Creating a Project

A project provides the ability to create end-customer offers to share with your clients and material quotes to purchase the total hardware solution from Autarco.

These offers and quotes are generated based on PV Systems that are added to the project. In a PV System you will design PV arrays, create string plans, generate yield predictions, perform asset management tasks and much more.

A project may currently only hold 1 system, in future a project may contain multiple systems. If you feel this is a useful feature please let us know.

To create a project click on the tap ‘projects’ and then ‘new project’.

The next step is to enter a project reference. This will be the projects ‘name’.

After creating a project the next step is to Design a System in the project.

You can choose to enter a ‘probability’, this helps with the overall project management.

Probability is manually updated by Dealers and is shown in the Projects List  where you can see which projects are almost signed.

If a project is entered through the referral program you have to enter the referral code here.

More information about the referal program will be available soon

If you want to directly purchase specific items, you can add them directly to a project without creating a system.

Still need help? Please raise a case in Helios

How to Raise a Case