Solar Business Automations
AUTOMATIONS FOR OPENSOLAR
Reduce the cost of operating your solar business, and scale your profit with solar business automation!
Xero
Automate invoicing with dynamic line items
Hubspot
Sync OpenSolar contacts and pricing with your CRM
SolarQuotes
Funnel leads into your OpenSolar Projects
ServiceM8
Automate job creation directly from OpenSolar
Sunfluence
Automated marketing and customer engagement
Pipedrive
Contact, deal and project sync with OpenSolar
Custom Alerts
Get notified when prospect views proposal and more!
Prefer to DIY?
Automate OpenSolar using SunWiz’s Zapier App
You can get these automations at a low per-project price
High profile clients we've served:
WHY SHOULD YOU GET AN AUTOMATION FOR OPENSOLAR?
Automations for OpenSolar are a must have for solar businesses. An OpenSolar Automation can help your business –
- Eliminate costly errors that hurt your reputation
- Improve productivity and compliance with business processes
- Increase sales, ratings, and reviews
- Put your salespeople back on the road
- Keep up with your competitors
- Plus more!
WHAT'S ON OFFER
We currently offer the following automations for OpenSolar. You can also request a custom integration by clicking here
You can get these automations at a low per-project price
- Automatic Invoice Creation : Create Invoices from within the OpenSolar app
- Project Updates on Reconciliation : Your OpenSolar Projects are automatically updated at payment
- Automate Incentives : The Xero Integration automatically applies relevant incentives to your invoice
- Dynamic Line Items : Line items reflect your choice of equipment from OpenSolar
- Split Invoice: Create 2 separate invoicesfor the due date and the installation date
- Can’t find what you’re looking for? Check out our FAQs
Available Extras – One Time Setup Fee
Inquire For Price
Item Code Sync : POAÂ
Sync your Xero Item Codes with your pre-defined OpenSolar system packagesÂ
PRICING
Prices are ex. GST
Upfront Setup Fee : $295
Annual subscribers get 50% off the setup fee.
- Contact Sync : Contacts created in OpenSolar get pushed to Hubspot Deals and vice versa (Name, Address, Email & Phone)
- Project Pipeline Sync : OpenSolar Stages are synced with the Product Pipeline and vice versa (1 Pipeline, 10 Stages)
- System Prices Sync : Hubspot deals are automatically updated from the system prices in OpenSolar (Pushes 1st System Price You Design Across)
- Access OpenSolar Project from Hubspot : OpenSolar Project link gets pushed to appropriate Hubspot deal and contact.
- Can’t find what you’re looking for? Check out our FAQs
Available Extras – One Time Setup Fee
- Project Owner Assignment – $395
This is to assign project owners in OpenSolar when a Hubspot deal has initiated a project creation request in OpenSolar. (This involves scraping the clients Hubspot account and OpenSolar account and configure a look up table to ensure newly created projects in OpenSolar are assigned to the correct user based on the Hubspot deal owner they are linked to.) - Additional Pipelines (up to 10 stages) – $195
This is for any additional pipeline the user wants beyond the 1 included in Cookie Cutter. (Included in Cookie Cutter we offer 1 pipeline to be set up to sync between Hubspot and OpenSolar with a maximum of 10 stages within the pipeline.) - Additional Stages (Above 10 up to 20). – $395
This is for any additional stages within the pipeline beyond the included 10 in the cookie cutter. - Multi-Site Support – $495Â
This is to configure the integration to be able to handle customers with multiple sites (in Hubspot contacts can only have 1 address assigned, so to allow for multi site support we capture the address within the deal itself and refer to that when creating OS projects rather than the address set for the contact) - Project Update Sync – $595Â
Any update in the Hubspo deal will sync to OpenSolar and vice versa. - Contact Update Sync – $295
Same as above, any contact update made in Hubspot will updating in OpenSolar and vice versa. - All Of The Above $1995
50% off on annual subscriptions.
Prices are ex. GST
PRICING
Prices are ex. GST
Upfront Setup Fee : $795
Annual subscribers get 50% off the setup fee.
SunWiz is a proud to partner with Sunfluence.
Sunfluence offers an automated customer engagement platform that
- Increases your sales conversion rate
- Increases the price you can charge customers
- Turns dead leads into sales
- Generates new business from old customersÂ
- Gets you more referrals
- Gets you better ratings and reviews
- Automatically send prospects and customers valuable information and call-to-actions when they are entered into OpenSolar and as they progress through the OpenSolar CRM
Did you know? Sunfluence was co-founded by SunWiz’s founder, Warwick Johnston.
Sign up at https://www.sunfluence.com.au/email-autopilot/ and request to connect your OpenSolar account.
- Sync Leads to OpenSolar : Funnel Leads from SolarQuotes to OpenSolar
- Request a Custom Integration by clicking here!
PRICING
- Sync contacts between Pipedrive and OpenSolar (Name, Address, Email & Phone)
- New Pipedrive Deal created with new OpenSolar contact/project
- Deal/Project pipeline stage update synchronisation (1 Pipeline, 10 Stages)
- OpenSolar System Price pushed to Pipedrive Property (Push 1st System Price You Design Across)
Available Extras – One Time Setup Fee
- PDF Push : $195
This is for generating a PDF proposal once a system design has been completed in OpenSolar and then attaching it to the linked deal in pipedrive. - Additional Pipelines (up to 10 stages) : $195
1 pipeline included in cookie cutter, any additional Pipelines are charged for separately. - Additional Stages (Above 10 up to 20) : $395
Any pipeline stages beyond the 10 included in the automation are to be charged or separately. - Sign Contract Sync : $195
When a proposal has been accepted and signed by the end customer, the PDF version of the contract and the proposal of the chosen system and payment option will be sent to the Pipedrive deal it’s linked to.
Prices are ex. GST
PRICING
Prices are ex. GST
Upfront Setup Fee : $795
Annual subscribers get 50% off the setup fee.
- Create Jobs in ServiceM8 when a customer has accepted a proposal
- Create a new contact in serviceM8 when a new contact/project has been created in OpenSolar
- New client/job in serviceM8 create a project/contact in OpenSolar
PRICING
Prices are ex. GST
Upfront Setup Fee : $295
Annual subscribers get 50% off the setup fee.
Get bespoke alerts based on customer behaviour on OpenSolar!
- Instant notifications when customer views/accepts proposal
- Customise your notifications with client details most important to you
- Receive alerts on a service of your choice including
- SMS / Instant Messaging
- Slack
- Discord
- Gmail
- Other Productivity Tools
Custom alert automation requirements differ between companies. SunWiz can provide you a quote based on your requirements by filling out the form linked here!Â
Build your own OpenSolar automations using Zapier
Connect OpenSolar to any app on the Zapier ecosystem
Note: SunWiz built a private Zapier App which you won’t find it on Zapier.com. To access it please subscribe to it by clicking here.Â
Triggers:
- Contact: created, updated, or deleted
- Project: created, updated, or deleted
- Proposal: sent to customer, viewed, or accepted
- Finance Application: accessed, or updated
- Email invitation sent to customer
Actions:
- Create Transaction
- Contact: Create, Find, Update, Refresh, Delete
- Project: Create, Update, Refresh, Delete, Notes, Set Stage, Set Project Action
- Proposal: Find Proposal Data, Generate Proposal PDF
You may prefer to get SunWiz to build your automation for you. We’re experts in Zapier and intimately familiar with the OpenSolar data structure. Use the Contact Us form at the bottom of the page to inquire.
The Zapier Integration License is priced at $200 ex GST per month. You can subscribe to it by clicking here.
You can now book a call with SunWiz to find out which product is right with you! Click below to book a call with an expert and find out what we can offer to boost your Solar Business!
Is my OpenSolar Data Safe?
Your privacy is of utmost importance to us at SunWiz. We have respected and protected user privacy since we started, and we guarantee that your data is a 100% safe with us and we are trusted by industry leaders across the board.
- We will not sell your customer details as leads
- In fact, we will never disclose any personal information, customer details, or identify your business to anyone else.
- When we do compare business across the market, we do so without identifying anyone, at an aggregate level. You can verify this by downloading our sample report
- You can terminate SunWiz’s access to your OpenSolar account, and your data is wiped from our secure server
- Its all covered in full glorious detail in our Privacy Policy
- SunWiz has been entrusted by over 1400 leading solar retailers with details of over 60,000 customers, as the developer of PVsell.
- SunWiz is the only company trusted by leading battery manufacturers with confidential sales figures for our exclusive Battery Market Report, and we regularly handle confidential business data for a wide range of leading solar companies.
- Warwick Johnston has personally been elected or appointed to many positions of leadership, including the board of the Clean Energy Council and an industry representative to Solar Victoria.
- SunWiz has been vetted by OpenSolar and earned a status of Expert Partner and Exclusive Training Provider.
- Personally, Warwick Johnston has received recommendations on his LinkedIn profile from numerous solar industry leaders including Nigel Morris, John Grimes, Mark Twidell, Geoff Bragg, Tristan Edis, Stefan Jarnasan and more.
CONTACT US