I changed the client’s address, but in the project the address is still the same as before.
The client's address and the project's address, although they are usually the same, when editing one of these values, it is important where we edit it. When creating the first and subsequent project for a client, the address in the project
How to enter the customer’s address if it is a new street which is not listed in Google Maps or for other reasons it is impossible to enter the street and house number?
If, despite the fact that the street is not on the Google map, and we know where the investment will be located, we can place a pin on the map or enter the appropriate geographic coordinates of the object. If we
I have purchased access for my company’s employees, but they do not have access to the application (they cannot log in).
First of all, check whether the purchased subscription version allows you to add another employee (with the basic version, we can have a maximum of 2 users; if the application is used by 3 users, you need to buy access
Does an employee have to create a user account before being invited to the company?
The invitation for a new user is sent by the administrator / account owner after logging into EasySolar. The employee opens his account only after receiving the invitation. He has to use a special link to the website through which
Is there a limit to the number of employees registered on the account?
There is no overall limit of users / employees that belong to a company. Please note, however, that the number of employees that can be added to your account depends on the subscription package purchased.If the employee limit on a
After logging in, users can see all clients and prepared projects.
Most likely, users have Administrator settings or have had their permissions changed to access all clients.The setting can be changed from the main owner account after logging in in the "Employees" tab.
What are the different user roles in the application?
In our application, users can have three different access profiles to their account. We can distinguish: Owner role - the person who created the main company account, makes payments for access to the application, invites new users to his company in the application, the owner
How can I set the logo, contact and color details in the footer of the PDF report?
General settings: Set up a company logo, change the company name, company address set the website, set the main color of the offer, Pick the currency. All settings can be predefined in the "company setting" tab. You can also change them after generating PDF offer.
Can I set more than one color on the company’s documentation? I would like to adjust the offer to the company colors (more than 1).
Yes, after generating a PDF offer, it can be fully personalized, including changing the colors of the offer.You can change the color of the main offer and two additional colors (text and other elements).
Is it possible to set individual footers for each employee in the company?
Yes, in the offers generated by individual employees of the company, their contact details (telephone number and e-mail address) are displayed.