Quick start

This page lists the guides that get you started with the platform. For an overview of the marketplace, see How the platform works. Each guide below covers a specific setup task.

• Set up your account: Complete the one-time setup that prepares your account for requests and payments.
• Respond to a request: Learn what is in a buyer’s energy enquiry and how to respond with a quote.
• Build a quote: Learn about the platform standards and your options when pricing a job.
• Add your products: Import your inventory so quotes are quicker to build.
• Save a template: Reuse standard pricing and terms to quote faster.
• Set up automation: Respond to matching requests automatically while you focus on delivery.
• Embed your widget: Capture enquiries from your own website.
• Share a request link: Send a direct link to any customer so they submit a request straight to you.
• Invite your team: Add colleagues and set their roles.
• Review your plan: Understand credits and choose the plan that fits your volume.

For definitions of the terms used across the portal, see Key terms.