# Powerlily Help Center Welcome to the official [Powerlily](https://powerlily.io) help center. Learn how to use every feature of the platform to grow your solar business, from design and sales to fleet management and customer success. ## Quick Start New to Powerlily? Start here: - [[Onboarding]] - Set up your account and get ready to send quotes - [[Creating Your First Quote]] - Design and send your first proposal - [[Theme Settings]] - Customize your branding - [[Domain Settings]] - Set up your custom domain --- ## 🎨 Design & Proposals ### 3D Design Tool Create stunning solar designs with our powerful 3D design tool: - [[Design Tool/Overview|Design Tool Overview]] - Introduction to the design tool - [[Design Tool/General Controls|General Controls]] - Navigation and basic controls - [[Design Tool/Drawing Mode|Drawing Mode]] - Create building structures - [[Design Tool/Panel Placement|Panel Placement]] - Place and configure solar panels - [[Design Tool/Obstructions|Obstructions]] - Add roof obstructions - [[Design Tool/Trees|Trees]] - Model shading from trees - [[Design Tool/Annotations|Annotations]] - Add notes and markers - [[Design Tool/Extras|Extras]] - Lawn signs, vehicles, and more - [[Design Tool/Shortcuts Reference|Shortcuts Reference]] - Complete keyboard shortcuts - [[Design Tool/Terminology|Terminology]] - Key solar terms and concepts ### Quotes & Proposals - [[Quotes/Selecting Imagery|Selecting Imagery]] - Choose satellite imagery for your design - [[Quotes/Quote Customization|Quote Customization]] - Customize proposal appearance - [[Quotes/Quote Templates and AI|Quote Templates & AI]] - Powerlily GPT and template management - [[Quotes/Messaging and Restrictions|Messaging & Restrictions]] - Control quote access --- ## 📊 CRM & Pipeline Management Manage your entire sales pipeline: - [[CRM/Overview|CRM Overview]] - Introduction to CRM features - [[Leads/Overview|Leads Management]] - Capture and manage leads - [[Leads/Creating a Quote From a Lead|Creating Quotes from Leads]] - Convert leads to quotes - [[CRM/Events and Calendar|Events & Calendar]] - Schedule site visits, installations, and follow-ups - [[CRM/Workflows|Workflows]] - Create custom sales pipelines and automation --- ## 👥 Client Portal Give customers a premium branded experience: - [[Client Portal/Overview|Client Portal Overview]] - Complete guide to client portal - [[Client Portal/Setup|Client Setup]] - Inviting clients and account management - [[Client Portal/Messaging|Instant Messaging]] - Direct communication with clients - [[Client Portal/Monitoring|Real-time Monitoring]] - System performance tracking - [[Client Portal/Referrals|Referral Program]] - Customer referral system --- ## ⚡ Fleet Management Monitor all your installed systems: - [[Fleet Management/Overview|Fleet Management Overview]] - Complete monitoring platform - System Monitoring - Real-time production data from Enphase and SolarEdge - Maintenance Tracking - Log service activities and schedule maintenance - Performance Analytics - Track system performance and identify issues - Alerts & Notifications - Automated system health monitoring --- ## 🧰 Equipment Catalogue Showcase your products professionally: - [[Equipment/Equipment|Equipment Overview]] - Product catalog system - [[Equipment/Panels|Solar Panels]] - Manage panel inventory and specifications - [[Equipment/Inverters|Inverters]] - Manage inverter inventory and configurations - [[Equipment/Equipment Catalogue|Equipment Catalogue]] - Public-facing catalog --- ## 📚 Knowledge Base Educate customers and build trust: - [[Knowledge Base/Knowledge Base|Knowledge Base Overview]] - Articles and FAQs - Create and publish educational content - Organize with categories - Author profiles with team photos --- ## 🧾 Invoicing Professional billing and payment tracking: - [[Invoicing/Overview|Invoicing Overview]] - Complete invoicing system - [[Invoicing/Creating Invoices|Creating Invoices]] - Generate professional invoices - [[Invoicing/Payment Tracking|Payment Tracking]] - Track paid, unpaid, and partial payments - [[Invoicing/PDF Generation|PDF Generation]] - Download and email invoices --- ## ⚙️ Settings & Configuration Customize Powerlily for your business: - [[settings/Theme Settings|Theme Settings]] - Customize colors and branding - [[settings/Domain Settings|Domain Settings]] - Set up custom domain - Company Profile - Manage company information and settings - Team Management - Add and manage user accounts - [[Fleet Management/Enphase Integration Setup|Enphase Integration]] - Connect your Enphase systems - [[Fleet Management/SolarEdge Integration Setup|SolarEdge Integration]] - Connect your SolarEdge systems --- ## 📖 Additional Resources - [[Pages|Pages Overview]] - Understanding Powerlily pages - [[Utilities/Overview|Utilities]] - Utility rate information - [[Incentives/Incentives|Incentives]] - Solar incentives and rebates - [[kWh|Understanding kWh]] - Energy measurement explained --- ## 🆘 Need Help? Can't find what you're looking for? - Email: [email protected] - Book a demo to get personalized training - Check our roadmap for upcoming features --- *Last updated: {{date}}*