Getting Started

Your account is where your company’s portfolio will live. Company accounts work best when one person from your team is the company “champion”, who creates the company account and invites the rest of the team to join. Please keep in mind that this person would also be responsible for billing.

• Start by signing up at app.solargrade.io
• Customize your account
  • Name your account
  • Add a logo

The Teams page provides you with an overview of all the associated users for your account. You can change the user type for other people’s accounts whenever necessary. You can also invite new members at any time.

• Invite team members to your account
• Assign those members their appropriate roles and responsibilities

The Projects tab offers a portfolio view of all your sites. These are organized at the top of the page by client. You can select a client and project, then scroll down the page to view more information about that particular project site. 

• Add a project to SolarGrade
• Georeference the project 

SolarGrade Templates, sometimes referred to as frameworks, are organized into a ‘mind-map’ of Sections, Categories, and Items. These Items are then split into Informational Items and Issue Items. Learn how they work on the Templates Page. 

These templates are designed to streamline workflow and standardize fieldwork, while trimming inefficiencies. Their goal is to make sure folks in the office and the folks in the field are operating on the same (digital) page.

To offload hours setting up a new program, every SolarGrade account comes with half a dozen default templates. We recommend using these as a foundation for your field checklists. After all, why reinvent the wheel?

• Create your template / on-site checklist
  • From a default template (recommended)
  • From scratch
  • Prep for an inspection

Site Visits are the meat of SolarGrade. We use “site visits” to refer to all fieldwork instances and associated checklists. The site visit feature is where teams can work through a streamlined checklist that standardizes the fieldwork into reports. Our Site Visits page covers how to: 

• Create a Site Visit
• Review mobile app functionality
  • Creating an issue in the notebook view
  • Creating an issue in the notebook view
  • Creating an issue in the map view
• Make sure you’re ready to head on-site
  • Pre-site checklist

SolarGrade reports are standardized and interactive. They are easy to navigate and are organized by your site visit template — sections becoming headings, categories becoming subheadings, and issue and informational items included. All reports are formatted to streamline the data, but there are different levels of report customization allowed.

All reports trim inefficiencies associated with fieldwork. From generation at the click of a button to seamless task management. Explore Reports articles to see what we have in store.

• Familiarize yourself with reports
• Build a report customization
• Share your report