Configuration

Your brand. Your process. Your Voltrack.

Make Voltrack your own with complete colour customisation, your company logo, documents, workflows and team permissions.

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30 minutes. Focused on your business.

Configuration Real Voltrack interface · demo workspace

Voltrack configuration interface — Inside VoltrackYour brand. Your process. Your Voltrack.Demo workspace · click to view the complete capture.

Why it matters

Your business should not have to follow a generic pipeline.

Solar businesses differ in their sales process, survey handovers and installation teams. Customise the look and the workflow: from your company branding to pipeline stages, documents and team access.

Your connected workflow

01Your logo & full colour scheme
02Pipelines & stage rules
03Documents & emails
04Roles & permissions

See this workflow live →

Choose your stages and rules

Name pipelines, order and colour stages, and configure entry requirements.

Put your brand on it

Change the whole colour scheme: backgrounds, sidebars, cards, buttons, links and status colours. Add your logo and carry your branding into quotes, invoices and emails.

Shape documents and communication

Design quote and invoice layouts and configure event triggers and email templates.

Set up your team

Manage roles and permissions, and create checklist templates for the work you deliver.

Your workflow, connected

Part of the
whole operation.

Explore the tools on either side of this workflow, and see how Voltrack could bring your team together.

Before you enquire

Useful to know.

What can we configure during setup?

Your demo and setup conversation can cover your company logo and brand colours, pipeline stages, entry rules, quote and invoice layouts, email templates, checklists and team permissions.

How do we get started?

Book a demo so we can walk through your workflow and agree the configuration, migration and training your business needs. View pricing and setup.

Let’s talk

Show us how your business works.

Tell us what you want to improve. We’ll show you the relevant workflows and discuss whether Voltrack fits.

Book a demo View pricing & setup →