Sales Support

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Main

Dashboard

Jobs

Briefing

Live Meetings

Tech Support

Tools

Resources

Internal Tasks

Activity Log

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Sales Support

Connecting...

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Welcome back!

Here’s what needs attention right now.

My Internal Tasks

Urgent Jobs & Admin Tasks

Tech Support Tickets

Quick Links

Tech

Type

Urgency

Status

Sort

Select a job to view details

Resources

0 / 0 reviewed

Keyboard Shortcuts

?Show or hide shortcuts ↓Move to next task ↑Move to previous task DMark task discussed NAdd meeting note EEdit task text EnterSave active note or edit EscClose active note, edit, or dialog FToggle focus mode

Select a technician to start the meeting

Tech Support Triage

Manage solar fault tickets here. Click into a ticket to use AI to summarize emails or read screenshots!

SOP-Sorted Tickets & AI Analysis

PORTALS: SunGrow SolarEdge ESY GoodWe GivEnergy HINEN

Select a ticket to analyze

＋ New Job

Job ID

Client Name

Sales Tech

Job Type

Select "Quote" for pre-sales, or "Work Order" for confirmed installations.

Quote Status

Capsule Link (optional)

Paste the URL to the CRM Space so techs can open it directly from the board.

Bulk Add Tasks

Sales Tech

Task Type

Paste Data (Job ID - Client - Task)

One per line. Use hyphens (-) to separate the ID, Client, and Task.

Review parsed items before adding them to the board:

Edit Job

Job ID

Client Name

Sales Tech

Job Type

Quote Status

Google Space Link (optional)

Add Task

Assignee

Task Type

Task Description

COMMS:

DOCS:

Urgency

Urgent tasks will jump to the top of the board and be highlighted in red.

Due Date

Note (optional)

Reference Link (optional)

Image attached — will save with task

Edit Task

Task Type

Assignee

Task

Status

Unreviewed

Reviewed

Done

Reviewed in

Capsule

SM8

Urgency

Due Date

Note (optional)

Reference Link (optional)

Include in briefing

Uncheck this if you do not want this task to be sent to the tech via Slack/SMS in the Briefing tab.

Show in copy-paste message

History

Image attached — will save with task

Log Reply

Reply Message

Mark All Sent

Sent by

Sent via

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New Resource

Type

Name

Address

Image / Logo URL (optional)

Direct Link (optional)

Email / Username (optional)

Password (optional)

Contact Person (optional)

Phone Number (optional)

Settings

Customise your app

Colour Theme

Pick Any Colour

Font Size (1.00x)

A A

Font Style

Jakarta

Poppins

Quicksand

Inter

Nunito

Mono

Display Density

Compact

Comfortable

Spacious

App Name

Team Members

Sales Techs

Groq API Key

Required for AI Insights. Get a free key at console.groq.com

Add Admin Task

Sales Tech

Task Description

Urgency

Due Date

Reference Link (optional)

AI Job Insights

Analyzing job history & bottlenecks...

AI Meeting Reconciliation

Paste Fathom Transcript

Cross-referencing live edits with transcript...

Safety Check

Review extracted updates (strictly matched to task list):

Meeting Entry Condition

Final Briefing Checklist (Copy to Chat)

New Tech Support Ticket

Job #

Assignee

Client Name *

Client Complaint / Initial Notes

Brand

SOP Fault Category

Select the primary fault. Critical or High priority issues (like Full Blackouts) will automatically sort to the top of the board.

JSON Import (Optional)

Paste raw JSON history from Capsule or Sunseller to instantly auto-fill the client details and historical ticket thread.

Edit Ticket Details

Job #

Client Name *

Brand

Fault Category

Welcome to Solar Sync

Your unified hub for sales support at Local & Licensed Solar. This tour will walk you through every major feature — around 60 seconds.

Jobs Board

Every active installation lives here, grouped by urgency. Use the top buttons to:

Add Job — new pipeline
Bulk Add — paste spreadsheet data
Admin Task — standalone tasks
Split View / Sheet View — change layout

⏰ Smart Urgency System

Tasks auto-sort by urgency tier:

On-Screen · 8pm check
Call · 8:30pm follow-up
Admin · 8:45pm tasks
Urgent · 9pm escalation
Super Urgent · 9:30pm critical

AI-Powered Tools

Groq AI is built into the app:

AI Insights — job bottleneck analysis
AI Extraction — turn messy Capsule notes into tasks
Meeting Audit — cross-check Fathom transcripts
Vision — read data from portal screenshots

Add your free Groq key in Settings

Daily Briefings

The Briefing tab auto-compiles all ticked tasks into formatted Slack/PM messages for each sales tech. Pick a channel, then one click to copy & log.

Use Live Meetings for real-time check-ins with inline editing and AI reconciliation after.

Tech Support Triage

Manage fault tickets sorted by SOP priority (Full Blackout → Firmware Alert). Use AI to:

Draft Sunseller ticket comments
Draft Capsule updates
Generate EOD reports grouped by brand
Read data from monitoring portal screenshots

Resources & Wallet

Central directory for portal logins, supplier contacts, and site addresses. Passwords are masked by default. Use Wallet View for a stacked card feel, or Grid View to scan faster.

Hover any button in the app to see what it does. You're all set.

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Help Center & Guides

App documentation and onboarding

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