ClickSabi Pro
ClickSabi Pro Help
Guidance for selling, designing, delivering and supporting solar projects with ClickSabi Pro.
95 articles available
Projects are the spine
Design, proposal, delivery, payment and warranty are stages of one project, not separate tools. Start with how a project holds them together.
Browse Pro help
- Getting StartedWorkspace access, onboarding and how ClickSabi Pro fits together.7 guides
- Contacts & MessagesContact records and the shared conversation with each customer.7 guides
- Solar DesignDesign a system, review suggestions and approve a layout.11 guides
- ProposalsBuild, send and revise proposals in Proposal Studio.8 guides
- Projects & DeliveryThe project is the operational spine of ClickSabi Pro.9 guides
- Payments & DisbursementsProject payments and how funds reach your business.10 guides
- AutomationsTriggers, actions and approval modes.4 guides
- Team & PermissionsWorkspace roles and what each one can do.4 guides
- Branding & Customer PortalHow your workspace appears to customers.2 guides
- AnalyticsWorkspace performance reporting.3 guides
- Add-onsOptional capabilities you can enable for your workspace.2 guides
- Account, Plans & SettingsCompany settings, subscription and workspace preferences.4 guides
- Account & SecurityProfile settings, passwords, and account management.4 guides
- Privacy & SecurityHow your documents and data are stored and protected.4 guides
- TroubleshootingFixes for uploads, OCR, email, and browser issues.7 guides
- Release NotesWhere platform updates are published.1 guide
- Privacy & SecurityWhat customers can see, and how to keep a workspace secure.2 guides
- TroubleshootingFix access, conversation, design, project, payment and automation problems.6 guides
Didn't find what you were looking for?
Get in touch with the ClickSabi team or send feedback about the Help Center.
Prefer email? support@mail.clicksabi.com