Admin User Guides
Feature Guides
Disconnecting Solar and Utility Accounts
How to disconnect solar and utility data for customer accounts you no longer want to receive or store the data for.
Emailing Users from SolarFax
Know True-Up offers a full suite of email and email tracking features built right into the program.
How to Use the User Filters
User Filters are a powerful way to sort your user data and even generate a report of specific users
Connecting Utility or Inverter Data for a Customer
Know True-Up has Quick Features to Easily Connect Your Customer's Data
Converting an Existing Lead to a Customer
Know True-Up offers a quick feature to convert previously generated leads to fully monitored customers.
Reports
How to Use Account Reports
Know True-Up offers several account specific reports for managing specific customers.
How to Use Issue Reports
Know True-Up Offers a number of useful pre-generated and customizable reports to aid in monitoring and troubleshooting of your fleet of solar systems.
Solar Production Drop Off Report
Know True-Up Offers a customizable report to identify and troubleshoot systems which have dropped off in production over time.
Estimated True-Up Report
Know True-Up Offers a customizable report to identify and troubleshoot systems which have are on track for a large estimated true-up balance with their utility.