General Topics
How to create a new quote and email a customer
Create a New Quote and email a Customer This guide provides a step-by-step process for creating a new quote for a customer, making it an essential resource for anyone in sales or customer service roles. Login to Solatech Click "Customers" tab ...
How to change status of a Quote
How to change status of a Quote This guide provides a process for changing the status of a quote, ensuring users can efficiently manage their workflow. By following the steps outlined, users can easily navigate the system and update quote statuses ...
Focus 2 Videos: Walkthroughs & Overviews
The following videos are intended as a guide through specific features and page of Focus 2. To enlarge the video click the bracket in the lower right-hand corner. To adjust playback speed, video quality or closed captioning, click the gear. ...
How to record a payment
How to record a payment This is step-by-step process for recording payments on a new sale making it ideal for users who need to efficiently manage transactions. Navigate to and click on the Sale number to open the Sale record Click on the "Total" ...
How to mark a Purchase Order as Ordered
How to mark a Purchase Order as Ordered Click "PO's" tab Click the PO number Click the "Mark as Ordered" button Click the "OK" button
How to lock and unlock pricing on a Sale
How to lock and unlock pricing on a Sale This guide shows you how to lock or unlock pricing for a Sale. Once a sale is confirmed, remeasure complete, and/or sale ordered, it's best practice to lock a price so no other users can adjust the pricing. ...
How to navigate line items in Quotes - Duplicate, Edit, Move, Add a Note
How to navigate line items in Quotes: Duplicate, Edit, Move, Add a Note This guide provides a method for duplicating line items in Quotes, streamlining your workflow and saving time. By following the simple steps outlined, users can efficiently ...
How to make bulk changes to a Quote
How to make bulk changes to a Quote Login to Solatech Click "Customers" or "Quotes" tab Navigate to the "Customer name" or "Quote number" Click on the "Quote Number" to open the quote record details Click on the "Line items" banner Click "Bulk ...
How to lock or unlock prices on a Quote
How to lock or unlock prices on a Quote This guide provides a process for locking or unlocking prices on a quote, ensuring accurate pricing management. By following the steps outlined, users can efficiently secure their quotes, preventing ...
How to duplicate a Quote
How to duplicate a Quote This guide provides a method for duplicating quotes, making it easier to manage and replicate important information. By following the simple steps outlined, users can save time and ensure accuracy in their quoting process. ...
How to create a new quote and email a customer
Create a New Quote and email a Customer This guide provides a step-by-step process for creating a new quote for a customer, making it an essential resource for anyone in sales or customer service roles. Login to Solatech Click "Customers" tab ...
How to add a New Window to a Measure Sheet
How to add a new window measurement This guide provides a step-by-step process for adding a new window measurement under the Customer page. This step is necessary prior to quoting a job. Login to Solatech Click "Customers" if the Customer cannot be ...
How to generate installer paperwork using the Preview button
How to generate installer paperwork using the Preview button The Preview button found on the Sale page is where you can find and generate the Progress reports that are setup in the Admin Account Properties. These Progress reports are used for ...
How to customize Lists on the Customer page
How to customize Lists on the Customer page The Customer page has several drop down fields that can be setup with custom details including customizing Appointment Types, Delivery Ranges, Lead Sources, etc. Click the settings gear icon Click "Account ...
How to email a Purchase Order
How to email a Purchase Order to a Vendor Click the "PO's" tab Click the PO number Click the "Email" button Select from the dropdown of templates or click "No Template" to draft an email Click the "To", "Subject", and "Body" fields To add an ...
How to generate a Purchase Order and use the Preview button
How to generate a Purchase Order and use the Preview button Click "PO's" Click on the PO number Click the "Preview" button to see the templated forms Select from the dropdown list, i.e. click "Purchase Order" and another tab will open with the pdf to ...
How to generate installer paperwork using the Preview button
How to generate installer paperwork using the Preview button The Preview button found on the Sale page is where you can find and generate the Progress reports that are setup in the Admin Account Properties. These Progress reports are used for ...
How to send an email from the Sale page
How to send an email from the Sale page This is a process for sending emails directly from the Sale page, making it easy to communicate important information efficiently. Email templates can be adjusted (except the original templates), and there is a ...
How to schedule an appointment after sale
How to schedule an appointment after sale This process for scheduling an appointment after a sale, ensures you can efficiently manage appointments in one place. If your Google or Microsoft account is connected in the Account Properties settings ...
How to customize Lists on Quote page
How to customize Lists on Quote page Click the settings gear icon Click "Account Administration" Click "Lists" Click "Comment Types" to adjust the names of the note fields in different parts of the system To add an option, click the "New comment ...
How to create and submit a Purchase Order
How to create and submit a Purchase Order From the Sale page, click the "Order Now" button Click the "Order" button Click the "OK" button to order the products from the checked box. If you wish to simply "Mark as ordered" without actually sending the ...
How to create and edit Terms and Conditions
How to create and edit Terms and Conditions This is a process for creating and editing Terms and Conditions for contracts and invoices. From any screen, click the settings gear icon Click "Account Administration" On the left navigation click "Terms ...
How to convert a Quote to a Sale
How to convert a Quote to a Sale This is process for converting a quote into a sale, making it essential for anyone looking to streamline their sales workflow. By following the outlined steps, users can efficiently manage their sales transactions, ...
How to Bulk Edit a Quote or Sale
How to bulk edit a Sale This guide is for bulk editing sales, making it an essential resource for anyone looking to update their records to reduce time and error. The bulk editing feature may be used if after sale if the invoice needs an adjustment ...
How to navigate workflow on a Purchase Order
How to accept a Purchase Order Option 1: Access the PO status through the Sale page Click "Purchase Orders" Click the PO number Click Workflow banner To review the Workflow status for a PO, select from the dropdown and click "Purchase Order" Click ...
How to login to Solatech
How to login to Solatech Navigate to the Solatech login page Click the "Email address" and "Password" field to enter your credentials Click the "Login" button You will be taken to the main Solatech dashboard
How to get help and access Solatech knowledge base articles and videos
How to get help and access Solatech knowledge base articles and videos Option 1: Send a direct message via Chat Login to your Solatech site Click "Message" icon to create a ticket or inquiry Click "Leave a message" Type in your question and any ...
How to Setup Account Properties under General Tab
How to Setup Account Properties under General Tab Login to Solatech Focus 2.0 and navigate to the Settings Gear icon in the top right corner Click Settings Gear Icon Click the "Account Administration" section under Settings Click the "Properties" ...
How to setup Gmail or Microsoft to sync
How to setup Gmail or Microsoft to sync This guide provides a process for setting up Gmail to sync with your account, ensuring you can manage your emails efficiently. Login to Solatech Click the "Settings" gear icon Click "Your Account Settings" ...
How to upload a Profile Picture
How to upload a Profile Picture This guide provides a process for uploading a profile picture on Solatech, ensuring your profile is personalized and professional. Login to Solatech Click "Settings" gear icon Click "Your account settings" Click ...
Update User Contact and Address Information in personal profile
Update User Contact and Address Information in personal profile This guide provides a process for updating your user contact and address information in your personal profile. By following the steps outlined, you can ensure that your details are ...
How to Create or Edit Dashboard content
How to Create or Edit Dashboard content Login to Solatech Click "Settings" gear icon Click "Your account settings" Click "Dashboards"under "General" Click "New dashboard" button or any current Dashboards will be listed under the "Name" column. Click ...
How to customize Lists under General tab in Account Administration Settings
How to customize Lists under General tab in Account Administration Settings This guide provides a comprehensive walkthrough for customizing various lists within the Account Administration Settings, enhancing your ability to tailor the system to your ...
How to Edit Email Templates
How to edit email templates By following the steps outlined, users can efficiently modify templates, select recipients, and utilize variables for personalization. Important note: only copies can be edited. Original templates are not editable. Login ...
How to edit User permissions as an Account Admin
How to edit User permissions as an Account Admin Solatech sets up appropriate permissions per user type, but they may be adjusted per unique needs. This guide shows you how to edit user permissions. You must be logged in as an Account Admin, ...
Troubleshoot Quickbooks Online errors in Focus 2
Summary Sometimes an export or other function may not work as we hope. Below is a guide to finding the rationale, enabling the user (and Support) to resolve the issue. 1) In this example, a user attempted to export a customer into a connected ...
Assigning Products to Accounts - for DOS users
Summary: This guide provides a step-by-step approach for assigning new products to accounts on your DOS site. Logged in to your DOS site, click on the gear in the upper right corner and choose Site Administration. Then click on Products in the menu ...
QuickBooks Online: Troubleshoot Export Error for a Customer in Focus 2
QuickBooks Online: Troubleshoot Export Error for a Customer in Focus 2 Navigate to https://scribehow.com/workspace#dashboard Switch to tab Export to QuickBooks - Training Site - Shutters, Shades and Blinds LLC" Click "Start Export" Note the red error ...
General Reports: Visual Examples
General Reports – Visual examples There are a number of stock General Reports available to you as a dealer. Sometimes it’s hard to know which keyword of information on customers, sales, leads, etc is easily available to you. To make this easier to ...
Discount Groups, Create and Apply to a Customer(s)
Create and Apply a Discount Group to a Customer(s) This guide provides a step-by-step process for creating and applying a discount group to one or more customers. By following these instructions, users can efficiently manage additional discounts, ...
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