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Guides API Reference

Guides

Guides API Reference

Welcome

Welcome

Setup

Setup Service
Onboarding Content
Branding
Setup Levels Overview

Plans

Plans Compared

Features

Integrations
Layouts
Templates
Inspection Page
- Inspection Page Styles
Custom Pages
Product List
Additional Price Lists
Profit Settings
Financing
Calculations
Measurements
- Measurement Tokens
eSigning
- Additional Signers
Material & Work Orders
Invoicing
Dashboard
- Dashboard Tracking
Account Settings

Solar

Creating a Solar Project
Ordering EagleView TrueDesign Reports
- EagleView's TrueDesign
Solar Project Settings
Creating Solar Designs
Solar Financing
Creating a Solar Report
Review Your Report
Solar Referrals
- Refer Solar Leads to Primitive Power

Support

Reset Password
Cancel Subscription
Change Your Plan
Change Payment Details
Add Team Members
Manage Seats

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Dashboard

Use the Dashboard to view your win and loss percentage, revenue earned and what projects are still open.

An Overview of the Dashboard

Updated 11 months ago

What’s Next

Dashboard Tracking

Table of Contents
- An Overview of the Dashboard