to access another user’s calendar).

Exporting Bill of Materials

One of the best ways to track projects that are approved and scheduled for installation is by using the Install Manager. This feature gives you a clear overview of which projects are ready for stock ordering and helps you manage materials efficiently.

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✅ How to Track and Manage Stock Materials

1. Open the Install Manager
   
   

   • Navigate to the Install Manager page from your main menu.

   • Here, you’ll see a dashboard listing all approved quotes.

2. Check Project Status
   
   

   • Use the Stock Ordered traffic lights to see the status of stock materials for each project.

   • These indicators make it easy to identify which jobs are pending, in progress, or completed.

3. Access Project Details
   
   

   • To view the details of a specific project, hover your mouse to the right side of the project row.

   • Click the Eye icon under the Action column.

   • Tip: Open the link in a new tab for easier navigation.

4. Download the Bill of Materials CSV
   
   

   • On the Install page for the selected customer, scroll down to the Bill of Materials section.

   • In the top-right corner, click the Download CSV button.

   • This will generate a CSV file containing all the materials required for the project, based on the equipment you added in the Design and Pricing pages.

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💡 Tip

Make sure your designs and pricing are fully updated before downloading the CSV to ensure the materials list is accurate.

If you need any assistance using the Install Manager or managing materials, please reach out to our support team—we’re here to help!