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Frequently Asked Questions

Below is our frequently asked questions listed by category.

Suitability

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Getting Started

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Login

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Learning

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Best Practices

Auditing

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Proposal Development

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See All Proposal Development Questions

Catalogs

General

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See All Catalog General Questions

Master Catalog

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See All Master Catalog Questions

Creating Catalogs

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See All Creating Catalogs Questions

Catalog Logic

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Frequently Asked Questions

Suitability

Getting Started

Login

Learning

Best Practices

Auditing

Proposal Development

Catalogs

General

Master Catalog

Creating Catalogs

Catalog Logic

Saturday, December 21, 2024

View Today's Birthdays & Anniversaries

Saturday, December 21, 2024

View Today's Birthdays & Anniversaries

Frequently Asked Questions

Suitability

What are some of the benefits and goals for using ecoInsight at FSG?

What types of projects is ecoInsight best used for?

Are there any types of projects ecoInsight is not suitable for?

Are there any limitations to project sizes within ecoInsight?

Getting Started

How can I get started using ecoInsight?

Is there any difference between the cloud application and the iPad app?

Are there any iPad requirements?

Login

How do I log in?

I forgot my password. How do I reset it?

I’m not sure if I have an account set up. Is there a way to check?

How do I get an ecoInsight account set up?

Learning

Are there any tutorials available?

If I wanted to get started using this software as quickly as possible, could you tell me the overall workflow to perform an audit or create a proposal with this software?

Once a project is uploaded to the cloud from the iPad, can it be downloaded to the iPad to do additional auditing or edits to the audit?

How do I get additional information?

Best Practices

Auditing

Do you have any suggestions on how to get the most out of this software for auditing?

Do you have additional info to help me identify existing equipment types in the field?

Proposal Development

Can two team members work in a building at the same time?

Are there any exports that should not be shared with the customers?

I noticed that the extended cost for my labor was double what I would expect it to be for some line items. Is there a miscalculation?

I entered the ceiling height into each space, but all fixture heights are still blank. Shouldn’t the ceiling height set the default fixture height?

Catalogs

General

What are catalogs used for within ecoInsight?

How do catalogs work?

Who creates catalogs?

How do we access these catalogs?

Master Catalog

I noticed pricing is preloaded in the Master Catalog. Are the prices listed in the catalogs up to date?

Do we have to use the margins listed in the Master Catalog?

Why are wattage selectable products only listed with one wattage?

I am having trouble finding a downlight retrofit kit from a manufacturer who is already loaded in our catalogs. Is there another place to look?

Creating Catalogs

Will we ever need to create our own catalog?

How do I create a catalog?

Can we share catalogs with other team members?

Why do I see more attributes when manually entering a product in ecoInsight compared to what I see in the .xlsx catalog import / export templates?

Catalog Logic

Do updates to the catalogs affect the products selected for past projects?

Does pricing request information received for a project transfer to the catalogs?

Do custom solutions recognize catalog updates? For example, if we created a 2-lamp & 1-ballast custom solution from part numbers within the catalogs and there were attribute or pricing updates to those products, would those updates reflect in our custom solutions?