1.) Log in / Create account
• Login in to app.retrolux.com.
• Create new account by typing in your email and creating a password.
• Passwords must be 8 characters long and include one upper case letter, one lower case letter and one number.
2.) Create Join your Company
• Select your primary role in the company.
• Create your company by selecting Create a New Company or select the Get Started option and contact the Owner/Admin of your company and have them add you as a team member.
3.) Update/Edit company info
• Select the “Companies” icon on the left side
• From here, select view company or use the drop-down arrow to go to a specific location.
• The About Us tab on the left side will allow you to update company info.
• The Team tab will allow you to add/remove team members to your company.
• Set defaults for all projects/proposal within the defaults tab.
• Press “Save” in the top right when any information has been updated.
Editing Personal User Information
• If you need to edit your profile information, select the “Profile” icon on the left side.
• When the necessary information has been changed, select “Save” in the top right.
4.) Create a Project
• Select “Start a new Project” in the top right of your company dashboard and fill out the information needed for your new project.
• Click the Client tab on the left side to enter in basic information about the project.
• Click the Details tab on the left side to include taxes, markups/margins or existing fixture labor rate.
• Click “Save” in the top right once any information has been input.
5.) Edit a Project
• Select the Client or details tab to update basic project information.
• Click “Save” in the top right once any information has been changed.
6.) Add a Team Member to a Project
• To add a company Team member to a project first open the project by pressing view.
• Select the Team tab on the left.
• Find the “+ Team Member” button in the top right.
• In the User Field, use the dropdown menu to select the company member you would like to add.
• Set their role in this project.
• Set their status as Active.
• Select “Create” when finished.
7.) Add Areas
• Begin your audit by adding an area.
• Open up the “Audit” tab on the left.
• Select “+ Area” within the top right of your project.
• Name the area being audited and define if it is a part of another area.
• Save Area and move on or select Add Details if you would like to input more information.
• Areas may also be added by selecting the Building Icon in the top right.
Add an Operating Schedule
• Open up the area you are creating a schedule for and select the “Schedules” tab at the top of the page.
• Create your schedules by selecting the “Operating Schedule” field and locating the “Add New” button.
• Operating schedule runs on a per year value (8760 hours is the max input).
• The first schedule created will be the default across the project.
• You can set different schedules for different areas.
Add a Rate Schedule
• Open up the area you are creating a schedule for and select the “Schedules” tab at the top of the page.
• Create your schedules by selecting the “Rate Schedule” field and locating the “Add New” button.
• Rate schedule example: $0.13/kWh is input as .13
• The first schedule created will be the default across the project.
• You can set different schedules for different areas.
Bonus: Add Heating and/or Cooling Systems
• Add any heating and cooling systems to the area. Your final calculations will not be affected in any way if this information is not available.
• The first heating or cooling schedule created will be the default across the project.
• You can set different heating and cooling schedules for different areas.
8.) Input Area Information/Photos and Document Upload
• Once you have added the necessary information and created your new area, move through the Details, Notes, Floorplan and Attachment tabs to add additional area information.
• All tabs will be located at the top of the page after entering into an area.
Sub-Areas -- (Building A First Floor Classroom 123 Classroom 123 Closet)
• Select the Add Area icon in the top right.
• Name the area and set its parent area.
• Select Add Details or Save Area to move on.
• Example:
o Name: First Floor
o Parent: Building A
9.) Edit Area Information or add an Area Photo/Document
• To edit or add information for an area, open the Audit Tab in the project.
• Select the “Area” tab on the left side or use the drop-down arrow located right next to it.
• Click on the desired area and make any need changes or updates.
• Click “Save” in the top right once changes are finished.
10.) Add Existing Fixture
• Open the area you are adding an existing fixture to.
• Select the “Existing Fixture” icon in the top right.
• Use the search engine or filters to find your existing fixture.
• Select your product and enter in the quantity and any additional information.
• Click “Save” in the top right when you are finished.
• Repeat in each area and sub-area for accuracy and granularity.
11.) Edit an Existing Fixture
• Open the area you need to edit an existing fixture in.
• Select the existing fixture on the right side that is needing updated.
• Edit the information for this existing fixture and select “Save” in the top right when you are finished.
12.) Create a Proposal
• Go to the Proposal tab on the left side.
• Select “+ Proposal”.
• Give your proposal a name and state who is preparing the proposal.
13.) Add Solutions
• Open up the Proposal you would like to add solutions to.
• Within the proposal, open the Solutions tab if not already directed to it.
• Select the “+ solution” button on the right or select “View Details” in the top right if adding solutions line by line.
• Input the Solution product number or select the catalog you will be picking the replacement from.
o If a solution has been previously created for the existing fixture, it will be displayed on the left side of the screen for selection.
• Narrow down your replacement product search by using the filter lists.
• Select your replacement product or create a “custom product” at the bottom right of the page.
o See Section 14 for directions on inputting custom products for solutions.
• Define Existing to Replacement ratio accordingly.
o If existing is a 2L fixture, the ratio will be 1:2 for de-lamping and 1:1 for full fixture replacement.
• Define how your solution is being applied to the project.
o This will be either on the entire project, to a specified area or to a specified instance of an existing fixture.
• Give your solution a unique name and fill in any additional information.
• Save the new solution when you are finished.
• Once the solution has been saved, proceed to add additional solutions to existing fixtures that do not have replacements.
• If an existing fixture has two possible solutions, select “+ Solution” or “Add” on the existing fixture and repeat the steps above.
o Make sure to define how this second solution is being applied in the project.
o May turn solutions on and off for specific proposals.
14.) Adding a Custom Product to an Existing Fixture
• Open up the Proposal you would like to add solutions to.
• Within the proposal, open the Solutions tab if not already directed to it.
• Select the “+ Solution” button on the right or select “View Details” in the top right if adding solutions line by line.
• Find the “Custom Product” button at the bottom of the page.
• Define Existing to Replacement ratio accordingly.
o If existing is a 2L fixture, the ratio will be 1:2 for de-lamping and 1:1 for full fixture replacement.
• Define how your solution is being applied to the project.
o This will be either on the entire project, to a specified area or to a specified instance of an existing fixture.
• Give your solution a unique name and fill in any additional information.
• Custom Products require additional information than those of catalog products.
• The Red stars must be filled out for custom product to be accepted.
• Note: Custom product(s) may need incentives added manually to them as the automated incentive program may not recognize them.
• Save the new solution when you are finished.
• Proceed to add additional solutions to existing fixtures that do not have replacements until project is complete.
• If an existing fixture has two possible solutions, select “+ Solution” or “Add” on the existing fixture and repeat the steps above.
o Make sure to define how this second solution is being applied in the project.
o May turn solutions on and off for specific proposals
15.) Specifying Solutions in a Project
• Specifying solutions may be done in two locations.
• When first creating your solution, you may specify where it belongs within the “Apply To” field at the top of the “4. Details” tab.
• If the solution has already been created, you can select “Edit” for the solution and change the location in the “4. Details” tab.
• You may also review and change how solutions are applied to the project in the “Manage” section located within the Solutions tab.
o Solutions will be separated by how they are being applied to the project.
o Select Edit for the solution that needs changing and repeat previous steps.
16.) Input Additional Project Costs
• While in the proposal, select the “Project Costs” icon in the top right.
• Additional Lump Sum costs can be found in the “Costs” tab within the pop-up box.
• Changes in Markup or Margin can be made in the “Markup” Tab within the pop-up box.
• Incentive changes or lump sums can be made in the “Incentives” Tab within the pop-up box.
• Financing or loan terms can be input through the “Loan” tab within the pop-up box.
17.) Review your Audit/Project
• When all areas, sub areas, existing fixtures and solutions have been created review input information for project/proposal accuracy.
• Review Existing Fixture types, locations and counts within the Existing section in the Audit Tab.
• Review all project schedules within the Schedules section in the Audit Tab.
• Review Areas in the Audit tab to make all sure area and sub area information is correct.
• Review your created solutions in the “Solutions” section within the Proposal Tab.
o Fixtures without solutions will be considered within the proposal savings.
o Input a custom removal solution if the fixture is being removed completely and not being replaced.
• Review project numbers by opening each section within the Proposal tab.
o Select the option you will be using and verify all solutions.
o Use the table at the bottom of the page or the “Solution Summary” within the proposal to double check your work.
• See the “Details” section within the Solution tab for a detailed in-depth breakdown of the project.
• When the project information has been confirmed, move into the “Customize” tab to create your proposal.
18.) Generating Proposals
• Select the Proposal you would like to generate a proposal for.
• Select the “Generate” tab on the left side of the page.
• Define which reports you would like to include in your proposal by clicking on them or using the “All Sections” button at the bottom of the page.
• Remove proposal reports by selecting the “Red Trash Can” next to them.
• Reorder proposal reports by using the Blue and Green arrows next to them or, by dragging reports up or down in the list.
• Select Generate PDF and save a copy to your computer.
19.) Customizing your Proposal
• Select the proposal you would like to customize your reports for.
• Select the “Customize” tab on the left side.
• Edit and change any necessary information.
• Select save after changes or updates have been made.
20.) Generating a PO
• Select the proposal you would like to Generate a Purchase Order for..
• Navigate to the “Order” tab on the left side.
• Review information and select “Submit this Purchase Order” at the bottom.
• Change any shipping or billing information after the PO has been submitted.
21.) Adding/Updating Retrolux Contacts
• To add or edit contact information, select the “Contacts” icon on the left side of your screen.
• Select “+ Contact” if you would like to create a new contact address.
• Click on the contact if you need to see the contacts information
• Select “Edit Contact” if you need to change a contacts information or add a photo.
• Contacts may also be added when first creating a project.
o Select the “Add New” within the contact field and fill out the required information.
o Use the “Address Book Icon” in the top left to further edit this contacts information.