Hey there,

This September, explore more financing options and build production estimates that better reflect real conditions—all in GreenSketch.

1. Offer Financing with Brighte

Connect with Brighte to offer homeowners more financing options.

Phase 1: Link Your Brighte Account

Phase 2: Apply to Your Quote

2. Streamline Invoicing with Xero

Xero is a leading cloud-based accounting platform. You can now sync homeowner contact information and invoice line items directly to Xero.

To get started, go to [Settings → Integrations] and connect your Xero account.

3. Find Government Loans for Your State

Access state-based government loan programs directly in GreenSketch, currently available in:

• NSW (Home Energy Saver Loan)
• WA (WA Battery No-Interest Loan by Plenti)
• VIC (Solar VIC PV Interest Free Loan)

4. Factor Shading Losses into Solar Production Estimates

Solar energy production estimates now account for shading losses, helping you estimate the payback period more realistically.

5. Manage All Your Leads in One Place

Add your own leads directly in GreenSketch, organize potential homeowners, and stay on top of every follow-up.

🚀 Put these updates to work in your next project and discover what else you can get done in GreenSketch.

Hey there,

This August, GreenSketch gets smarter across your entire project workflow—from capturing leads to managing procurement.

1. Order with OSW: In the Quote section, bring the products from your project into OSW to place your order directly.

2. Emily Solar Concierge Plugin: Add Emily to your website and turn more visitors into qualified solar leads. Explore the Emily Plugin →

3. Customizable Proposal Templates: Add theme colour and save all your custom settings as a company template to reuse.

4. Project Workflow: Create multiple workflows to manage projects through customizable business processes.

5. Order with OSW Bundle: In Quick Quote, add popular OSW Bundles directly to your quote and move to ordering when the project is ready.

👆 Explore them in your next project and see how they can streamline your workflow.

Hey there,

🚀 This July, we've introduced some of our most impactful updates yet—designed to help you work faster, simplify your workflow, and close more deals.

👇 Explore what's new and start putting these features to work today.

✅ Stage 1: Project Management

• Project Sharing: Securely share technical designs with external partners using password-protected links.

• Project Tag: Create custom tags to keep projects organized and easy to find.

• Project Library: Store and manage all your project-related file in a centralized space.

• 🎉 Coming soon - Proposal Opening Notification: Know exactly when homeowners view your proposal, so you can follow up at the right moment.

✅ Stage 2: Design

• Street View Map: Street-level roof views for more accurate designs and less rework.

• Battery Wall: Visualize your battery and inverter designs more realistically.

✅ Stage 3: Quote

• NIK Finance: Expand financing options with NIK Finance and boost your conversion rate.

• 🎉 Coming soon - Brighte Finance and Solaris Finance: More financing options, higher close rate.

✅ Stage 4: Proposal

• Upgraded Proposal Template: Customize your proposal layouts to create winning proposals.

• 🎉 Coming soon - Grid Connection Workspace: Dramatically speed up DNSP application preparation.

👆 These updates are now live. Explore them in your next project and see how they can improve your workflow.

Hey there,

We're continuously improving GreenSketch to help you work smarter and more efficiently.

Here's what's new this month.

✅ Major Updates

1. System Retrofit: Design Solar Expansion Projects Faster

System Retrofit is designed to help you create expansion proposals and deliver professional retrofit designs with less effort.

👉 Why you'll love it

• Built specifically for existing solar systems
• Faster retrofit proposal creation
• Simplified expansion design workflow

2. Energy Plan & Tariffs: Model Energy Savings with Greater Accuracy

We offer two Consumption Modeling Methods to help you accurately calculate solar savings and ROI based on different electricity tariff structures.

👉 Why you'll love it

• More accurate savings calculations
• Better ROI projections
• Stronger proposal credibility

3. Custom Financing: Create Personalized Payment Plans

Build flexible payment plans directly inside your proposal, making it easy to tailor financing options for homeowners.

🛠️ Path:

1. Settings → Payment & Financing → [+ Financing Plan] → Enter your financing terms→ Save
2. Quote → Payment & Financing → Click the gray icon to choose your financing plan

👉 Why you'll love it

• Customize financing in seconds
• Support different homeowner budgets
• Improve proposal flexibility

4. One-click Rebate: Simplify Your Rebate Workflow

One-click Rebate allows you to launch GreenDeal rebate workflow directly from GreenSketch for a faster, more efficient rebate process.

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✅ Minor Updates

1. Project Sharing

Easily share technical designs with external collaborators using password-protected links and controlled access.

2. Project Tag

Create customized project tags to match your workflow and keep projects organized for more efficient management.

3. Street View Map

Access street-level views to assess roof conditions with greater accuracy, helping you create more accurate designs while reducing costly rework.

👇Turn on the Street View toggle in the Design stage

Hi there,

🎉 You’re now on the upgraded Greensketch.

We’ve equipped you with the next generation of design tools to help you win clients faster.

To get you started, here are the top 5 upgrades that will make an immediate impact on your workflow:

1.Project Progress Dashboard

Data-Driven Sales: See Which Deals Need Your Attention Now

• What it does: Track the performance of all your projects from the last 7 days in one view. See exactly where each proposal stands—from sent to signed—and instantly identify which clients need follow-up to close more deals.
• Where to find it: This is your new homepage! Log in to see your key metrics at a glance. You can also access it anytime from the main sidebar under Dashboard.

2.One-Click Client Financing

Integrated financing with 28Watt — more options coming soon

• What it does: Offer clients attractive, pre-negotiated solar loan options with a single click. This removes a major barrier to purchase, helps close deals faster, and requires zero extra setup on your end.
• Where to find it: In any project, go to the Quote step. Open Payment & Financing, toggle Show financing option in the proposal, and select 28Watt Green Loan from the dropdown.

3. Quote Flexibly. Present with Confidence.

Customize your quoting strategy. Control the pace of negotiation.

• What it does: Take full command of what your clients see. Choose to present a clean total, reveal detailed line-item prices, or even hide entire items—tailoring every proposal to the customer's context and closing deals with greater precision.
• Where to find it: In the Quote step, click the vertical ellipsis icon (︙) next to any item. Toggle ‘Hide price in proposal’ or ‘Hide this item in proposal’ on or off.

4. 3D Roof Visualizer

Draw once, visualize anywhere—Interactive 3D proposal view launches in 1–2 weeks.

• What it does: Automatically detect roof shape and generate full 3D models with AI. Visualize your solar layout from every angle—roofs, trees, shadows, and hardware—so you can design with clarity and present proposals that win clients over.
• Where to find it: In the design workspace, select 3D Roof from the left toolbar, click Draw Roof to outline the roof, then toggle 3D View in the bottom-right corner to bring your design to life.

5. Your Brand, Built-In

Set up your brand once, and keep every proposal consistently on-brand.

• What it does: Turn every proposal into a brand showcase. Upload your brand assets—they’ll appear automatically in every proposal you send. No more manual updates or scrambling before deadlines. Just consistent, polished branding that builds trust and closes deals.
• Where to find it: Head to Settings → About Us to add your company images, video, company story, and supporting files. They’ll auto-populate the “About Us” section in all proposals going forward.