A: Bulk lead import was not supported at the time of the support conversation.

This request has been forwarded to our development team for consideration. Please check the GreenSketch release notes for future updates.

A: Lead availability depends on the status of GreenSketch's lead generation campaigns. If there are currently no leads available for distribution, you may not receive any new leads even if your account is set up correctly.

Please contact our support team to check the latest lead generation and distribution arrangements.

A: If you encounter an error when joining the free leads programme, such as a company name or ABN mismatch, please contact our support team.

Provide your company name, ABN and registered account details so we can check whether your company information matches our records.

A: The support conversation did not confirm whether UTM parameters added to an Emily lead-capture link are automatically saved in the lead record.

Emily provides an individual lead-capture link that can be placed on your website or social media channels. If you need to track UTM parameters, please contact our support team to confirm the current tracking capabilities.

A: You can manage leads and track project progress using GreenSketch's built-in CRM features, including Workflow, Pipeline and Calendar.

When a customer accepts a proposal, the project status is automatically updated in GreenSketch, and a notification email is sent to your account.

For automated data exports or integration with advertising analytics platforms, please contact our support team to check the latest integration capabilities.

A: You can follow our step-by-step tutorial to learn how to create and design your first solar project. New System Design Tutorial. You can also book a product demonstration with the GreenSketch team if you need additional guidance.

A: Project statuses can currently only be changed forward. Reverting a project from Closed to In Progress is not supported at this stage. If you need this functionality, please share your use case with the GreenSketch support team so we can pass your feedback to our development team.

A: Bulk project deletion is not currently supported. Projects need to be deleted individually. If you would like to manage multiple projects more efficiently, you can share this feature request with our support team.

A: If an address does not appear in the search results, try the following steps:

If the address is still unavailable, please send the full address and a screenshot of your search results to our support team for further investigation.

A: If the property is newly constructed and its address or roof imagery is not yet available, you can use an architectural roof plan as an alternative. Ask the customer or builder for a copy of the roof plan, then upload it in the Design section of GreenSketch and manually create the 3D roof model.

A: During the initial project creation stage, you can adjust the white design boundary by clicking and holding it, then moving your mouse to reposition it. Please note that this adjustment is only available during the initial project creation process.

A: If your high-resolution map is stuck during loading, try clearing your browser cache and refreshing the page. You can also restart your computer and try again.

A: The generated site plan does not currently support additional zoom controls. We have forwarded this request to our development team for consideration. Please check the GreenSketch release notes for future updates.

A: GreenSketch does not currently control or manually update the satellite imagery provided by the map service. For newly constructed properties or locations with outdated imagery, you can upload an architectural roof plan in the Design section and manually create a 3D roof model.

A: GreenSketch currently uses Google Maps for address selection. Therefore, an address that appears on Apple Maps but has not yet been added to Google Maps may not appear in GreenSketch.

If the address is unavailable, you may need to use an alternative location reference or contact our support team to report the missing address.

A: GreenSketch does not directly control the satellite imagery provided by the map service, so we cannot manually update the image.

As a workaround, you can:

A: The initial roof selection may use Google Maps imagery, which can be outdated.

Once you enter the Design section, GreenSketch loads high-resolution imagery where available. Make sure the red location pin is positioned correctly when creating the project.

A: Navigate to Project → Documents → Site Plan.

From there, you can generate and download the Site Plan for your project.

A: Exporting a project directly in CAD format is not currently supported in GreenSketch.

We have forwarded this request to our development team for consideration. Please check the release notes for future updates.

A: You can add the relevant equipment and site information to your Site Plan through the available design and document settings.

For more specific guidance on adding equipment locations and annotations, please contact the GreenSketch support team with a screenshot of your current Site Plan.

A: Try refreshing your browser first. If the display issue continues, please contact our support team with a screenshot showing the problem.

A: If no address suggestions appear when creating a project, try refreshing your browser and checking your internet connection.

If the issue persists, please provide the full property address and a screenshot of the search results to our support team.

A: The initial roof selection uses Google Maps imagery, which may not reflect recent construction.

Make sure the red location pin is positioned correctly. Once you enter the Design section, GreenSketch loads higher-resolution imagery where available.

A: You can update the customer's annual consumption in the relevant electricity usage settings.

Open the project and navigate to the energy consumption section. You can also access the consumption settings from the Design section, depending on your project workflow.

A: At the time of the support conversation, electricity bill uploading was available only through the Beta version of New System Design, and the bill could only be uploaded during the initial project creation process.

If you are unable to upload the bill, you can manually enter the customer's electricity consumption and tariff information in the relevant settings.

A: The support conversation did not establish a confirmed solution for automatically incorporating battery charging and discharging into the Time-of-Use tariff calculation.

If you are using peak and off-peak tariffs and need to account for off-peak battery charging, please contact the GreenSketch support team with your tariff configuration and project details for further clarification.

A: Open the relevant project and navigate to the Documents section.

Locate the Job Sheet and select the download option to save it.

A: Navigate to Project → Documents → Site Plan.

You can generate and download the Site Plan from this section.

A: You can adjust the panel tilt angle directly in the Design section.

A: If your panel layout is missing from the Proposal, first check whether the project and Proposal are still active. If the Proposal has expired, navigate to Project → Proposal → Layout → Validity and extend the validity date. After updating the validity, return to the Quote section and check that your changes are reflected in the Proposal. If the panel layout is still missing, please contact our support team with your project link so we can investigate further.

A: You do not need to manually add existing solar panels to the design.

Instead, enter the existing solar system's annual production or system capacity in the relevant section of the project. This allows GreenSketch to account for the existing PV system when preparing the project.

A: Panel string colours are currently assigned automatically by GreenSketch and cannot be customised manually. If you would like to distinguish different strings more clearly in your designs, please share your feedback with our team for future consideration.

A: You can add battery accessories through the Balance of System section.

Navigate to: Project → Quote → Balance of System → Add Item

Then select or add the relevant accessories required for your project.

A: You can configure your system based on the customer's existing solar installation and the equipment you intend to install. When creating the project, make sure you select the appropriate project configuration and equipment. If you are working on a battery retrofit, provide the details of the existing PV system where required. For step-by-step guidance, refer to the New System Design Tutorial.

A: Generating an SLD that includes an existing PV system without adding new solar panels may require additional configuration. The support team has confirmed that there is no standard solution for this specific scenario at present. Please contact our technical team with your project details so we can advise on a possible workaround.

A: You can enter your customer's electricity bill information in either of the following locations:

Open the relevant section and upload or enter the customer's electricity bill details to help GreenSketch calculate the estimated energy consumption and system performance.

A: Uploading electricity interval data is not currently supported. This functionality has been added to our product roadmap. Please keep an eye on the GreenSketch release notes for future updates.

A: The discounted payback period depends on several project inputs, including electricity consumption, energy tariffs, system generation, equipment costs and financial assumptions. Please check that your customer's electricity bill information and energy usage settings are correct. If the result still seems unusually high, share your project link with our support team so we can review the calculations.

A: If you cannot find a specific solar panel, inverter or battery model in GreenSketch, please contact our support team and provide the following information:

Our team will review the information and forward the request to our product data team. Once the product has been added to the database, you will be notified.

A: If an existing product has incorrect specifications or is missing important technical information, please send us the latest product datasheet.

Our team will review the document and arrange for the relevant product information to be updated in GreenSketch.

A: If a product image in GreenSketch does not match the supplier's website, please send us the product model number and a reference image from the supplier.

Our team will review the product information and check whether the correct model and product image are being displayed.

A: GreenSketch provides datasheets for supported products in the equipment database. When you need a specific datasheet, locate the relevant product in the equipment list and check its available product information. If the datasheet is missing, please contact our support team and provide the product model number so we can investigate.

A: When selecting an all-in-one system, make sure you choose the correct compatible product combination rather than selecting individual components that represent a different system configuration. If you cannot find the required combination, send the product datasheets to our support team so we can check the available equipment configuration.

A: If an inverter's technical specifications do not match the manufacturer's datasheet, please provide the latest datasheet and the exact product model number.

Our product data team will review the information and update the equipment specifications where necessary.

A: If the Design page does not load correctly, try the following:

If the issue persists, send our support team a screenshot and your project link.

A: If your project address changes unexpectedly after editing the Design section, please contact our technical support team.

Provide the project link and screenshots showing the original and updated locations so we can investigate the issue.

A: Check whether any panels are overlapping in your design. If two panels are placed on top of each other, GreenSketch may display an error on the affected panels, and the actual panel count may differ from the number you expect. Review your panel layout and remove any overlapping panels before checking the system calculations again.

A: You can follow our roof design tutorial to learn how to draw and configure a roof in GreenSketch.

Tutorial: https://youtu.be/i8d9RGcjHLY

If you need additional assistance, you can also book a live demonstration with our team:

https://calendly.com/d/cx76-n2c-q2w/greensketch-demo-presentation

A: You can request the architectural roof plan from the builder or homeowner and upload it in the Design section.

Then use the uploaded roof plan to create the 3D roof model manually.

A: Enlarging the property image beyond the currently available display area is not supported at this stage.

We have forwarded this request to our development team for consideration. Please check the GreenSketch release notes for future updates.

A: Please make sure the red location pin is positioned correctly when selecting the property.

If the roof is outside the available design area, check the property location and satellite imagery first. If you still cannot adjust the boundary, please send us a screenshot so our technical team can investigate.

A: To create a project with an existing PV system, follow these steps:

Once completed, the estimated financial table in the Proposal will show the expected benefits after upgrading the existing system.

A: For an AC-coupled battery retrofit, we recommend selecting System Retrofit when creating the project.

This allows you to configure the battery upgrade based on the homeowner's existing solar installation.

A: If the project has not yet been signed by the customer, you can update the battery configuration.

Navigate to Design → Battery, delete the existing battery and add the replacement model.

Please note that once the project has been signed, the design cannot be changed directly.

A: Once a project has been signed, its design cannot be edited directly.

If you need to change the equipment or system configuration, you can delete the original project and create a new project for the same customer.

Please make sure you have retained any information you need before deleting the original project.

A: In the Battery section, you can upload an image of the customer's battery installation wall using the image upload option.

A: GreenSketch was still optimising this part of the Battery Wall presentation at the time of the support conversation.

As a workaround, you can manually crop the battery image to show only the battery modules you want to display.

A: If the equipment model you need is not available in GreenSketch, please send us the following information:

Our team will forward the request to the product data team for review. Once the product has been added, we will notify you.

A: Please check the product list carefully to see whether the equipment is already available under a slightly different product name or model configuration.

If you still cannot find it, send us the product datasheet and exact model number so our team can check whether it needs to be added to the database.

A: Some battery systems are listed in GreenSketch as a combination of individual battery modules.

For example, a system requiring two 9.4 kWh modules may appear as SigenStor-10S-9.4 × 2 rather than the combined system name.

If you cannot identify the correct configuration, please send us the CEC-listed model name and datasheet for assistance.

A: When searching for battery products, we recommend using the product's CEC number where available, as this can help you identify the correct model more accurately.

A: Please provide the latest manufacturer datasheet showing the correct warranty period.

Our product data team will review the document and update the relevant equipment information if necessary.

A: If an inverter or battery specification does not match the manufacturer's official documentation, please send us the product datasheet and exact model number.

Our team will forward the information to the product data team for verification and correction.

A: If the product is not available through OSW, you can add the relevant equipment and its pricing manually in the Quote section.

Automatic CSV uploading of third-party product prices was not supported at the time of the support conversation.

A: If the product has already been added to a project, please provide the project link and the product you want to remove.

Our support team can review the project and guide you through the appropriate steps.

A: GreenSketch estimates solar energy yield based on factors such as solar irradiance at the project location and the azimuth of the panels placed on the roof. Make sure your panel orientation and system configuration are correct to obtain accurate estimates.

A: Panel Line Diagrams are not currently supported in GreenSketch. This feature request has been forwarded to our development team for consideration. Please check our release notes for future updates.

A: The requested control and protection settings and schematic diagrams were not available in the support case reviewed. The requirements have been forwarded to our development team for consideration.

A: First, try clearing your browser cache and refreshing the page. If the issue persists, please send our support team a screenshot or screen recording showing the problem, along with your project link, so we can investigate further.

A: If you experience difficulties configuring inverter strings, please provide your project link, a screen recording of the issue and the browser you are using. Our technical team can review the information and investigate the problem.

A: GreenSketch supports two methods of adding a battery: selecting individual battery modules or searching by the complete CEC-listed model number.

We recommend using the CEC-listed model number where available. This allows you to select the complete battery system without manually adjusting the module quantity and helps align the configuration with your STC application.

A: Try refreshing your browser and searching for the product again in the relevant equipment category.

If you still cannot find the product, please provide the exact model number to our support team so we can check whether it has been added successfully.

A: Yes. If the specifications displayed in GreenSketch do not match the manufacturer's documentation, please provide the latest product datasheet and model number. Our product data team can review the information and update the specifications where necessary.

A: You can manually override the price of an item directly in the Quote section.

Open your project, navigate to the relevant pricing item, and enter the price you want to use in the corresponding price field.

A: Yes. The Final Price displayed in the Quote section already includes all items added to the quote, including Additional Charges such as installation costs, delivery costs and other materials.

A: You can add an EV charger after completing the system design.

Navigate to the Quote section and locate the relevant EV charger in the product list. Select the appropriate model and add it to your quote.

A: If you want to display a loan or repayment amount in your customer-facing quote, you can configure it through the financing or payment details settings.

Navigate to: Settings → Payment & Financing → Payment Details

You can customise the financing plan template and enter the relevant payment information. If you want the loan amount to appear as a deduction against the final price, you can also add it under the Deduction section of the Quote.

A: Automatic commission calculation is not currently supported in GreenSketch.

If you require a commission calculation feature, please share your commission structure and calculation method with our support team so we can pass your request to the development team.

A: The proposal currency is currently linked to your GreenSketch account's regional configuration. Changing the currency independently for a project is not currently supported. If you need to prepare a proposal in a different currency, please contact our support team to discuss your requirements.

A: If the prices in your quote change unexpectedly, please share your project link and the affected equipment details with our support team. We can then investigate whether the changes are related to product pricing or another technical issue.

A: OSW product pricing is not currently integrated with the GreenSketch equipment list at the Design and Quote stages. However, when you move to the Purchase stage after selling a project, you can access the relevant product pricing through the Purchase function.

A: Battery STC eligibility depends on the system configuration and applicable eligibility requirements. For example, in one case reviewed by our support team, a battery system exceeding 100 kWh was not eligible for the Battery STC incentive.

If the incentive is missing, check the battery capacity and project configuration first. If you believe your project meets the eligibility requirements, please share your project link with our support team for further investigation.

A: You can customise a financing plan template by navigating to: Settings → Payment & Financing → Payment Details

From there, you can configure the relevant payment details for your financing option.

A: Plenti financing integration was not available at the time of the customer support conversation. If you would like to use Plenti, please contact our support team to check the latest availability.

A: The availability of government loan options depends on the applicable financing configuration and project requirements. If a loan is missing, please provide your project location, selected equipment and the loan programme you are trying to use. Our support team can check the eligibility and configuration.

A: The two sections are designed for different types of project costs.

You can customise the available items through Settings → Balance of System or Settings → Additional Expense.

A: You can add these costs through the Balance of System or Additional Charges section of your Quote.

For example, you can include:

You can also customise the available items through Settings → Balance of System or Settings → Additional Expense.

A: The support conversation did not confirm whether Additional Charges can be configured independently for each salesperson.

Please contact the GreenSketch support team to confirm the available company-level and individual-level configuration options.

A: If a specific BESS-related cost is not automatically included in the pricing, you can add it manually in the Quote section.

Navigate to the relevant pricing section and enter the required amount.

A: Navigate to Project → Proposal → Layout → Notes.

You can enter additional notes or comments in this section, which will be displayed in the customer-facing proposal.

A: Navigate to Project → Proposal → Layout → Cases and disable the section.

This will remove the Cases section from the customer-facing proposal.

A: At the time of the support conversation, GreenSketch did not provide a setting to exclude GST directly from the pricing section.

This request was forwarded to the development team for consideration. Please check the latest release notes for updates.

A: GreenSketch did not automatically calculate GST on STC rebates at the time of the support conversation.

As a workaround, you can manually add the relevant amount under Balance of System or Additional Charges in the Quote section.

A: Navigate to:

Quote → Deductions → STC Deduction

You can update the installation date in the STC deduction settings to ensure the calculation uses the appropriate installation date.

A: If the STC figures differ between GreenSketch and the GreenDeal calculator, please provide:

Our technical team can then compare the two calculations and investigate the discrepancy.

A: Battery STC calculations may use the battery's usable capacity rather than its nominal capacity.

For example, the nominal capacity and usable capacity of the same battery may be different. Please check the CEC-listed usable capacity when comparing the calculation with external STC calculators.

A: At the time of the support conversation, AI could not automatically generate a complete quote.

This functionality was under development. Please check the GreenSketch release notes for future updates.

A: Yes. You can add a heat pump under the Other Components section of your Quote.

However, at the time of the support conversation, heat pumps were not included in GreenSketch's system calculations.

A: The support conversation did not confirm a dedicated switchboard upgrade feature.

If you need to include switchboard upgrade costs, you can add the relevant expense manually under Balance of System or Additional Charges.

A: If the cost is listed as a separate item in your Quote, check whether it can be edited or disabled through the relevant pricing settings.

If you are referring to automatically calculated GST, GreenSketch did not support excluding GST through the pricing settings at the time of the support conversation.

A: Navigate to Project → Proposal → Sensitive Data.

Find the Payback Period setting and disable it to prevent the payback period from appearing in the customer-facing proposal.

A: Open the Quote section of your project and enter the prices for the relevant equipment and additional items.

You can use the available pricing settings to configure your product costs and margins. GreenSketch will then calculate the final quote price based on the configured items.

A: If the calculated price does not match the amounts entered for your products or installation costs, please provide your project link and screenshots of the affected pricing fields.

Our support team can review the calculation and investigate any discrepancies.

A: Battery STCs are calculated using the combined usable capacity of all eligible batteries in the system.

For example, under the STC rules referenced in the October 2026 support conversation, the following capacity tiers applied to batteries installed on 1 October 2026:

Each rate applies only to the capacity within its respective tier. Please check the applicable STC rules for your installation date.

A: Using the STC factors applicable to the example installation date of 1 October 2026:

The total is 109.5616 STCs, rounded down to 109 STCs.

A: You can contact GreenDeal, our sister company, for assistance with STC trading and claims.

Website: https://www.greendeal.com.au/

Phone: 1300 951 666

A: You can update the proposal validity date directly in your project.

Navigate to: Project → Proposal → Layout → Validity

Then update the validity date as required. This also applies to proposals that have already expired. You can extend the validity date instead of recreating the entire proposal.

A: You can change the proposal colour palette by navigating to: Project → Proposal

Locate the colour palette settings and select your preferred colours. Please note that changing the colour palette only affects certain text elements. Not all text colours in the proposal can currently be customised.

A: The content of the built-in FAQs and Why Choose Solar sections cannot currently be edited individually. However, you can turn these sections off if you do not want them to appear in your proposal.

A: You can turn off the proposal pages that you do not need. Open the Proposal section and use the corresponding page controls to disable unnecessary sections.

This allows you to create a shorter, more concise proposal while retaining the essential information for your customers.

A: You can configure the customer information to include both the company name and director's name.

If you need help setting up the correct information fields, please contact our support team for guidance.

A: The sender's name may be linked to the relevant account or company information configured in GreenSketch.

If the displayed name is incorrect, check your account and company settings first.

If you cannot locate the relevant setting, please send our support team a screenshot of the name you want to change and the section where it appears.

A: The email address displayed in the proposal is currently linked to your GreenSketch login email address. Changing it independently is not supported at this stage.

A: If you need to display manufacturer information in your proposal, please provide the relevant manufacturer details and a screenshot of the section where you want them to appear. Our support team can check the available configuration and advise on the appropriate way to include the information.

A: You can add a copyright notice to the Terms & Conditions section by editing the relevant T&Cs content. However, displaying a fixed copyright footer on every page is not currently supported as a standard customization option.

A: The customer information-sharing checkbox cannot currently be removed through the standard proposal settings. Please contact our support team if you would like to request this change.

A: If hidden items are still appearing in your proposal, first check whether your project or proposal has expired. When a project is no longer active, changes made in the Quote section may not be reflected correctly in the Proposal.

Navigate to:

Project → Proposal → Layout → Validity

Extend the validity date, then return to the Quote section and hide the relevant items again. If the issue persists, please send your project link to our support team for further investigation.

A: If a battery warranty certificate is missing from your proposal, please provide our support team with a copy of the certificate you want to display. We can review the document and check whether it can be added to the relevant product information.

A:

A: If another team member needs to send proposals on behalf of your company, their email address may need to be authorised first. Please contact the GreenSketch support team to check the required authorisation and account permissions.

A: If you cannot open a proposal on your mobile device, please send our support team a screenshot of the error message and the proposal link. This will help us identify whether the issue is related to the proposal itself or your mobile browser.

A: Automatic follow-up functionality is not currently available in GreenSketch.

You will need to follow up with customers manually after sending a proposal.

A: Please contact the GreenSketch support team to confirm the proposal limits and applicable plan details for your account.

A: Yes. Once a project's status is changed to Signed, the Quote PDF will automatically become an Invoice.

You can change the project status manually:

A: Once the project status is set to Signed, the invoice becomes available in place of the original Quote PDF. You can access the invoice from the Quote section of the project.

A: First, make sure your Xero account is connected to GreenSketch.

Then:

A: Once a project option has been signed, it cannot be edited directly.

If you need to make changes, duplicate the existing option and make the required adjustments in the new option.

A: The available support guidance does not confirm direct invoice editing. If you need to make changes to a signed project or its invoice, please contact our support team for assistance.

A: You can generate a system-specific User Manual from the Proposal page.

The User Manual provides homeowners with information tailored to their installed solar system, helping them understand and get the most out of their system.

A: At the time of the support conversation, installer details could not be edited directly through GreenSketch.

As a workaround, you can use a PDF editor to update the installer information after downloading the User Manual.

A: First, check whether your project or proposal has expired. If the project is no longer active, extend the validity date under: Project → Proposal → Layout → Validity

Then return to the relevant section and check whether your changes are reflected in the Proposal. If the problem continues, please contact our support team for further investigation.

A: No. You can save a proposal template as the default template for future projects.

After customising your proposal layout, select Save as Default Template.

Once saved, GreenSketch will use this template as the default for new projects, so you do not need to select it manually every time.

A: Yes. You can customise a proposal template and save it as the default template.

This allows the selected layout and settings to be applied to new projects created under your organisation.

A: You can save your preferred design configuration as a template for future use.

For the exact default design template settings, please refer to the relevant template configuration or contact our support team for guidance.

A: Customising the order of proposal sections was raised as a feature request in the support conversation. The team acknowledged the feedback, but a confirmed solution was not provided.

Please check the latest release notes for updates.

A: Yes. Navigate to:

Proposal → Layout → Battery

Disable the Battery Wall presentation section.

If you want to apply this setting to future projects as well, save your customised layout as the default proposal template.

A: You can customise the proposal layout and save the changes as a default template.

This allows your preferred proposal settings to be reused for future projects.

A: There are two places where you need to check the Terms & Conditions settings:

Make sure the Terms & Conditions section is enabled in the relevant settings before downloading the proposal.

A: Navigate to:

Project → Proposal → Layout → Terms & Conditions

You can customise the Terms & Conditions for the specific project in this section.

Please note that updating the default Terms & Conditions does not automatically update projects that were created previously.

A: First, check whether the Terms & Conditions section is enabled in the relevant project settings.

If it is enabled but still does not appear in the downloaded PDF, please send the project link to our support team so we can investigate the issue.

A: Navigate to:

Project → Proposal → Layout → Notes

Enter the additional information you want to share with your customer in this section.

A: You can change the company name in two ways:

Please note that changes to the default company information only apply to projects created after the update. Existing projects need to be updated individually.

A: The customer address should be configured in the relevant project and customer information settings.

If the address is not appearing in your proposal, please share the project link and a screenshot with our support team so we can check the configuration.

A: Navigate to Project → Proposal → Sensitive Data and disable the Payback Period option.

A: Yes. Go to Project → Proposal → Layout → Cases and disable the section.

A: If the roof design is not appearing in your proposal, please provide the project link and a screenshot of the issue.

Our support team will check the project configuration and investigate why the design is not being displayed.

A: You can customise the proposal layout by disabling sections that are not relevant to your customer.

For example, you can remove the Battery Wall presentation or Cases section if they are not required.

Save the customised layout as a default template if you want to reuse it for future projects.

A: The support conversation raised the requirement for both the customer and retailer to sign a proposal, but did not confirm a supported configuration.

Please contact the GreenSketch support team to confirm the current signing options.

A: You can check and select the sender email address when sharing a proposal.

Navigate to:

Project → Share Proposal → From Address

Select the authorised email address you want to use.

When the customer replies to the proposal email, their response will be sent to the corresponding email address.

A: Open the relevant project and select Share Proposal.

Choose the Send via SMS option, enter the customer's mobile number and follow the instructions to send the proposal.

A: Whether an email is delivered to the inbox or junk folder may depend on the recipient's email provider and security settings.

Ask your customer to check their spam or junk folder and add your sender email address to their safe senders list if necessary.

A: If you cannot send a proposal via SMS, please provide the project link and the recipient's mobile number to our support team.

Our team can create a test project and check whether SMS delivery is working correctly.

A: The proposal sender is initially based on the project creator, not necessarily the salesperson currently assigned to the project.

To change the sender, go to Share Proposal → From Address and select the appropriate authorised email address.

If the email address is not available, complete the sender authorisation process first.

A: The Terms & Conditions section may have been disabled in your proposal layout.

Navigate to Project → Proposal → Layout → Terms & Conditions and click the closed-eye icon to make the section visible. Then generate the Proposal PDF again.

A: Open the Proposal layout settings and enable the acceptance confirmation section located above the Terms & Conditions. Then regenerate the Proposal PDF to include the section.

A: This section allows you to add customised notes about project progress and important dates. You can edit the content and choose whether to display or hide it in the proposal.

A: After making changes to your proposal layout, save the customised configuration as a template. You can then select this template when creating future proposals and set it as your default template.

A: A request to use Australian English spelling, such as "Optimise" instead of "Optimize", has been forwarded to our development team for consideration. Please check the latest release notes for updates.

A: You can reassign a project by changing the assigned task owner.

Open the relevant project and locate the task assignment section. Select the salesperson you want to assign the task to and save the changes.

A: Deleted projects cannot currently be restored through GreenSketch. Please make sure you no longer need a project before deleting it.

A: To remove a tag, navigate to Project → Tag → Edit, then remove the tag you no longer need.

A: Directly converting or copying an existing project into a Battery Retrofit project is not currently supported.

If you need this functionality, please share your requirements with the GreenSketch support team for consideration.

A: Yes. If you want to cancel the entire project, you can delete the project. This will deactivate the proposal link so the customer can no longer access it.

If you only want to remove one proposal option, you can hide that option instead of deleting the entire project.

A: No. Reassigning a project does not automatically change the proposal sender.

The proposal sender is initially based on the project creator. If you want to use another sender, navigate to Share Proposal → From Address and select the appropriate authorised email address.

You must complete email sender authorisation before using another email address.

A: Changing the task assignee does not automatically update the salesperson displayed in the proposal.

You need to update the salesperson information separately in the relevant Proposal settings.

A: Changing the project address after the project has been created is not currently supported. Please make sure the address is correct before starting your design. This feature request has been forwarded to our development team for consideration.

A: You can use project tags to track payment status. Add a custom tag, such as "Deposit Received" or "Paid", and apply it to the relevant project. This allows your team to identify projects based on their payment status.

A: GreenSketch provides built-in CRM features, including Workflow, Pipeline and Calendar. You can use these tools to manage your projects and track their progress without relying on a separate CRM platform.

A: You can add additional team members through your company settings.

Navigate to the team member management section, click Add Member, and enter the relevant user information. You can then configure their roles and permissions to control which projects and features they can access.

A: If you already have a GreenSketch account and want to connect it to your company's account, please contact the GreenSketch support team and provide your company name and ABN.

Our team can help check your existing account association and assist with connecting your account to the correct company.

A: GreenSketch manages company accounts and their associated users under a company-level structure. If your ABN is already associated with an existing company account, you may not be able to register it again under another independent company account.

Please contact our support team to check your existing company structure and arrange the appropriate account setup.

A: The project owner cannot currently be changed directly. However, you can assign the project to another team member through the task assignment section.

If you need to remove a team member, you can proceed with the removal even if a project owner warning appears. The project itself will not be deleted and can still be accessed by members who have permission to view all company projects.

A: Your project visibility depends on your assigned account permissions.

If you have been granted access to view all projects within your company, you will be able to see projects created by other team members, even if you do not have an Admin role. Please check your account permissions with your company administrator if you need to adjust your project access.

A: If you have updated your company address but still see the previous details in existing projects, please contact the GreenSketch support team and provide the relevant project information so we can check how the details are being displayed.

A: You can connect GreenSketch with GreenDeal through the incentive section of a project. Create or open a project, then click the relevant incentive button. Follow the on-screen instructions to connect your GreenDeal account. You only need to complete the account connection process the first time.

A: The support conversation did not confirm an available GoHighLevel integration.

Please contact our support team to check the latest integration availability and discuss your requirements.

A: For information about API availability, access and integration options, please contact the GreenSketch team directly.

A: If you have concerns about sharing customer information with third-party financing providers, please contact the GreenSketch support team to discuss the available privacy and data-sharing settings.

A: You can connect your Xero account through the Integrations section in GreenSketch. Once connected, you can use the Xero integration when handling signed projects and invoices.

A: Yes. The Xero integration is free to use in GreenSketch.

The invoicing functionality within GreenSketch is also still available and has not been removed.

A: If you cannot find the Invoice section on your Quote page, please provide the relevant project link and a screenshot of your current Quote page.

Our support team can check whether the invoice is available for your project and help you locate it.

A: The support conversation did not establish a confirmed method for generating an invoice without a customer signature. Please contact our support team with your project link so we can check the available options.

A: To connect your OSW account, click the Purchase button on the GreenSketch homepage.

Follow the instructions to connect your OSW account.

If you encounter an error during the connection process, check whether the ABN associated with your OSW account matches the ABN registered in GreenSketch.

A: One possible reason is that the ABN registered with OSW does not match the ABN associated with your GreenSketch company account.

Please check that both accounts use the same ABN and that your company information is correct.

If the details match but you still cannot connect, please send our support team a screenshot of the error message.

A: At the time of the support conversation, OSW product prices still needed to be entered manually in the Quote section.

Automatic OSW price synchronisation was being developed, but no confirmed release date was provided in that conversation.

Please check the latest release notes for current availability.

A: Exporting Leads and Projects to CSV or Excel was not supported at the time of the support conversation.

Please check the latest GreenSketch release notes for updates.

A: GreenSketch did not provide open API access at the time of the support conversation.

However, when a customer accepts a proposal, the project's status is automatically updated in GreenSketch, and a notification email is sent to your account.

A: The support conversation did not confirm availability of these integrations.

Please contact the GreenSketch team to check the latest integration options and discuss your business requirements.

A: Yes. If your customer signed the proposal offline, you can manually change the project status to Signed.

Once the project is marked as Signed, navigate to the Quote section, where you can access the Xero connection option.

A: A project must be in the Signed stage before it can be connected to Xero. Once the project reaches this stage, you can access the Xero integration from the Quote section.