Help Center
Guides and answers from the Powerlily team.
Account & Workspace
Configure your team, permissions, branding, and AI workspace.
CRM, Leads & Sales
Capture leads, manage pipelines, automate follow-up, and run sales workflows.
- Powerlily Quick Start: From Lead to Completed Project
- Automating Your Workflow: Triggers, Steps, and Conditions
- Creating Lead Forms and Capturing Website Leads
- Workflows, Clients, and Quotes: How the CRM Fits Together
- Canvassers in Lilypad
- Managing Leads: List, Board, Filters, and Insights
- Branches, Workflows, and Record Visibility
- Analytics, Reporting, and Performance Insights
Design & Product Catalogue
Configure products, storage, and the equipment used by system designs.
- Building Your Panel Catalogue
- Adding Inverters to Your Catalogue
- Adding Batteries to Your Catalogue
- Understanding Hybrid Inverters and AC/DC Coupled Storage
- Adding Equipment to Your Catalogue
- Designing Your First System in 2D and 3D
- Working with Roofs, Arrays, Setbacks, and Obstructions
- Production, Shading, and System Results
- Battery Analysis and Backup Planning
- Generating Single-Line Diagrams and Plan Sets
Pricing, Proposals & Billing
Build accurate pricing, customer documents, incentives, and invoices.
- Utilities, Rates, and Consumption: The Engine Behind Your Proposals
- Incentives, Rebates, and Discounts
- PDF Templates and the Proposal Builder
- Creating and Comparing Quote Options
- Invoicing, Payments, and Invoice Templates
- Terms, E-Signatures, and Acceptance Evidence
- Custom Fields, Variables, and Reusable Content
Customers & Content
Manage the customer experience, portal, and company knowledge.
Operations & Field Work
Schedule crews, coordinate installations, complete field work, and preserve safety and site documentation.
Communications & Marketing
Coordinate internal and customer conversations, send messages, and run targeted campaigns from connected CRM data.
Pericles
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