Solar4Ever Installer console

Team access

Sign in to your projects

EmailPassword

Reset your password

Enter your company account email. Local mode captures the email without external delivery.

Solar4Ever Installer console

Company access is suspended. CRM is read-only. Projects and purchased credits are retained; contact the platform administrator.

Overview

A snapshot of enquiries, calls, surveys and installations.

New enquiries

Surveys this week

Installations this week

Project pipeline

Needs attention

Upcoming confirmed appointments

Customer requests to confirm

Requested times stay unconfirmed until your team books them.

Projects

Record sourcesWebsite order: saved quote and roof detailsManual entry: new enquiry, entered by the teamCSV import: contacts only, no quote or orderOpenSolar: not connected

Schedule

Confirmed calls, site surveys and installation dates. Customer preferences stay unconfirmed until your team books them.

Requests to confirm

CRM accounts

Tasks and appointments can be assigned to active CRM accounts. Existing team contacts below do not grant login access.

Invite a CRM user

NameEmailRole

Team

Legacy team contacts are kept here for reference. Assign work using CRM accounts above.

Add team member

NameRoleEmail

Team roster

—

Customer

Contact—

Phone—

Email—

Survey request—

Customer call—

Roof & system

Panels—

System—

Package—

Online price—

Roof details changed. Review the proposal and system sizing before sending it.

Team members

Job checklist

SubjectMessage

Emails are captured in the local test mailbox and saved to this project. Nothing is sent externally.

Catalogue & pricing

Supplier purchase costs, source checks, markups and installation rates used for online estimates.

Booking availability

Typical week

Choose a weekday and set its recurring 60-minute slots.

Date exceptions

Select a date to turn off individual slots or close the whole day. Your typical week stays unchanged.

Select a date

Calculation settings

Electricity tariffs, savings assumptions and technical calculation parameters.

These settings are used by the Solar4Ever website and the CRM roof editor. Changes apply to newly opened estimates; saved project quotes are not rewritten. Save each section separately.

Electricity tariffs and savings assumptions

Default annual electricity use (kWh)

Day import (p/kWh)Night import (p/kWh)Export (p/kWh)Standing charge (p/day)Night tariff startsNight tariff ends

Charge battery from grid during the night window

Battery and export assumptions

Night charge target (0–1 of usable capacity)Usable fraction of quoted capacity (0–1)Round-trip efficiency (0–1)Battery power per usable kWh (kW/kWh)Maximum battery power per system (kW)Assumed site export limit (kW)Average auxiliary power per system (kW)

Component prices and discounts

Product costs, markups, dimensions, power ratings and discounts are managed in the shared catalogue.

Calculation inputs

Panel count, roof segments and rail runs come from the project roof layout. Cable distance and mounting quantities can be adjusted in the project. Rail stock lengths and prices come from the mounting catalogue.

Generation comes from roof analysis. The savings model uses a reference hourly profile (Oxford 2023, south-facing 30°) when no roof profile is available, plus estimated household usage patterns. These source profiles are not tariff settings.

Security activity

Website visits and CRM changes are shown separately. Suspicious requests and rejected access are highlighted.

How to read this logRed marks suspicious request patterns, rejected access or triggered limits. This records signals; it does not prove that information was intercepted or stolen.

Activity source

Company profile

Your company details on proposals, quotations, DNO forms and installation packs.

Trading nameLegal company nameRegistered / business addressTelephoneEmailWebsite (https://)Company registration numberVAT numberCompany logoPNG, JPEG or WebP · up to 400 KB

· Project emails only; no external delivery.

Document identity preview

Draft documents use the current profile. When a proposal is marked Proposal sent, its documents and company details are saved with that version. Updating this profile does not change already issued proposals.

Company widget

One widget for your company. Edit colours and customer-facing texts; appearance previews use no analysis credits.

Enable website widgetAllowed website origins

One per line. HTTPS, exact subdomain; no paths or wildcards. Local HTTP origins with a port are supported for testing.

PrimaryAccentBackgroundText

Widget texts

Your own headings, labels, buttons and messages. Leave a field blank to use the default. Plain text only; prices and calculated results stay automatic.

Embed code

Paste into the HTML of an allowed website. This code contains a public widget ID, never your secret API key.

Widget ID:

Appearance preview

Preview journey

Opening this preview and changing colours use no credits. A successful new roof analysis uses 1 credit.

API & credits

One credit per successful analysis. Analysing the same roof again costs one new credit. Purchased credits never expire.

API keys

Use keys on your server. Never put a secret key in website HTML or widget code.

Key name

Copy this key now. It will not be shown again.

Analysis usage

Latest 100 analyses. Retrying the same request ID returns its saved status; use a new request ID for a new analysis.

Run a roof analysis

A successful new analysis uses 1 company credit.

Open analysis workspace

Credit history

Latest 200 entries. A reservation reduces available credits while its outcome is pending.

Server integration

POST /api/v1/analyses with Authorization: Bearer YOUR_KEY and a unique Idempotency-Key. Send JSON coordinates {"lat":52.0,"lon":-0.7}.

Reuse the same Idempotency-Key only when retrying a delivery. A new analysis needs a new key. GET /api/v1/analyses/ID reads its result without another analysis.

My tasks

Battery project

Configure battery system

Battery useProperty typeBatteryCompatible inverterBattery quantity

Annual electricity use (kWh)Usage profileAnnual solar generation (kWh, if known)Existing storage (kWh)Smart meterInstallation days (blank = catalogue)Cable length, m (blank = catalogue)Project discount (£)

Installation notes

New project

Create a Solar4Ever project

Project type

Add the customer and property address. Choose the project type, then configure the system.

NameEmailPhoneProperty address

Savings estimate inputs · optional

Household energy use

Use the customer’s figures when known. These inputs help estimate savings for the selected system.

Annual electricity use (kWh, if known)When is someone usually at home?

Scheduling

Call or site survey

ProjectAppointment typeAgreed date and timeDuration (minutes)Assigned toReminder for calendar import

Import the .ics file into Google Calendar or Apple Calendar. Automatic account sync is not connected yet.

NoteStatus

Customer import

Import contacts as new enquiries

CSV columns: name, email, phone, address. Each row creates a New enquiry without a quote, roof design or order. Duplicate email addresses are skipped.

Customer CSV

Property record

Edit address and map pin

Address

LatitudeLongitude

Coordinates are used to open the existing roof assessment flow. Leave both blank only if the pin is unknown.

Roof & system

Edit roof and recheck packages

A fresh roof analysis opens below. Review or adjust the new layout and packages. Saving creates a new roof version and keeps the previous version in history. Closing without saving leaves the project unchanged.

Reason for changeChange note

My account

NamePhoto