On-boarding Checklist - Full
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.