Documentation
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Leads
Lead characteristics
2 articles
Create a lead manually
Capture a new residential lead for prospects you sourced outside of Reonic's lead-broker integrations: referrals, walk-ins, your own outreach, or a site visit at a customer's home.
Bulk-import leads from an Excel spreadsheet
Bring in many leads at once from a spreadsheet or another CRM, instead of keying each one in by hand.
Overview of lead characteristics
Understand what a lead in Reonic actually is: its data, its lifecycle, who works it, and what happens when it closes.
Use ready-made lead-broker integrations
Connect Reonic to inbound lead brokers (Wattfox, Aroundhome, DAA, Einfach zum Angebot (Eza), Interlead, Bitrix) so the leads they sell you land automatically as Requests in your kanban.
Offers
Installation
Site documentation checklist (Baustellendokumentation)
Fill the site documentation checklist on-site from the Mobile App. Capture photos, take measurements, mark items irrelevant when they don't apply, get the customer's sign-off, and hand a clean record off to invoicing and the customer-facing portal.
Overview of installation characteristics
Understand what an *installation* is in Reonic: the execution phase of a project after the offer is signed. This covers the lifecycle from signed offer to customer handover, the on-site checklist work, the country-specific services, the Portal and Mobile App surfaces, and common edge cases.
Scheduling
Set installation dates and assign the right team.
Workbook
The per-installation field document your team works against on-site: the parts list, the planned layout, the circuit plan, and the proof of work.
Settings
Invoicing
Issue a delivery note (Lieferschein)
Create a delivery note to record what was physically delivered to a site. It carries line items and quantities, a PDF, and a document number. It carries no payment obligation.
Issue and manage a full invoice
Take an invoice from a fresh draft through Issue, send it to the customer, track payment, and recover with a void or credit note when something needs to change.
Write a letter (free-text supporting document)
Send a formal text-only document with its own number and PDF, straight from the Invoicing module.
Issue an offer confirmation
Confirm an accepted offer with a formal supporting document that you can later convert into an invoice.
Issue an order confirmation (Auftragsbestätigung)
After the customer accepts the offer, generate an **Offer Confirmation**: the supporting document that confirms the deal, precedes invoicing, and goes to the customer for their records.
Invoicing Overview
The big picture: what Reonic's invoicing module does, when to use it instead of an external accounting tool, and how payment, accounting, and statutory e-invoicing fit together.
Create and manage partial invoices
Bill a project in stages (advance payment, progress milestones, component-by-component) without re-keying the offer. Partials roll up against a single Final Invoice so the customer is never billed twice for the same line item.
Issue a purchase order (Bestellung)
Create a purchase order to request products or services, typically from your own supplier. It carries line items and quantities, produces a PDF, and gets its own document number, with no payment to track.
Reimburse a customer (refunds and credit notes)
When a customer is due money back (paid in full but installation scope shrank, equipment returned, a discount applied after the fact), issue a credit note to document the reimbursement and wire the money back separately.
App
Create a project in the app
Create a new project in the app while you're on-site, in the request, offer, or installation phase.
Capture a Room-by-Room Heat-Load Scan with the Reonic App
Walk a customer's building with a LiDAR-equipped iPad, capture each room's geometry, walls, windows, doors and heating fixtures, then hand the data to the room-wise heat-load calculation that sizes radiators, balances hydraulics and feeds the heat-pump offer.
Sign in to the Portal and the app
Sign in to the Reonic Portal and log in to the Mobile App with the same identity.
Find your way around the Reonic app and the Home / Startseite
Read your Home / Startseite as a personal worklist, see why the Mobile App Agenda shows only your own appointments, and learn why the offer-signatures widget lists just your Key Account Manager workload.
Time tracking on the Mobile App
Track your hours on-site straight from the Mobile App, with a live timer or a manual entry.
Services
Grid Registration
File the country-specific paperwork that connects a PV system, heat pump, or wallbox to the local grid, and let Reonic handle the back-and-forth with the grid operator on your behalf.
Photogrammetry
Turn drone photos of a customer's roof into a measured 3D model you can plan solar against.
Planning Service
Hand the 3D solar planning on an offer to Reonic, then review and accept the result.
Apply for and manage subsidy programs (KfW, BAFA, GSE)
Hand off government heat-pump-subsidy paperwork to Reonic. You fill the form in the Portal, Reonic files with KfW, BAFA, or GSE on your behalf, and you pay a per-filing fee when the case is submitted.
CRM
Dashboard
2 articles
Automations
The notifications and reminders Reonic sends automatically as work moves through your CRM.
Work with calendars in Reonic: visibility, planning board, and project views
Understand whose calendars you can see as a manager, see all installation appointments in one dispatcher-style view, restore a hidden project calendar, and resolve events that appear twice.
Manage contacts in the Reonic CRM
Add and find contacts, link them to projects, capture business vs. private customers and multiple addresses, audit marketing consent, handle duplicates, and clean up the address book when a customer leaves.
Emails in the CRM
Read recent emails with a customer on the project record, send Reonic-rendered PDFs by email, and reply through your own Outlook or Gmail.
Folder structures and file storage
Store every project document in one place, organise it with folders, and control exactly who sees each file.
Site photos: capture, organise, and mark up
Capture the site photos a residential project needs, mark up cable runs and details on the spot, and let homeowners upload the photos you ask for.
Tags
Create colour-coded tags, apply them to your projects, and filter your pipeline by them.
Manage tasks in Reonic — create, assign, complete, automate
Create personal or project-bound tasks, assign them to people or teams, run them through checklists and a commercial task kanban, use templates for repeat work, and plan your day with the digest email.
Teams
Group users into teams so you can assign a whole group to a project in one step, and let visibility follow your org structure.
Time tracking in the Portal and the app
Capture working time via timer or manually, link entries to projects, and export them as Excel.
Wiki as your internal knowledge base
Locate the Wiki in Reonic, switch it on for your company, and learn who in your team can access it.