👋WELCOME!

Welcome to solarVis

SolarVis helps you manage the entire pre‑sales lifecycle of a solar project from the first customer interaction to a finalized proposal.

It brings together lead management, system design, feasibility calculations, and proposal generation into a single, connected workflow.

Instead of switching between separate CRM tools, design software, and Excel files, solarVis combines everything into one structured system. Every piece of information you enter is reused across:

• Technical system sizing

• Energy production and feasibility calculations

• Financial analysis and pricing

• Customer-facing proposal documents

This connected approach ensures consistency, reduces duplicated work, and minimizes costly mistakes.

SolarVis is designed for teams working in the solar and sustainable energy sector, including:

• Solar installation companies

• EPC companies

• Sales teams preparing solar proposals

How solarVis Is Structured

SolarVis is organized into modular pages that reflect the natural flow of a solar project.

Each module focuses on a specific step and automatically feeds data into the next step. This reduces manual input and keeps projects aligned across teams.

You can be logged into your solarVis account in only one active session at a time. If you or someone else signs in from another session to your account, you will be automatically logged out of the current session.

For the best performance and user experience, we recommend using Google Chrome when accessing solarVis.

Core Areas of the Platform

• Dashboard

  A high-level overview of your activity, recent projects, and key metrics.

• CRM

  Manage contacts, leads, and projects in one place.

• Project Design

  Design PV systems and optional components, and review technical results.

• Organization

  Manage users, roles, teams, partners, and organizational structure.

• Materials

  Configure project components in the solarVis database, along with their associated pricing rules.

• Settings

  Control company information, defaults, and system-wide preferences.

The Typical solarVis Workflow

Most users follow a simple, repeatable process:

1. Capture or create a lead or contact

2. Convert the lead into a project

3. Define project details and location

4. Design the PV system and optional components

5. Review feasibility and financial results

6. Prepare and share a professional proposal

Each step builds on the previous one. Information entered once is reused everywhere, keeping your project consistent and up-to-date.

Next Steps

After reviewing this page, we recommend continuing with the following steps:

• Review the CRM module overview

• Create a Project and walk through the full workflow

• Explore the Materials page

• Set up the Organization structure

Once you complete an end-to-end project, the rest of the platform will be much easier and more practical to use.

Let the solarVis journey begin.