When you received your Solatech Focus system, it was setup with some basic process reports for quotes, sales and orders.

But did you know that you can do SO MUCH MORE to make these stock reports and associated email templates reflect your business needs?

You can access additional information and instructions in this knowledge base article: Setting up process reports and email templates.

Please note that process reports and email templates can only be accessed by an Account Administrator.

As always, just contact us for assistance in personalizing your output and email templates. We are here to help!

We want YOUR feedback! Click below to share your thoughts.

A Few Other Tips, Tricks & Benefits…

Setting up email One of the first items of business when your account is deployed should be setting up your personal email for sending emails to clients. Failure to do this will result in emails being sent from noreply@Solatech.us. The good news is that it is easy to setup your email just by referencing this article: Setting up email.