ClickSabi Pro
Getting Started
Creating your first contact and project
The shortest path from an empty workspace to real work.
1 min readLast updated
1. Add the contact
Open Contacts and add the homeowner or business. Adding a contact never creates an account for them.
2. Create the project
Create a project for the work. The project becomes the record every later stage attaches to.
3. Invite the customer
Send the invitation so they can connect from their own ClickSabi account and see the parts of the project you share.
4. Design and propose
Start a solar design for the project, then hand the approved design to Proposal Studio.
Related articles
- Contacts & MessagesAdding a contactCreate a contact record, avoid duplicates, and optionally invite.
- Projects & DeliveryCreating a projectStart a project from Projects or straight from a contact.
- Contacts & MessagesInviting a customer to connectHow the invitation works and what happens when it is accepted.
- Solar DesignUnderstanding the solar design workflowThe seven guided steps and how a design reaches a proposal.
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