ADWORKS CONTRACTOR & ENGINEERING BUSINESS OS
PREMIUM USER GUIDE
Version: v4.2.0 PREMIUM
Professional Business, Engineering & Project Management System for Modern Contractors

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1. FIRST-TIME SETUP
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1) Extract the ZIP file completely.
2) Open START_HERE.html using Chrome or Microsoft Edge.
3) Use the Company / Settings sections to enter:
   - Company Name
   - Logo
   - Tagline
   - Phone
   - Email
   - Address
   - Prepared By
   - Position / Title
   - Digital Signature
4) Save your company profile.
5) Configure your Proposal Template Studio:
   - Proposal Style
   - Residential / Commercial / Industrial presentation
   - Primary Accent Color
   - Secondary Accent Color
   - Optional sections to include

TIP:
Set up your company profile once. The saved information is reused in future proposals on the same browser/device.

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2. HOW TO CREATE A SOLAR QUOTATION
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A. START FROM THE SOLAR CALCULATOR
1) Open the Solar Calculator from the main dashboard.
2) Choose the appropriate calculation method:
   - Monthly Electric Bill
   - Actual Monthly kWh
   - Appliance / Load Analysis
3) Enter the client data and consumption information.
4) Review the preliminary recommendation.
5) Choose Accept / Create Quotation when available.

B. COMPLETE THE QUOTATION
1) Open Solar Quotation Generator.
2) Review or enter:
   - Client Name
   - Contact details
   - Project / Location
   - System recommendation
   - Solar PV array
   - Inverter
   - Battery
   - Estimated production
3) Add or edit quotation line items.
4) Check the total project investment.
5) Add discount only when applicable.

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3. ROI / SAVINGS
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Use the Savings / ROI section for preliminary financial presentation.

Enter or review:
- Monthly electric bill
- Electricity rate
- Estimated solar offset
- Project investment

The tool may display:
- Estimated monthly savings
- Estimated yearly savings
- Estimated simple payback
- Long-term projected savings

IMPORTANT:
These figures are preliminary estimates. Actual savings vary depending on solar production, weather, consumption pattern, utility rates, system performance, shading, losses, and site conditions.

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4. PRELIMINARY SYSTEM DESIGN / SINGLE-LINE DIAGRAM
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The proposal supports adaptive preliminary diagrams for:
- Hybrid — Grid + Battery
- Hybrid + ATS / Generator
- On-Grid / Grid-Tie
- Off-Grid + Battery

You can choose:
- Auto Detect
- Essential / Selected Loads
- Full-House / Main-Load concept

You may also upload a custom project diagram.

IMPORTANT:
The diagram is preliminary only. Final conductor sizes, PV stringing, breaker/fuse ratings, SPD selection, ATS/changeover arrangement, earthing, protection coordination, equipment compatibility, and utility interface must be verified using actual equipment datasheets, site conditions, applicable codes, and qualified engineering review.

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5. PRELIMINARY BILL OF MATERIALS (BOM)
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The BOM is automatically generated from the proposed system and can be edited.

Use it for:
- Material planning
- Costing preparation
- Equipment allowance
- Protection / distribution allowance
- Grounding / labeling
- Monitoring accessories
- Miscellaneous BOS

Always verify actual quantities before procurement or installation.

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6. COMPANY PROFILE / WHY CHOOSE US
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Open the Company Profile section and edit the sample template.

Available information includes:
- About the Company
- Why Choose Us
- Our Commitment
- Years of Experience
- Projects Completed
- Service Areas
- Certifications / Accreditations
- Technology Partners
- Warranty / After-Sales
- Phone
- Email
- Website / Social Page
- Office Address

IMPORTANT:
Use only truthful and verifiable company information.

When "Include Company Profile / Why Choose Us" is enabled, the client-facing profile is included in the proposal while the setup/editor fields stay hidden.

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7. PREMIUM PROPOSAL TEMPLATE STUDIO
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Available proposal styles:
1) Executive Clean
2) Modern Energy
3) Corporate Professional
4) Technical Engineering
5) Luxury Minimal
6) Contractor Classic

You can also choose company accent colors.

This allows different contractors to create a proposal that matches their own company branding.

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8. PREVIEW PROPOSAL
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Click:
PREVIEW / EXPORT PROPOSAL

The Proposal Viewer shows the client-facing proposal.

The viewer is designed to hide:
- Template Studio settings
- Internal setup controls
- Editor checkboxes
- Company Profile editor fields
- Other internal-only controls

Only client-relevant proposal information should appear.

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9. PRINT / SAVE PDF
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In Proposal Viewer click:
PRINT / SAVE PDF

In Chrome / Edge:
1) Destination: Save as PDF
2) Review pages
3) Check margins / page breaks
4) Save

Recommended:
- Paper: A4
- Scale: Default / Fit to printable area
- Background graphics: Enable when you want template accents printed

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10. SEND TO CLIENT
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This Commercial Edition is OFFLINE-FIRST.

Workflow:
1) Save the proposal as PDF.
2) Open your preferred email or messaging application.
3) Attach the saved PDF.
4) Send it manually to your client.

This design avoids storing Gmail passwords, app passwords, API keys, or sender credentials inside the offline software.

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11. SAVE DRAFT / LOAD SAVED
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SAVE DRAFT:
Stores the current quotation on the same browser/device using local storage.

LOAD SAVED:
Restores the last saved quotation data available on that browser/device.

IMPORTANT:
Browser cleanup, private/incognito mode, device reset, or clearing site data can remove local data.

Use Backup / Export functions in the relevant modules when available.

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12. DUPLICATE / NEW QUOTE
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Use:
- NEW QUOTE for a fresh client/project.
- DUPLICATE when you want to use an existing quotation as a starting point for a similar project.

Always verify the client name, quotation number, dates, system data, pricing, and terms before sending.

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13. DIGITAL SIGNATURE / PREPARED BY
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Upload the authorized representative's digital signature in the company profile / prepared-by section.

Review:
- Prepared By
- Position / Title
- Date Prepared
- Phone / Email
- Digital Signature

The Customer Acceptance section contains:
- Customer Signature
- Date Accepted

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14. FINANCE / BIR PREPARATION
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The finance/BIR tools are intended to help organize business information and reports.

They are not a replacement for:
- Official accounting software where required
- A CPA / bookkeeper
- BIR professional advice
- Official tax filing systems

Always verify tax treatment and official reporting requirements before filing.

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15. CRM / JOB ORDER / COLLECTIONS / EXPENSES / WARRANTY
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Use the business modules to organize:
- Customer records
- Accepted quotations
- Job orders
- Payments / collections
- Project expenses
- Project profitability
- Warranty / service records
- Follow-up / automation records

These are local business-management tools. Review and back up important data regularly.

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16. TROUBLESHOOTING
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IF A BUTTON DOES NOT RESPOND:
1) Confirm the ZIP was fully extracted.
2) Reopen START_HERE.html in Chrome / Edge.
3) Avoid opening files directly inside the ZIP.
4) Refresh the browser.
5) If needed, close and reopen the app.

IF PREVIEW DOES NOT OPEN:
- Save your quotation first.
- Refresh / reopen the quotation page.
- Use the latest release files only.

IF PRINT / SAVE PDF DOES NOT WORK:
- Use Chrome / Edge.
- Allow the print dialog to open.
- Choose Save as PDF.

IF A LOGO / SIGNATURE DOES NOT APPEAR:
- Re-upload the file.
- Use PNG / JPG.
- Save company profile.
- Reopen the proposal.

IF SAVED DATA IS MISSING:
- Check that you are using the same browser/device.
- Do not use Incognito / Private mode for important saved records.

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17. IMPORTANT PROFESSIONAL USE NOTICE
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ADWORKS helps with preliminary:
- Solar analysis
- Sizing
- Quotation
- ROI presentation
- BOM preparation
- Single-line diagram concept
- Business records

It does NOT replace final engineering judgment, equipment compatibility review, site inspection, final protection design, final conductor sizing, utility approval, or applicable electrical-code compliance.

Before construction:
VERIFY → ENGINEER → SITE CHECK → FINAL DESIGN → APPROVAL

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18. RECOMMENDED WORKFLOW
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ASSESS CLIENT
→ CALCULATE
→ RECOMMEND
→ ACCEPT RECOMMENDATION
→ PREPARE QUOTATION
→ REVIEW ROI
→ REVIEW BOM
→ REVIEW SINGLE-LINE DIAGRAM
→ COMPLETE COMPANY PROFILE
→ PREVIEW PROPOSAL
→ PRINT / SAVE PDF
→ SEND MANUALLY TO CLIENT
→ CLIENT ACCEPTANCE
→ JOB ORDER
→ COLLECTION
→ PROJECT EXPENSES / PROFIT
→ WARRANTY / SERVICE RECORD

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ADWORKS
SMART SOLUTIONS. BETTER FUTURE.
Licensed Software • © 2026 ADWORKS. All Rights Reserved.
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