TOPIC
February 2022
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Agency Portal
Agency Tool API Integration
- Reminders
Various Inverter Updates
Chalk Talk
Overview
- Supported Services
- E3MINI Ceiling Grid Mounting
- Improvements from Last Month
- OASIS Setup
- Getting API Key From The Portal
- E3 Sizing Updates
- How To Get More Information
- Coming Next Month
A Reminder: Agency Portal
- Orders
- Estimated Ship Dates
- Tracking Information
- Quote Generation
- Smart Digital Price Book
- Agency Performance Tracking
Live 1 Feb 2022
I. AGENCY PORTAL
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
Agents, sign up now at https://isolite.dev
Feature Updates
- Quote PDF Improvements
- Agency Quotas on Performance Dashboard
- Better/Faster ESD Updating
February Updated Features
I. AGENCY PORTAL
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
- Invoice Printing and Downloads
- Watched Order Tracking
- Performance Dashboard UI Update
March Planned Features
Please keep the feedback coming!
- API Integration
The Digital Price Book Is Good...
II. API INTEGRATION
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
But Using Your Existing Tools is Better
- The Agency Portal is the backbone of integrations with OASIS and Exergent
- This allow for the agents existing pricing/quote/order entry tools to be used and for Isolite product information to be automatically entered
Agency Tools Integration
II. API INTEGRATION
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
- Pricing (At all commission levels)
- Descriptions with information about selected options
- Discontinuation/requires factory quotation information
OASIS Setup
- The near-infinite scale of our model numbers means that we are unable to put a spreadsheet together with all model numbers
- Rather, an API key is entered into OASIS and OASIS will dynamically query the Isolite Agency Portal for "autocompletion" and pricing information
- On March 1st you'll see the "Integration" button show up in your agency portal. This is where you will gain access to your API key for OASIS integration.
More Involved than a Spreadsheet
II. API INTEGRATION
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
The Oasis Side
II. API INTEGRATION
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
E3MINI
- We never moved this feature over from the IMI
- This allows the 125VA E3MINI to be mounted to the T-bars in an acoustic ceiling tile system.
- All features of the E3MINI are available with this option.
- There is a price adder for this
Ceiling Grid Mounting Update
III. INVERTER UPDATES
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
E3 Sizing Update
- Minor Update to the existing E3-300 & 500 Line
- Optional battery upgrade allows for 375 & 550 VA versions
- Only available with Lead Calcium batteries
- Available Now
Additional Capacity in the Same Package
III. INVERTER UPDATES
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
Sales Materials
- OASIS Integration Documentation
- Training Video Link
- Sales Presentation PDF
- Price List Pages
- Spec Sheets & Drawings
- Agency Portal
Available on the Website
Available within Follow-up Sales Packet
III. CONTACT INFORMATION
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
Need Further Assistance?
Team of Experts
Schedule a Webinar for Advanced Sales & Engineering Training
ISOLITE
AGENCY TOOLS INTEGRATION & INVERTER UPDATES
Chalk Talk
THANK YOU