ClickSabi Personal
Getting Started
Connecting with a provider
How a solar provider becomes connected to you, and what changes when they do.
1 min readLast updated
How a connection starts
A provider using ClickSabi Pro connects to you from their side, usually when they send you a proposal or start a project with you. You do not have to set anything up first.
What appears for you
Once connected, a Projects area appears in your workspace with whatever the provider has shared: proposals, project records, appointments, documents, payment requests and warranty information.
What stays yours
Your own analyses, comparisons and Wrigley conversations stay in your account. Connecting does not hand them over.
Related articles
- Projects & Your ProviderUnderstanding a connected projectWhat a project is, and what your provider shares with you inside it.
- DocumentsDocuments your provider sharesHow shared files differ from the documents you add yourself.
- PaymentsHow project payments workHow a provider requests payment and what happens after you pay.
- Getting StartedCreating your Personal accountSign up for ClickSabi Personal and set up your workspace.
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