Find and organize calculations

Calculations is the first screen after you sign in. Each row is one calculation — one home, or one option for it.

Read a row

• Address — the street. If the customer has several options, the option follows it, like · Option 2. Below: the customer’s name, the city and the utility.
• System — panels and kW from the roof design.
• Status — how far it got, from New to Proposal; see Start a new calculation.
• Last edited — the time today, otherwise the date.

The customer’s name comes from Customer name in Price & settings. Type it in every calculation you’ll come back to — it makes the list much easier to search.

Find a calculation

1. Type in the search box

   Use Search by address or customer at the top. It matches the address, the city and the customer’s name, and the list updates as you type. Press Esc to clear it.

2. Narrow it down with a group

   Pick a group under the search box. The numbers next to them count what matches the search.

   Group	What’s in it
   All	Every calculation.
   Proposals	Calculations with at least one PDF.
   In progress	The address is found but there’s no PDF yet.
   No address yet	Started but no home found yet.

3. Open it

   Click the row. The list shows 50 calculations at a time — press Show more at the bottom for older ones.

Copy or delete from the list

Each row has a menu at the right end (More actions):

How copies work as options for one customer: Compare options for one customer.