# 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. {% hint style="info" %} 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. {% endhint %} {% hint style="info" %} For the best performance and user experience, we recommend using **Google Chrome** when accessing solarVis. {% endhint %} ### 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**](/crm-and-project-management/introduction) * [**Create a Project**](/project-design/create-a-project) and walk through the full workflow * Explore the [**Materials page**](/configuration/materials-page) * Set up the [**Organization**](/configuration/organization-page) 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.** # Dashboard This page provides a centralized overview of the solarVis account, presenting key project metrics and commonly used actions in a single, easy-to-read layout. ## Purpose of This Page The **Dashboard** is the main landing page of solarVis. It is designed to help users quickly understand the current state of their operations by summarizing project activity and performance trends at a glance. From this page, users can monitor how project volume is changing over time, access recently created projects, and initiate common actions required for daily operations. ## What You Can Do Here With the dashboard page, you can: * View how many projects were created during the current week and current month * Track the total number of projects available in the account * Create a new project directly from the Dashboard * Access frequently used setup and management actions through shortcuts * Review a list of recently created projects with key details ## How It Works The Dashboard automatically collects data from all projects you have permission to access. Project metrics are calculated based on project creation dates and are continuously updated to reflect the most recent activity in your account. Trend indicators compare current values with previous periods to highlight increases or decreases in project creation. The page is organized into four main sections: ### Key Metrics Displays high-level project statistics, including: * Projects created during the current week * Projects created during the current month * Projects created during 6 months * Total number of projects in the account Visual trend indicators show whether project activity has increased or decreased compared to the previous week or month. #### New Project Provides a prominent entry point for creating a new project. Selecting **Create New Project** starts the standard project creation flow, allowing you to quickly add a new project without leaving the Dashboard. #### Quick Access Offers shortcuts to commonly used administrative and setup actions, such as: * Inviting new members * Creating teams * Activating materials in the database * Creating preset cost sets Each shortcut redirects you to the relevant management page. #### Recent Projects Lists the most recently created projects along with essential information, including: * Project name * Customer * Assignee * Facility type * Location * Creation date Project names are clickable and allow direct navigation to the selected project for further review or updates. *** ## Related Pages * [Activate Materials Page](/configuration/materials-page/active-materials) * [Company Settings Page](/configuration/settings-page/company-settings) * [Teams Page](/configuration/organization-page/teams) * [Project Settings Page](/configuration/settings-page/project-settings) If you have any questions about the Dashboard page, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Introduction The Contacts, Leads, and Projects pages provide a total overview of the solarVis CRM module, bringing Contacts, Leads, and Projects together into a single end-to-end workflow designed for sales teams. ## Purpose of This Page The CRM module is at **the center of all operational processes** in solarVis. It brings together customer data, sales activities, and project execution into a single workflow, enabling teams to manage the full lifecycle of a sales process from the first customer interaction to a proposal process without switching between tools. This overview explains: * The role of each CRM component **(Contacts, Leads, Projects)** * How these components are connected ## What You Can Do Here With the CRM module, you can: * Manage all contacts, leads, and projects in one centralized system * Track sales opportunities from first inquiry to final conversion * Convert qualified leads into active solar projects * Keep all notes, activities, and documents linked to the correct records * Ensure a smooth handover from sales to project execution ## How the CRM Module Is Structured The solarVis CRM consists of **three tightly connected core pages**: * **Contacts** * **Leads** * **Projects** Each page has a distinct purpose, but they are designed to work together as a **continuous workflow**, not as isolated sections. This structure ensures data consistency, traceability, and collaboration across teams. ### Contacts Page Overview [**The Contacts** **Page**](/crm-and-project-management/contacts) represents people or companies you interact with throughout the sales and project lifecycle. Contacts act as the **central reference point** in the CRM and can be linked to multiple leads and projects over time. #### **Usage Workflows** * Store customer and company information created manually or through the solarVis Lead Generator module * Link contacts to one or more leads and projects ### Leads Page Overview [**The Leads** **Page**](/crm-and-project-management/leads) represents potential sales opportunities. They typically originate from the website through the solarVis Lead Generator module or manual entries. Leads allow sales teams to capture interest, qualify sales opportunities, and manage early-stage sales activities. #### **Usage Workflows** * Capture and organize incoming leads * Track lead status and ownership * Log activities, notes, and documents related to the lead * Convert qualified leads into projects ### Projects Page Overview [**The Projects** **Page**](/crm-and-project-management/projects) represents active or planned projects. A project is usually created after a lead has been qualified or is directly for known or returning customers. Projects contain all technical, financial, and operational information required to design, price, and deliver a solar system. #### **Usage Workflows** * Manage project designs and proposals * Track project status, progress, and assignees * Store technical inputs and outputs * Generate proposals for the project ## How Contacts, Leads, and Projects Work Together The CRM workflow in solarVis typically follows this sequence: 1. A **Contact** is created or generated through the solarVis Lead Generator module 2. A **Lead** is opened or came through the solarVis Lead Generator module for a sales opportunity 3. The **Lead** is reviewed, qualified, and converted to a project 4. A **Project** is created and managed from the design phase through to the proposal phase. This connected flow ensures that: * Customer information remains consistent * Sales and project teams share the same data * No information is lost during handovers * Every action is traceable to the correct contact and opportunity *** ## Related Pages * [Project Details Page](/project-design/create-a-project/project-details) * [Contacts Page](/crm-and-project-management/contacts) * [Leads Page](/crm-and-project-management/leads) * [Projects Page](/crm-and-project-management/projects) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Contacts The page allows you to view, search, create, and manage all customer and company contacts in one centralized place. {% embed url="" %} ## Purpose of This Page The Contacts page acts as the **single source of truth** for customer and organization information used by sales and project teams. By managing contacts centrally, you can: * Keep lead and project records connected to the same contact profile * Avoid duplicate or inconsistent customer information * Track relationships between contacts, leads, and projects more efficiently Contacts may originate from: * **Manual contact creation** by users * Leads generated through the **solarVis Lead Generator module** Contacts created here can be reused across multiple leads and projects without re-entering information. ## What You Can Do Here Within the Contacts page, you can: * View all contacts in a table * Search contacts using the search field, such as name, email, and phone number * Sort contacts using table column headers according to contact type, archived, created & updated date * Customize which columns are visible in the table * Create a new contact manually or view contacts created automatically from the Lead Generator * Open a contact to view contact details or edit a contact’s information * Archive a contact when it should no longer be used * Delete a contact to remove it while preserving all related records, which are projects and leads * Import contacts in bulk * Export the contact list to Excel ## Viewing and Navigating Contacts Browse, search, sort, and customize the contact list to quickly find and review contact records. ### View All Contacts All contacts are displayed in a table format when you open the page. This list includes: * Contacts created manually by users * Contacts automatically created from Lead Generator submissions The total count above the table displays **the exact number of contacts** in the solarVis system. ### Search Contacts Use the search field above the table to quickly find contacts by: * Name * Phone Number * Email address (if applicable) The table updates instantly to show only matching results. ### Sort Contacts It is clicked on any column header in the table to sort contacts in ascending or descending order. This helps you quickly organize contacts by name, project counts, or other visible fields. ### Customize Table Columns Use the **Select Columns to Display** dropdown to choose which columns appear in the table. This allows you to tailor the list view based on your workflow and focus only on relevant information. ## Creating and Managing Contacts This section allows you to create new contacts, view contact details, update existing information, and archive contacts when they are no longer active. ### Create a New Contact Use the **New Contact** action to add a new individual or company to your contact list. Once created, the contact becomes available for: * Lead creation * Project assignment * Ongoing customer communication ### Contacts Created from Lead Generator If your company uses the **solarVis Lead Generator module**, contacts can also be created automatically when a new lead is submitted on the website. In this case: * A lead is created in the Leads table * A corresponding contact is automatically added to the Contacts page * The contact is linked to the generated lead These contacts behave the same as manually created contacts and can be edited, linked to projects, or archived if needed. ### Open a Contact Click on any contact row in the table to open the **contact overview page**. This page displays the full contact profile and all related records, like associated leads. ### Edit a Contact From the contact overview page, use the **Edit** button to update contact information, such as: * Name and company details * Contact information * Any additional fields defined by your system Changes are saved directly to the contact and reflected everywhere it is used. ### Archive and Delete a Contact If a contact should no longer be used but must remain in the system for reference, use Archive or Delete. * Archived contacts are removed from active use. If you want to remove a contact from list views entirely, you can also use Delete instead. * Unlike archiving, deleted contacts are hidden from standard list views * If a related project or lead remains active, the deleted contact will still appear under those records with a "Deleted" badge. ## Importing and Exporting Contacts Contacts can be added in bulk or exported to Excel for reporting or external use by using the three-dot menu on the right side of the page. ### Import Contacts Use the **Import** option from the actions menu to upload multiple contacts at once. This is useful when: * Migrating data from another system * Onboarding a large contact list ### Export Contacts Use the **Export to Excel** option to download the current contact list. * The export reflects the contacts shown in the table * Exported data can be used for reporting, backups, or external analysis ## Contact Relationships and Linked Records It can be viewed all leads and projects associated with a contact from the contact overview page. ### Associated Leads All leads linked to a contact are shown under **Associated Leads** on the contact overview page. This provides visibility into the sales history related to the contact. ### Associated Projects All projects linked to a contact are shown under **Associated Projects** on the contact overview page. This helps teams track ongoing and completed work tied to the same customer. *** ## Related Pages * [Leads Page](/crm-and-project-management/leads) * [Projects Page](/crm-and-project-management/projects) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Leads The page collects and manages all incoming sales opportunities, allowing you to track prospects from first contact through qualification and conversion into active projects. ## Purpose of This Page The Leads page serves as the **entry point of the sales and qualification process** in solarVis. It is designed to help sales and project teams: * Collect and organize potential customer information * Qualify sales opportunities based on location, energy usage, and system type * Track lead progress through defined sales stages * Assign leads to users, teams, or partners * Identify where leads come from (**Lead Generator module or manual entry**) * Convert qualified leads into projects that continue in the design and proposal workflows By managing leads centrally, teams maintain visibility, consistency, and traceability across all early customer interactions. ## What You Can Do Here On the Leads page, you can: * View all leads using **table, grid, or kanban views** * Create new leads manually or analyze leads coming from the Lead Generator * Assign leads to users, teams, or partners * Search and filter leads using multiple criteria * Import leads in bulk or export lead data to Excel * Delete or Archive leads to remove them while preserving all related records * Open detailed lead records for review and add activities, notes, and documents * Convert qualified leads into projects ## How Leads Work Leads can be created in multiple ways within solarVis: * **Manual creation** by users from the Leads page * **Automatic creation** via integration, which is called the **solarVis Lead Generator module** embedded on company websites Each lead includes essential information such as location, facility type, grid connection type, contact details, energy consumption data, and optional system interests. ### Lead Source Identification Every lead has a **Source** value that indicates how it was created. This information is visible in the **Source column**. Available lead sources include: * **Company LeadGen** Leads are generated automatically through the solarVis Lead Generator module on the company website. * **Manual (Entities)** Leads are created manually by internal users or teams directly inside the platform. This distinction helps teams understand lead origin, evaluate lead quality, and analyze performance across different acquisition channels. ## Leads Page Structure It outlines how leads are organized, viewed, filtered, and managed throughout their lifecyclefrom initial capture to conversion into a project. {% embed url="" %} ### Lead Views Leads can be viewed on this page in three different ways: #### **Table View** The **Table View** displays all leads in a table format. Each row represents a single lead and includes key attributes such as: * Lead name * Contact information * Assignee * Creator User * Creator Entity * Facility type * Grid connection type * Location * Lead status * Source * Creation and update dates Users can customize visible columns using the column selection control, making this view ideal for reporting and detailed analysis. #### Grid View The **Grid View** presents each lead as a visual card. Each card displays: * Satellite image of the project location * Lead name * Contact name * Assignment status * Location * Facility type * Grid connection type * Lead source * Creation and update dates This view is useful for quickly scanning leads visually and understanding geographical context. #### Kanban View The **Kanban View** groups the leads by their current status in vertical columns. Typical statuses include: * **Open:** Newly created or unprocessed leads * **Contacted:** Customer has been contacted * **Assigned:** Lead has been assigned to a responsible user or team * **Site Survey:** Assessment is in progress * **Converted:** Lead has been successfully converted into a project * **Lost:** Opportunity was not successful * **Closed:** Lead is closed without conversion Leads can be moved between stages to reflect progress. This view is especially useful for sales tracking, forecasting, and workload management. ### Filters and Search The **Filters panel** allows users to narrow down leads using multiple criteria, including: * Location * Facility type * Grid connection type * Lead status * Assignee * Creator user * Creator entity (company, partner, team) * Lead source (Company LeadGen or Manually) * Converted to a project * Archived * Created date * Updated date The **search bar** allows searching by lead name, location, or customer information. ### Import and Export * Leads can be **imported in bulk** using the import action * Existing leads can be **exported to Excel** for reporting, sharing, or offline analysis ### Creating a New Lead It can be explained how to enter and configure all required information to create a new lead, ensuring accurate data collection for qualification, analysis, and future project conversion. #### General Information This section defines the core attributes of the lead, including: * Lead type (Residential, Commercial, Industrial, Agricultural) * Grid connection type (On-Grid, Off-Grid, Zero Injection) * Lead name * Address and geographic location * Assignment to a branch, team, or user Location can be entered manually, selected from the map, or detected using the current location. #### Contact Info Each lead must be linked to a contact. You can: * Search and select for an existing contact by name or email * Add a new contact to link with the lead This ensures customer information remains consistent across leads and projects. #### Electricity Consumption This section defines the customer’s energy profile. You can: * Enter average monthly consumption manually (kWh) * Use bill-based consumption data Consumption data is later used for system sizing, feasibility checks, and proposal calculations. #### Optional Systems Optional system components can be enabled if applicable: * **Battery** * **Heat Pump** These selections affect future project calculations and feasibility checks. ## Created Lead Details Click a lead to edit, convert, or analyze it. {% embed url="" %} ### Lead Overview Tab The Overview tab provides a complete summary of the lead, including: * Satellite image of the location * Full address and coordinates * Facility type * Grid connection type * System interest indicators (panel, battery, heat pump) * Linked contact information * Creator details * Creation date A **Google Maps** link is available for direct navigation. #### **Associated Projects** This section displays projects created by the lead. Information includes: * Project power * Battery capacity * Total price with and without VAT * Price per kWp with and without VAT This helps compare project outcomes after conversion. {% hint style="info" %} Multiple projects can be converted from a single lead. Once the conversion is completed, the system automatically navigates the user to the project page. The project is initially created with the lead name, but the name can be changed later. {% endhint %} #### Consumption Panel Displays: * Average monthly consumption * Consumption profile * A visual consumption chart for quick analysis #### Notes Panel Allows internal users to add notes related to the lead. Notes support: * Sales follow-ups * Internal communication * Tracking communication history #### Lead Actions From the lead overview, users can: * Convert the lead into a project * Edit lead information * Use the three-dots menu to; * Assign or reassign the lead * Update lead status * Archive the lead * Delete the lead {% hint style="info" %} Delete the lead to remove it from the different lead layouts. Deleted leads are not permanently removed and can be restored if needed. {% endhint %} ### Lead Activities Tab The **Activities** tab provides a complete, chronological timeline of everything that has happened on a lead since it was created. Each activity entry records: * The type of action performed * The user responsible for the action (or system, where applicable) * A short, descriptive summary of the action * The exact date and time the action occurred Activities are displayed in chronological order, allowing users to easily follow the progression of the lead over time. Typical activities recorded in this tab include: * Lead creation * Lead conversion into a project * Lead status changes * Assignment or reassignment to a user, team, or branch * System-triggered updates related to the lead lifecycle Sales and project teams use the Activities tab to quickly understand the full history of a lead, and gain context before contacting the customer or moving the lead to the next stage. This tab ensures transparency, accountability, and traceability throughout the sales process. ### Lead Notes Tab The **Notes** tab is used for internal communication and collaboration related to a lead. Notes are **internal only** and are never visible to customers or external parties. Each note can include: * Free-text content for explanations, comments, or reminders * A single file attachment, if needed {% hint style="info" %} If you add a file here, it will automatically appear in the Documents tab. {% endhint %} Notes are displayed in chronological order, creating a continuous narrative of internal discussions and decisions. Common use cases for notes include: * Call summaries and meeting outcomes * Follow-up reminders and next steps * Customer preferences or special considerations * Internal alignment and decision documentation **File Attachments in Notes** When attaching files to notes, the following rules apply: * Only **one file** can be attached per note * Maximum file size is **10 MB** This keeps notes lightweight while still allowing important supporting material to be captured alongside internal discussions. The Notes tab helps teams stay aligned and preserves context directly within the lead record. ### Lead Documents Tab The **Documents** tab is the central location for managing all files associated with a lead. It ensures that lead-specific documents are organized, accessible, and preserved throughout the sales lifecycle. Each document entry includes: * File name * Upload date * The user who uploaded the document * Download action * Delete action {% hint style="info" %} Documents are stored independently from notes, making them easier to find and manage as the lead progresses. {% endhint %} The Documents tab supports uploading and managing files such as: * Customer-provided documents * Consumption bills or technical attachments * Any supporting files required during qualification By centralizing document management at the lead level, teams maintain a consistent and traceable file history across the entire customer journey. ### Lead Proposals Tab The **Proposals** tab displays all proposals that have been created and sent for the lead **after converting it to a project.** It allows sales teams to track proposal delivery, customer engagement, pricing, and acceptance status directly from the lead record. #### Proposal List Information For each proposal, the following information is displayed: * Proposal Link * Customer (the customer associated with the proposal) * Design Name (the system design used to generate the proposal) * Sent Date * Sent Via * Proposal Status * Proposal Amount (With VAT) * Proposal Amount (Without VAT) * Grid Connection Type * Is Active / Inactive status * View Details; * View date * Display time (how long the proposal was viewed) * View channel (email, SMS, or link) {% hint style="info" %} Proposal data will be seen once a lead is converted into a project. {% endhint %} ### Converting a Lead into a Project When converting a lead: 1. A confirmation modal is displayed 2. The modal summarizes key project details such as: * Facility type * Grid connection type * Address * Customer * Assigned team or user 3. After confirmation, a new project is created using the lead data The project then continues through the **design and proposal workflow**. {% hint style="info" %} When converting a lead into a project, the system gives an error if the lead does not have a location, because solarVis selects regulations based on location. {% endhint %} ### Editing a Lead The **Edit Lead** action allows users to update lead information after creation. When clicking **Edit**, the system opens the **Edit Lead** page, where you can modify the same sections available when creating a new lead. *** ## Related Pages * [Contacts Page](/crm-and-project-management/contacts) * [Projects Page](/crm-and-project-management/projects) If you encounter any issues in this section, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Projects The page lists all projects in your solarVis workspace and serves as the main hub for managing ongoing and completed projects. ## Purpose of This Page The Projects page is the **central control center** for all project-related operations in solarVis. It allows users to: * View all created projects in one place * Track project progress and lifecycle stages * Quickly access individual project details * Start new projects or continue work on existing ones Whether you are a sales user managing sales opportunities or a project manager overseeing execution, this page provides the tools needed to stay organized and informed. ## What You Can Do Here On this page, you can: * View all projects in one place with different layouts like **Table**, **Grid**, or **Kanban** * Search projects by project name, customer, or location * Apply detailed filters to narrow down project lists * Export project data to Excel for reporting or offline analysis * Create new projects or access existing ones * Archive the projects that are no longer in use * Delete projects to remove them from different project layouts while preserving all related records ## Projects Page Structure It explains how projects are displayed, organized, and managed, including available views, search and filtering options, and methods for creating projects. {% embed url="" %} ### Project Views The Projects page offers three different viewing modes. You can switch between them depending on your workflow and the level of detail you need. #### Table View The **Table View** displays your projects in a structured, column-based layout. It helps you compare project details quickly and manage multiple projects efficiently. **How to Open the Table View** 1. Open the **Projects** page from the left navigation menu. 2. In the top-right toolbar, select **Table View**. 3. Review the list of projects displayed in rows and columns. 4. Click on a **project name** to open and view the project details. **Choose Columns to Display** You can customize the table to show only the information you need. It can be chosen to display different columns on the page by following the steps below; 1. In the top-right corner of the table, open the **Select Columns to Display** dropdown. 2. Enable or disable fields such as: * Location * Assignee * Creator User * Creator Entity * Lead Creator Entity * Facility type * Grid connection type * Modules * Project power * Battery Capacity * Total Price (with VAT) * Total Price (without VAT) * Price per kWp (with VAT) * Price per kWp (without VAT) * Project status * Updated At * Created At 3. Close the dropdown to apply your changes. 4. Review the updated table with your selected columns. #### Grid View The **Grid View** displays projects as visual cards. Each card shows satellite images along with key project information and status badges. > This view is ideal for quick browsing and visual presentations. **How to Open the Grid View** 1. On the **Projects** page, select the **Grid View** option from the top toolbar. 2. Review each project card to see key details, including: * Customer information * Location * Facility type * Grid connection type * Project power * Pricing information * Created dates * Project status 3. Click the **project name** on a card to open the project details. #### Kanban View The **Kanban View** groups projects by pipeline stages, such as *Waiting for Proposal*, *Offer Sent*, *Offer Accepted*, *Contract Will Be Signed*, *Contract Signed*, and other stages. This view is ideal for tracking the process and managing projects as they move through different lifecycle stages. **How to Use the Kanban View** 1. On the **Projects** page, select the **Kanban View** from the top toolbar. 2. Review the columns, each representing a different pipeline stage. 3. In each column, review the project cards and their current status. 4. Click a **project name** to open the project and continue working on it. ### Search and Filtering Use **Search** and **Filters** to quickly find and organize projects in the Projects page. #### Search Bar The **Search Bar** is located in the top-right corner of the page. You can search projects by: * Project name * Customer name * Location Results update automatically as you type. #### Filters **Filters** help you narrow down projects based on specific criteria. You can apply multiple filters at the same time. You can filter projects by: * Location * Facility Type * Grid Connection Type * Status * Assignee * Creator User * Creator Entity * Lead Creator Entity * Archived * Created At * Updated At Filters work together, allowing you to create detailed and precise project lists. ### Export Projects You can export your project list to an Excel file for reporting or offline review. The **Export to Excel** option is located next to the **New Project** button in the top toolbar. The export includes the projects currently visible in the list, based on the filters you’ve applied to your projects. ### Create a New Project Click **New Project** to start the project creation workflow. A new project can be created in three ways: * From the Projects page * From the Overview page * By converting an existing Lead into a Project All methods lead to the same creation form, where you define the project type, customer, facility type, grid connection, and location. For step-by-step instructions, refer to the [**Creating a Project**](/project-design/create-a-project) documentation. ## Working Inside a Project When you open a project from any view, solarVis organizes all project-related information into dedicated tabs. These tabs allow you to manage the full project lifecycle without leaving the project context. {% embed url="" %} ### Project Overview Tab The **Overview** tab provides a comprehensive snapshot of the project at a glance. It is designed to help you quickly understand the current state, scope, and performance of the project without navigating into detailed sections. #### **Core Project Information** At the top of the Overview tab, you can see the key project details, including: * Project Name * Project location and address * Facility type (commercial or residential, etc.) * Grid connection type * Display whether the project contains panels, batteries, or heat pumps * Assigned user or responsible team member * Current project status A satellite image of the project location is displayed alongside this information, providing immediate geographic and spatial context for the installation site. #### **Technical and Financial Summary** The Overview tab also aggregates the most important technical and financial results generated during the design and calculation process. These values are calculated automatically based on the current project configuration and design version. Commonly displayed values include: * Total project cost * Payback period * First-year savings * DC power & AC power capacity * Battery capacity (if applicable) * Estimated annual energy production * Estimated annual energy consumption By presenting these metrics together, the Overview tab enables quick internal reviews, early feasibility checks, and preparation before customer meetings or proposal sharing. #### **Bill of Materials Summary** A compact **Bill of Materials (BOM)** section is included in the Overview tab. This section displays: * Selected equipment and components * Quantities * Unit prices * Total costs per item #### **Design Version Selector** At the top of the page, you can switch between different **design versions** created for the same project. Each design represents an alternative system configuration, such as different panel layouts, inverter selections, or system sizes. When you select a design, all technical and financial values shown in the Overview tab update immediately. This allows you to compare different scenarios directly on the same page without navigating elsewhere. #### **Download Proposal** Next to the design selector, you can download the **currently active proposal**. This action generates the proposal file based on the selected design and its latest calculations. The downloaded proposal always reflects the most up-to-date project data, including pricing, production estimates, and selected equipment. #### **Edit Project** The Edit Project action allows you to modify the project’s core information. When you click the Edit Project button, the Project Design section opens, where you can edit the project step by step. Changes made here directly influence how the project is evaluated and processed across solarVis. #### **Additional Project Actions** A contextual menu, accessed through the **three-dot icon**, provides additional project-level actions. From this menu, you can: * Assign the project to a user or team * Update the project status to reflect its current stage * Archive the project when it is no longer active * Delete the project to remove it from all project layouts. Deleted projects are not permanently removed; they remain accessible from related contact or lead pages with a "Deleted" badge and can be restored if needed. The Overview tab is most commonly used for quick validation, management reviews, and high-level project discussions. {% hint style="info" %} It is also dynamically calculated and automatically updated whenever the project design, equipment selection, or pricing changes. This ensures that the overview always reflects the most up-to-date project configuration. {% endhint %} ### Project Activities Tab The **Activities** tab provides a complete, chronological timeline of everything that has happened within the project. It allows you to: * Track project progress over time * Understand who performed specific actions * Monitor customer engagement and responsiveness * Review the full history of the project during handovers or escalations #### **What Is Tracked** Each activity entry represents a system-generated event or a user-initiated action, displayed with a short description and an exact date and time stamp. * Project creation * Assignment or ownership changes * Status updates * Proposal creation, sending, or viewing * Customer interactions with proposals {% hint style="info" %} All activities are generated automatically by the system and cannot be edited manually. This guarantees a reliable and transparent record of project activity. {% endhint %} ### Project Notes Tab The **Notes** tab is designed for internal communication and informal documentation, displayed in chronological order and related to the project. #### **Internal Collaboration** Team members can add text-based notes to record: * Clarifications, observations, and assumptions * Decisions made during discussions * Follow-up actions #### **File Attachments** Files can be uploaded directly within a note. This allows you to attach supporting documents such as reference images, customer requests, or calculation files without switching to another tab. Any file uploaded through a note is automatically linked to the project and remains accessible later. The file is also displayed in the Project Documents tab. ### Project Documents Tab The **Documents** tab acts as the central file box for the project. By consolidating all documents in one place, this tab ensures that project files remain easy to find and consistently organized throughout the project lifecycle. #### **File Management** All project-related files are listed in a structured table that includes: * File name * Upload date * The user who uploaded the file * Download & Remove files {% hint style="info" %} Documents uploaded from other areas, such as file attachments added in the Notes tab or automatically generated outputs, are also collected and displayed here. {% endhint %} {% hint style="info" %} When you add a document to a project, it is not added to the linked lead. However, when you add a document to a lead, it will appear in the Project Documents tab. {% endhint %} ### Project Tasks Tab The **Tasks** tab is an optional module and is **not enabled by default** for every solarVis customer. This tab is activated **only upon customer request** and requires an **additional commercial agreement**. When enabled, it provides enhanced capabilities for managing structured internal documentation and collaboration at both the project and task levels. It is most commonly requested by customers managing: * Complex commercial or industrial projects * Long execution timelines * Multiple internal or external stakeholders across sales, engineering, operations, or partners When the Tasks tab is active, authorized users can: * Add internal notes at the different project levels * Record task-related clarifications, decisions, or follow-ups * Attach supporting files and documents to notes {% hint style="info" %} Files can be attached directly to notes, and all notes remain internal to your workspace. {% endhint %} #### **Visibility and Access Control** All notes and attachments created in the Notes tab are **strictly internal**. They are visible only to permitted users within the customer’s workspace and are **never shared with end customers.** Access rights and visibility are governed by workspace permissions and the module configuration. ### Project Proposals Tab The **Proposals** tab is the main workspace for managing customer offers and tracking their progress toward acceptance. #### **Proposal Overview** Each proposal entry includes detailed information such as: * Proposal link * Customer name * Associated design version * Sending date * Sending channel (e.g., email or SMS) * Proposal status (such as Pending or Accepted) * Proposal amount with or without VAT * Grid connection type * Active / Inactive status information * View details Proposal statuses and view details are updated automatically based on customer actions, ensuring accurate and real-time tracking. #### **Proposal Actions (Three-dot menu)** From this tab, you can: * Set a proposal as the default version * Resend proposals through available channels * Delete outdated or incorrect proposals **Customer Engagement Tracking (View Details)** Customer interactions are tracked in detail for each proposal. You can see: * **View Date:** when the proposal was viewed * **Display time:** how long it was displayed * **View Channel:** which channel was used to access it This information helps you better understand customer interest, prioritize follow-ups, and time your next communication effectively. The Proposals tab is the primary control point for managing offers, monitoring engagement, and guiding projects toward successful acceptance. *** ## Related Pages * [Create a Project](/project-design/create-a-project) * [Contacts Page](/crm-and-project-management/contacts) * [Leads Page](/crm-and-project-management/leads) If you have any questions about the Project section, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Create a Project The page provides a structured overview of the complete project creation workflow in solarVis, from the initial setup to final proposal readiness. ## Purpose of This Page It explains how a solar project is created step by step in solarVis. It helps users understand the logical flow of the project, what information is defined at each stage, and how earlier inputs affect later calculations, system design, and financial outputs. ## What You Can Do Here * Understand the full project creation flow in solarVis * See how each project step builds on the previous one * Identify where to enter technical, financial, and consumption data * Navigate confidently between design, calculation, and proposal steps ## How the Project Creation Flow Works This section provides an overview of the step-by-step workflow used to configure, design, and finalize a project from initial details to the final proposal-ready summary. ### Project Details This is the starting point of every project. You define the project type, customer information, facility type, grid connection type, project name & location, and assignee settings. These selections determine which system options, regulations, and calculation methodology will be applied throughout the project. ### Consumption The consumption page defines how electricity is used and evaluated within the project. It covers energy consumption inputs (annual, monthly, or load profiles). For on-grid and zero-injection projects, it includes electricity prices and regulatory settings such as tariffs, rules on electricity export to the grid, VAT, currency, and country-specific regulations that affect financial results. For **off-grid projects**, it focuses on appliances, usage patterns, and critical loads to determine system sizing, battery capacity, and autonomy duration. ### Roof Drawing In this step, you create the physical roof geometry of the building. You draw roof outlines in 2D, define slopes to generate a 3D model, and add obstacles or dormers with different roof details that influence panel placement and shading analysis. ### Panel Placement & Inverter Selection This step transforms the roof model into a photovoltaic system. You place solar panels by defining placement rules, analyze shading and irradiance, and select compatible inverters to simulate system performance and annual energy production. ### Heat Pump If a heat pump is included in the project, this section defines heating and cooling-related energy demand. Heat pump settings affect total consumption, system sizing, and financial results. ### Battery This step allows you to add an energy storage system to the project. You can choose the battery automatically or select it manually. Based on your selection, SolarVis calculates the required battery capacity and simulates the system’s behavior accordingly. ### Bill of Materials (BoM) Here, you finalize all project components and costs. You review automatically loaded materials, add missing items, adjust pricing, apply margins or discounts, and define the complete cost structure used in financial analysis and proposals. ### Summary & Offer This is the final review step before sending the project proposal. You see a complete overview of the technical design, production, savings, financial results, and system configuration, ensuring the project is ready for proposal generation and customer presentation. *** ## Related Pages * [Project Details](/project-design/create-a-project/project-details) * [Consumption Page](/project-design/create-a-project/consumption) * [Roof Drawing Page](/project-design/create-a-project/roof-drawing) * [Panel Placement & Inverter Selection Page](/project-design/create-a-project/panel-placement-and-inverter-selection) * [Heat Pump Page](/project-design/create-a-project/heat-pump) * [Battery Page](/project-design/create-a-project/battery) * [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom) * [Summary & Offer Page](/project-design/create-a-project/summary) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Project Details The page explains how to start a new project in solarVis by defining the all core project information used for design and feasibility. ## Purpose of This Page Users begin the solar design workflow by defining the project type, customer, facility type, grid connection, location, and assignee. These inputs determine which design tools will be used and which regulations and presets apply throughout the project lifecycle. ## What You Can Do Here In the project details section, you can: * Choose a **project type** as Basic or Professional, based on the required level of detail * Link the project to an existing **customer** or create a new one * Define the **facility type** to apply the correct technical calculation methodology * Select the **grid connection type** * Enter the **project name** * Define the exact **location** of the project * Review all entered information before continuing to design and the feasibility steps ## Project Details Page Structure {% embed url="" %} It describes the core configuration fields that define a project, including project type, customer and facility information, grid connection settings, location, assignment, and design structure. ### Project Type #### Basic The Basic project type is designed for fast and straightforward 2D project workflows, suitable for simple rooftops and early-stage evaluations. Feasibility is calculated based on 2D geometry. This type includes: * Consumption * Simple 2D Roof Drawing * Bill of Materials * Summary {% hint style="info" %} If detailed 3D modeling is not essential for the project, the Basic project type offers an efficient way to proceed. This type allows you to skip the roof drawing and panel placement steps, as pre-created packages can be selected directly on the Bill of Materials page before finalizing the proposal. The images below provide a quick overview of the steps: * No 3D roof drawing is required; only a simple roof area and slope input is used if needed.

* Select a pre-created package directly from the Bill of Materials without 3D roof design or panel placement.

📝 Please refer to [the related document](/configuration/settings-page/project-settings/package-settings) to learn how to create packages. {% endhint %} #### Professional The Professional project type is intended for advanced projects that require higher accuracy and more detailed modeling. It enables full 3D design and is recommended for complex rooftops, larger installations, or projects that include multiple technologies such as batteries or heat pumps. This type includes: * Consumption * Roof Drawing * Panel Placement & Inverter Selection * Heat Pump * Battery * Bill of Materials * Summary ### Customer Information This section links the project to a customer in solarVis. * You can search by name, company, or email to keep projects connected to the correct customer history and communications. * If the customer does not already exist, you can create a new customer directly from this page without leaving the workflow. * When a project is converted from a Lead, the customer information is automatically filled in, reducing manual input and ensuring consistency across stages. ### Facility Type Facility type defines how the project is categorized and directly affects technical assumptions, financial parameters, and regulatory logic. Selecting the correct facility type ensures that calculations align with real-world usage patterns and applicable market rules. Options include: * Residential * Commercial * Industrial * Agricultural {% hint style="info" %} **This selection influences presets such as consumption behavior and applicable electricity regulations, including tariffs, export and netting rules, zero injection requirements, tax treatment, and grid connection limitations.** {% endhint %} ### Grid Connection Type The grid connection type determines how the solar system interacts with the electricity grid and which regulatory constraints are applied. This choice has a direct impact on system design, feasibility, and energy flow assumptions. Options include: #### On-Grid Used for systems connected to the public electricity grid. Energy export may be allowed depending on local regulations and system configuration. #### Off-Grid Used for systems that operate independently from the grid. These systems typically rely on batteries and require different design and feasibility assumptions. #### Zero Injection Used for projects where exporting energy to the grid is not allowed or intentionally avoided due to economic, regulatory, operational, or risk-related reasons. In this setup, solarVis generates the feasibility report without export and assumes that all generated energy is consumed on-site in line with regulatory requirements. ### Project Name The project name is a mandatory field. It helps you organize your work, search for projects easily, and manage multiple versions over time. ### Address and Location Accurate location data is essential for correct modeling and calculations. You can define the project location in one of three ways: * Search by address * Use My Location * Enter latitude and longitude manually Location data affects 3D modeling, shading analysis, and the regulation is applied. ### Assignee The Assignee field is used to assign the project to a specific **team** or **partner entity** within solarVis. Assigning a project helps organize responsibilities, enables collaboration, and ensures that the right stakeholders are informed from the beginning of the project lifecycle. > If no assignee is selected, the project remains unassigned and visible only within the creator’s workspace. {% hint style="info" %} The assigned entity will automatically receive a **notification** once the project is created. {% endhint %} ### Multiple Designs A single project in solarVis can include multiple design versions for the same location. You can duplicate an existing design, rename it, or create new variations with different materials within the same project. This allows you to explore different system configurations, compare alternatives, and present options to customers. {% hint style="info" %} **Different Materials Usage** Create design alternatives using different panel, inverter, or battery combinations and compare cost, production, and return on investment. **With Battery or Without Battery** Duplicate a design to show the difference between a system with storage and one without storage by comparing them using energy flows, system performance, and financial results. **On-Grid or Off-Grid** Duplicate a design to create two scenarios: an on-grid system with energy export to it and an off-grid system. This allows you to clearly compare how grid dependency, battery usage, system sizing, energy flows, and overall performance differ between grid-connected and independent system configurations in solarVis. {% endhint %} ## Project Confirmation Popup Screen When all required fields are completed, solarVis displays a confirmation modal after clicking the ‘Save’ button. This modal provides a summary of the selected project details and shows a satellite image of the defined location. {% hint style="info" %} Please keep the details in your mind: **Before confirming, make sure the location is correctly selected on the map on the right side of the Project Details modal.** ✅ This image **shows** the correct selected location.

❌ This image **doesn’t show** the correct selected location.

{% endhint %} {% hint style="info" %} **For Commercial, Industrial, and Agricultural projects, you can manually zoom in and out to verify the location.** {% endhint %} {% hint style="info" %} **For Residential projects, the system automatically zooms in to a predefined level to ensure accuracy, even if the location is selected from a wider view. The zoom level can also be adjusted manually.** {% endhint %} Therefore, you can review everything at this stage to ensure accuracy before proceeding. If needed, you can cancel and make adjustments before moving forward. {% hint style="info" %} **After making any changes on this page, be sure to click Save to apply them.** {% endhint %} *** ## Related Pages * [Consumption Page](/project-design/create-a-project/consumption) * [Roof Drawing Page](/project-design/create-a-project/roof-drawing) * [Panel Placement & Inverter Selection Page](/project-design/create-a-project/panel-placement-and-inverter-selection) * [Heat Pump Page](/project-design/create-a-project/heat-pump) * [Battery Page](/project-design/create-a-project/battery) * [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom) * [Summary & Offer Page](/project-design/create-a-project/summary) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Consumption The page defines how electricity consumption and electricity regulation rules are modeled for feasibility and financial calculations in solarVis. ## Purpose of This Section The Consumption page is the foundation of all feasibility and financial outputs. Every calculation, such as self-consumption, grid import and export, savings, and payback period, depends on the accuracy of the data defined here. ## What You Can Do Here In the consumption page, you can: * Define daily, monthly, or annual electricity consumption values * Choose from predefined consumption profiles or create custom usage patterns * Upload detailed hourly consumption data using an Excel file * Choose applicable electricity prices and regulations based on the project location for **On-Grid** or **Zero Injection** projects * Determine preset appliances or add new ones for **Off-Grid** projects * Select the electricity purchase price, the electricity export price, and the electricity offset prices * Apply VAT and inflation rate * Choose the applicable project currency * Synchronize consumption settings across multiple project designs ## Consumption Page Structure This page contains three main tabs: ### Energy Consumption Defines how much electricity the facility consumes and how consumption is distributed throughout the day and across months. Here, you can: * Enter monthly or annual consumption values * Select or customize a consumption profile * Control daily and seasonal usage patterns This data is used to calculate self-consumption, grid usage, and energy balance. ### Electricity Prices and Regulation (On-Grid / Zero Injection Projects) Defines how electricity is priced and regulated for **on-grid** or **zero injection** projects. Here, you can configure: * Electricity purchase, export, or offset prices * VAT and other applicable rates * Currency * Country-specific regulatory rules or global regulatory rules These settings ensure that financial calculations comply with local market rules. ### Appliances (Off-Grid Projects) Defines electricity usage for **off-grid** projects based on electrical appliances. Here, you can: * Add electrical appliances * Define their count, usage duration, and nominal power * Automatically calculate total energy consumption {% hint style="info" %} This tab is used only for off-grid system designs. {% endhint %} Together, these tabs allow solarVis to accurately calculate self-consumption, the electricity export amounts, savings, payback period, and all related financial outputs. {% hint style="info" %} This page uses auto-save, so any changes you make are saved automatically. {% endhint %} ## Upload Consumption Profile A project in solarVis can use either manually entered consumption values or a detailed hourly consumption profile. By using the Upload Consumption Profile action, you can upload an hourly consumption file and apply it to the design. This allows solarVis to use real consumption data instead of estimated values, improving the accuracy of feasibility and financial calculations. The uploaded profile is used directly in simulations, and the system automatically reflects the derived daily and monthly values on this page. ## Sync Current Changes to All Designs A project in solarVis can include multiple design versions. By clicking **Sync Current Changes to All Designs**, you can apply the current consumption and regulation settings to all design alternatives within the project. This ensures that all designs use the same consumption baseline, making it easier to compare different system layouts and equipment selections. *** ## Related Pages * [Energy Consumption Page](/project-design/create-a-project/consumption/energy-consumption) * [Electricity Prices and Regulation (On-Grid / Zero Injection Projects) Page](/project-design/create-a-project/consumption/electricity-prices-and-regulation-on-grid-zero-injection-projects) * [Appliances (Off-Grid Projects) Page](/project-design/create-a-project/consumption/appliances-off-grid-projects) If you have any questions about the Consumption page, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Energy Consumption The page defines how and when electricity is used at the facility. The data entered here is used to calculate self-consumption, export potential, system sizing, all feasibility, and financial results. ## Purpose of This Page This page allows users to model electricity consumption behavior using daily usage patterns and monthly or annual energy values. Consumption is defined in two dimensions: * **Daily distribution** – *when* electricity is used during a 24-hour day * **Monthly volume** – *how much* electricity is used throughout the year Together, these inputs determine how well the solar system matches the facility’s demand and directly affect self-consumption, the electricity export levels, and financial returns. ## **What You Can Do Here** Here, you can: * Select a predefined daily consumption profile or create a custom 24-hour consumption distribution * Define electricity consumption on a monthly or annual basis * Upload detailed hourly consumption data using an Excel file * View consumption charts in real time {% hint style="info" %} The chart on the right visualizes the consumption pattern in real time, helping users validate their inputs. {% endhint %} * Apply the same consumption settings to all design versions in the project {% embed url="" %} ## Daily Consumption Daily consumption defines how electricity usage is distributed across 24 hours. This distribution plays a critical role in: * Calculating self-consumption * Matching solar production with demand * Estimating electricity export to the grid ### Consumption Profile Users can choose a preset daily consumption profile or create a custom profile. **Available preset profiles include:** * Family Day Consumption * 1–2 Person Family Consumption * Retiree or Home Office Consumption * Night Time Home Consumption > Each preset represents a typical hourly load curve. > Selecting a profile automatically updates the daily consumption chart. {% hint style="info" %} For projects in the United Kingdom, the profile list offers the MCS (MGD 003) occupancy archetypes instead: **In Half the Day** (default), **Home All Day**, and **Out All Day**, plus **Custom**. {% endhint %} **Custom Daily Distribution** When **Custom** is selected, users can manually define how consumption is distributed across the day. * Values are entered as percentages per time range * The total must equal **100%** This option is useful for modeling: * Industrial or commercial operations * Seasonal or vacation homes * Facilities with night shifts * EV charging behavior * Industrial night shift patterns ## Monthly Consumption Monthly consumption defines the total energy used by the facility per month. This value is required for feasibility and financial calculations. ### Consumption Profile The monthly Consumption Profile determines how total consumption is distributed across the year. Two options are available: * Constant Consumption {% hint style="info" %} When Constant is selected, the same consumption value is applied to every month. Best suited for: * Residential users * Facilities with stable year-round energy usage {% endhint %} * Custom Consumption {% hint style="info" %} When Custom is selected, users can enter individual kWh values for each month from January to December. Recommended for: * Facilities with seasonal usage * Agricultural or tourism-related projects * Heating or cooling–driven consumption patterns {% endhint %} ### Period Selection The period dropdown allows users to choose: * Monthly {% hint style="info" %} When the Monthly option is selected, the entered value represents consumption per month. {% endhint %} * Annual {% hint style="info" %} When the Annual choice is selected, the entered value represents total annual consumption. SolarVis distributes this value across months based on the selected monthly profile. {% endhint %} ## Upload Consumption Profile Instead of manually defining consumption, a detailed hourly consumption file can be uploaded to model real usage behavior. By using this action, you can import an Excel file that contains hourly consumption data. This method allows solarVis to use real measured data rather than estimated distributions and significantly improves the accuracy of feasibility and financial calculations. When a file is uploaded: * The system reads hourly consumption values from the file * Daily distribution is automatically derived from the hourly data * Monthly consumption values are calculated based on the uploaded dataset * All simulations use this profile directly instead of manual inputs {% hint style="info" %} This approach is especially useful for: * Projects with smart meter or SCADA data * Commercial and industrial facilities * Projects where accurate load matching is critical * Validating proposals with real consumption history {% endhint %} To upload a file: * Click the Upload Consumption Profile button * Download the template file if needed * Prepare your data in the required hourly format * Upload a single .xlsx file Once uploaded, the system overrides manual daily and monthly inputs and uses the uploaded data as the primary consumption source. *** ## Related Pages * [Consumption Page](/project-design/create-a-project/consumption) * [Electricity Prices and Regulation (On-Grid / Zero Injection Projects) Page](/project-design/create-a-project/consumption/electricity-prices-and-regulation-on-grid-zero-injection-projects) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Electricity Prices and Regulation (On-Grid / Zero Injection Projects) It defines how electricity is priced and regulated for on-grid & zero injection projects, including electricity tariffs, export and compensation rules, VAT, inflation and market-specific settings. ## Purpose of This Tab The Electricity Prices and Regulation page controls how electricity consumption and solar production are converted into money. It determines how electricity purchased from the grid, self-consumption, electricity exported to the grid, and compensation are calculated. All financial outputs, such as savings, cash flow, and payback period, depend directly on the parameters defined here. SolarVis automatically selects the most appropriate regulation based on the project’s location and facility type. Users can review the assigned regulation or change it and adjust tariff and financial parameters when required. ## What You Can Do Here In this tab, you can: * Review or change the automatically selected Tariff * Configure electricity purchase, electricity export, and offset prices * Adjust VAT and multi-year inflation assumptions * Select the calculation currency * Retrieve up-to-date electricity prices for supported regions * Sync pricing settings across all design versions in the project * Save all changes using the Save Changes button ## How It Works 1. The system loads the regulation based on the project configuration. 2. Tariff parameters populate the Tariff Details section. 3. Energy simulation results are combined with: * Purchase price * Export price * Compensation mechanism * VAT * Inflation assumptions 4. Any updates made here instantly recalculate all financial outputs after clicking **Save Changes.** ## Regulation Selection The Select Regulation field defines the market rules applied to the project. SolarVis determines the applicable regulation automatically using: * Project location * Facility type (residential, commercial, industrial, etc.) * Grid connection type (On-Grid or Zero Injection) {% hint style="info" %} All financial outputs in the project depend on this selection. {% endhint %} You can manually change the regulation if needed. When a regulation is selected, its tariff structure loads automatically into the **Tariff Details** panel. {% hint style="info" %} Global Regulation is the **default (fallback) tariff** applied when no active tariff exists for the project’s location and facility type. It requires manual configuration of all tariff components and parameters, giving users full control over pricing logic, compensation rules, and financial assumptions. > It functions like creating a fully custom tariff from scratch, allowing complete flexibility to define the structure according to specific market or contractual needs. > {% endhint %} ### Editing or Creating Regulations At the bottom of the dropdown, a helper link is provided: “To activate, edit, or create new tariffs, visit the tariff settings page.” This link redirects to the Tariffs management page, where users can: * Create new tariffs * Modify existing tariff structures * Activate or deactivate tariffs Only active regulations appear in this dropdown. Changes made in the Tariff Settings page become available here after activation. ## Get Latest Electricity Prices For supported regulations, users can click **Get Latest Electricity Prices** to automatically retrieve updated tariff data. {% hint style="info" %} This ensures: * More accurate financial projections * Alignment with current market prices * Reduced manual data entry {% endhint %} ## Sync Current Changes to All Designs Applies the current tariff and regulation settings to all designs within the project, ensuring consistent financial calculations across every design scenario. ## Tariff Details This section contains all editable financial inputs linked to the selected regulation. All modifications must be confirmed using the **Save Changes** button. Updates made here apply only to the current project. #### Rate Details Defines where the tariff can be used. * Set **Name, Currency, Description** {% hint style="info" %} The **Countries and Facility Types** options are locked here because they were defined when the project was created. {% endhint %} #### Solar Compensation Defines how exported solar energy is handled. * **Net Metering** * **Net Billing** * **Net Billing (Carryover)** Credit-based models activate: * Apply Solar Credits * True-up settings #### Export Settings Choose how energy exports are valued: * Retail Rate * Reduced Retail * Fixed Rate Directly affects energy export revenue and savings. > It is only visible for Net Billing models #### Rates **Fixed Charges** → recurring, non-energy costs **Minimum Bill** → Enforced minimum payment **Rate Periods & Tiers** → Tiered or period pricing **TOU Schedule** → Hourly/Monthly peak/off-peak mapping **Demand Charges** → kW-based peak-demand or average-demand billing structure #### Financial Parameters * **VAT Rate** → Applied to electricity charges * **Inflation Rates** → Escalates utility prices over time Impacts long-term savings, payback, and return on investment. ## Where to Configure Full Tariff Structure The Tariff Details section in this document includes only the key parameters required for project-level financial configuration. For detailed tariff structure setup, please refer to the [Tariff Settings](/configuration/settings-page/project-settings/tariff-settings) page. The [Tariff Settings](/configuration/settings-page/project-settings/tariff-settings) page is where tariff frameworks are created, structured, and maintained at the system level. *** ## Related Pages * [Project Details Page](/project-design/create-a-project/project-details) * [Energy Consumption Page](/project-design/create-a-project/consumption/energy-consumption) * [Tariff Settings Page](/configuration/settings-page/project-settings/tariff-settings) Want to learn more? [Get in touch](https://www.solarvis.co/en/company/contact) with our team. # Appliances (Off-Grid Projects) The page is used to define electricity consumption for off-grid projects based on individual electrical appliances. ## Purpose of This Tab The Appliances page is used for off-grid and isolated systems where electricity demand must be calculated from the ground up. Instead of using monthly utility bills, users define consumption by specifying which appliances are used, how often they run, and how much power they consume. This approach ensures accurate sizing of PV modules, batteries, and inverters for systems without grid connection. {% hint style="info" %} **Please note:** This page is used to calculate the total consumption for an off-grid project. After calculating the values here, go back to the [**Energy Consumption page**](/project-design/create-a-project/consumption/energy-consumption) and enter all consumption items there to ensure they are reflected in the feasibility analysis. {% endhint %} ## What You Can Do Here On this page, you can: * Add electrical appliances one by one according to usage * Select a preset appliance scenario for common off-grid use cases * Define appliance count, daily usage hours, and nominal power * View total daily and monthly energy consumption automatically * Reset appliance lists and start over when needed ## Adding an Appliance To add a new appliance: 1. Click **Add New Item** 2. Select a **Category** 3. Select or enter an **Item** 4. Define **Count**, **Usage**, and **Nominal Power** The system calculates consumption automatically. ### Category The **Category** groups appliances by type, such as: * Lighting and Electronics * Kitchen Appliances * Communication Equipment * Medical Devices * Industrial Equipment * Other Categories help organize appliances and simplify data entry. ### Item The **Item** represents the specific appliance. You can: * Select from predefined appliances (e.g., LED TV, Washing Machine, Refrigerator) * Enter a custom item name when needed Predefined items come with typical nominal power values, which can be adjusted. ### Count Defines **how many** identical appliances are used (e.g., 5 LED lights, 2 laptops, 1 washing machine). > The total consumption is multiplied by this value. ### Usage (Hours per Day) Defines **how many hours per day** the appliance is used. Usage is entered in **hours per day (h/day)**. {% hint style="info" %} This value is critical for: * Daily energy demand * Battery sizing * Autonomy calculations {% endhint %} ### Nominal Power Defines the rated power of the appliance in **Watts (W)**. This can be: * Auto-filled from predefined items * Manually adjusted to match actual equipment specifications {% hint style="info" %} This value represents the average operating power, not peak or startup power. {% endhint %} ### Consumption Consumption is calculated automatically using the formula: ```sql Consumption (Wh/day)= Count × Usage (h/day) × NominalPower (W) ``` > Values are displayed as: > > * **Wh/day** per appliance {% hint style="info" %} This value is calculated automatically and cannot be edited manually. {% endhint %} ### Total Consumption At the bottom of the table, solarVis displays: * **Total kWh/day** * **Total kWh/month** > The values update instantly as appliances are added or modified. {% hint style="info" %} These totals are used directly in: * Battery capacity calculations * Inverter sizing * Off-grid feasibility analysis {% endhint %} ## Presets The **Select a Preset** dropdown allows users to quickly load predefined appliance sets for common use cases, such as: * Residential * Caravans and RVs * Camping Sites * Agricultural Applications * Outdoor Events * Remote Medical Facilities * Construction and Worksites * Disaster Relief Shelters * Research Stations * Military or Defense Camps * Portable Offices * Remote Education Facilities When a preset is selected, solarVis automatically adds a predefined set of appliances with typical usage assumptions. These values can be modified, removed, or extended after selection. ## Reset The **Reset** button clears all appliances from the list and resets total consumption values to zero. This is useful when changing the system concept or starting a new appliance configuration. *** ## Related Pages * [Electricity Prices and Regulation (On-Grid / Zero Injection Projects)](/project-design/create-a-project/consumption/electricity-prices-and-regulation-on-grid-zero-injection-projects) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Roof Drawing This page explains how to create accurate roof geometry in solarVis by drawing a 2D roof outline, and defining slopes to generate a 3D model to complete design perfectly. ## Purpose of This Page The **Roof Drawing** page is the foundation of the entire design and feasibility workflow in solarVis. Users start by drawing a **2D roof outline**, optionally dividing it using inner edges, and then assigning **slopes** to convert the drawing into a **3D roof model**. {% hint style="info" %} This 3D model is later used for: * Panel placement * Shading analysis * Energy and feasibility calculations {% endhint %} ## What You Can Do Here On this page, you can: * Switch between **View Mode** and **Draw Mode** * Draw and edit the roof outline in 2D * Detect the roof outline automatically with **AI Roof Detection** (Only for Google Solar API High Coverage Areas) * Build a true 3D roof model from LiDAR elevation data with **Fit to LiDAR** (Only for Google Solar API High Coverage Areas) * Use snapping and angle guides for precision * Use Inner Edge Detector to create interior divisions * Add and manage roof obstacles and parapet walls * Assign slopes to convert 2D geometry into 3D roof faces * Adjust building height and roof face properties * Separate selected roof faces and vertices from the main roof * Change map provider or upload custom imagery * Navigate and rotate the 3D scene {% hint style="info" %} On this page, changes are saved automatically after you make them. {% endhint %} {% embed url="" %} ## Modes Explains the available interaction modes used to view, draw, and modify roof geometry. ### View Mode View Mode is used to **inspect** the roof model without modifying its geometry. In View Mode, you can: * Rotate, pan, and zoom the scene * Access and review the building height * Select roof faces to inspect technical properties like slope, azimuth, and area information * Select the building for editing or moving the roof and flattening the faces * Switch back to Draw Mode when geometry changes are needed This mode is recommended for quality checks and validation. ### Draw Mode Draw Mode is used to **create and edit the 2D roof outline**. #### Drawing the Outline * Click to place vertices * Continue clicking to define edges * Close the polygon to complete the outline * Orange guides show perpendicular and parallel alignment * Vertices snap automatically to create a clean roof outline * Edge lengths are displayed automatically * Undo and redo buttons are always available {% hint style="info" %} The outline is still 2D at this stage. A slope assignment is required to convert it into 3D. {% endhint %} When subdividing or splitting the roof, use the **Escape (Esc) key** to complete the current line drawing. ### Converting From 2D to 3D Once the roof outline is complete, slopes are assigned to the roof faces. #### Slope Assignment * Select a face or edge * Adjust the slope value from the right panel * Or drag the slope arrow directly on the model * Each slope transforms that face into a 3D plane > Building height can also be adjusted numerically or visually. > Each slope transforms a flat face into a 3D plane with a defined orientation. Also, different faces can have different slopes. {% hint style="info" %} For supported locations, **Fit to LiDAR** can set all heights and slopes automatically from LiDAR elevation data (described in the Fit to LiDAR section on this page). {% endhint %} ## AI Roof Detection **AI Roof Detection** draws the roof for you: it analyzes the satellite image and automatically creates the roof outline, inner edges, and roof faces as a 2D wireframe. To use it, click the **AI Roof Detection** button (sparkles icon) in the top toolbar. {% hint style="info" %} While the analysis runs, a progress notification shows **Detecting roof...**; when it finishes, the detected roof appears on the map. {% endhint %} * The replacement is a single undoable action; one **Undo** restores your previous drawing * After detection, review the result and fix any missed edges or faces with the normal drawing tools * The detected roof is still 2D; assign slopes manually or use **Fit to LiDAR** to build the 3D model {% hint style="info" %} AI Roof Detection is available when high-resolution roof data covers the project location. If the button is not visible, coverage is not available for this address. Please check: {% endhint %} {% embed url="" %} ## Fit to LiDAR **Fit to LiDAR** builds a true 3D model of the drawn roof from LiDAR-based elevation data: it sets the height of every point and the slope of every roof face automatically; you only confirm which points are walls. * Works on all drawn buildings in the design at once * Uses Google’s high-resolution elevation data * Replaces manual slope assignment for supported locations {% hint style="info" %} Fit to LiDAR is available when high-resolution roof data covers the project location, and it requires the **Google Maps HD** map provider. With another provider selected, the button is disabled with a reminder to switch to **Google Maps HD**. Please check: {% endhint %} ### Fitting the Roof to LiDAR 1. Draw the roof outline or use **AI Roof Detection** if it is possible 2. Click **Fit to LiDAR** in the bottom-left button bar; a progress notification shows **Fitting to LiDAR...** 3. In the **Select the walls** panel, the suggested wall points are pre-selected (yellow). Click points to add or remove wall markings, then confirm with **Apply** or the **Enter** key; **Cancel** or the **Esc** key aborts and restores the roof 4. Lift every point to its real height and apply the correct slope to every roof face 5. Review the 3D result: press **Approve** to accept it, or **Edit** to correct the roof skeleton first ### Editing the Roof Skeleton Pressing **Edit** in the result bar returns to a top-down view with the **Edit the roof skeleton** panel: * **Select, Move & Delete**: Drag points and lines to move them, or select incorrect ones and remove them with the **Delete** / **Backspace** keys * **Draw Line**: Complete the roof skeleton by redrawing missing or incorrect roof lines * **Set Walls**: Click points to toggle their wall property; points cannot be moved in this mode * **Hide Skeleton** / **Show Skeleton**: Toggle the wireframe visibility while comparing against the imagery Click **Apply changes** to lift the roof again with the updated skeleton, or **Cancel** to discard the edits and return to the previous result. {% hint style="info" %} The whole Fit to LiDAR flow is recorded as a single action: one **Undo** returns the roof to its state before the flow started. {% endhint %} ## Inner Edge Detector The **Inner Edge Detector** helps users quickly divide complex roof shapes into smaller faces. ### How It Works * Analyzes the angles of the roof outline * Generates an inner line along the bisector * Suggests these lines as possible interior divisions ### What Users Can Do * Accept suggested inner edges * Adjust or reposition them * Remove unnecessary edges * Add the missing inner edges manually > Inner edges define geometry only; they do not assign slopes automatically. ## Obstacles Obstacles represent physical objects on the roof where solar panels cannot be placed. {% hint style="info" %} Obstacles affect shading calculations. {% endhint %} ### Adding Obstacles You can add obstacles as: * Rectangles * Circles * Polygons * Trees Each obstacle can be resized, moved, and positioned precisely. {% hint style="info" %} You can also duplicate obstacles to quickly model repetitive rooftop elements, or their height above the roof surface can be adjusted manually. {% endhint %} ### Obstacle Features * Draw rectangular obstacles * Resize by dragging corners * Move obstacles freely on the roof or outside of the roof * Set obstacle height for shading calculations {% hint style="info" %} Obstacles can be aligned directly with the roof surface using the **Flush** option. {% endhint %} #### Common Obstacle Examples * Chimneys * Skylights * Satellite dishes * Trees {% hint style="info" %} Trees can be placed around the building to model their shading effect. A tree is not a roof obstacle: it stands on the ground next to the building, does not block panel placement, and only casts shadows onto the roof and panels. {% endhint %} ## Roof Dormers Roof dormers are structural roof elements that extend vertically from the main roof surface and create additional roof faces.

In solarVis, dormers are modeled as part of the roof geometry, not as simple obstacles. This allows dormer faces to participate in slope and panel placement logic. Dormers are commonly used in residential and hotel-type buildings and must be defined accurately to avoid incorrect panel layouts and shading results. ### Adding a Dormer Dormers can be added while working in Draw mode. To add a dormer: * Switch to Draw mode * Select the Roof Dormer tool from the top toolbar * Choose a dormer type * Click on the target roof face to place the dormer Once placed, the dormer becomes part of the roof structure. ### Dormer Types SolarVis supports multiple dormer geometries to reflect real-world roof structures. Available dormer types include: * **Shed Dormer** A single-slope dormer with one roof plane. * **Gable Dormer** A dormer with two sloped faces forming a ridge. * **Hip Dormer** A dormer with multiple sloped faces converging at the top. Each dormer type generates its own roof faces automatically. ### Dormer Roof Faces Properties When a dormer is selected, its properties are shown in the right-side panel. You can adjust the following parameters: * **Width** Defines the horizontal size of the dormer. * **Length** Defines how far the dormer extends along the roof surface. * **Pitch** Defines the slope angle of the dormer roof faces. All values are entered numerically and update the model in real time. Dormer roof faces are treated the same as main roof faces in panel placement and shading calculations. ### Editing Dormer Dormers can be edited after placement. You can: * Resize the dormer by changing the width and length * Adjust pitch to match architectural drawings * Move the dormer across the roof face * Reposition it to avoid conflicts with panels or obstacles Edits are applied instantly to all dormer roof faces. ### Duplicating a Dormer Dormers can be duplicated to quickly recreate repeating roof structures. **How Duplication Works** * Select an existing dormer * Click the **Duplicate** action from the toolbar or context menu * A copy of the dormer is created with the same: * Dormer type * Dimensions * Pitch values The duplicated dormer can then be moved and adjusted independently. {% hint style="info" %} **Dormers vs Obstacles** Dormers are not obstacles. Key differences: * Dormers create new roof geometry * Obstacles only block panel placement Use dormers when the structure is part of the roof. Use obstacles for rooftop objects, such as chimneys or vents, on the roof surface. {% endhint %} ## Split Region Split Region allows you to separate selected roof faces and vertices from the main roof and position them at a different height. The feature can be used to draw stepped roofs, extensions, lower garages, and side wings. {% hint style="info" %} Split Region changes are saved automatically and support Undo and Redo. {% endhint %} {% embed url="" %} ### Splitting a Roof Region * Switch to View mode and select the building * Select ‘Split Region’ from the top toolbar * Click the roof faces you want to separate * Click the shared corner points to define which edges will detach * Select Apply Detach to detach the part * Drag the separated section up or down to adjust its height {% hint style="info" %} The connected edge moves with both sections, while the remaining roof faces adjust automatically. {% endhint %} ### Corner and Edge Colors * Grey corner: not selectable yet (its face isn't selected) * White corner: selectable * Purple corner: selected * Purple edge: will detach ### Shortcuts * Click a face: Select the face only while keeping its boundary anchored * Ctrl + Click a face: Select the face and all its vertices for full offset * Click a vertex: Toggle the vertex as non-hinge * Shift + Click: Remove the selected face or vertex from the selection * Enter: Apply the split * Esc: Cancel ### Unsplit To merge the section back into the main roof, select the split building section and click ‘Unsplit’ in the Building panel. ## Parapet Walls Parapet walls are low walls that run along the edges of a roof. In solarVis, parapets are modeled as part of the building: they follow the roof slope, cast real shadows in the shading analysis, and block panel placement along the edges they cover. {% hint style="info" %} Parapets affect shading and panel placement results, so model them before running the shading analysis. {% endhint %} ### Adding a Parapet To add a parapet: 1. Switch to **View Mode** and click on the building body 2. In the Building panel, turn on the **Parapet** switch to show the parapet controls 3. Set the **Wall height** and **Wall thickness** 4. Place the wall with one of the two placement buttons: * **Entire perimeter**: Wraps the whole building outline with a single connected wall in one click * **Selected edges**: Switches to a top-down view where you click the building edges that should carry a wall, then confirm with **Apply** or the **Enter** key; **Cancel** or the **Esc** key exits without adding a wall {% hint style="info" %} Adding an **Entire perimeter** parapet replaces any existing parapets on that building with one clean, connected wall at the chosen height and thickness. {% endhint %} The wall grows inward from the building edge by its thickness, and its top keeps a constant height above the roof, following the roof slope along each edge. **Wall height** can be set between 0.1 m and 3 m (default 1 m), and **Wall thickness** between 0.05 m and 1 m (default 0.2 m). ### Editing a Parapet Click a parapet in **View Mode** to open its panel. You can: * Adjust the **Wall height** and **Wall thickness** * Use **Explode into edges** to split a connected parapet into independent per-edge walls, so each edge can be adjusted or deleted on its own * Use **Edit edges** to change which building edges carry the wall * Delete the parapet with the **Delete** button in the panel or the **Delete** key {% hint style="info" %} **Edit edges** is available for walls created with **Selected edges**. To reshape an **Entire perimeter** wall, split it with **Explode into edges** first. {% endhint %} {% hint style="info" %} Parapets follow the building automatically: moving, resizing, or editing the roof updates the walls, and deleting the building removes its parapets. Undo restores the building together with its parapets. {% endhint %} ## Undo & Redo & Delete Buttons #### **Undo** Reverts the last drawing or edit made on the roof layout. #### **Redo** Restores the last drawing or edit that was undone. #### **Delete** Removes everything that you made, like obstacles, or drawing from the roof. ## Keyboard Shortcuts Keyboard shortcuts allow you to work faster and more precisely while drawing and editing roofs in solarVis. #### View States * **1:** Top View * **2:** Front View * **3:** Side View * **4:** Perspective View * **5:** Isometric View * **N**: Reset North View shortcuts change the camera view without modifying geometry. #### Design Tools * **E:** Edit Mode * **C**: Draw Mode * **V:** View Mode * **M:** Move Mode * **I:** Inner Edge Tool These shortcuts switch between drawing and editing tools. #### Visibility Controls * **L:** Show or Hide Dimensions * **G:** Show or Hide Satellite Ground Visibility shortcuts reduce visual clutter during editing. #### Actions * **Ctrl + Z:** Undo * **Ctrl + Shift + Z:** Redo * **Delete or Backspace:** Delete * **Ctrl + C:** Duplicate Action shortcuts manage editing history and objects. #### Quick Add Obstacles * **Alt + C:** Add Circle Obstacle * **Alt + R:** Add Rectangle Obstacle * **Alt + P:** Add Polygon Obstacle Quick add shortcuts instantly create obstacles for shading and no-go zones. ## Building Editing It allows you to manage the overall structure of the roof model after the 2D outline has been converted into 3D. Building-level edits affect all connected roof faces and are critical for accurate shading, production, and feasibility calculations. {% hint style="info" %} The drawn roof can be duplicated easily instead of creating it again from scratch. {% endhint %} ### Accessing Building Editing To access building editing tools: * Switch from Draw mode to View mode * Click on the building body * The Building panel opens on the right side This panel contains actions that apply to the entire building or selected roof faces. ### Building Panel Actions From this panel, you can: * Edit roof geometry and slopes numerically {% hint style="info" %} You can resize the building horizontally by dragging a horizontal edge outward or inward. This will extend the drawn edge and adjust the building size accordingly. {% endhint %} {% hint style="info" %} By dragging the edges upward, you can set the desired roof slope {% endhint %} * Move the entire roof that you drew {% hint style="info" %} Movement does not change geometry, slopes, or dimensions. {% endhint %} * Flatten selected roof faces {% hint style="info" %} Flattening is useful to reset incorrect slope assignments or inner edges. {% endhint %} * Adjust building height numerically or visually in the scene {% hint style="info" %} Building height affects shading calculations and multi-level roof behavior. {% endhint %} * Add parapet walls from the **Parapet** section (described in the Parapet Walls section on this page) ### Roof Face Selection Individual roof faces can be selected for detailed inspection or editing. To select a roof face: * Double-click on the face * The Roof Face Information panel opens This allows face-level control without affecting the entire building. #### **Roof Face Information** When a roof face is selected, the following data is displayed: * **Slope** represents the inclination of the roof face. * **Azimuth** represents the compass orientation of the roof face * **Area** represents the usable surface of the roof face. This allows precise control over multi-level or complex roof structures. {% hint style="info" %} **🧷 Best Practices for Building Editing** * Always validate the roof face slope and azimuth before panel placement * Use Flatten Faces to fix early mistakes instead of redrawing * Inspect each roof face individually on complex roofs Accurate building editing ensures reliable results across all downstream modules. {% endhint %} ## Map Provider and Imagery Controls Map and imagery selection is a critical first step for accurate roof drawing. These controls are located at the bottom left of the screen. ### Satellite Visibility You can toggle satellite imagery on or off to: * Reduce visual clutter * Focus on geometry and measurements * Improve drawing precision ### Dimension Visibility You can show or hide dimensions to: * Validate edge lengths * Reduce screen noise during editing {% hint style="info" %} Dimension labels remain readable while zooming in and out. {% endhint %} ### Map Provider Selection You can choose between different map providers depending on availability and resolution: * Google Maps * Google Maps HD (Google Solar API) * Azure Maps {% hint style="info" %} Switching providers can improve image clarity, edge visibility, or alignment accuracy for specific locations. {% endhint %} {% hint style="info" %} Availability of solar and roof data for Google Maps HD depends on Google Maps Solar API coverage. Please check the coverage map on the website below to confirm whether data is available for your location. [Check the website](https://developers.google.com/maps/documentation/solar/coverage) {% endhint %} {% hint style="info" %} Sometimes, the browser’s default settings may not support “**WebGL**”. Please check whether your browser supports WebGL [by using the link](https://get.webgl.org/). If you see the **“WebGL is not supported”** error, the game engine used for roof drawing may not work properly. To avoid this issue, please make sure that WebGL is enabled in your browser settings. You can follow the steps in [the link](https://www.youtube.com/watch?v=uhcrK0nl_SM) to update your settings. {% endhint %} ### Custom Images In addition to map providers, you can upload custom images. Common use cases include: * Architectural roof plans * Drone imagery * High-resolution site photos Uploaded images can be aligned to the coordinate system and used as a drawing reference. This is especially useful when satellite imagery is outdated or unclear. #### **Image Alignment (Initial Adjustment)** When uploading a custom image, you will be prompted to align it with the base map.

To ensure accurate alignment: * Identify the same reference points in both images * Place two matching pinpoints on both images * Use clear and fixed elements such as roof corners or edges * Click the ‘Adjust’ button to fit the image on the satellite image {% hint style="info" %} The left image shows satellite imagery (e.g., Google Maps), and the right image shows the uploaded custom image, such as drone imagery. {% endhint %} ## Camera and Navigation

Camera tools located at the bottom right affect only how the model is viewed. > They do not change geometry. #### Navigation Compass The compass allows you to: * Jump to preset views, such as top or side * Validate roof orientation * Rotate the view around the building {% hint style="info" %} It can be rotated to view around the building by right-clicking and dragging the mouse {% endhint %} #### Camera Tools You can: * Pan the view * Zoom in * Zoom out These tools help inspect details without modifying the model. {% hint style="info" %} The map can be panned by pressing and dragging the mouse wheel. {% endhint %} *** ## Related Pages * [Panel Placement and Inverter Selection Page](/project-design/create-a-project/panel-placement-and-inverter-selection) * [Energy Consumption Page](/project-design/create-a-project/consumption/energy-consumption) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Panel Placement & Inverter Selection The page is used to design and simulate a complete PV system, including panel placement on the roof, inverter selection, shading, irradiance and sun path analysis, and advanced settings. ## Purpose of This Page This page is the continuation of the project creation flow and focuses on PV system design and simulation. After defining the project location and creating a 3D roof model, the technical design can be finalized by converting roof surfaces into an operational PV system. Decisions made here, such as panel placement, inverter selection, and shading analysis, directly affect system capacity, energy production, and financial feasibility. ## What You Can Do Here On this page, you can: * Select PV modules from the system’s product database * Define setback and placement rules * Place panels manually, fill single roof faces, or design the whole layout automatically with AI Placement * Configure panel orientation, rotation, spacing, tilt, and grouping * Select inverters manually or use automatic inverter suggestions * Simulate the system to calculate production results * Analyze shading and solar irradiance on both roof faces and individual panels * Run an MCS-compliant shading analysis and production estimate for UK projects * Visualize sun position, animate seasonal solar exposure, and export sun path videos using Sun Path * Export the PV layout as a DXF file for CAD workflows * Download hourly simulation results for detailed analysis and a shade report PDF with per-array solar access results {% embed url="" %} ## Panel Placement on the 3D Roof Model Solar panels are placed directly on the 3D roof model created in the [Roof Drawing](/project-design/create-a-project/roof-drawing) step. Each roof face is treated as an independent surface with its own. When a roof face is selected, detailed technical information is displayed on the right panel. ### Roof Face Interaction Roof faces can be selected either before or after placing panels. * Click on a roof face to see the face details * Use the **Select All Panels on This Face** button in the face details panel to select every panel on that face at once (the button appears when the face has panels) * Panels automatically align with the selected roof face’s slope and orientation * Panels placed on one roof face do not affect other faces {% hint style="info" %} This allows different roof faces within the same project to be designed and evaluated separately. {% endhint %} ### Available **Characteristic** Parameters * **Slope**: Inclination of the selected roof face * **Azimuth**: Orientation of the roof face * **Area**: Total usable surface area * **Panel Count**: Number of panels placed on that face * **Panel Coverage**: Percentage of roof area covered by panels These values directly affect shading analysis, irradiance calculations, and simulation results. ## Panel Placement Modes After selecting a PV panel, placement can be done using three different methods, selected from the tabs at the top of the screen. ### AI Placement The **AI Placement** mode designs a complete layout automatically: it reads the shading analysis, ranks every roof face, and places panels across the whole building in a single run. * Fills all suitable roof faces at once, best spots first * Sizes the layout toward a single target you choose * Respects setbacks, obstacles, dormers, and shading results * Reports the outcome in a progress notification, including panel count, installed capacity, and average sun access {% hint style="info" %} AI Placement needs shading data. Run the shading analysis first (the sun button in the toolbar) to enable it. {% endhint %} To place panels with AI Placement: 1. Select the **AI Placement** tab 2. Choose a **Placement mode** and a **Target** 3. Adjust the optional settings below them if needed 4. Click **Place** {% hint style="info" %} If the roof already has panels, solarVis asks what to do with them: **Keep & fill around** keeps the existing panels and fills the remaining space around them, while **Replace** clears everything and places a fresh layout. Both actions can be undone. {% endhint %} #### Placement Mode Defines what the layout optimizes for. * **Max production** Maximizes the total energy harvested from the roof. Every placeable spot is filled, best faces first. * **Max efficiency** Maximizes the yield of each panel. Only high solar-access spots are kept (minimum 75% TSRF), so fewer panels are placed, but each one performs at its best. #### Target The single goal that sizes the run. Choose one of: * **Panel count**: Place up to a maximum number of panels * **Annual production**: Aim for an approximate yearly production in kWh * **DC power (kWp)**: Aim for an installed DC capacity * **Consumption offset**: Cover a percentage of the building’s annual consumption (available when the project has consumption data) #### Orientation Sets the module orientation for the run: **Auto (mixed)**, **Portrait**, or **Landscape**. #### Flat Roof Racking Shown when the design contains flat roof faces. * **Auto**: Lets the planner pick the best racking for the chosen mode and target * **South-facing rows**: Tilted rows facing the equator * **East-West tables**: Paired tables facing east and west On flat roofs, layouts automatically keep service corridors and wind edge zones free. After a run, the panel shows the chosen racking, tilt, and row pitch. {% hint style="info" %} Selecting the **Landscape** orientation locks flat roof racking to south-facing rows, because east-west tables define their own module orientation. {% endhint %} #### Skip North-Facing Roofs Excludes roof faces that look away from the sun. This option is enabled by default in every mode. For projects in the southern hemisphere, the option becomes **Skip south-facing roofs**. #### Easy Construction Produces a construction-friendly layout on pitched roofs: one module orientation per face and whole rail runs without scattered single panels, fewer mounting setups at a small capacity cost. {% hint style="info" %} This option is enabled by default and does not affect flat roofs. {% endhint %} #### Override Auto Settings Turn on **Override auto settings** to fine-tune the automatic plan. Fields left empty show **Auto** and keep the planner’s own choice. * **Row alignment**: Align flat-roof rows with the **Roof edge** or with **True south** * **Tilt** * **Min. row gap** #### Panel Grouping Panels are placed as grouped frames rather than single units when this option is enabled. #### Pruning Shaded Panels After a run, the **Prune shaded panels** slider removes the worst-performing panels without starting over. 1. Drag the slider to raise the minimum sun access (TSRF) threshold 2. Panels below the threshold are highlighted red in place; this is only a preview, and the text under the slider shows the remaining panel count, capacity, and estimated production 3. Click **Apply** to remove the highlighted panels, or **Reset** to keep the layout unchanged {% hint style="info" %} While a prune preview is active, the **Apply** and **Reset** buttons replace the **Place** button, so exactly one primary action is available at a time. {% endhint %} ### Fill Roof Face The **Fill Roof Face** mode automatically places panels across the selected roof face. * Automatically fills the selected roof face with panels * Uses defined panel settings such as orientation, spacing, grouping, and tilt automatically for each one * The system calculates the maximum number of panels that can fit * Suitable for fast, uniform, and large-scale layouts {% hint style="info" %} This mode is recommended for standard residential, commercial, and industrial designs. {% endhint %} ### Manual Placement Manual placement allows precise control over individual panel positions. * Panels can be placed one by one * Drag-to-place interaction is supported * Placement respects all defined panel settings; however, every panel can have different settings like orientation, spacing, grouping, and tilt. {% hint style="info" %} Manual placement is useful for: * Irregular roof shapes * Avoiding obstacles * Fine-tuning layouts for aesthetics or shading optimization {% endhint %} ## Panel Placement Settings Panel behavior and layout are controlled from the placement settings panel. **Available Settings** * **Orientation**: Panel alignment direction * **Tilt Angle**: Custom tilt relative to the roof surface (useful for flat roofs) * **Rotation Angle**: Fine rotation adjustment * **Horizontal Spacing**: Distance between panels placed side by side * **Vertical Spacing**: Distance between panels placed above or below each other * **Racking Type**: Mounting structure type, which may affect spacing and tilt constraints {% hint style="info" %} These settings apply to both manual placement and automatic fill operations. {% endhint %} ### Panel Bundling, Duplication, and Rearrangement After panels are placed on roof faces, solarVis allows you to manage them as groups instead of individual modules. This enables fast replication of layouts and efficient adjustments across large or repetitive roof areas. #### Bundling Panels Panels placed on a roof face can be bundled into a single selectable group. * Select multiple panels on a roof face * Create a bundled panel group * Treat the bundle as a single object Bundled panels remain linked and move together while preserving spacing and alignment. {% hint style="info" %} This is especially useful for agricultural projects, as it allows you to adjust the tilt and orientation of panels simultaneously. * Arrange the panels into a bundled group in the solarVis account, as shown in the image below.

* Place the bundled panel groups across the agricultural area, following the design created in solarVis.

{% endhint %} #### Duplicating Panel Groups Bundled panel groups can be duplicated and reused across the roof. * Copy an existing panel bundle * Place it on another roof face or location * Maintain the same layout and spacing {% hint style="info" %} This is especially useful for industrial and commercial roofs with repeating geometry. {% endhint %} #### Editing Panel Properties After Placement Panel orientation and geometry settings can be modified even after placement. The following properties can be updated for selected panels or panel groups: * Orientation * Tilt angle * Rotation angle Changes are applied instantly to the selected panels or bundles and reflected in production calculations. ### Panel Grouping When panel grouping is enabled: * Panels are placed as grouped frames rather than single units * Horizontal and vertical panel counts per group can be defined * Frame spacing can be customized independently * Grouping rules apply to all modes {% hint style="info" %} Panel grouping is commonly used for: * Large flat-roof installations * Standardized mounting structures {% endhint %} ## Shading Analysis & Solar Irradiance When shading analysis is enabled, roof faces and panels are color-coded based on **annual average solar irradiance**. * The analysis takes into account the sun array angle and shading effects from surrounding buildings, trees, and other obstacles on the roof * Results are calculated on a yearly average basis * Both the **roof-point** and **panel average** performance can be analyzed ### Visual Heatmap Roof surfaces and panels are displayed using a color gradient: * **Dark / Red tones**: Lower solar performance or higher shading impact * **Orange tones**: Medium solar performance * **Yellow tones**: High solar irradiance and optimal areas This heatmap helps quickly identify suitable areas for panel placement. {% hint style="info" %} Panel colors may change based on their **angle and orientation**, as these directly affect the irradiance they receive. {% endhint %} ### Inspector Popup Window When moving the cursor over a roof face or panel, the **inspector popup window updates dynamically**. * Values change instantly based on the cursor position * Enables detailed, point-based analysis across the roof and panels Displayed metrics include: * **Irradiance** - Solar energy received per unit area, measured in **kWh/m²/yr**. * **Solar Access (%)** - Percentage of irradiance reaching the roof after shading losses. * **TOF (Tilt and Orientation Factor)** - How well the panel's tilt and orientation compare to the optimal angle. * **TSRF (Total Solar Resource Fraction)** - Overall solar resource available, factoring in both shading and TOF. Users can switch between: * **Solar Access view** Shows the percentage of annual sunlight per unit area on the roof can access.

* **Irradiance view** Displays the total solar radiation (kWh/m²/year) received per unit area

#### Time-Based Analysis The Inspector panel also provides a **monthly distribution chart**: * Shows how irradiance or solar access changes throughout the year * Helps understand seasonal production patterns * Supports more accurate system evaluation before simulation ### MCS Shading Analysis (UK Projects) For projects in the United Kingdom, the shading button in the toolbar opens a menu with two options: **solarVis Shading** and **MCS Shading**. Only one result can be shown at a time, and clicking the button while a result is visible hides it. **MCS Shading** runs the MCS shade evaluation procedure (MGD-005): panels sharing the same orientation and tilt are grouped into arrays, and each array is assessed on the MCS 84-segment sunpath diagram. Every segment blocked by an obstruction, the modelled roof, obstacles, trees, or surroundings, reduces that array's output by 1%, giving a per-array shade factor. The result opens the **MCS Shading Diagram** panel, which shows for each array: * The sunpath diagram with the shaded segments marked * A minimap highlighting which panels belong to the array * The **Orientation**, **Inclination**, **Modules**, **Shaded segments**, and **Shade factor** values If panels change after the analysis, the panel flags the result as outdated and offers **Re-run MCS shading analysis** to refresh it. ### Recalculation Warning When there is any change in PV module placement, the system will display: * **"Irradiance has changed and needs recalculation."** This indicates that changes to panel placement or configuration have affected the irradiance results. Users should re-run the simulation to ensure accurate performance outputs. {% hint style="info" %} This analysis allows users to compare different roof faces and panels and validate placement decisions with real performance data. {% endhint %} ## Sun Path The Sun Path view helps users understand how the sun moves around the project area at any time of day and across the year. This view is used to visually evaluate solar exposure conditions on the roof and better understand how seasonal and hourly sun position affects the project. * Displays the sun trajectory around the project model * Shows the sun position for any selected date and time * Casts realistic, moving shadows from roofs, obstacles, parapet walls, and panels * Helps users visually interpret solar access before or during system design * Supports a better understanding of shading behavior across different periods {% hint style="info" %} Sun Path is a visual analysis tool. It helps interpret solar exposure conditions, but final production and shading impacts should still be validated through system simulation and irradiance analysis. {% endhint %} ### How It Works The Sun Path tool creates a visual path around the project area and places the sun according to the selected date and time. Users can: * Pick any date and time with the calendar-based date and time picker * Start or pause the sun animation with **Play** / **Pause** {% hint style="info" %} Pausing returns the sun to the date and time when playback started {% endhint %} * Adjust the playback **Speed** between 0.25× and 3× * Choose what the animation advances: **Hour** moves the sun through the day, while **Month** moves the date across the seasons at a fixed time of day As these values are updated, the sun moves smoothly through the 3D scene. All dates and times use the local time of the project location. {% hint style="info" %} This helps users check how solar exposure changes throughout the year and supports more informed panel placement decisions. {% endhint %} ### Exporting a Sun Path Video The Sun Path view can record a shareable video of how sunlight and shadows move across the design. This is especially useful for demonstrating shading behavior to customers and other stakeholders. To record a video: 1\. Open the Sun Path view and position the camera the way the video should look 2\. In the **Video** section of the Sun Path panel, set the **Start** and **End** date and time 3\. Set the **Video length** from 3 to 60 seconds 4\. Choose the **Resolution** and **Quality** {% hint style="info" %} Set the size of the exported video: 1080p, 720p, Current Set the quality of the exported video: **High**, **Medium**, or **Low**. Higher quality produces sharper videos with larger files. {% endhint %} **5. Show Date** on video 6\. Click **Record & download** {% hint style="info" %} The video captures only the 3D scene from the current camera angle; toolbars and side panels are never included in the recording. {% endhint %} {% hint style="info" %} **Please note:** * Videos are downloaded as MP4 files. In some browsers solarVis automatically records a WebM file instead; for best results, use a recent version of Chrome. * The end date and time can never be earlier than the start; the calendar automatically blocks invalid ranges. {% endhint %} ## Advanced Settings Advanced Settings allow you to fine-tune how system performance and production are calculated. These settings affect simulation accuracy, loss assumptions, and data sources used in energy calculations. Advanced Settings are divided into two sections: * **Loss Calculations** * **System Preferences** You can access this panel from the PV design screen at any time. Changes apply to the current design version only. {% hint style="info" %} Advanced Settings are optional. If not modified, solarVis uses default industry standard values. {% endhint %} ### Loss Calculations Loss Calculations define system-level losses that reduce theoretical production to realistic output values. Each parameter is expressed as a percentage and applied during simulation. **Available Loss Parameters** * **Shading:** Losses from partial or indirect shading * **Soiling:** Losses caused by dirt or dust on panels * **Snow:** Losses due to snow covering panels * **Environmental conditions:** Losses from humidity or wind * **Light-induced degradation:** Initial performance loss after a certain time of installation * **DC connections:** Losses at DC connection points, like connectors * **DC wiring:** Losses caused by the strength in cables connecting panels to the inverter or other components * **AC wiring:** Energy losses in AC wiring from the inverter to the grid These values directly impact annual energy production and financial outputs. #### Reset to Default Resets all loss parameters to solarVis default values. ### System Preferences System Preferences define the data sources and assumptions used for production simulation. These settings control **how solar resource data and weather information are selected** for calculations. **Available System Preferences** * **Weather Data Source**: PVGIS or PVWatts * **Simulation Year**: TMY (Typical Meteorological Year) or a specific year between 2005 and 2023 {% hint style="info" %} By default, solarVis uses PVGIS-based datasets. {% endhint %} For projects in the United Kingdom, two additional preferences appear at the top of the section: * **Shading Standard**: Choose **solarVis** or **MCS** for shading calculations. The MCS option enables the MCS Shading Analysis described in the Shading Analysis section on this page. * **Production Standard**: Choose **solarVis** or **MCS** for production calculations. MCS shading requires MCS production, because the MCS method produces per-array shade factors instead of hourly radiation. With the MCS production standard, the annual output of each array is derived from the MCS certified lookup tables (MGD-003) {% hint style="info" %} MCS is the default standard for eligible UK projects. MCS calculations apply to systems under 50 kWp; larger designs and projects outside the UK use the solarVis calculation. {% endhint %} Changes to system preferences immediately affect simulation results. #### Production Probability The Production Probability section estimates the reliability and variability of the system’s production using a probabilistic (P50/P90) model. * Turn on **Enable Probability Distribution** to calculate probability-based production values * Under **Probability Values**, choose which levels to display: **P90**, **P95**, **P99** (P50 is always included) * **Weather Variability** is calculated automatically from PVGIS multi-year irradiation data and shown as **Annual Variability** * **System Variability** inputs can be adjusted as percentages: **PV Module Modeling Parameters**, **Inverter Efficiency**, **Soiling Mismatch**, **Degradation Estimation**, and **Custom Variability** * The **Resulting Weather & System Variability** row shows the combined total used for the distribution {% hint style="info" %} **Please note:** * Probability distribution is only available when the weather data source is **PVGIS** with **TMY** data. * Enabling it does not change the quoted production numbers; the proposal still reports the P50 production. The distribution and the performance ratio appear on the proposal’s Production Analysis page, configured in [Offer Settings](/configuration/settings-page/offer-settings#production-analysis-page). {% endhint %} ## Setback Configuration Setback rules define restricted areas near roof edges where panels cannot be placed. * Prevents panel placement close to the roof boundaries * Applied consistently across all placement modes * Helps ensure installation safety and regulatory compliance {% hint style="info" %} Setbacks help ensure: * Installation safety * Maintenance access * Compliance with local regulations and fire codes {% endhint %} ## Inverter Selection After panel placement, an inverter should be selected to complete the system design. ### Manual Inverter Selection * Inverters can be selected directly from the database * Full control over inverter brand, model, and specifications * Suitable for custom or advanced system designs ### Auto Suggest System The system can automatically suggest inverter configurations based on production analysis. * Analyzes installed project DC capacity and production behavior * Suggests optimized inverter configurations * Provides alternative inverter systems * Users can select one of the suggested options or override them manually This feature helps ensure proper sizing and system efficiency. ### Inverter Limiting * Inverter output power can be limited manually * Useful for grid constraints or design optimization {% hint style="info" %} 🧷 For supporting battery integration; * **On-Grid projects:** Hybrid inverters can be used. * **Off-Grid projects:** Off-grid or hybrid inverters can be used. * **Zero Injection projects:** Off-grid or hybrid inverters can be used. Please note: * You can use an on-grid inverter in an on-grid or a zero injection project; however, in this case, battery integration is not supported. {% endhint %} ## Downloads After completing the PV design, you can export the current layout and simulation data from the **Downloads** menu on the page. This allows you to take both the technical solar design and system performance results into external tools for further use, including CAD workflows and detailed analysis. Available export options: * Export DXF * Download Hourly Simulation * Shade Report * Sun-path video ### Export DXF This export makes it possible to take the technical solar design into external CAD software for review, coordination, and installation planning. {% hint style="info" %} The exported DXF file is compatible with common CAD tools such as AutoCAD, DraftSight, and similar software. {% endhint %} To export a DXF file: * Open the **Downloads** menu * Click **Export DXF** * Review the drawing in the **CAD Viewer** * Optionally add measurements or adjust the view * Click **Download DXF** {% embed url="" %} #### What Gets Exported The DXF file includes the current PV design and is organized into separate layers so each drawing element can be reviewed independently. Available layers include: * **ROOF\_LAYOUT**: Roof edges, vertices, and roof face information (White) * **PANELS**: PV module positions with tilt & rotation (Cyan) * **STRINGS**: Electrical wiring paths between panels (Magenta) * **STRING\_NODES**: Panel center markers and string labels (Magenta) * **INVERTERS**: Inverter locations with AC/DC symbols (Blue) * **SETBACKS**: Restricted offset areas from roof edges (Orange) * **OBSTACLES**: Roof obstructions such as chimneys or HVAC units (Red) * **DORMERS**: Roof protrusions (Green) * **ELEVATIONS**: Height labels in metric or imperial units #### CAD Viewer Before downloading the DXF file, solarVis opens a built-in CAD Viewer where the drawing can be reviewed and annotated. This allows users to inspect the exported design and optionally add dimensions before downloading the final file. #### Available Viewer Tools The CAD Viewer includes the following tools: * **Length tool** for measuring distances between two points * **Snap system** for accurate measurement placement using endpoint, midpoint, and perpendicular snapping * **Layer visibility** toggle layers on/off * **Unit toggle** for switching between metric (m) and imperial (ft) * **Undo / Redo / Clear all** controls for managing annotations * **Zoom and pan** scroll to zoom, right-click drag to pan * **Monochrome mode** for simplified single color viewing Any measurements added in the CAD Viewer are included in the downloaded DXF file. #### Export Details The DXF export reflects the current technical design as configured in the project. * Panels are exported in flattened 3D with tilt and rotation written on the top left of the panel if it is non-zero * Strings follow actual routed paths between panel centers, with circle markers and labels * Inverters are shown with AC and DC symbols * Setbacks are shown with outline and hatched fill * Elevation labels are converted automatically based on the selected unit system * File names are automatically transliterated for cross-platform compatibility {% hint style="info" %} The DXF export is useful for field review, electrical engineering checks, installation planning, and sharing technical layouts with external stakeholders. {% endhint %} ### Download Hourly Simulation The Download Hourly Simulation option allows you to export detailed system performance data as an XLSX file. This export provides hour-by-hour production results based on the current system design and simulation settings. To download the hourly simulation file: * Open the **Downloads** menu * Click **Download Hourly Simulation** #### What Gets Exported The XLSX file includes detailed time-series simulation data at an hourly resolution, based on the current system design and configuration. Each row represents a specific timestamp and provides both production and system behavior metrics. Typical data includes: * Timestamp data for each simulation hour * Hourly consumption values * Hourly production values at the system level * Energy imported from the grid and energy exported to the grid * Battery Charging Power, Battery State of Charge, and Battery Loss values if a battery is applicable * Base Consumption, Heat Pump Consumption, and Total Consumption values if a heat pump is applicable The dataset reflects how the designed system performs across different hours of the year, capturing variations caused by sun position, shading conditions, and system configuration. This file can be used for: * Detailed performance analysis at the hourly level * Validation of system design assumptions * Financial modeling based on realistic production curves * Consumption and production matching analysis * Battery & Heat Pump and self-consumption optimization studies {% hint style="info" %} The export features are useful for engineering validation, installation planning, and sharing both technical layouts and performance data with external stakeholders. {% endhint %} ### Shade Report The **Shade Report** option downloads a PDF that documents the shading performance of the current panel layout. It is a clear way to show customers and stakeholders how much sunlight each panel array receives. To download the shade report: * Open the **Downloads** menu * Click **Shade Report** The report is generated on the server for the current layout. A progress notification tracks the build, and the PDF downloads automatically when it is ready. #### What Gets Exported * An **Annual Solar Access** view of the design, with panels colored by their shading results * A per-array summary table with panel count, azimuth, pitch, and annual **Solar Access**, **TOF**, and **TSRF** values, including a weighted average across all arrays * A **Monthly Solar Access (%)** breakdown for each array * Definitions of the reported metrics {% hint style="info" %} The shade report needs shading data and placed panels: run the shading analysis first and place at least one panel. If the layout changed after the last analysis, re-run the shading analysis to refresh the report. {% endhint %} {% hint style="info" %} The shade report can also be added to the customer proposal as its own page, configured in [Offer Settings](/configuration/settings-page/offer-settings). {% endhint %} ### Sun Path Video The **Sun-path video** option opens the Sun Path panel with the video controls, where you can record a downloadable video of sunlight and shadows moving across the design. Setting the date range, video length, resolution, and quality is described in the Exporting a Sun Path Video section on this page. ## System Simulation After completing panel placement, inverter selection, and shading analysis, click **Simulate System**. Simulation results include: * Installed system capacity (kWp) * Total panel count * Estimated annual energy production (kWh) * Impact of orientation, shading, and inverter configuration Detailed outputs can be reviewed via **Simulation Result Graphs**. ## Keyboard Shortcuts #### Canvas Navigation * **Mouse Wheel Up**: Zoom in * **Mouse Wheel Down**: Zoom out #### Design Tools * **Esc**: Edit mode * **C**: Create mode * **Ctrl (hold)**: Multiselect mode #### Actions * **Ctrl + Z**: Undo * **Ctrl + Shift + Z**: Redo *** ## Related Pages * [Roof Drawing Page](/project-design/create-a-project/roof-drawing) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # String It offers a visual interface that users can generate strings automatically, draw string routes on the roof layout, monitor electrical values in real time, and validate system compatibility. ## Purpose of This Page The main purpose of this page is to define how solar panels are electrically connected within the system. Proper string configuration is critical for maintaining voltage and current values within the operational limits of the inverter. By ensuring correct configurations, you can maximize system efficiency, prevent potential electrical issues, and guarantee safe and reliable operation over time. This page also acts as a validation layer, helping you identify configuration mistakes early in the design process before installation. ## What You Can Do Here On the String page, you can perform several key actions: * **Generate a complete stringing plan automatically** from the panel layout and the inverter limits with Automatic Stringing * **Create electrical strings** by selecting and connecting panels directly on the roof layout * **Assign each string to a specific MPPT input**, allowing better control over energy optimization and inverter performance * **Visually map string routing**, making it easier to understand how panels are grouped and connected * **Monitor critical electrical parameters**, including open-circuit voltage (Voc), maximum power voltage (Vmpp), and current values * **Receive real-time validation feedback**, with warnings for any configuration that exceeds inverter limits or design constraints * **Modify existing strings** by adding or removing panels as needed * **Distribute strings across multiple MPPTs** to balance loads and improve system efficiency {% embed url="" %} ## Interface Components **Left Panel: PV System Menu** * Navigate between PV Panel, Setback, Inverter, and String * Remains visible without losing the current configuration **Center Area: Roof Layout** * Displays the roof layout on a satellite map * Shows all placed panels and roof dimensions * Main workspace for drawing strings While working: * Strings appear in distinct colors * Routing lines connect panels * Connection nodes appear in drawing mode **Right Panel: Inverter and MPPT Management** * Displays inverter specifications (MPPT count, AC power, max DC power, and current) For each MPPT: * View assigned strings * Track total values * See validation status ## How It Works Stringing can be done using two different methods, selected from the tabs on the right side of the screen. ### Automatic Stringing The **Automatic Stringing** option at the top of the String panel generates a complete stringing plan in one click, using the panel layout and the inverter's electrical limits. Click **Run Auto String** to generate the plan: * Strings are named automatically (A, B, C…), color-coded on the layout, and assigned to specific MPPTs * The plan respects the worst-case electrical series limits (minimum and maximum panels per string) and the MPPT current limits * Each string stays within one panel table and one orientation group, and gets a routed cable length * Existing inverters and MPPTs are preserved; only the strings are replaced {% hint style="info" %} Running Automatic Stringing replaces all current strings. The previous stringing is kept as a single undo step, so one **Undo** restores it. Generated strings can afterwards be edited, reassigned, or removed with the normal manual tools. {% endhint %} When the run finishes, a summary shows how many strings were generated, how many panels could not be strung (if any), and a list of warnings. #### Full Auto and Guided Modes Open the settings on the card to choose the **Mode**: * **Full Auto** (default) Series limits come from the worst-case electrical calculation, and the system decides everything else automatically. * **Guided** Lets you set custom rules for the run: * **String length (min–max panels)**: Minimum and maximum series panels per inverter model. A side left blank keeps the electrically calculated limit; values outside the worst-case range still run but return a warning. * **Parallel strings**: Allow multiple equal-length strings on the same MPPT, bounded by the MPPT current limit. * **Cross-facade strings**: Allow strings to span roof faces with a compatible orientation. Opposite orientations, such as east- and west-facing panels, are never mixed. {% hint style="info" %} Automatic Stringing needs at least one inverter with configured MPPTs and placed panels. The result is deterministic: the same design with the same settings always produces the same plan. {% endhint %} ### Manual Stringing String creation begins by selecting an MPPT input from the right panel and clicking the "+" button next to it. This activates drawing mode, prompting the user to click panels or drag across multiple panels on the roof canvas to build the string. Each panel added to the path becomes part of the same electrical string. As panels are selected, the system continuously calculates electrical parameters based on the panel specifications and the inverter model: * Voc, Vmpp, and Isc values update in real time * Routed cable length and total panel count are shown instantly * The allowed panel range for the current string is displayed at the bottom of the screen, representing the worst-case scenario for the project area. Connecting strings beyond the operating limits is allowed but not recommended. {% hint style="info" %} Once a string meets all requirements, a validation summary appears confirming that voltage and current values fall within the inverter's operating limits. * Strings that pass all checks are marked with a green indicator. * If any limit is exceeded, a red warning is shown on the MPPT row. Users may still proceed because production calculations will use the maximum values within the valid limit range. Since operational limits represent worst-case thresholds, connecting additional panels beyond these limits remains a user option. {% endhint %} Multiple strings can be created and assigned to different MPPTs. Each string is color-coded on the layout. #### String Creation Process (Step by Step) **Step 1: Select an MPPT Input** Open the right panel and locate the inverter's MPPT inputs. Click the "+" button next to the MPPT you want to assign the string to. This creates a new string entry and activates drawing mode. A prompt appears at the bottom of the screen indicating that panels can now be selected on the canvas.

**Step 2: Draw the String on the Roof** Click on individual panels on the roof to add them to the string one by one or drag across multiple panels. As each panel is added: * A routing line connects them in sequence * Electrical values in the right panel update instantly * The panel count and estimated cable length are shown alongside the current voltage range {% hint style="info" %} Once all desired panels are selected, press **Enter or Esc** to save the string. {% endhint %} {% hint style="info" %} For C\&I projects, panels can also be selected first and then assigned to a string. In this case, the selected panel group is automatically ordered to minimize cable routing distance. {% endhint %}

**Step 3: Monitor Real-Time Validation** As the string grows, the system continuously checks whether the configuration is valid: * The MPPT row displays the current Isc value * Red warnings flag any limit violations * The allowed panel count range is shown at the bottom of the screen as a reference **Step 4: Complete and Confirm the String** Once the desired panels are selected and all values are within limits, the string is finalized. A validation summary appears showing: * Voc and Vmpp values for minimum and maximum temperature conditions in the project area * Isc value confirmed against inverter limits * A green ‘All checks passed’ confirmation appears when the string is fully valid, while a red signal indicates ‘Needs correction’.

**Step 5: Add More Strings if Needed** Repeat the process for additional strings by clicking the "+" on the same or a different MPPT input. Adding multiple strings to the same MPPT creates parallel strings: * Each new string is color-coded differently on the roof layout * The first current value shown next to an MPPT represents the total combined current of all parallel strings connected to it; the value on the right is the MPPT's current limit. If the total exceeds this limit, a warning is displayed on the MPPT row. * Continue until all panels are assigned and the full system configuration is complete

## Key Outputs * Electrical validation result per string with pass or warning status * Voc, Vmpp, and Isc values under minimum and maximum temperature conditions * Panel count and routed cable length per string * MPPT-level current totals and string distribution * Color-coded visual representation of all strings on the roof layout * Real-time system compatibility feedback throughout the configuration process * Stringing losses, including losses caused by panels with different radiation exposure within the same string, or by connecting more or fewer panels than the optimal range, are calculated and presented in the loss chart within the proposal {% hint style="info" %} Important Note: Stringing is optional. Any panel not assigned to a string operates independently at its maximum power point as if an optimizer were present, and contributes no stringing loss. {% endhint %} *** ## Related Pages * [Panel Placement & Inverter Selection](/project-design/create-a-project/panel-placement-and-inverter-selection) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Heat Pump The page configures how the heat pump system operates by defining building characteristics and technical parameters to accurately calculate loads, size the system, and evaluate performance and costs. ## Purpose of This Page This page is used to define all assumptions related to heat pump usage and building conditions before a system is selected. The **Heat Pump Preferences** page establishes: * Which services the heat pump will provide (heating, cooling, hot water) * The physical and thermal characteristics of the building * Existing energy usage and prices for comparison * Technical thresholds that determine when heating or cooling is required Accurate and complete inputs on this page are essential for reliable system sizing, performance estimation, and financial analysis. ### How it works * Hourly simulations are performed using the project location’s hourly outdoor temperature data. * For each hour, the heat pump’s **capacity and COP performance** are evaluated according to performance analysis at different inlet and outlet temperature conditions. * After the heat pump is added to the system, its **hourly electricity consumption is combined with the building’s existing consumption profile**. * This combined hourly consumption is fully included in **PV and battery system feasibility calculations**, ensuring consistent energy balance and financial results. ## What You Can Do Here On this page, you can: * Define the intended use of the heat pump system * Describe building type and thermal characteristics * Enter fuel prices and currency for cost comparison * Specify heating distribution method and building geometry * Configure technical thresholds and hot water parameters * Generate automatic system suggestions or select systems manually {% embed url="" %} ## Heat Pump Activation Before entering system details, enable the **Heat Pump** toggle at the top of the page. * When disabled, the heat pump system is excluded from the project. * When enabled, all heat pump–related inputs become active and are included in calculations. ## Preferences Defines how the heat pump system is evaluated by setting building characteristics, usage purposes, existing energy sources, and technical thresholds that directly influence load calculations, system sizing, and cost analysis. ### Purpose You can select one or multiple options: * **Heating** – Includes space heating demand in calculations. * **Cooling** – Includes cooling demand based on outdoor temperature thresholds. * **Domestic Hot Water** – Calculates hot water demand based on building occupancy and usage patterns The selected purposes determine which load types are included in total system demand and directly affect the recommended system and recommended capacity. ### Facility Details Describes the building’s physical and thermal characteristics used in load and performance calculations. #### Building Type Defines the building’s position and exposure: * Detached House * Ground Floor * Roof Floor * Mezzanine This selection adjusts heat loss and gain assumptions. #### Insulation Represents the thermal quality of the building envelope, including walls, roof, and windows: * Very Good * Good * Medium * Low * Very Low Lower insulation levels result in higher heating and cooling demand, increasing required system capacity and energy consumption. #### Existing Fuel Specifies the current energy source used for heating or hot water: * Natural Gas * Coal * Electricity This input is used to calculate current operating costs and to compare them with projected heat pump costs. #### Base Price (With VAT) Defines the unit price of the selected existing fuel, including VAT. * Used to calculate current annual heating energy costs * Enables financial comparison and savings analysis after switching to a heat pump #### Currency Sets the currency used for all cost-related values in the project, including operating costs, savings, and comparisons. #### Heating Method Defines how heating and cooling are distributed within the building: * **Radiator** – Higher supply temperature requirement, which can reduce heat pump efficiency. * **Floor Heating** – Low-temperature system, higher efficiency with heat pumps. * **Fan Coil** – Supports both heating and cooling with forced air circulation. This selection directly affects required supply temperatures and system performance assumptions. #### Building Area It defines the total conditioned floor area of the building in square meters This is one of the primary inputs for determining heating and cooling capacity requirements. #### Adjust Building Height Manually Enable this option if the default building height does not represent the actual structure. * Useful for buildings with higher or lower-than-standard ceilings * Adjusting height impacts building volume and total heating and cooling demand When enabled, you can manually enter the building height value. ### Technical Details #### Heating Threshold (°C) This value defines the outdoor temperature below which heating demand is assumed to start. The system switches from neutral operation to heating mode. #### Cooling Threshold (°C) This value defines the outdoor temperature above which cooling demand is assumed to start. It is used to determine the cooling season and calculate cooling energy demand. #### Number of Residents This value is used to calculate domestic hot water demand by defining how many people occupy the building. #### Daily Water Usage per Person (Liters) Average daily hot water consumption per resident. #### Existing Water Temperature (°C) The temperature of the incoming cold water before heating. This value affects the amount of energy required to heat water to the target temperature. #### Targeted Water Temperature (°C) Desired hot water temperature after heating. {% hint style="info" %} The difference between existing and targeted temperatures defines the hot water heating load. {% endhint %} ## Selected Systems After completing all preference and technical inputs: * You may **manually select** a heat pump system based on your own expertise and requirements. * Or use **Suggest** to view system recommendations generated automatically using all entered parameters. Both methods rely on the same building, usage, and technical inputs defined on this page. ## Energy Flow & Performance Visualization After a heat pump system is selected, the platform provides a **visual performance summary** to help you understand how energy is supplied, converted, and delivered to the building. This visualization is shown as an **Energy Flow Diagram** and **Energy Flow Chart** that explains system efficiency, energy sources, and losses in a clear and comparable way. ### Energy Flow Diagram The Energy Flow Diagram compares **existing heating systems** with the **heat pump solution** by showing how energy moves through the system.

#### COP (Heating / Cooling) **COP (Coefficient of Performance)** indicates how efficiently the heat pump converts electrical energy into useful heating or cooling. This value differs from standard test condition COPs and represents the annual average COP calculated based on the project location’s hourly outdoor temperature data and selected heat pump’s performance parameters. * **Heating COP** Indicates the average efficiency of the heat pump while operating in heating mode over the course of the year. For every 1 kWh of electricity consumed for heating, the system delivers the stated amount of **useful heat energy** to the building. * **Cooling COP** Indicates the average efficiency of the heat pump while operating in cooling mode over the year. For every 1 kWh of electricity consumed for cooling, the system delivers the stated amount of **cooling energy** to the building. Higher COP values indicate better overall system efficiency and lower operating costs across both heating and cooling operations. #### Heat Load Coverage Rate (%) Shows how much of the building’s total heating demand is covered by the selected heat pump system. * **100%** means the heat pump fully meets the heating demand without auxiliary systems. * Lower values indicate partial coverage, typically supported by an additional heating source. The Energy Flow Diagram compares **existing heating systems** with the **heat pump solution** by showing how energy moves through the system. **Left Side – Existing System (Example: Natural Gas)** * **Natural Gas Input (e.g., 16,492 kWh)** Represents the total fuel energy consumed by the existing situation. * **Combustion Loss (e.g., 1,319 kWh – 8%)** Energyis lost during combustion and exhaust processes. * **Useful Heating Output (e.g., 15,172 kWh – 92%)** Actual heat delivered to the building after losses. This highlights inefficiencies inherent in combustion-based systems. **Right Side – Heat Pump System** The same heating demand is met using two energy sources: * **Grid Electricity (e.g., 3,191 kWh – 21%)** Electrical energy is consumed by the heat pump compressor and additional components. * **Environmental Energy (e.g., 11,981 kWh – 79%)** Renewable heat is extracted from the air, ground, or water. * **Delivered Heating (15,172 kWh – 100%)** Total useful heat supplied to the building, matching the heating demand. This demonstrates how heat pumps leverage renewable environmental energy to achieve high efficiency. **Show as Energy / Show in Currency** You can switch the visualization between: * **Energy view (kWh)** – Shows physical energy flows and efficiency * **Cost view (Currency)** – Converts energy values into operating costs based on defined energy prices This allows both technical and financial evaluation of system performance. > Together, these provide a transparent explanation of: > > * Where energy comes from > * How much is lost or recovered ### Energy Flow Chart The **Energy Flow Chart** provides a month-by-month view of how the building’s heating demand is supplied by the heat pump system. It breaks total heating energy into its contributing sources and helps visualize seasonal variations.

#### Average Demand in Selected Month At the top of the chart, a summary shows the energy balance for the selected month: * **Total Heating Energy** Represents the total heating demand of the building for that month. * **From Electricity Grid** The portion of energy supplied by grid electricity to operate the heat pump (e.g., 463 kWh – 23%). * **From Environment** The renewable energy extracted from the environment (air, ground, or water) by the heat pump (e.g., 1,543 kWh – 77%). This highlights how most of the heating demand is covered by renewable environmental energy rather than electricity consumption. #### Monthly Bar Chart Explanation Each vertical bar represents one month of the year and shows: * **Green section – Environment** Heat is captured from the environment. * **Blue section – Electricity Grid** Electrical energy is consumed by the heat pump. The combined height of each bar equals the **total heating energy demand** for that month. **Seasonal Behavior** * **Winter months** show higher total demand due to colder outdoor temperatures, with increased energy taken from the environment and higher electricity usage. * **Spring and Autumn months** show reduced demand and lower electricity consumption. * **Summer months** show minimal heating demand. This seasonal visualization helps assess system sizing accuracy and expected operational behavior throughout the year. > These seasonal behavior values are location-dependent and may vary, with cooling being higher in warmer climates. **Energy vs. Cost View** Using the toggle, the chart can be displayed as: * **Energy (kWh)** – Focuses on physical energy flows and system efficiency * **Cost (Currency)** – Converts monthly energy values into operating costs based on defined electricity prices By combining performance metrics with visuals, this section helps users confidently understand system behavior, validate recommendations, and clearly communicate the value of heat pump solutions to stakeholders. *** ## Related Pages * [Energy Consumption Page](/project-design/create-a-project/consumption/energy-consumption) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Battery The page lets you define your battery strategy by choosing between self-consumption, autonomy, and arbitrage operating modes, and automatically calculates the appropriate battery size for the project. ## Purpose of This Page This page is used to add and configure a battery system within a PV project. It allows you to define the battery’s role in the system, either to increase self-consumption or to provide backup power during grid outages. Based on the selected use case and preference inputs, solarVis automatically calculates the required battery capacity and proposes suitable battery systems. The results are based on an **hourly simulation** that compares solar production and site consumption and determines when the battery should charge or discharge. Battery calculations express **state of charge limits**, **efficiency losses**, and **charging/discharging power constraints** to reflect realistic system behavior. All inputs on this page directly affect: * Required battery capacity (kWh) * Self-consumption and grid dependency * Backup performance during outages * Energy flow outputs and system behavior simulations * Electricity cost savings and bill reduction * Long-term financial metrics such as return on investment * Recommended battery products and system configuration ## What You Can Do Here On this page, you can: * Enable or disable a battery system for the design * Select the battery operating mode: **Self Consumption**, **Autonomy**, **Arbitrage** * Adjust your target values, such as self-consumption rate and autonomy level * Configure how an arbitrage battery charges and discharges against the time-of-use tariff * Reserve part of the battery capacity for backup with **Enable Backup Reserve** * Include battery pack replacement in the long-term financial calculation * Let solarVis automatically size the required battery capacity or choose the battery manually {% hint style="info" %} By comparing different battery capacities, you can clearly see their impact on the system performance and easily choose the most suitable solution for your project. {% endhint %} * Review the recommended battery system and select a matching product {% embed url="" %} ## Battery Preferences Battery sizing and behavior are defined through a set of preferences that depend on the selected use case. ### Use Case Selection You should select **one** of the following battery operating modes: * **Self Consumption** (On-grid projects) * **Autonomy** (Zero injection projects) * **Arbitrage** (On-grid projects with a time-of-use tariff) {% hint style="info" %} In off-grid projects, calculations are based on autonomy by default. The use case selection is hidden because there is no other option for off-grid systems. {% endhint %} The selector only lists the modes that fit the design's grid connection type. A mode that exists but cannot be used, for example, **Arbitrage** on a design with a zero-injection connection type, is shown disabled with a tooltip explaining the reason. The selected use case determines: * Which input fields are shown * How battery capacity is calculated * How the battery is operated in simulations #### 1. Self Consumption Mode This mode focuses on increasing the share of generated solar energy that is consumed directly at the facility. In this mode, the battery stores excess PV production during the day. It discharges the stored energy later when on-site consumption exceeds solar generation. > It will be seen on **On-grid projects.** {% hint style="info" %} The battery is operated within a usable capacity range of 10% to 90%. {% endhint %} **Targeted Self-Consumption Rate (%)** Set the percentage of self-consumption you want to achieve with a battery system. The panel displays: * Current self-consumption rate without a battery * A slider to define the desired target SolarVis calculates the battery capacity required to store surplus production and reach the selected target. {% hint style="info" %} This mode is commonly used for: * Reducing electricity bills * Increasing solar utilization * Improving energy independence without full backup requirements {% endhint %} #### 2. Autonomy Mode This mode is designed to increase the level of energy independence by maximizing how much of the total consumption is covered by solar production and battery storage. > It will be seen on **Zero injection projects.** {% hint style="info" %} The battery is also operated within a usable capacity range of 10% to 90% in this mode. {% endhint %} **Targeted Autonomy Rate (%)** Set the desired autonomy level for the project. The panel displays: * Current autonomy rate without a battery * A slider to define the target autonomy rate Autonomy represents the percentage of total electricity demand that can be supplied by the PV system and battery without drawing energy from the grid. SolarVis calculates the required battery capacity to reach the selected autonomy target, considering: * PV production profile * Consumption profile * Daily and seasonal energy balance {% hint style="info" %} This mode is commonly used for projects aiming to minimize grid dependency rather than focusing only on backup scenarios. {% endhint %} #### 3. Arbitrage Mode Arbitrage mode uses the battery against the electricity tariff: it charges when electricity is cheap and discharges to serve the site or sell to the grid when it is expensive. > It will be seen on **On-grid projects** whose tariff has time-of-use period prices. #### Strategy Defines how the charge and discharge decisions are made: * **Optimal dispatch** A rolling-horizon optimiser decides when to charge and discharge based on tariff prices, production, and consumption. You can set the **Forecast horizon** (2–48 hours, default 8) and optionally enable **Include opportunity cost**, which adds a per-kWh wear and opportunity cost to grid charging so the battery only charges from the grid when the arbitrage benefit exceeds this cost. * **TOU-based** You mark the charge and discharge hours yourself on a 12-month by 24-hour grid with separate **Weekday Schedule** and **Weekend Schedule** tabs, using the **Charge**, **Discharge**, and **Erase** paint tools. The tariff's period prices are shown on the grid so cheap and expensive hours are easy to spot. A suggestion is auto-filled from the tariff, and **Auto-fill from tariff** re-derives it at any time; editing the grid switches the schedule to manual. #### Max Grid Import Power and Max Grid Export Power Optional caps on the AC power the battery draws from the grid and exports to the grid. Leaving a field empty uses the battery's maximum power. #### Backup Reserve Backup power is configured with the **Enable Backup Reserve** switch, available in the Self Consumption and Arbitrage modes. When enabled, the **Backup Percentage (%)** slider (10–90%, default 50%) reserves that share of the battery capacity as a minimum state of charge: * The battery does not discharge below this level while connected to the grid, so the reserve stays available for outages * The remaining capacity is used by the selected operating mode #### Battery Replacement Cost Turn on **Enable Battery Replacement Cost** (available in the Self Consumption and Arbitrage modes) to include battery pack replacement in the 20-year simulation and in the battery payback calculation. * **Replacement cost** The total cost of one replacement event for the whole battery pack, with its **Currency**. Required when replacement is enabled. * **Replacement trigger** Choose what triggers a replacement: * **Fixed year**: Replace the pack once at the start of the chosen **Replacement year** (1–20, default 10) * **Cycle count**: Replace the pack when it reaches the set number of **Equivalent full cycles** (default 4000); this may trigger multiple replacements over 20 years * **Capacity threshold**: Replace the pack when its state of health falls to the set share of nominal capacity (10–100%, default 70%) ## Selected System After defining battery preferences, solarVis calculates the required battery capacity and displays suggested battery systems. For each suggested option, you can review: * Total battery capacity * Expected self-consumption rate * Expected autonomy * Backup duration with solar energy support You can: * Accept the suggested battery system * Manually select a different battery model * Compare alternatives before applying the system {% hint style="info" %} Once applied, all energy, financial, and performance calculations update automatically. {% endhint %} ## Battery Impact Overview & Performance Visualization After a battery is selected, the platform provides a **visual performance summary** to illustrate how integrating a battery system affects energy usage, backup capability, and electricity costs when compared across different system configurations. > The project connection type can be set to **on-grid, and zero injection to see these charts.** ### Key Performance Indicators At the top of the page, summary indicators provide a quick overview of system performance based on the selected battery strategy.

#### Yearly Average Self-Consumption This indicator shows the proportion of solar energy that is consumed directly on-site over the course of a year. * It reflects how effectively the system minimizes electricity exported to the grid. * The value increases as battery storage allows excess solar energy to be used later. * It is influenced by load behavior, PV production, and battery operation strategy. #### Backup Time (With Solar Energy Contribution) This metric represents the estimated duration during which the system can supply power to critical loads during a grid outage while solar generation is available. * The value is derived from battery capacity, critical load definition, and expected solar energy contribution. #### Backup Capacity This indicator reflects the energy (kWh) available from the battery's backup reserve during a grid outage. * When **Enable Backup Reserve** is on, it follows the configured backup percentage. * Otherwise, a typical battery management reserve of about 10% of the total capacity is assumed. #### Payback Period This indicator shows how long it takes for the battery investment to be recovered through bill savings, displayed as years and months. * The battery investment includes replacement costs when **Enable Battery Replacement Cost** is configured. * Savings are the difference between the bill with solar only and the bill with solar and battery. * The value is capped at 20 years when the investment is not fully recovered within the simulation horizon. ### Annual Energy Estimation Chart This visualization highlights how battery storage enhances both self-consumption and cost efficiency.

The visual chart comparison of electricity cost behavior across the year. Each month is displayed with three comparative values: * Cost without solar energy * Cost with solar energy only * Cost of both solar energy and battery This view allows users to understand how energy generation and storage influence grid dependency and financial outcomes over time. #### Monthly Utility Bill Comparison For each month, a detailed breakdown is shown for the different system configurations. **Before Solar** This scenario represents full reliance on the grid, with no on-site generation or storage. * All electricity is purchased from the utility * No surplus energy is produced **With Solar** This scenario shows the effect of adding PV generation. * Grid consumption is reduced * Excess energy may be exported * Costs change depending on seasonal production **With Solar + Battery** This scenario demonstrates the added value of energy storage. * A larger share of solar energy is consumed on-site * Grid usage is minimized both outside solar production hours and by storing solar surplus in the battery instead of exporting it to the grid. * Financial performance becomes more stable across the year {% hint style="info" %} The battery’s contribution to the financial performance may vary depending on local regulations. {% endhint %} ### Daily Energy Usage Chart This section visualizes how energy is produced, consumed, stored, and supplied throughout an average day of the selected month.

The chart shows the selected month's average day: each hour is the average of that hour across all days of the month for both production and consumption, and the battery is simulated on these averaged profiles with the design's operating mode. This makes the daily curves representative of the whole month instead of one sampled day. The chart combines multiple energy indicators to illustrate system behavior at each hour: * **Production** Represents the solar energy generated during the day. * **Consumption** Shows the site’s electricity demand throughout the day, reflecting typical usage patterns such as daytime activity and evening demand. * **Autonomy** Indicates whether the site is being supplied by on-site energy sources (solar and battery) rather than the grid. Higher autonomy means lower grid dependency at that hour. * **State of Charge** Displays how full the battery is over time. It increases when excess solar energy is stored and decreases when the battery supplies energy to the site. #### Monthly Selection The month selector allows you to view how daily energy behavior changes across different seasons. This helps illustrate: * Seasonal variation in solar production * Changes in battery usage patterns ### Energy Flow

The **Energy Flow** tab shows an annual energy-flow diagram between **Solar PV**, **Grid**, **Site**, and **Battery**, together with an **Energy Flows** table listing each flow with its yearly value and a short description: * Solar to Site, Solar to Grid, and Solar to Battery * Grid to Site and Grid to Battery; grid charging typically happens during cheap tariff hours in arbitrage operation * Battery to Site and Battery to Grid: battery energy sold back to the grid when export is allowed > The Grid node is hidden for off-grid designs. ### Cashflow For on-grid designs, the **Cashflow** tab plots the battery's financial performance over 20 years: per-year net cashflow, the battery's upfront costs, replacement costs for the years the pack is replaced, and the accumulated cashflow line.

{% hint style="info" %} When the battery investment is included in the return-on-investment calculation, battery replacement costs are also reflected in the overall solar payback period and the cumulative cashflow of the project. {% endhint %} ### Key Insights from the Charts * Shows when solar energy is consumed directly, stored in the battery, or supplied back to the system on an hourly basis * Illustrates how grid dependency increases or decreases throughout the day and across the year * All values are based on the same hourly simulation used for system sizing, savings calculations, and performance analysis * Makes backup readiness and system resilience clearly visible * Shows how energy storage improves both operational performance and financial outcomes {% hint style="info" %} **Off-Grid Connection Type + Battery** When an **off-grid** connection type is selected, the Battery page reflects a fully independent system without grid support. In this mode: * All consumption must be covered by **solar production and battery storage** * Energy deficits indicate periods where usable production is insufficient The visualizations emphasize **usable production, consumption balance, and energy deficit**, helping evaluate whether the system can operate reliably without a grid connection. {% endhint %} *** ## Related Pages * [Project Details Page](/project-design/create-a-project/project-details) * [Consumption Page](/project-design/create-a-project/consumption) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Bill of Materials (BoM) The page allows you to review added components, add additional items, define pricing for each material, and control how costs, taxes, and margins are applied at both item and project levels. ## Purpose of This Page This page serves as the **final cost and material definition stage** of the project. It ensures that: * All required technical components are included * Each item is priced correctly using appropriate units * Financial rules such as discounts, margins, and VAT are applied consistently * The proposal and return on investment calculations reflect the true project cost structure {% hint style="info" %} Materials are organized into separate system sections, such as PV System, Battery, and Heat Pump. Each section displays its own materials and subtotal, while the financial summary calculates the complete project price. {% endhint %} All changes made here are auto-saved and immediately reflected in totals, proposals, and financial outputs. ## What You Can Do Here On this page, you can: * Review automatically added the core equipment from the design * Add additional materials to individual system sections and cost items manually or apply predefined presets * Select pricing types such as Quantity, Per Watt, Set, or other unit-based options for each material * Customize each material's visibility and financial behavior through Detailed Settings in the proposal * Configure discount, margin, and VAT settings for the entire Bill of Materials * Change currency instantly * Define the annual maintenance cost * Download the Bill of Materials ## How It Works Project materials are organized into separate sections based on the system they belong to. The available sections depend on the materials included in the project. The top summary displays the total number of materials and relevant system values, including project DC power, project AC power, and battery capacity. {% embed url="" %} ## System Sections and Subtotals Materials are grouped into system sections, such as: * PV System * Battery * Heat Pump Each section shows the number of materials it contains and calculates its own subtotal. Use the Add New Material button within a section to add an item directly to that system group. The project subtotal combines the values from all active sections. {% hint style="info" %} It can include or exclude battery cost from the PV system ROI. Disable it when the battery should remain in the project price, but should not affect the ROI calculation. {% endhint %} ## Automatically Added Materials When you open this page, solarVis automatically adds the main equipment based on the project design and configuration: * Solar panels * Inverters * Batteries (if applicable) * Heat pumps (if applicable) These materials are linked to previous design steps. Their quantities and system-related values are calculated automatically and updated when the design changes. {% hint style="info" %} Only the *Unit Price* can be changed for these items; all other values come from the project design. {% endhint %} ## Expanding the Material List ### Presets Presets are a predefined list of materials for a project, created by users to speed up project setup. Selecting a preset automatically adds all materials included in that preset to the relevant system sections. Typical preset use cases include: * Residential solar energy projects * Commercial systems by capacity range * Standard installation packages {% hint style="info" %} Cost items included in the selected preset are automatically added under their assigned system sections. Battery-related preset items are added only when a battery is included in the project. {% endhint %} {% hint style="info" %} A shortcut link below the preset selector allows you to manage and update presets.

{% endhint %} ### Manual Material Addition By clicking **Add New Material**, you can manually add individual items in the required system section to the Bill of Materials. Common material categories include: * Project Cost * Labor Cost * Shipping Cost * Unexpected Cost * Mounting * SCADA * EV Charging Station * Duplex Meter * Electrical Panel * Custom items * My Items {% hint style="info" %} The materials in ‘My Items’ are previously created and saved entries. When adding a material from ‘My Items’, only entries that match the selected system section are displayed. Materials assigned to other categories or system sections are not shown. To add, update, or delete an entry, make the changes on the [My Items page](/configuration/materials-page/my-items). {% endhint %} Each added material can be fully customized in terms of pricing, visibility, and financial behavior. {% hint style="info" %} Rows with missing required fields are highlighted until completed, and changes are not saved if any missing data exists. {% endhint %} Materials added manually can be removed using the delete button displayed on the material row. ### Pricing Types Each material can be priced using a specific **Pricing Type**, which defines how its total cost is calculated. Available pricing types include: * **Quantity -** fixed price multiplied by item count * **Per Watt -** calculated using project DC power * **Per Panel** * **Per Meter -** commonly used for cabling * **Per Kilogram -** commonly used for mounting * **Set -** single fixed amount * **Percentage -** calculated as a percentage of the project subtotal cost * **Per Watt-Hour (Battery)** - based on battery capacity The selected pricing type determines how the system calculates the subtotal. {% hint style="info" %} Examples: * Per Watt multiplies the unit price by the total DC power * Per Panel multiplies the unit price by panel count * Set applies a fixed price once * Percentage applies a percentage to the project subtotal cost All subtotals update automatically when project values change. {% endhint %} ## Currency Selection The currency selector in the top-right corner allows instant switching between EUR, USD, and other currencies. When the currency is changed, **all unit prices, subtotals, and totals are recalculated automatically** without losing data. {% hint style="info" %} You can change your account’s default currency in the **Company section** of the **Settings page.** When updated, the new default currency will be applied across your account’s currency settings going forward. {% endhint %} ## Browse Materials * **Browse Materials** opens the full solarVis material database, allowing you to search and select predefined products. {% hint style="info" %} If you can’t find the materials you need, you can use the *Request Material* button on the All Materials page. {% endhint %} ## Download Bill of Materials (BoM) * **Download Bill of Materials** exports the complete Bill of Materials in **Excel** format for external use or sharing. ## Detailed Settings (Three-Dot Menu) Each material has a dedicated settings panel accessed via the **three-dot menu** on the right side of the row. {% hint style="info" %} All these settings apply only to the selected material. {% endhint %} This popup screen is divided into two main sections: ### Proposal Settings Controls how the material appears in the customer proposal. You can: * Add or edit the description shown for this material in the proposal * Toggle to show or hide the material * Toggle to show or hide unit price * Toggle to show or hide brand and model number * Toggle to show or hide material-level discount > These settings affect only the proposal output, not calculations. {% hint style="info" %} Proposal settings are linked to each other. For example, to display the custom discount for a material in the proposal, you must select both **“Show this material in the proposal”,** **“Show unit price of this material in the proposal”, and “Show discount of this material in the proposal.”** {% endhint %} ### Financial Settings Financial settings define how the material impacts cost calculations and feasibility results. * **Include in Return on Investment** Determines whether this material affects return on investment and payback calculations. If disabled, the material remains on the Bill of Materials page and in the proposal, but is excluded from financial metrics, such as return on investment and payback progress. Advanced item-level overrides include: * **Custom Discount** Applies a discount only to this material, overriding the project-wide discount. * **Custom Profit Margin** Sets a specific margin for this item instead of the global margin. * **Custom VAT Rate** Defines a unique VAT rate for specific materials or incentive materials, useful in markets where different items are taxed differently. {% hint style="info" %} The custom VAT applied to this material will be included in the total VAT calculation. {% endhint %} These values override project-wide settings for that specific material. The **Total Amount** shown at the bottom of the modal reflects all applied rules for that material. ## Project-Level Financial Settings and Calculated Totals At the bottom of the Bill of Materials page, you can configure financial settings that apply across the entire project. You can adjust: * **Discount:** Project-wide discount applied to all materials * **Profit Margin:** Margin added on top of material costs * **VAT Rate:** Tax applied to the final amount > You can also choose whether VAT and discounts are visible in the proposal. As these values are edited, solarVis automatically recalculates all totals in real time: * Subtotal * Discount amount * Profit margin amount * Total excluding VAT * VAT * Final total These project-level financial settings directly shape the proposal output and all feasibility calculations. ## Annual Maintenance Cost The Annual Maintenance Cost field allows you to define recurring yearly operational costs for the project. This value represents expenses such as: * Routine system inspections * Cleaning and minor servicing * Ongoing operational support {% hint style="info" %} When an annual maintenance cost is entered, the value is included in the two different parts of the proposal: * The Payback Period of the solar system is recalculated * Cumulative Cash Flow calculations are updated {% endhint %} This ensures long-term financial results reflect both upfront investment and ongoing operational costs. *** ## Related Pages * [Request Materials Page](/configuration/materials-page/request-material) * [All Materials Page](/configuration/materials-page/all-materials) * [Company Page](/configuration/settings-page/company-settings) * [My Items Page](/configuration/materials-page/my-items) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Summary & Offer This page allows you to review and validate the complete technical, energy, battery, and financial results of the project before creating or sending the proposal. ## Purpose of This Page The Summary & Offer page is the final checkpoint of the project workflow. It consolidates outputs from all previous steps and presents them in a customer-ready format. This page is used to confirm design accuracy, explain system performance, validate financial outcomes, and generate the final proposal. {% hint style="info" %} No manual input is required on this page. All results are recalculated automatically whenever a change is made elsewhere in the project. {% endhint %} ## What You Can Do Here On this page, you can: * Review the full system configuration and capacities * Verify panel, inverter, and battery selections * Inspect layout images and 3D design visuals * Understand how energy flows between the solar, the battery, and the grid * Analyze energy production, consumption, and self-consumption * Review system losses and performance assumptions * Evaluate the battery contribution that you arranged * Review investment cost, savings, and payback period * Validate annual bill savings and cash flow impact * Review the full bill of materials and pricing * Download hourly simulation results for detailed analysis * Print or send the proposal to the customer {% embed url="" %} ## Step-by-Step Overview This section helps you review the project summary and final checks before sending the offer. ### Download Hourly Simulation The Download Hourly Simulation option is also available on the Summary page, allowing you to export system performance data without returning to the **Panel Placement & Inverter Selection** page. This provides quick access to detailed hourly results based on the finalized system configuration shown in the summary. To download the hourly simulation file: * Click Download Hourly Simulation from the top right section of the page The exported file includes the same hourly simulation dataset generated from the current project, reflecting: * System production values * Consumption and energy flow data * Battery and heat pump behavior if configured {% hint style="info" %} This allows you to directly use simulation results for analysis, reporting, or sharing with stakeholders after completing the system design. {% endhint %} ### Print Offer Clicking the **Print Offer** opens the proposal in a dedicated proposal view. A unique proposal link is generated automatically. From there, the proposal can be previewed, customized, changed the quote template & settings, and downloaded as a PDF. #### **What happens when you click Print Offer** * The proposal opens in a full-page preview mode * The proposal layout is generated based on the selected quote template and quote settings #### **What you can do in the Print Offer view** * Preview the complete proposal exactly as the customer will receive it * Switch between available quote templates, such as On-Grid or Off-Grid, and different language options * Customize all sections while previewing the proposal and see changes applied immediately #### **'Save as PDF' or 'Send Offer' Buttons** After clicking the **Print Offer** button, two options will appear: **Save as PDF** and **Send Offer**. 1. **Save as PDF** Click the **Save as PDF** button to download the proposal as a PDF file. {% hint style="info" %} When downloading the proposal **using Google Chrome**, select **the** **Background Graphics** option to include graphics in the saved file.

{% endhint %} 2. **Send Offer** Click the **Send Offer** button to open the Send Proposal modal. From this modal, you can choose how the proposal will be delivered to the customer. You can use solarVis' hosted delivery methods or your own communication channels. **SolarVis Hosted Methods** * **Send via Phone** SolarVis sends an SMS to the customer containing a secure proposal link. * **Send via Email** SolarVis sends the proposal link directly to the customer’s email address. {% hint style="info" %} SolarVis provides different message and email templates, which you can change whichever you want and preview before sending. {% endhint %} After selecting one or both options, click Send Proposal to deliver the offer. **Your Own Methods** * **Get Link of Proposal** Copies a shareable proposal link that you can send manually. * **Send via WhatsApp** Opens WhatsApp with the proposal link ready to send to the customer. * **Send via Email App** Opens your default email application with the proposal link included. ### Project Header and Controls At the top of the page, you can see the project name, customer name, project location, created date, and company logo to review all the introduction information. #### System Overview This section summarizes the core technical configuration of the system, including: * Total number of panels * Inverter count * Whether the battery and heat pump are included, and the capacity * Installed DC power * Installed AC power It allows you to quickly confirm that the designed system matches the intended project scope. #### Design Overview The Design Overview displays visual representations of the project layout: * Main system design image * Additional views generated from the 3D model These visuals are used directly in proposals to clearly explain panel placement, roof usage, and system layout to the customer. #### Energy Flow This section explains how energy moves through the system over the course of a year, using a flow diagram between **Solar PV**, the **Grid**, the **Site**, and the **Battery**. An accompanying **Energy Flows** table lists each flow with its yearly value and a short description: * Solar energy delivered to the site, the grid, and the battery * Grid energy supplied to the site and used to charge the battery * Battery energy supplied to the site and sold back to the grid This makes it easy to see how production, storage, and grid exchange balance out across the year. #### Estimated Production and Consumption This section provides the following details: * Annual totals for production, consumption, and self-consumption * Monthly breakdowns displayed in tables and charts These visuals help explain seasonal variations and show how much solar energy is used directly on site versus exported to the grid. #### Estimated System Losses This section details the performance losses applied in the system calculation, including: * Irradiation losses * DC losses * AC losses These values explain why the final AC energy output differs from the theoretical solar potential. #### MCS Shading Analysis (if applicable) For UK projects assessed with the MCS shading standard, this card presents the MGD-005 shade evaluation after the MCS shading analysis has been run: * One 84-segment sunpath diagram per array, with the shaded segments marked and a minimap of the array's panels * A table with each array's orientation, inclination, module count, installed kWp, shaded segments, and shade factor * The kWp-weighted system shade factor Each sky segment blocked by an obstruction reduces the array's output by 1%, so the shade factor equals 1 − 0.01 × shaded segments. #### Heat Pump Systems (if applicable) If a heat pump system is included, this section summarizes its impact on the project. You can review the following points in this section: * Heating and cooling efficiency (COP values) * Heat load coverage rate * Energy source distribution for heating demand #### Battery Systems (if applicable) If a battery system is included, this section summarizes its impact on the project. It can be reviewed the following items in this section: * Average self-consumption increase * Backup capacity and estimated backup time * Battery contribution to energy bills #### Financial Overview The Financial Overview presents the key economic results of the project, including: * Total investment cost * Annual maintenance and repair cost * First-year savings * Return on investment All values are calculated automatically based on system performance, pricing, and regulatory assumptions. #### Annual Bill Savings This section compares electricity bills: * Before solar installation * After solar installation * After solar with battery (if applicable) Monthly savings and coverage rates help clearly demonstrate the financial benefits of the system. #### Materials The Materials section lists all components included in the project. For each item, this section presents the following details: * Product name * Unit type * Unit price * Quantity * Total cost This ensures pricing transparency and aligns the proposal with the configured bill of materials. *** ## Related Pages * [Project Details Page](/project-design/create-a-project/project-details) * [Heat Pump Page](/project-design/create-a-project/heat-pump) * [Battery Page](/project-design/create-a-project/battery) * [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom) * [Panel Placement & Inverter Selection Page](/project-design/create-a-project/panel-placement-and-inverter-selection) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Organization Page This page provides a centralized view of your organization's structure in solarVis, including partners, teams, and the headquarters. ## Purpose of This Page The Organization page is designed to help you manage the internal and external structure of your company within solarVis. It allows administrators to define organizational units, assign responsibilities, and control access at different levels of the organization. Using this page, you can: * Structure how users and projects are distributed across the company * Define clear ownership and accountability * Manage access rights and visibility based on organizational roles This page functions as the **top-level organizational layer**, linking all operational entities, users, projects, and permissions under a unified structure. ## What You Can Do Here From the Organization page, you can perform the following actions: * View all organizational units in a single, centralized overview * Navigate easily between **Partners**, **Teams**, and **Headquarters** * Create, edit, and manage partner organizations and internal teams * Access detailed information for each organizational unit, including users and projects * Monitor how projects and users are distributed across the organization ## Page Structure The Organization page is divided into three main tabs, each representing a different level of the organizational hierarchy: ### Partners The Partners tab lists all partner organizations connected to your company. Partners typically represent branches, dealers, resellers, or external organizations that operate under your main company. Each partner: * Can have its own users and projects * Is linked to the headquarters for oversight and governance ### Teams The Teams tab displays internal teams used to organize users within your company. Teams are ideal for structuring internal operations such as sales, engineering, or project management. Teams: * Group users within the company * Help assign projects and responsibilities internally * Improve organization and clarity within the headquarters > Teams do not function as independent organizations but as internal groupings under the main company. ### Headquarters The Headquarters represents the main company entity and sits at the top of the organizational hierarchy. The headquarters: * Owns all organizational data * Manages global users and permissions * Has full visibility across partners and teams * Receives transferred projects when partners or teams are suspended or removed ## Summary The Organization page defines how your company is structured in solarVis. By organizing users and projects under partners, teams, and the headquarters, you can maintain clear ownership, control access levels, and scale operations in a structured way. This structured approach helps maintain operational clarity while supporting growth and collaboration across multiple organizational levels. *** ## Related Pages * [Partners Page](/configuration/organization-page/partners) * [Teams Page](/configuration/organization-page/teams) * [Headquarters Page](/configuration/organization-page/headquarters) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Partners The page provides a centralized view of all partner organizations connected to your company within solarVis. It allows headquarters users to manage partner-level users and operational status. ## Purpose of This Page The Partners page is used to organize and manage partner organizations that operate under your main company structure in solarVis. Each partner represents a separate organizational unit, such as a reseller or dealer, that can independently manage its own projects and users. Despite this operational independence, all partners remain structurally linked to the headquarters, ensuring centralized governance, reporting, and data control. This structure allows headquarters teams to expand operations efficiently by distributing project workloads to partners while preserving oversight, standardization, and accountability across the entire organization. ## What You Can Do Here From the Partners page, headquarters users can: * View all partner organizations displayed as cards with key performance and activity indicators * Use the ‘New Partner’ button to add the new dealer or partner * Create and onboard new partner organizations * Access detailed partner-level pages * Monitor partner activity, including project volume or users * Identify or manage active or suspended partners at a glance * Navigate to partner-specific **Overview**, **Members**, and **Settings** sections * Add a new member from existing users or invite a new one by selecting a role ## How It Works Partners are created and managed under the **Organization** section of solarVis. Each partner is represented by a card that displays high-level operational information, including: * Partner name and geographic location * Total number of projects created by the partner * Partner creation date * Current operational status (Active or Suspended) Selecting a partner opens the **Partner Details** page, which is divided into three tabs: ### Overview Provides a summary of the partner’s activity, project statistics, members & roles & status, and general information. ### Members Allows management of partner-level users, including adding, removing, or reviewing & changing user access within the partner organization. ### Settings Enables configuration of partner-specific details and operational controls without impacting other partners or the headquarters structure. {% hint style="info" %} Partners can only see their own cards on the Organization page; teams and headquarters are not visible to partner accounts. {% endhint %} ## Partner Permissions & Visibility * **Company Documents** * Partners can view all company documents. * They **cannot add or delete** documents. * Documents can **only be downloaded**. * **Projects and Leads** * Partners can see **only their own projects** or projects **assigned to them**. * They **cannot view other partners or their projects**. * **Contacts** * Partners can view **only the contacts they created** or contacts linked to projects **assigned to them**. * Other partners’ contacts are not visible. * **Materials** * On the Materials page, partners can see **only active materials**. * They **cannot activate** and **deactivate** materials, nor can they edit material details. * **Partner Admin Role** * A Partner Admin can invite **Partner Admins** or **Partner Members**. {% hint style="info" %} Partner members do not have permission to invite other partner admins or members to their team. {% endhint %} ## Partner Suspension Behavior If a partner is suspended: * All projects, leads, and associated assets are automatically transferred to the headquarters * The partner loses access to all existing projects * The partner is prevented from creating new projects This ensures business continuity and protects company data while allowing headquarters to maintain full ownership and control. {% hint style="info" %} Partners are not allowed to change their status from Active to Suspended; only headquarters can do that. {% endhint %} {% hint style="info" %} If a partner is suspended, all related accounts, including partner admins and members, will also be suspended. {% endhint %} ## Key Outcomes * A clearly structured and scalable partner network * Controlled access at the partner level * Transparent ownership of partner-generated projects * Centralized visibility into partner operations and performance *** ## Related Pages * [Organization Page](/configuration/organization-page) * [Headquarters Page](/configuration/organization-page/headquarters) * [Contacts Page](/crm-and-project-management/contacts) * [Active Materials Page](/configuration/materials-page/active-materials) * [Company Settings Page](/configuration/settings-page/company-settings) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Teams The page provides a centralized view of all internal teams within your organization. It allows you to create, manage, monitor teams & members, and their associated projects, all from a single place. ## Purpose of This Page The Teams page is used to group internal users into functional or operational units within your company. These teams represent internal departments or working groups and are not independent organizations. Like partners, teams are operated under the headquarters and share the same company structure, data ownership, and governance rules. They are commonly used to represent departments such as: * Sales * Engineering * Project Management * Operations By organizing users into teams, you can streamline internal workflows, clearly define responsibilities, and improve coordination. ## What You Can Do Here From the Teams page, headquarters users can perform the following actions: * View all internal teams displayed as individual cards * Create new teams under the headquarters structure * Open detailed views for each team * Track team-level project activity and workload * Manage team members and assign roles * Suspend partners or member that are no longer active or needed if the role is team lead ## How It Works Teams are created within the Organization section and are always managed under the headquarters structure. They do not function independently and cannot exist outside your main organization. Each team is represented by a card that displays high-level information at a glance, including: * Team name * Total number of projects owned by the team * Team creation date * Current status (Active or Suspended) Selecting a team card opens the **Team Details** page, which is organized into three main tabs: {% hint style="info" %} Every team member can view the partner's card and their team card in the organization page. {% endhint %} {% hint style="info" %} On the *Settings > Company > Users* page, teams can only see their own members. {% endhint %} ### Overview Provides a summary of the members, team’s activity, project ownership, and general information. ### Members Allows you to add or remove users, define team membership, and manage user roles and responsibilities within the team. ### Settings Enables configuration of team-specific options such as status management and team name. All team data remains fully connected to the headquarters, ensuring centralized ownership and consistent access control. ## Team Permissions & Visibility * **Company Documents** * Teams **can view** all company documents. * They **can’t add or delete** documents. * Documents can **only be downloaded**. * **Contacts** * Teams can view **contacts created by the partner**. * Teams can create and view **their own contacts**. * Contacts created by **other teams or owned by the headquarters** are not visible. * **Projects & Leads** * Teams can view: * Projects and leads **they created** * Projects and leads **assigned to them** * Projects and leads related to **their partner** * Teams **can’t view** projects or leads belonging to other teams or owned by the headquarters * **Materials** * On the Materials page, teams can see **only active materials**. * Teams **can’t activate or deactivate** materials and **cannot edit** their details. * **Team Admin Role** * A Team Admin can invite **all users except Headquarters users**. * **Account & Integrations** * Teams **cannot view or manage** the main account’s **subscription**. * Teams **cannot view or manage** the main account’s **integration**. ## Team Suspension Behavior When a team is suspended: * The team can no longer create new projects * Team members lose access to the team’s existing projects {% hint style="info" %} Before suspending the whole team, you can choose to reassign all users to another team, either with the same role or a different role. {% endhint %} * All projects, leads, and related assets are automatically transferred to the headquarters, and this action can not be undone This ensures business continuity while allowing you to deactivate unused or inactive teams safely. {% hint style="info" %} If the team is reactivated, projects, leads, or assets cannot be reassigned to the same team. {% endhint %} ## Key Outcomes Using the Teams page enables you to achieve: * A clear and scalable internal team structure * Better project ownership and responsibility distribution * Centralized control under the headquarters * Improved visibility into internal activity and performance *** ## Related Pages * [Company Settings Page](/configuration/settings-page/company-settings) * [Organization Page](/configuration/organization-page) * [Partners Page](/configuration/organization-page/partners) * [Headquarters Page](/configuration/organization-page/headquarters) * [Active Materials Page](/configuration/materials-page/active-materials) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Headquarters The page represents the top-level organizational entity in solarVis, serving as the central hub for managing users, activity, and core settings. ## Purpose of This Page The Headquarters page serves as the **main administrative control center** of your organization in solarVis. It is responsible for: * Owning and governing all organizational data * Providing visibility into company-wide usage and activity * Managing organization-level users and roles * Acting as the default and optional owner for projects, leads All sub-units, such as **partners and teams**, are structurally connected to the headquarters. If a partner or team is suspended or removed, their data and resources remain safely owned by the headquarters, ensuring organizational stability and data integrity. ## What You Can Do Here From the Headquarters page, you can: * View high-level organizational activity and usage metrics * Monitor total users and projects across the organization * Manage headquarters-level users and permissions * Invite new users to the organization * Configure core headquarters information and settings ## How It Works The headquarters is created when your organization is set up and represents the top-level entity in solarVis. It serves as the central structure under which all users, partners, teams, and projects are managed. The headquarters is represented by a card that displays high-level information at a glance, including: * The headquarters name and assigned location {% hint style="info" %} The first headquarters name and location are taken from the *Settings > Company* page. It can be changed later in the Headquarters Setting section. {% endhint %} * Total number of projects owned by the headquarters * Headquarters creation date Selecting the Headquarters card opens the **Headquarters Details** page, which is organized into three main tabs: ### Overview Provides a high-level snapshot of the headquarters, displaying key organizational details and overall activity metrics such as total users and projects. ### Members Allows administrators to view and manage users assigned directly to the headquarters, including roles and status. From here, users can be invited, roles can be updated, and access can be controlled. ### Settings Manage core headquarters information, such as the headquarters name or . Changes made here affect how the headquarters is displayed across the organization without impacting partner or team settings. ## Headquarters Admins or Members Suspension Behavior The headquarters is the top-level entity in solarVis. **When a headquarters admin or member is suspended by headquarters admins:** * **The suspended user loses access to all projects within the headquarters**, as projects are not assigned to individuals but to the headquarters structure itself This behavior ensures data safety and structural integrity while allowing administrators to temporarily disable organizational operations when required. {% hint style="info" %} Any suspended account can not access the account. {% endhint %} ## Headquarter Permissions & Visibility * **Users & Units** * In **Company Settings → All Users**, Headquarters can see **all users**. * In **My Unit**, only **Headquarters users** are displayed. * **Contacts** * Headquarters can view **all contacts**. * **Projects & Leads** * Headquarters can view **all projects and leads**. * Projects and leads can be **updated and assigned**. * **Materials** * On the Materials page, Headquarters can view **all materials**, including **active and inactive**. * Materials can be **updated**. * **Headquarters Admin Role** * A Headquarter Admin can invite users with **any role, like partner & team admins or members**. {% hint style="info" %} The headquarters member or any other roles (teams \&partners) can’t suspend the headquarters admin. {% endhint %} ## Key Outcomes The Headquarters page enables: * Centralized ownership of all organizational data * Clear visibility into company-wide activity and usage * Controlled, organization-level user and role management * A stable fallback structure for suspended or removed partners and teams *** ## Related Pages * [Company Settings Page](/configuration/settings-page/company-settings) * [Organization Page](/configuration/organization-page) * [Partners Page](/configuration/organization-page/partners) * [Headquarters Page](/configuration/organization-page/headquarters) * [Active Materials Page](/configuration/materials-page/active-materials) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Materials Page The page serves as the control panel where you can manage and configure all hardware materials used in the solar projects from the database for system design, cost calculation, and customer proposals. ## Purpose of This Page The Materials page allows you to browse, activate, price, and manage all materials used across your projects. It ensures that only approved, correctly configured, and up-to-date materials are available during project design and proposal creation. By managing materials in one place, you maintain consistency in system design, pricing accuracy, and professional proposal output.

## What You Can Do Here In this tab, you can: * Browse more than **90,000 materials** available in the solarVis database * Search & filter materials by manufacturer, model, or technical features * Decide which materials are available for use in your projects * Activate or deactivate materials at any time * Set prices and select currencies for active materials * Control how materials appear in customer proposals and financial calculations * Request missing materials directly from solarVis (typically added within **2 business days**) All changes made here are reflected automatically across your projects and proposals. ## Material Categories The Materials page is organized into the following categories, representing the main components used in solar system designs: * **Panel** * **Inverter** * **Battery** * **Heat Pump** * **Mounting** * **Cables** * **EV Charging Station** Each category follows the same layout, logic, and management rules to ensure a consistent user experience. ## Page Structure Within each material category, you will find three main sections that define how materials are managed: ### All Materials View and explore the full solarVis material database and choose which materials to activate or deactivate ### Active Materials Manage pricing, currency, visibility, and financial settings for enabled materials ### Request Materials Submit a request for materials that are not currently available in the database These sections work together to give you full control over which products are used in your projects and how they are presented to customers. ## Summary The Materials page is the central place to manage your product database in solarVis. Use it to control availability, pricing, and presentation of all hardware components used in your projects. A well-maintained Materials page ensures accurate system designs, reliable financial calculations, and clear, professional proposals. *** ## Related Pages * [All Materials Page](/configuration/materials-page/all-materials) * [Active Materials page](/configuration/materials-page/active-materials) * [Material Details Modal page](/configuration/materials-page/material-details-modal) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # All Materials The page allows you to browse, search, or filter and activate materials that can be used in your projects by viewing and exploring the complete solarVis materials database. ## Purpose of This Section The All Materials section is designed to give you full visibility into the solarVis materials database, which contains more than **90,000 products**. This section is used to decide **which materials should be available** for your organization. No pricing or proposal settings are managed here; the focus is purely on discovery and activation. Materials activated here automatically become available in the **Active Materials** section, where pricing and detailed settings are managed. ## What You Can Do Here In the All Materials section, you can: * Browse the entire solarVis materials database * Search or filter materials by manufacturer, model name, or technical specifications * Sort materials in the preferred order * Review basic technical information in the **Material Details Modal** for each material after clicking on it. * Activate materials for use in your projects * Deactivate materials you no longer want to use *** {% embed url="" %} ## How to Use All Materials (Step by Step) 1. Open the **Materials** page 2. Select a material category (e.g. Panel, Inverter, Battery) 3. Go to the **All Materials** section 4. Sort materials to change their order 5. Use the search bar or filter by manufacturer, type, and power range to find a material 6. Review the material details 7. Enable the material using the activation toggle Once enabled, the material automatically appears in the **Active Materials** section. ### Filter the Materials The filter panel helps you quickly narrow down the materials list and find exactly what you’re looking for within the large solarVis database. You can filter materials using: * **Manufacturer** View products from one or more selected manufacturers. * **Series** Limit results to specific product series offered by the manufacturer. * **Type** Filter materials by technology or product type relevant to the selected category. * **Power / Capacity Range** Refine results based on key performance values such as power output, capacity, or similar technical ranges, depending on the material type. Filters can be combined to further narrow results. You can adjust or reset filters at any time without affecting activated materials. *** ## Related Pages * [Active Materials page](/configuration/materials-page/active-materials) * [Material Details Modal Page](/configuration/materials-page/material-details-modal) If you have any questions about the All Materials, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Active Materials The page is where you manage all materials actively used in your projects, controlling pricing, availability, visibility, and the financial behavior of selected materials in solarVis. ## Purpose of This Page This page allows you to configure how activated materials behave across system design, cost calculations, ROI analysis, and customer proposals. Only materials listed here can be used in the projects. This ensures consistency, accuracy, and full control over your proposals. ## What You Can Do Here For each active material, you can: * View all materials that have been activated from the **All Materials** section * Set and update material prices and currencies * Define whether a material is **In Stock** or **Out of Stock** * Control how materials are included in **Proposal Settings** and **Financial Settings** by opening **Detailed Settings** from the three-dot menu * Disable materials without removing them from the database {% hint style="info" %} All changes you make on this page, except in the **Detailed Settings** section, are applied instantly to ensure your settings are always up to date. {% endhint %} {% embed url="" %} ## How to Activate a Material Materials must be marked as **Active** to be available in project workflows. Activation gives you full control over which products the team can use during project design and proposal preparation. 1. Go to **Settings > Materials** 2. Search or filter to find the relevant product 3. Toggle the **Status** field to **Active** To deactivate a material, follow the same steps and switch the status to **Inactive**. This flexible structure helps you keep your material database organized, prevent outdated products from being selected, and maintain clean, standardized project configurations aligned with your business needs. ### What Happens When a Material Is Active? * Can be selected in project design configurations * Can be added to Bills of Materials (BoM) and proposals ### What Happens When a Material Is Inactive? * Cannot be used in new system designs * Does not appear in Bill of Materials (BoM) or cost calculations ## Pricing & Currency * Enter the unit price directly in the **Price** field * Select the currency from the dropdown (e.g., EUR, USD) * Prices are used in project cost calculations and proposals ## Detailed Settings For each active material, click the **three-dot (⋯) menu** at the end of the row to access additional configuration options. {% hint style="info" %} Any changes you make in the Detailed Settings will apply to all future projects, and existing projects will not be affected. If you want to make specific changes to an existing project, please go to the **Bill of Materials (BoM)** page’s detailed settings part. {% endhint %} From this menu, you can: ### Proposal Settings The **Proposal Settings** section allows you to control how each material is presented in customer-facing proposals. * Decide whether the material appears at all in the proposal. * Control whether the customer can see the individual price of the material or only the total system cost. * Choose whether applied discounts are visible to the customer in the proposal. * Decide if the exact manufacturer and model information is displayed. > If brand/model display is disabled, a default category image is shown instead. {% hint style="info" %} Proposal settings are linked to each other. For example, to display the unit price of a material in the proposal, you must select both **“Show this material in the proposal”** and **“Show unit price of this material in the proposal.”** {% endhint %} ### Financial Settings The **Financial Settings** section allows you to customize how each material affects project costs and financial performance calculations. * Include or exclude from ROI calculations * Set a material-specific discount that invalidates default pricing rules. * Define a unique margin for the material * Apply a specific tax rate You can reset everything using **Return to Default Settings**, which restores the system’s standard pricing and financial logic. {% hint style="info" %} Proposal settings and financial settings work dependently. For example, not selecting “**Show discount of this material in the proposal**” in the proposal settings does not affect whether “**Custom Discount**” is selected in the financial settings. {% endhint %} ### Stock Status (In Stock / Out of Stock) The **stock status** feature is designed to support real-life sales and deal management workflows, especially for organizations working with **partners** to keep aligned. * **In Stock**: Mark materials as available through your partners so they can be used in projects and proposals. * **Out of Stock:** Mark materials as temporarily unavailable due to logistics or commercial reasons, preventing them from being used in project creation for a certain period. {% hint style="info" %} On the Active Materials page, a green indicator shows materials that are **In Stock**, while a red indicator shows materials that are **Out of Stock**, allowing you to manage availability through the detailed settings. {% endhint %} *** ## Related Pages * [All Materials Page](/configuration/materials-page/all-materials) * [Partners Page](/configuration/organization-page/partners) * [BOM page](/project-design/create-a-project/bill-of-materials-bom) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # My Items The My Items page allows you to create and manage company-specific materials for use in bill of materials, proposals, presets, packages, add-ons, and cost calculations. ## Purpose of This Page Use My Items to add custom components that are not available in the solarVis material database or required for system simulations. These materials can represent items such as BMS units, boilers, water tanks, mounting accessories, or monitoring devices, etc. ## What You Can Do Here * Create company-specific materials * Assign items to a category * Add descriptions, images, and PDF documents * Set currency, price, pricing type, and default quantity * Configure proposal visibility * Include items in ROI calculations * Apply custom discounts, profit margins, and VAT rates * Activate or deactivate items * Search for specific items or filter items by category * Review item details or update existing items ## How It Works {% embed url="" %} The **My Items page,** which is your custom material library, is separated into two different sections: All Materials and Active Materials. The All Materials section uses the status switch to activate or deactivate an item. Active items are available in the relevant material selection dialogs. The Active Materials section provides a way to manage the pricing information of items that are currently available in material selection dialogs. {% hint style="info" %} My Items are available only within the company that created them. Headquarters accounts can create and update items, while partner and team accounts can view them. {% endhint %} ### Search and Filter Items The search field can be used to find items by their name or category. Also, the category filter displays items assigned to selected project categories. You can filter the list by item categories. {% hint style="info" %} The search field and category filter can be used together to narrow the material list. {% endhint %} ### Add an Item Click the ‘Add Item’ button to create a custom material. Under General Information, enter the item name, select a category, and add an optional description. Available categories are: * PV System * Battery * Heat Pump * EV Charger The selected category determines where the item is available. For example, an item assigned to Heat Pump appears only in Heat Pump material selection dialogs to prevent unrelated materials from being shown in other project workflows. Under Files, you can upload one image and one PDF document. Both files are optional. The maximum file size is 10 MB for each upload. Items with an uploaded image can display that image in proposals. Under Item Details, select the currency, pricing type, unit price, and default quantity. Available pricing types include: * Set * Quantity * Per Meter * Per Kilogram * Percentage * Per Panel * Per Watt * Per Watt-Hour for batteries Under Detailed Settings, configure whether the item appears in proposals, whether its unit price, brand, model, or discount is displayed, and whether the item is included in ROI calculations. You can also configure item-specific discount, profit margins, VAT, and stock settings. Click the ‘Create’ button to save the item. The new item appears under the All Materials tab. ### Update an Item Select an item from the All Materials or Active Materials section to open the ‘Item Details’ modal. The panel displays: * General information * Unit price and pricing type * Proposal settings * Financial settings * Stock status Select Update to open the item settings. Edit the item's information, category, description, files, pricing details, proposal settings, or financial settings, then save the changes. ## Key Outputs My Items are available across the relevant solarVis workflows based on their assigned category. * Project Bill of Materials: Add custom materials to the bill of materials and include their quantity, pricing, and cost in the project. * Presets: Include frequently used custom materials in predefined system configurations. * Packages and add-ons: Add optional or standard components to packages offered to customers. * Lead Generator cost configurations: Include custom materials when calculating estimated project costs for generated leads. * Customer proposals: Display selected items, descriptions, prices, discounts, and uploaded images according to the proposal settings. * Project cost calculations: Include each item's unit price, default quantity, currency, discount, profit margin, and VAT rate in the total project cost. * Category-based material selection: Show each item only in workflows related to its assigned PV System, Battery, Heat Pump, or EV Charger category. * Company-specific material library: Keep custom items visible only to the company that created them and available to authorized accounts. *** ## Related Pages * [Bill of Materials (BoM) Page](/project-design/create-a-project/bill-of-materials-bom) * [Preset Cost Settings Page](/configuration/settings-page/project-settings/preset-cost-settings) * [Package Settings Page](/configuration/settings-page/project-settings/package-settings) For more assistance, don’t hesitate to [get in touch.](https://solarvis.co/en/company/contact) # Request Material The feature is available throughout solarVis and allows you to submit missing products directly from the platform. ## Purpose of This Section The Request Material section ensures that you can continue working without limitations, even if a required product is not yet listed in the database. Instead of using placeholders or external tools, you can request materials directly within solarVis and keep all project data accurate and consistent. All submitted requests are reviewed by the team and are typically added to the database within **2 business days**. ## What You Can Do Here From the Request Material section, you can: * Request materials that are not currently available in the solarVis database * Provide the necessary information and upload datasheets or add reference links to support your request if you want * Ensure requested materials are added for future projects {% embed url="" %} ## How to Request a Material (Step by Step) 1. Open the **Materials** page 2. Click **Request Material** 3. Fill in the required information: * Full Name, Email, Subject (pre-filled) * Material type * Manufacturer name * Model name or number 1. Upload a datasheet or add a product URL (Optional) 2. **Submit** your request Once submitted, the request is sent to the solarVis team for review. ## After You Submit a Request * The team reviews and validates the submitted information * Approved materials are added to the solarVis database within **2 business days** * You will be informed via email after the requested material is added * Newly added materials appear under the **All Materials** section, where you can activate them * You can manage all settings in the **Active Materials** section *** ## Related Pages * [All Materials Page](/configuration/materials-page/all-materials) * [Active Materials Page](/configuration/materials-page/active-materials) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Material Details Modal This modal provides detailed technical information to help you review and compare materials before activating or using them in a project. {% embed url="" %} ## What You See in the Material Details Modal The content of the Material Details modal may vary depending on the **material category** and the **available data** for that product. Common elements include: * **Product image** for visual identification * **Model number** and **manufacturer** information * A link to **download the datasheet file** (if available) ### How It Works When you click on any material in the **All Materials** or **Active Materials** list, a **Material Details** **Modal** opens on the right side of the screen. ## Dynamic Specification Sections Technical information is displayed in sections or tabs that change based on the material type. Not all materials show the same fields. Examples include: * **Panel, Battery**: Electrical, Mechanical, Temperature * **Heat Pump:** Performance, Sound/Construction, Heating Performance Table * **Inverter**: Input/Output, Mechanical, Temperature * **Mounting**: Technical Parameters (e.g., type, tilt angle, region) * **Cables**: Technical Parameters (e.g., type, region, warranty) * **EV Charging:** Technical Parameters (e.g., type, power, region) Only relevant specification groups are shown to keep the interface clear and easy to read. ## Material Details Modal Overview The modal includes the following information: * **Product image** for quick visual identification * **Model number** and **manufacturer** details * A direct link to **download the datasheet file** (if available) * Technical specifications grouped into tabs such as: * **Electrical** (e.g., power, voltage, current values) * **Mechanical** (e.g., dimensions, weight) * **Temperature** (e.g., temperature coefficients) * **Technical Parameters** (e.g., type, region) {% hint style="info" %} Only relevant specification tabs are displayed, ensuring a clean interface and preventing unnecessary information overload. {% endhint %} This layout allows you to quickly review, compare, and validate material specifications without leaving the materials page. You can close the modal at any time and continue browsing or managing materials. *** ## Related Pages * [All Materials Page](/configuration/materials-page/all-materials) * [Active Materials Page](/configuration/materials-page/active-materials) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Settings Page The page provides an overview of the Settings area, where you manage personal, company, subscription, and billing details, system integrations, and project-level configurations in solarVis. ## Purpose of This Page The **Settings** page serves as the central control hub for solarVis. It groups all configuration options into clear sections so users can easily control account details, company setup, billing, integrations, project defaults, and offer preferences from a single location. From this area, you can manage: * Individual account details and preferences * Company structure, users, and permissions * Subscription plans and billing information * Integrations with the solarVis module called **Solar Lead Generator** * Default project parameters (**Preset Cost Settings and Package Settings**) * Offer configurations The configurations defined here directly influence daily workflows, system calculations, and proposal layouts. By setting up these options correctly, you ensure that all projects follow the same standards and that outputs such as proposals and offers are generated reliably and consistently. ## What You Can Do Here Within the Settings page, you can: * **Access and update account settings** Manage personal information, preferences, and user-specific configurations. * **Manage company information and users** Define company details, invite and manage users, and assign roles and permissions. {% hint style="info" %} Only headquarters users can change user roles or remove users from the organization. {% endhint %} * **Review and manage plan and billing details** Monitor subscription status, manage payment methods, review invoices, and handle plan upgrades or changes. {% hint style="info" %} If you add team members or partners to the solarVis account, only headquarters users can access the Plan and Billing section. {% endhint %} * **Connect and manage integrations** Link the solarVis module called **Solar Lead Generator** to extend functionality and streamline workflows. {% hint style="info" %} Only headquarters users can view and manage the solarVis Solar Lead Generator integration, even if team members or partners are added to the solarVis account. {% endhint %} * **Define default project configurations** In the Preset Cost Settings and Package Settings, you can configure material pricing, cost structures, margins, VAT rules, and bundled packages for standardized financial calculations. * **Adjust offer and proposal preferences** Customize proposal content, layout, and commercial terms to align with your sales and branding strategy. ## Settings Page Structure It outlines the main configuration pages available in the platform and how settings are organized by account, company, project, and offer scope. ### Account * Profile * Notification Preferences ### Company * General * Users * Plan and Billing * Documents * Integrations ### Project * Preset Cost Settings * Package Settings ### Offer * Preferences Users can access each page directly from the left navigation panel. Changes made in these pages apply based on their scope, such as user level, company-wide, or project defaults. *** ## Related Pages * [Account Settings Page](/configuration/settings-page/account-settings) * [Company Settings Page](/configuration/settings-page/company-settings) * [Projects Page](/crm-and-project-management/projects) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Account Settings The page manages your personal account information and chooses which updates you receive by email and in-app notifications. ## Purpose of This Page The **Account** section in **Settings** contains user-specific configurations that apply across the entire solarVis platform. From here, you can: * Maintain accurate personal information * Review your account email address * Decide which system events trigger notifications * Choose how notifications are delivered (email and/or in-app) > These settings affect only your own account and do not impact other users in your organization. ## What You Can Do Here Within the Account page, you can: #### Profile Management * View your profile details * Edit your name, surname, and phone number * Review your account email address * Save preference changes #### **Notification Preferences** * Turn email notifications on or off by notification type * Turn in-app notifications on or off by notification type * Save notification preference changes ## Page Structure Account Settings structure is; ### Profile The **Profile** page displays your personal account information. * All profile details are shown in **read-only mode** by default * Click the **Edit** button to update editable fields: * Name * Surname * Phone number * Your email address is shown for reference and cannot be edited * Once changes are made, save to apply updates across solarVis ### Notification Preferences The **Notification Preferences** page allows you to control how and when you receive system updates. * Notification types are listed in a table * Each notification type has two delivery options: * **Email notification** * **In-app notification** * You can enable or disable each delivery channel independently * Changes are not applied immediately * Click **Save** to store and activate your preferences These settings help ensure you receive only the notifications that matter to you, through the channels you prefer. *** ## Related Pages * [Company Settings Page](/configuration/settings-page/company-settings) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Company Settings The page allows you to manage all organization-level settings that define how your company operates within solarVis. ## Purpose of This Page The Company settings act as the administrative center for your organization in solarVis. From here, administrators define company information used in documents, manage team or partner members and permissions, control subscription and billing details, upload shared company files, and configure the integration for the solarVis Lead Generator. ## What You Can Do Here On this page, you can: * View and edit company profile information * Set default language, currency, timezone, and number formatting * Update the company brand colors used in supported outputs * Manage users, roles, and access status * Review and manage subscription status & billing, or change plans * Open the billing portal to manage payments and invoices * Upload and store company documents * Connect or disconnect the supported integration: solarVis Solar Lead Generator. ## Page Structure Company settings are organized into **five dedicated sections**, each focusing on a specific aspect of company administration: 1. **General:** Company identity and system preferences 2. **Users:** Team members, roles, and access control 3. **Plan and Billing:** Subscriptions, plans, and billing management 4. **Documents:** Internal company file storage 5. **Integrations:** Connections to the solarVis module called Solar Lead Generator Most pages are displayed in **view mode by default**. ### General These settings define your company identity and the default system behavior applied across solarVis. To make changes, switch the page into edit mode, update the fields, and save. The General section is divided into two panels: **Company** and **System Preferences**. #### Company Information This area defines how your company appears in proposals, documents, and internal records. You can edit the following fields: * Company Logo * Company Name * TIN / VAT * Company Website * Phone Number * Email * Company Address * Country * State * City * Zip Code #### System Preferences These settings define default behaviors applied across projects, calculations, and displays. You can configure: * Language used in the interface * Default currency for calculations and proposals * Timezone for dates and timestamps * Thousands and decimal separators for numeric values * You can enter a HEX color code manually or select a color using the color picker as a primary color and a secondary color ### Users This section manages who can access your company account and what permissions they have. Users are displayed in a table showing identity, role, unit, and status information. You can manage users through table actions and modals. Users can be filtered using tabs such as **All Users** and **My Unit**. {% hint style="info" %} Users have visibility limited to their own team, with no management access. {% endhint %} {% hint style="info" %} Partners can see only their partner team and are not allowed to manage it. {% endhint %} #### User List Fields: Common fields shown in the table include: * Name and Email * Phone Number * Account Type * Unit * User Role * Status * Date Joined #### Invite a New User You can invite users from different account types, such as Headquarters, Partner, or Team. 1. Select **New User**. 2. In the invite modal, enter: * Email * Account Type * Related Group * User Role 3. Select **Invite** to send the invitation. #### Reassign the User Reassigning a user allows you to change their account type, group, or role. 1. Open the row actions menu (three dots) and select **Reassign**. 2. Update: * Account Type * Team or Group * User Role 3. Review the warning indicating that role changes may affect permissions. 4. Select **Save** to confirm the changes. #### Suspend the User Suspended users lose access to the company account. * Open the row actions menu (three dots) and select **Suspend**. ### Plan and Billing The Plan and Billing section shows your company’s subscription status for each available module. Each module is displayed as a subscription card. {% hint style="info" %} Only headquarters users can access and edit the **Plan and Billing** section. Team members and partners cannot view this area. {% endhint %} #### Subscription Cards For active subscriptions, the following details are displayed: * Monthly Usable Project Count * Remaining Usable Project Count * Billing Period * Amount * Start Date * Next Renewal Date #### Changing a Plan * Select **Change Plan** on an active subscription card to modify the plan. * Arrange a meeting with the solarVis sales team to decide on the appropriate plan. {% hint style="info" %} If you don’t have an active solarVis Lead Generator subscription, you will see the following notification on the right side card: *“You don’t have an active subscription for this module. Click below to view available plans.”* **To purchase a subscription:** 1. Select **View Plans** for the module without an active subscription. 2. Choose a billing period using the **Monthly** or **Yearly** toggle. 3. Review the available plans. 4. Select **Subscribe** for the desired plan, or choose **Contact Us** if you need sales support. {% endhint %} #### Billing Management Selecting **Customer Portal** opens the billing portal, where you can: * Manage payment methods * View and download invoices * Update billing information * Cancel subscriptions After completing actions in the portal, return to solarVis. ### Documents The Documents section provides a centralized storage area for company-level files used internally. Uploaded documents are shown in a table with the following columns: * Document Name * Upload Date * Uploaded By: The user who uploaded the document * Actions * Download * Delete Each document appears as a single row in the table. #### Uploading a Document 1. Select **Add New Document** to open the upload panel. 2. Select **Browse Files** and choose a file from your device. 3. Confirm that the file meets the upload limits: * Maximum file count: 1 * Maximum file size: 10MB 4. If the selected file is incorrect, select **Discard**. 5. Select **Upload** to complete the process. Uploaded documents become available to authorized company users. {% hint style="info" %} **Use Cases & Access Control** The Documents section can be used to store key operational files, such as: * Partner contract templates * Field exploration report templates **Access Control** * Only **Headquarters** users can upload or delete documents. * Partner and team users can only view and download them. This ensures centralized and controlled document management. {% endhint %} ### Integrations The Integrations section displays the solarVis module called solarVis Lead Generation integrations for your company account. #### Connecting an Integration 1. Open Settings, select Company, then select Integrations. 2. Locate the **solarVis Lead Generator** integration card. 3. Review the current connection status. 4. Select **More Info** to review solarVis Lead Generator module details. 5. To **Connect** and purchasing solarVis Lead Generator module, arrange a meeting with the solarVis sales team. {% hint style="info" %} The **Integrations** section is accessible and editable only by headquarters. Team members and partners have no visibility into connected integrations. {% endhint %} *** ## Related Pages * [Account Settings Page](/configuration/settings-page/account-settings) * [Organization Page](/configuration/organization-page) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Project Settings Configure and manage reusable commercial structures including cost presets, system packages, and tariffs that standardize how projects are built, priced, financially modeled across solarVis. ## Purpose of This Page The Project Settings page allows you to define **reusable cost and package configurations** before creating individual projects. By preparing these configurations in advance, you can: * Speed up project creation * Maintain consistent pricing and margins * Standardize proposal structure and system offerings * Reduce manual cost entry and errors Project Settings consist of two main sections: * **Preset Cost Settings** * **Package Settings** * **Tariff Settings** The Project Settings page allows you to define the structural, commercial, and financial foundations of your projects. By configuring these elements in advance, you can: * Standardize pricing and system logic * Reduce manual configuration during project creation * Ensure financial calculation accuracy * Standardize proposal structure and system offerings * Maintain consistency across teams and regions This page centralizes all reusable configurations that directly impact cost calculation, proposal generation, and financial modeling. ## What You Can Do Here On the Project Settings page, you can: * Create and manage **Preset Cost** configurations * Define and maintain **Main Packages** for different grid connection types * Create and manage **Add-on Packages** such as batteries, heat pumps, EV chargers * Configure **Tariffs** * Standardize pricing logic, margins, discounts, and VAT behavior * Ensure financial calculations reflect real-world tariff structures * Maintain consistency across all new projects ## Page Structure Project Settings consists of three main sections: * **Tariff Settings** * **Preset Cost Settings** * **Package Settings** Each section controls a different layer of project standardization. ### Tariff Settings The tariffs settings page defines how grid electricity is priced and how financial calculations are performed within projects. Every financial output depends on the tariff configuration. #### What It Controls * **Fixed charges & minimum bill rules** - Monthly base fees and minimum payment enforcement * **Energy rates** - Tiered (block) pricing and Time-of-Use (TOU) schedules based on consumption level or time period * **Demand charges** - Peak power–based billing calculations * **Solar compensation** - Net Metering or Net Billing mechanisms for exported energy * **Taxes & adjustments** - VAT application and multi-year inflation assumptions #### Why It Matters Tariffs directly affect: * Pre-solar and post-solar bills * Energy export compensation * Savings calculations * Payback period * Long-term financial projections Accurate tariff configuration ensures feasibility results reflect real grid conditions and regulatory environments. ### Preset Cost Settings Preset Cost Settings allow you to create reusable cost templates that automatically populate the **Bill of Materials (BoM)** when applied to a project. #### What It Controls * Recurring cost items (mounting, cables, labor, supplies, etc.) * Pricing logic (per watt, per panel, fixed price, etc.) * Default unit prices and quantities * Project-level cost standardization #### Why It Matters Presets: * Reduce manual cost entry * Ensure consistent pricing structures * Minimize calculation errors * Speed up proposal preparation When applied to a project, all preset items transfer to the Bill of Materials (BoM) and remain fully editable without affecting the original template. ### Package Settings Package Settings define ready-to-use system configurations that bundle materials and commercial rules into standardized offerings. #### What It Controls * Main system packages (panel + inverter + required other components) * Add-on packages (battery, EV charger, heat pump) * Pricing logic, margins, discounts, VAT * Lead Generator system offerings * Basic-type project configurations #### Where It Is Used * **Solar Lead Generator (LG)** - automated offer creation * **Basic-type projects** - quick package selection without manual configuration Packages help maintain pricing consistency and protect commercial strategy across projects. ## Summary The Project Settings page defines the commercial and financial foundation of the projects. * **Tariff Settings** standardize grid energy pricing and financial modeling rules. * **Preset Cost Settings** standardize cost structures. * **Package Settings** standardize system offerings and pricing logic. Together, these three components ensure that projects are created faster, priced consistently, and calculated accurately across all workflows. *** ## Related Pages * [Project Details Page](/project-design/create-a-project/project-details) * [Bill of Materials (BOM) Page](/project-design/create-a-project/bill-of-materials-bom) * [Tariff Settings Page](/configuration/settings-page/project-settings/tariff-settings) * [Preset Cost Settings Page](/configuration/settings-page/project-settings/preset-cost-settings) * [Package Settings Page](/configuration/settings-page/project-settings/package-settings) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Tariff Settings The tariff settings define how grid electricity is priced within solarVis. Every financial output generated inside a project depends on the tariff logic configured on this page. ## Purpose of This Page The **Tariff Settings** page defines the grid pricing logic used in solarVis. All financial outputs, including pre- and post-solar bills, energy export compensation, payback period, and inflation-adjusted modeling, depend directly on the tariff configured here. This page allows you to accurately model real-world utility structures such as fixed charges, minimum bills, tiered rates, time-of-use pricing, solar energy compensation, VAT, and multi-year inflation. Accurate tariff configuration ensures that feasibility results reflect real grid conditions and regulatory frameworks. ## What You Can Do Here From the Tariff Settings page, you can display the points below: * View all tariffs in a structured table * Search tariffs using the search field * Apply advanced filters using the **Filter** button * Activate or deactivate tariffs using the toggle * Switch between **All Tariffs** and **Active Tariffs** * Create a new tariff * Edit an existing tariff or duplicate it * Delete custom tariffs * Open a detailed tariff preview in a side panel This allows centralized tariff management across multiple countries, facility types, grid connection types, and regulatory models. ## Tariff List Overview The main table displays all configured tariffs. #### Table Columns * Name * Countries * Facility Types * Currency * Created At * Last Updated At #### Row Elements Each row includes: * Activation toggle (Active / Inactive) * Custom badge (for duplicated or user-created tariffs) * Action menu (⋮) including: * Duplicate * Delete (for custom tariffs) * Edit (for custom tariffs) #### Table Capabilities You can: * Sort tariffs by name * Use the search bar or filter option to find specific tariffs * Navigate between pages (All Tariffs and Active Tariffs) * Click a tariff to open the preview side panel This structure supports scalable tariff libraries across multiple markets. ### Using Filters Click the **Filter** button to narrow the list. Available filter options include: * Country * Facility Types (Residential, Commercial, Industrial, Agricultural) * Status (Active / Inactive) * Lead Generator Status (If applicable) * Custom Only Filters are especially useful when managing large tariff libraries across different countries or regulatory frameworks. ### Tariff Preview Popup Screen Selecting a tariff from the list opens a detailed side panel showing: * General information (country, currency, facility types) * Fixed charges (Pre-Solar bill, Post-Solar bill, Apply Solar Credits) * Rate Periods & Tiers * Time-of-Use Schedule (Weekday & Weekend Schedule) {% hint style="info" %} Both **weekday** and **weekend** schedules can be configured separately, allowing different Seasonal and Hourly price definitions for each. {% endhint %} * Solar Compensation (Compensation Mechanism, True-up Period, True-up Month, Net Surplus Compensation) * Financial Parameters (VAT Rate, Annual Inflation Rates) This allows a quick review of the tariff. ## Creating a New Tariff ### Rate Details This section defines **where and how the tariff can be used**. #### Required Fields * Name * Currency * Countries * Facility Types #### Optional * Description #### What These Settings Control * In which **countries** is the tariff available * Which **facility types** (Residential, Commercial, etc.) can use it * Which **projects and Lead Generator configurations** reference it {% hint style="info" %} A single tariff can be assigned to multiple countries and facility types if needed. {% endhint %} {% hint style="info" %} The **Tariff Name** and **Description** fields will be displayed in the proposal, so they should be written clearly, professionally, and in a client-facing format. {% endhint %} ### Solar Compensation This section defines how exported solar energy is treated. #### Compensation Mechanisms * Net Metering * Net Billing * Net Billing (Credit Carryover) Each mechanism changes how energy exports are valued and whether solar credits exist in the system. #### Mechanism Logic 1. **Net Metering** * Exported energy offsets consumption at the **retail rate** * Surplus becomes a credit balance * Settlement occurs during the defined **true-up period** * Solar credits exist **System Effects:** * Activates **Apply Solar Credits** option in Fixed Charges * Doesn’t activate Export Settings (retail offset is implicit) 2. **Net Billing** * Exported energy is compensated at a defined **export rate** * No credit carryover between billing periods * No ongoing credit balance **System Effects:** * Doesn’t activate Apply Solar Credits * Activates **Export Settings** 3**. Net Billing (Credit Carryover)** * Exported energy is compensated at a defined **export rate** * Surplus credits roll over to future billing periods * Credit balance can accumulate **System Effects:** * Activates **Apply Solar Credits** in Fixed Charges * Activates **Export Settings** #### True-Up Settings When a credit-based mechanism is selected (Net Metering or Net Billing with Credit Carryover), additional settings appear: * **True-up Period** (Monthly or Annual) * **True-up Month** * **Net Surplus Compensation Rate** These define: * When settlements occur * How unused credits are handled * Whether credits expire * How the final surplus is compensated ### Export Settings The **Export Settings** section appears only when: * Net Billing * Net Billing (Credit Carryover) > It is **not visible** under **Net Metering** #### What It Controls Defines how exported energy is valued. You can configure: * **Export Rate Type**, such as: * Retail Rate * Retail Rate – Fixed Reduction * Retail Rate – Percent Reduction * Fixed Rate This determines how energy export compensation is calculated. {% hint style="info" %} Export configuration directly affects: * Post-solar bill calculation * Export revenue * Total project savings {% endhint %} ### Rates #### Fixed Charges Fixed charges represent recurring, non-energy costs added to the electricity bill. Click **Add Fixed Charge** to create a new item. For each charge, define: * Name * Amount * Billing Period (per month or per day) * Pre-Solar Bill toggle * Post-Solar Bill toggle #### How It Works * **Apply Solar Credits** → If enabled, solar credits can reduce this fixed charge (when credit-based compensation is active) * **Pre-Solar Bill** → Applies before solar installation * **Post-Solar Bill** → Continues after installation {% hint style="info" %} The **Apply Solar Credits** toggle appears **only if** the selected Solar Compensation mechanism is: * **Net Metering** * **Net Billing (Credit Carryover)** This toggle determines whether accumulated solar credits can offset the fixed charge. {% endhint %} This allows modeling: * Service fees * Grid connection energy charges * Subscription costs Fixed charges are included in both **monthly** and **long-term financial calculations**. ### Minimum Bill Defines the minimum amount payable per billing period. If calculated energy charges fall below this value, the system enforces the defined minimum. This is essential in markets where utilities require a fixed minimum payment regardless of energy consumption. {% hint style="info" %} The Minimum Bill rule is applied to the pre-solar bill calculation, ensuring the minimum payment requirement is enforced before solar energy savings are considered. {% endhint %} ### Rate Periods & Tiers This section defines **energy-based pricing structures**. Click **Add Period** to create a new rate period. Each period can contain multiple tiers. For each tier, define: * Consumption range * Maximum kWh * Rate per kWh * Adjustment value * Calculated total rate {% hint style="info" %} Consumption within each tier is charged at that tier's rate. {% endhint %} This structure supports: * Block (tiered) pricing * Seasonal pricing * Multi-period rate structures {% hint style="info" %} Ensure tier ranges do not overlap. {% endhint %} {% hint style="info" %} Defined periods are later mapped inside the **Time-of-Use Schedule**. {% endhint %} ### Time-of-Use (TOU) Schedule Assigns hourly pricing logic to defined rate periods. Configuration is separated into: * **Weekday Schedule** * **Weekend Schedule** For each: * Month of the year * Hour of the day {% hint style="info" %} You should assign a **period number** to the hourly cells. {% endhint %} The graph displays: * 12 months * 24 hours per day Each hourly cell references a defined rate period. This enables modeling: * Peak hours * Off-peak hours * Seasonal peak variations The Time of Use schedule directly impacts grid electricity purchase cost and savings calculations. ### Demand Charges Models kW-based peak-demand or average-demand billing structures. Click **Add Demand Charge** to configure. For each demand charge, define: * Name * Charge Type (Peak Demand or Average Demand) * Effective Days (Weekdays / Weekends) * Charge Rate per kW * Minimum Demand * Maximum Demand #### Supports modeling of: * Peak demand penalties * Capacity-based billing Demand charges are included in: * Feasibility analysis * Bill comparison outputs * Long-term projections ### Financial Parameters #### VAT Rate Define the VAT percentage applied to electricity charges. {% hint style="info" %} VAT is included in total pre-solar and post-solar bill calculations when applicable. {% endhint %} #### Inflation Rates Define annual inflation assumptions. Inflation is applied to: * Utility prices {% hint style="info" %} The inflation rate's impact is reflected in long-term financial outcomes such as total savings and payback period. {% endhint %} ## Editing a Tariff To modify a tariff: 1. Open the action menu. 2. Click **Edit**. 3. Update the desired configuration sections. 4. Click **Save Changes**. You can modify all steps directly within the tariff configuration. {% hint style="info" %} Changes apply to future project calculations referencing this tariff. {% endhint %} ## Duplicating a Tariff To duplicate a tariff: 1. Open the action menu. 2. Click **Duplicate**. {% hint style="info" %} A new copy is created with a **Custom** label. {% endhint %} This is recommended when: * Adapting a national tariff to a regional variation > Duplicating prevents unintended changes to default or shared tariffs. ## Deleting a Tariff Custom tariffs can be deleted via the action menu. System or default tariffs may be protected from deletion to ensure platform stability. > Deleting a tariff removes it from the **Active Tariffs** list, meaning it will no longer be available for selection in future projects. {% hint style="info" %} Accurate tariff configuration is critical for reliable feasibility and proposal results. Incorrect or incomplete tariff settings will disrupt Return on Investment and customer-facing financial outputs. {% endhint %} *** ## Related Pages * [Project Details Page](/project-design/create-a-project/project-details) Want to learn more? [Get in touch](https://www.solarvis.co/en/company/contact) with the team. # Preset Cost Settings The Preset Cost Settings page allows you to configure, store, and manage reusable cost templates that automatically apply to project-level Bills of Materials (BoM). ## Purpose of This Page The Preset Cost Settings page is built to standardize recurring cost assumptions across the projects. Instead of redefining these items each time, this page allows the teams to: * Define typical cost structures once * Save them as reusable templates * Apply them instantly to new projects By doing so, the system: * Reduces manual data entry * Minimizes pricing inconsistencies * Prevents calculation errors * Speeds up proposal preparation * Aligns teams around a unified cost structure Presets act as **a base cost configuration**. When applied to a project, all predefined items are automatically transferred to their assigned system sections in the project’s **Bill of Materials**, where they remain fully editable. ## What You Can Do Here The Preset Cost Settings page allows you to follow the benefits: * View / Review / Edit all existing preset cost templates * Duplicate presets to create variations * Create a new preset with a defined currency and pricing structure based on the system section * Add materials under predefined categories * Define pricing logic for each material ( unit prices or quantities, etc.) * Delete presets when no longer needed ## Main Page Overview On the main Preset Cost Settings page, you can view all existing presets in a structured and organized list. For each preset, the system displays: * **Preset Title** - The name of the cost template * **Creator Entity** - The organization or user who created it * **Total Material Count** - Number of cost items included in the preset * **Creation Date** - When the preset was first created * **Last Edited Date** - Most recent modification timestamp This overview helps you quickly identify which presets are available and whether they are up to date. From this page, you can create a new preset or manage existing ones. ## What You Can Do in Preset Cost Settings ### Creating a New Preset When creating a new preset, you define the foundation of a reusable cost structure. #### Basic Configuration You must define: * **Preset Name** – A clear and identifiable title * **Currency** – The currency in which all prices will be calculated This ensures consistency in pricing calculations when the preset is applied to projects. ### Adding Materials by Category Materials are organized under separate system sections: * PV System * Battery * Heat Pump * EV Charger Each material is assigned directly to the section where it is added. This keeps the preset structure aligned with the project’s Bill of Materials. {% hint style="info" %} When the preset is applied to a project, only the sections supported by the project configuration are transferred. For example, battery-related cost items are added only when the project includes a battery system. {% endhint %} After selecting Add New Material, choose the source of the cost item. Available categories include: * Mounting * Cables * Labor * EV Charging Station * Supplies * Unexpected Costs * Custom * My Items {% hint style="info" %} Only ‘[My Items](/configuration/materials-page/my-items)’ entries that are relevant to the selected system section or category are displayed. After selecting an item, its saved information is added to the preset. You can then adjust the pricing type, unit price, and quantity for the preset. {% endhint %} ### Defining Pricing Logic Each material added to a preset requires a defined pricing type. You can select from pricing structures such as: * **Per Watt (W)** * **Per Panel** * **Per Kilogram** * **Fixed Set Price** This flexible pricing logic ensures that costs dynamically scale according to project parameters. ### Setting Unit Prices and Quantities For each material, you define: * Unit price * Default quantity (if applicable) When the preset is applied to a project, the system calculates total costs automatically based on: * Project DC size * Panel count * Selected system configuration * Pricing type rules ## How Preset Cost Settings Work Once a preset is created and saved, it becomes available for use across projects. When a preset is applied to a project: * All defined materials are automatically transferred to their assigned system sections in the project’s **Bill of Materials** * Total costs are generated instantly After application: * All cost items remain fully editable within the project * Project-specific adjustments can be made * The original preset remains unchanged This ensures flexibility without compromising standardization. {% hint style="info" %} **Managing Presets** * Presets can be **edited**, **duplicated**, or **deleted** at any time * Changes to a preset do **not affect existing projects** where the preset has already been applied * New projects will always use the latest version of the preset {% endhint %} *** ## Related Pages * [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom) * [My Items Page](/configuration/materials-page/my-items) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Package Settings Packages combine multiple materials into a single commercial offer with a calculated total price. ## Purpose of This Page The Package Settings page enables you to create standardized, ready-to-use system offerings that can be reused across different workflows. Its main purpose is to: * Power the **Solar Lead Generator (LG)** with predefined package options and pricing logic * Accelerate project creation for **Basic-type projects** By defining system logic, materials, and commercial rules in advance, you reduce manual work, eliminate pricing inconsistencies, and streamline lead handling. ## What You Can Do Here On this page, you can do the following points: * Create and manage **Main Packages** (complete system configurations) * Create and manage **Add-on Packages** (optional components such as batteries, heat pumps, or EV chargers) * Define system materials (panels, inverters, mounting, other components) * Configure pricing logic, discounts, margins, and VAT behavior * Upload package images and descriptions (used in Lead Generator flows) * Control which add-ons are available for each main package * Maintain standardized commercial structures for Basic-type projects ## Main Page Overview Package Settings allow you to define **ready-to-use system offerings** that are primarily used by **Solar Lead Generator (LG).** These packages are **not directly tied to the proposal workflow by default**. Instead, they are used to automatically generate system offers and pricing for customers who submit their information through your website via Solar Lead Generator. Additionally, Package Settings can also be reused inside projects under specific conditions. ## Where Package Settings Are Used Package Settings are used in two main areas: 1. **Solar Lead Generator (LG)** 2. **Bill of Materials (BOM)** - when the project uses a *Basic* configuration type ### Package Settings in Solar Lead Generator #### Purpose When Solar Lead Generator is enabled, Package Settings define **what system options are offered to website visitors** and **how pricing is calculated**. Customers fill in their project details on your website, and SolarVis uses the predefined packages to: * Select appropriate system configurations * Generate and send offers based on predefined rules This ensures: * Fully standardized offers * Consistent pricing and margins * Minimal manual intervention while collecting lead submissions #### How It Works * All system logic, materials, and pricing are configured **in advance** in Package Settings * While a lead is submitted: * SolarVis selects a matching package from predefined packages * Calculates system size and total price * Prepares the pre-offer that is sent to the customer {% hint style="info" %} Package Settings must be **fully defined and validated** before using Solar Lead Generator. {% endhint %} ### Package Settings in Bill of Materials Page (Basic Project Type) #### Purpose Package Settings can also be used during project creation **if the project is configured as a Basic type** in the Project Details. In this scenario: * The user can select a predefined package instead of manually building the system * All materials from the selected package can be added to the Bill of Materials (BoM) page when users choose to do so. * Pricing and material structure follow the package definition after adding it This provides a faster workflow for standardized or small-scale projects. {% hint style="info" %} Project-level costs can still be modified, enabling project-specific adjustments without changing the package setting values. {% endhint %} ## Package Types Package Settings are divided into two types: * **Main Packages** * **Add-on Packages** These package types behave consistently across both: * Solar Lead Generator * Bill of Materials (BoM) usage (Basic projects) ### Main Packages #### Overview Main Packages define the **solar system configuration** offered through Solar Lead Generator or applied to Basic-type projects. Each main package: * Is linked to a specific grid connection type * Represents the primary system option For each main package, the list displays: * Package name * Grid connection type * Whether add-ons are available * Panel count * Calculated DC power * Calculated AC power * Total package price * Creation date This overview allows you to quickly compare system sizes and prices without opening each package individually. #### Configuration Rules For each main package, you can: * Define: * Package name * Package image * Description * Select the grid connection type * Add required materials: * Exactly **one panel item** * At least **one inverter item** * Add additional materials: * Mounting systems * Balance-of-system components * My Items {% hint style="info" %} The available My Items are filtered according to the relevant package section and material category. Items that do not match the selected section are not displayed. {% endhint %} * Define commercial rules: * Pricing logic * Discounts * Profit margins * VAT behavior {% hint style="info" %} You should select add-on items for the package in the main packages if you want to include and display optional products or services that complement the main package configuration. {% endhint %} ### Add-on Packages #### Overview Add-on Packages define **optional system components** that can be offered together with a main package. They are used for: * Battery systems * Heat Pumps * EV charging stations {% hint style="info" %} The selected category determines the product section displayed under Package Items. {% endhint %} For each add-on package, the list displays: * Add-on name * Category * Number of items included * Total price * Creation date and last updated date This overview helps you manage optional offerings such as batteries or EV chargers and ensures pricing consistency across proposals. From this page, you can create new add-on packages or maintain existing ones. #### Configuration Options For add-on packages, you can: * Select a package category (e.g., battery, heat pumps, EV chargers) * Upload a package image (used in LG flows) * Add one or more items from the materials database * Choose pricing behavior: * Use database pricing * Use manual pricing * Configure: * Discounts * Profit margins * VAT behavior *** ## Related Pages * [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom) * [Solar Lead Generator](/solarvis-modules/solarvis-lead-generator) * [My Items Page](/configuration/materials-page/my-items) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Offer Settings The page allows you to create and manage reusable preference sets that define how proposals are structured, which pages are included, and what content appears on each page. ## Purpose of This Page Offer preferences help standardize proposal creation across your organization in solarVis. By defining preference sets, you can ensure consistent proposal layouts, texts, and visibility rules while still allowing flexibility for different markets, languages, or proposal styles. You can set one preference as the company default and create additional sets to support alternative configurations. {% hint style="info" %} Using offer preferences results in: * A defined default proposal structure for your company * Consistent proposal layouts and content across projects and users * Controlled visibility and presentation of proposal pages and data {% endhint %} ## What You Can Do Here On this page, you can: * Create new offer preference sets * Set one preference as the default for your company * Duplicate existing preference sets * Delete unused preference sets * Select the proposal (quote) language * Define the offer validity duration * Show or hide individual proposal pages * Write page-specific descriptions and custom texts * Upload and manage cover and back cover visuals * Save changes and preview proposal output ## Preferences List It displays all existing offer preference sets in a centralized table, allowing you to review, update, and manage proposal preferences efficiently. ### Preferences List View This is the main list view where all existing offer preference sets are displayed in a table. ### Information Displayed Each row in the list shows: * Preference name * Created date * Last updated date {% hint style="info" %} Existing proposals are always updatable. {% endhint %} * Actions menu for managing the preference ### Manage an Existing Preference Use the **Actions** menu (three dots) in the preference row to manage an existing preference: * **Set as Default** Sets this preference as the company-wide default used for new proposals. * **Duplicate** Creates a copy of the preference that can be renamed and modified. * **Delete** Permanently removes the preference from the list. ## Create a New Preference To create a new offer preference: 1. Click the **Create New Preference** button. 2. Enter a name for the preference. 3. Open the newly created preference to configure general settings and proposal pages. ### General Settings **General settings** apply to the entire proposal generated using the selected preference. #### a. Quote Language * Select the proposal language from the dropdown. * This controls the language used for proposal texts and page labels where translations are available. #### b. Preference Name * Enter a clear and descriptive name for the preference. * Click **Save** to store the updated name. #### c. Offer Validity * Defines how long the proposal remains valid. * Enter a numeric value representing the number of days. * Click **Save** to apply the new validity duration. #### d. Reset to Default * Use the **Reset to Default** button to revert to the original **solarVis Default Proposal Template**, restoring all preference settings to their initial default configuration. ### Pages The **Pages** panel lists all proposal pages that can be configured within the preference. Each page includes controls for visibility and content. #### a. Show on Quote Toggle * Enable the inclusion of the page in the generated proposal. * Disable to exclude the page entirely from the proposal. #### b. Page Description Fields * Most pages include a short description field with a character limit. * Use these fields to provide concise explanations displayed on the proposal page. #### c. Save and Preview * **Save** stores your latest changes. * **Preview** allows you to review how the page will appear in the proposal output. ### Cover Page The Cover Page defines the first page of the proposal. #### a. Default Proposal Title * Enter a standard title that will appear on the proposal cover. #### b. Cover Page Details Select which information appears on the cover page: * Project name * Customer name * Created date * Quote creator name * Project address * Validity date #### c. Background Image * Upload or select a background image to be used on the cover page. {% hint style="info" %} To save the proposal with graphics, make sure the **Background Graphics** option is enabled during download. {% endhint %} #### d. Use The Primary Color * Select this option if you want to use your company color as the proposal background instead of an image. ### Introduction (Company About) Page The Company About page introduces your company to the customer and provides background information within the proposal. #### a. Description Use the rich text editor to add your company description. This content can include: * Company mission or vision * Experience and expertise * Certifications or differentiators The text entered here will appear directly on the Company About page in the proposal. #### b. Page Image Upload or select an image to visually support your company introduction. This image will be displayed alongside the description on the page. ### System Overview Page Use this field to describe the overall system configuration, such as: * System components included * How the system operates as a whole * Key characteristics of the solution #### a. Design Overview Description Use this field to explain the system design approach, including: * Layout or installation logic * Design assumptions ### MCS Performance Estimate Page The page adds the official MCS (MIS 3002) performance estimate to the proposal. The proposal page includes: * A per-array table with the installed capacity (STC), orientation from south, inclination from horizontal, specific yield (Kk), shade factor (SF), and annual output, plus the postcode region and the total estimated annual output * An **Estimated PV Self-Consumption** section with **PV Only** and **With Storage** columns, covering the assumed occupancy archetype, annual consumption, expected self-consumption, and grid independence Use the **Page description** field for an introductory text, and the preview button to review a sample page. {% hint style="info" %} When enabled, this page is shown only for UK projects under 50 kW where MCS is selected for the production analysis. The standards are configured under **Advanced Settings > System Preferences** on the [Panel Placement & Inverter Selection](/project-design/create-a-project/panel-placement-and-inverter-selection) page. {% endhint %} ### Shade Report Page This page adds a shading analysis summary to the proposal, showing how much sunlight the panel layout receives. The proposal page includes an **Annual Solar Access** view of the design, a per-array table with annual **TOF** and annual **TSRF** values for each different roof. {% hint style="info" %} The shade report is generated from the shading analysis of the current panel layout. If the layout changed after the last analysis, the proposal shows a notice instead of the report; re-run the shading analysis on the **Panel Placement & Inverter Selection** page to include it. {% endhint %} ### MCS Shading Analysis Page The page adds the MCS shade evaluation (MGD-005) to the proposal: one sunpath diagram per array, an installation data table with each array's orientation, inclination, module count, and shade factor, and the kWp-weighted system shade factor. {% hint style="info" %} When enabled, this page is shown only for UK projects under 50 kW where MCS is selected for the shading analysis, and the MCS shading analysis must be run and up to date for the current panel layout. Otherwise, the proposal export screen shows a notice asking you to run the analysis on the panel step. {% endhint %} ### Energy Flow Page This page shows the annual energy-flow diagram between **Solar PV**, the **Grid**, the **Site**, and the **Battery**, together with an **Energy Flows** table listing each flow with its yearly value. The diagram and the flow table are generated automatically from the design results. #### a. Energy Flow Description Add a summary describing the overall energy flow shown on the page. ### Estimated Energy Page This page summarizes how much energy the system is expected to produce and how it relates to site consumption. #### a. Estimated production and consumption description Use this field to explain the relationship between production, consumption, self-consumption, and excess energy. #### b. Select columns to display * Choose which columns appear in the production and consumption table. * Consumption * Production * Self consumption * Excess production * Select cards to display * Define which cards are shown at the top of the page. * Add cards using the Add Card button * Remove cards using the delete icon * Reorder cards using drag and drop ### Production Analysis Page This page shows how reliable the estimated production is, using a performance ratio section and a probabilistic (P50/P90) production distribution. #### a. Show Probabilistic Analysis (P50/P90) Enable this option to display the probability distribution of annual energy production with the selected P50/P90/P95/P99 values and the underlying variability breakdown. {% hint style="info" %} Probabilistic analysis is shown only when it is enabled on the panel placement step and available for the weather data source. The probability model is configured under **Advanced Settings > System Preferences** on the [Panel Placement & Inverter Selection](/project-design/create-a-project/panel-placement-and-inverter-selection) page. {% endhint %} #### b. Show Performance Ratio Enable this option to display the annual performance ratio together with a monthly performance ratio chart. Monthly & Annual Performance Ratios are calculated for each project. PR measures how efficiently the system converts available sunlight into actual energy, accounting for all real-world losses. ### Heat Pump System Page This page presents heat pump-related performance and financial indicators if a heat pump is included in the project. #### a. Heat pump system description Use this field to explain how the heat pump system works together with the PV system and electricity consumption. #### b. Select Cards to Display Choose which heat pump cards are visible in the proposal. * Heat energy fulfillment rate * Payback period of the heat pump system ### Battery System Page This page highlights battery performance, autonomy, backup, and financial indicators. #### a. Battery System Description Use this field to describe the role of the battery in self-consumption optimization, arbitrage, or backup usage. #### b. Select Cards to Display Choose up to **6** cards for the battery page: * Yearly average self-consumption * Backup time * Backup capacity * Battery investment cost * Annual battery savings * Battery payback period #### c. Charts to Display on the Report Choose up to **2** charts to render on the battery page: * Bill Comparison * Cumulative Cash Flow * Daily Energy Estimation The selected cards and charts are shown in the live preview on this page. ### Savings and Benefits Page This page controls the savings and benefits metrics shown in the proposal. #### a. Savings and Benefits Description Use this field to summarize long-term financial advantages and system value. #### b. Select Cards to Display Choose which savings cards appear, using the same card selection and ordering behavior as the Battery page. * First-year savings * Payback period of the solar system * Coverage rate of my invoice from PV * Annual maintenance & Repair cost ### Cumulative Cash Flow Page This page visualizes long-term financial performance of the system. #### a. Cumulative cash flow description Use this field to explain how investment costs and savings accumulate over time. {% hint style="info" %} This page includes a chart that can be displayed in the proposal and previewed using the Preview button {% endhint %} ### Consumption Appliances Page This page lists the appliances and loads considered in consumption calculations. {% hint style="info" %} If the project’s grid connection type is not set to **Off-Grid**, this section will be automatically hidden. {% endhint %} {% hint style="info" %} Appliances are shown in a table format {% endhint %} #### a. Consumption appliances description Use this field to explain how appliance data affects consumption modeling. ### Production Loss Page This page controls the visibility and explanation of production loss information. #### a. Production Loss Description Explain the assumptions, loss types, or calculations included in the project. This page includes; * **Irradiance Losses** * Global Horizontal Irradiance * Tilt & Orientation Incidence Angle Loss * Shading Loss * Soiling Loss * Snow Loss * **DC Losses** * Energy After PV Conversion * Environmental Conditions Loss * Light-Induced Degradation Loss * DC Connections Loss * DC Wiring Loss * **AC Losses** * DC/AC Conversion Loss * AC Wiring Loss > All the information can be seen on the proposal as a chart. ### Environmental Impact Page This page controls environmental impact information. {% hint style="info" %} Sustainability calculations are based on [The Nature Conservancy](https://www.nature.org/en-us/get-involved/how-to-help/carbon-footprint-calculator/). {% endhint %} #### a. Environmental Impact Description Add a summary describing the environmental results presented in the proposal. This page includes; * **Annual Saved Trees** * **Annual CO2 Reduction** * **Annual Prevented Diesel Car Travel** ### Materials Page This page summarizes the hardware included in the project. #### a. Materials Page Description Use this field to explain which hardware categories and selections are included. {% hint style="info" %} All materials used in the project are displayed on this proposal page along with their images. {% endhint %} ### BOM Page This page presents the bill of materials and the total offer amount. #### a. Bill of Materials Description Add a description explaining what is included in the BOM. #### b. Show Pricing Breakdown Enable this option to display item-level pricing components in the BOM table within the proposal. ### Payment Page This page defines the payment plan structure. #### a. Payment Plan Steps * Review existing/default payment steps. * Edit step names in the **Step** field. * Update payment rates as percentages. * Ensure the total equals **100%**. * Use **New Item** to add additional steps. * Use the remove icon to delete a step. > **Bank account details** and **Notes & Reminders** can be added to this page. #### b. Payment Page Description Add notes or explanations related to payment terms that will appear in the proposal. ### Services Page This page lists services included or excluded in the offer. #### a. Service list For each service; * Edit service names directly * Choose whether it is included or not included * Add new services using the New Service button * Remove services using the delete icon #### b. Services description Use this field to explain the scope of services provided. ### Roadmap Page The Roadmap page provides a clear, structured overview of the project timeline and key milestones, helping stakeholders understand how the project will progress from start to completion. #### a. Steps and processes Define project steps with durations in months. * Add processes under each step {% hint style="info" %} You can add detailed processes or activities that explain what will be done during that phase. {% endhint %} * Define expected timelines * Add or remove steps as needed #### b. Roadmap description Use this field to explain the overall implementation timeline. ### Back Cover Page This page controls the final page of the proposal. #### a. Background Image Upload or select an image for the back cover. #### b. Use Primary Color as Background Enable this option to apply your company’s primary color instead of the background image. *** ## Related Pages * [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom) * [Battery Page](/project-design/create-a-project/battery) If you have any questions about the Offer Settings section, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Solar Lead Generator Solar Lead Generator is a fully configurable, customer-facing pre-feasibility and lead capture module designed to run directly on the sub-domain or Iframe on the website. ## Purpose of This Page This page provides the overall structure of **Solar Lead Generator**, with a specific focus on how its settings are organized and how each configuration page impacts the overall feasibility result. It explains how different configuration sections influence: * Pre-feasibility calculations * Financial outputs * Market-specific regulatory logic ## What You Can Do Here Using Solar Lead Generator, you can access the following capabilities: * Build country-specific or global lead acquisition flows * Standardize pre-feasibility logic * Reduce manual effort in lead qualification * Improve lead quality before sales engagement * Create a seamless bridge between marketing and sales workflows ## Solar Lead Generator Page Structure The Lead Generator module page structure consists of the following configuration pages: * **General Settings** * **Cost Configuration** * **Regulations** * **Cost Configuration Test** Each page controls the feasibility logic and customer journey, while remaining connected to the others to ensure consistent and realistic results. ### General Settings **General Settings** allow you to configure the core behavior, appearance, and availability of Solar Lead Generator. Each section can be configured and saved independently. From this section, you can configure the following points: * Control lead generator availability, deployment, and feasibility calculation behavior. * Configure localization settings such as language and country. * Customize proposal generation and visual branding elements. * Manage legal content and user consent settings. * Set up SEO metadata for search engines and social media previews. * Enable analytics and performance tracking integrations. ### Cost Configuration **Cost Configuration** defines how all financial and pre-feasibility calculations are performed. This section allows you to model your internal pricing strategy and translate it into customer-facing estimates. From here, you can do the following points: * Define default system cost assumptions * Configure pricing system for panels, inverters, batteries, and other components * Select whether costs are calculated by units or by the default database price * Apply a profit margin, VAT, or discounts to finalize the total project cost All financial outputs shown to customers, such as estimated system cost, savings, or payback, are derived directly from this configuration. This ensures that Solar Lead Generator remains aligned with the real-world pricing model and avoids misleading estimates. ### Regulations **Regulations** define which regulatory frameworks are available in Solar Lead Generator and how pre-feasibility calculations are applied based on country and facility type. This section controls how the system calculates presolar & prosolar bills and savings according to local market rules. From here, you configure the points below: * See the activated regulations based on the country and facility type This ensures that feasibility results are aligned with local regulations and market conditions. ### Cost Configuration Test The **Cost Configuration Test** acts as a validation and simulation layer. This section allows you to test and verify your Lead Generation setup before exposing it to real customers. Using sample DC power, DC/AC Ratio, and battery power (optional), you can: * See the Bill of Materials for the project and simulate financial outputs Changes made here do not affect live customer flows, making this layer critical for internal quality control, cross-team alignment, and safe iteration. ## Summary **Solar Lead Generator** is a configurable website module that calculates solar feasibility and captures leads. Through **General Settings, Cost Configuration, Regulations, and Cost Configuration Test**, you control system behavior, pricing logic, regulatory rules, and market-aligned feasibility outputs before going live. *** ## Related Pages * [General Settings](/solarvis-modules/solarvis-lead-generator/general-settings) * [Cost Configuration](/solarvis-modules/solarvis-lead-generator/cost-configuration) * [Regulations](/solarvis-modules/solarvis-lead-generator/regulations) * [Cost Configuration Test](/solarvis-modules/solarvis-lead-generator/cost-configuration-test) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # General Settings Configure and manage all core settings of Solar Lead Generator from deployment to branding, localization, project types, custom questions, legal content, and tracking. ## Purpose of This Page The **General Settings** page enables full control over how Solar Lead Generator operates and appears to customers. It ensures that: * Solar Lead Generator is correctly deployed and accessible * Content is localized for target markets * Visual branding matches your company identity * Legal requirements are met * Tracking and analytics are properly configured This page should be reviewed and completed before launching it publicly. ## What You Can Do Here From the **General Settings** page, you can configure the following capabilities: * Activate, pause, or temporarily disable the lead generator * Configure how the lead generator is deployed via iframe, subdomain, or both * Select whether feasibility calculations are based on packages or cost configuration. * Control supported languages, countries, and grid connection types * Choose which project types end users can select and whether they can add a battery * Ask end users additional custom questions during the lead flow * Select the default proposal template used for generated leads * Apply company-wide numeric formatting * Customize branding elements such as colors, logo, and favicon * Configure SEO metadata for search engines and social media previews * Manage legal content and consent requirements to ensure compliance * Control whether contact information is visible in emails sent to end users * Enable analytics and tracking integrations to monitor performance This page serves as the foundation for configuring, validating, and preparing the lead generator before making it publicly available. ## Page Structure The General Settings page is organized into clearly separated configuration sections. Each section focuses on a specific aspect of the lead generator and can be saved independently. ### General Info This section controls the availability, deployment, and embedding of the lead generator. #### Lead Generator Status This section controls whether the lead generator is accessible to end users. * **Status** indicates whether the lead generator is currently active or inactive. * **Under Construction Mode** can be enabled to temporarily disable public access. {% hint style="info" %} When the under-construction mode is active, the lead generator cannot be accessed by users, even if the deployment settings are valid. {% endhint %} This is useful during setup, testing, maintenance, or content updates. #### Deployment Configuration This section defines how and where the lead generator is hosted and embedded. * **Deployment Type** allows you to choose how the lead generator is delivered: * Iframe * Subdomain * Both iframe and subdomain * **Domain** defines the subdomain on which the lead generator is hosted. * **Deployment Status** indicates whether the configuration is valid. A valid deployment status confirms that the domain is correctly set and accessible. {% hint style="info" %} If the Deployment Status shows Invalid Configuration, the required CNAME record is missing or incorrect. To fix this: * Add a new CNAME record in your domain provider * Use the subdomain shown in the settings as the Name * Use the provided target value as the Value * Wait for DNS propagation and refresh the page Once correctly configured, the status will change to Valid. {% endhint %} #### Iframe Integration This section provides everything required to embed the lead generator into a website. * The **iframe script** is generated automatically based on the deployment types. * The script can be copied and embedded into any website or CMS. No manual configuration is required beyond copying the embed code. ### Feasibility Type This section defines how feasibility calculations are performed for potential leads. * **Package-Based Feasibility** * Applies predefined packages {% hint style="info" %} Package creation and management are handled on the **Settings > Project >** [**Packages**](/configuration/settings-page/project-settings/package-settings) page. **Important**: Packages apply only to the residential project type. {% endhint %} * **Cost-Based Feasibility** * Uses detailed cost configuration ❗️Important Note: * The image shows the **Packages** result screen. It displays multiple predefined system options with fixed configurations and prices, allowing users to compare and select a recommended system.

❗️Important Note: * This shows the **Cost Configuration** result screen. It displays a single feasibility output with a detailed financial breakdown, such as system size, annual savings, project cost, payback period, and environmental impact.

### Localization Settings This section controls available languages or countries and grid connection types. * **Available Languages** define which languages users can select in the lead generator. * **The default language** determines which language is displayed when the page is first loaded. * **Available Countries** limit where the lead generator can be used. {% hint style="info" %} End users cannot find their location if the country has not been added to the list of available countries, as Google Maps search is limited to those countries. {% endhint %} * **Allowed project types** define which project types end users can choose in the lead generator: * Residential * Commercial {% hint style="info" %} At least one project type must be selected. The selectable types depend on the project types supported for your country. {% endhint %} * **Allow battery** controls whether end users can add a battery to their project in the lead generator. * **Grid Connection Types** define supported flows: * On-grid * Off-grid * Zero Injection {% hint style="info" %} The grid connection types can be chosen differently according to facility type, such as residential and commercial. The residential and commercial grid connection selectors are shown only when a matching project type is allowed. {% endhint %} These settings ensure the lead generator behaves correctly for different grid connection types. ### Proposal Template This section defines which proposal template is used for leads generated through the lead generator. * **Use Favorite Template** applies the company’s favorite proposal template by default. All proposals generated from the lead generator follow this template unless overridden elsewhere. * Any other proposal template created before can be selected here. This ensures consistency between lead generator outputs and internal proposal standards. {% hint style="info" %} Proposal templates are created on the **Settings > Offer > Preferences** page. Once a template is created, it appears here in the list. {% endhint %} ### Decimal Separator This section controls numeric formatting within the lead generator. * The **Company Decimal Separator** can be applied. Ensures consistency with company-wide number formatting preferences. * You may choose a different decimal separator instead of the company default. This is especially important for international markets using different numeric standards. ### Branding Settings This section customizes the visual appearance of the lead generator. * **Company Colors** * Reuse existing brand colors * Or override them specifically for the lead generator * **Company Logo** * Use the default company logo * Or upload a new logo * **Favicon** * Upload in PNG or ICO format * Maximum file size: **1 MB** Branding settings ensure that the lead generator visually aligns with your website and maintains a consistent brand identity. ### SEO Settings This section controls how the lead generator appears in search engines and link previews. * **Title** defines the page title * **Description** defines the meta description * **OG Title** controls website preview titles * All SEO values can be edited using the **SEO Editor** (Basic SEO, Meta Tags, Open Graph) These settings help improve visibility and presentation across search engines and social platforms. ### Legal Content This section ensures compliance with data protection and privacy regulations. * **Privacy Notice** * Displays legal text to users * **Marketing Consent** * Collects consent for sending marketing emails * Can be marked as required * Can be shown or hidden * **Data Transfer Consent** * Covers third-party data sharing * Can be marked as required * Can be shown or hidden This ensures the lead generator meets regional legal requirements. {% hint style="info" %} The website or external link can be embedded to provide proof of the legal content to end users. {% endhint %} ### Contact Information This section controls which contact details are displayed to users. * **Reuse Company Contact Information** * Or define **Custom Contact Details** specific to the lead generator Displayed contact information in emails sent to end-users helps build trust and provides clear communication channels. ### Tracking Integrations This section connects analytics and tracking tools. * **Google Tag Manager** can be enabled * **Google Analytics** can be enabled Tracking allows you to monitor usage, performance, and conversion behavior of the lead generator. ### Custom Questions The **Custom Questions** section lets you ask end users additional questions during the lead generator flow. To add a question: 1. Click **Add question** 2. Enter the **Question name** 3. Choose the **Type**: Text or Multiple choices 4. Choose the **Language** of the question {% hint style="info" %} A **Select** question needs at least two options. Questions are configured per language and are shown to end users only in the languages they exist in. {% endhint %} * **Also add to other languages** (available when creating a question) automatically translates it into all of your supported languages; the translations can be edited afterwards * Drag the handle to reorder questions; the order defines how they appear to end users {% hint style="info" %} This is especially useful for collecting sales-relevant details that the standard flow does not ask, such as roof type or planned installation date. {% endhint %} *** ## Related Pages * [Company Settings](/configuration/settings-page/company-settings) * [Project Settings](/configuration/settings-page/project-settings) * [Offer Settings](/configuration/settings-page/offer-settings) For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact) # Cost Configuration Configure default cost items, pricing logic, and financial assumptions used in Solar Lead Generator feasibility calculations. ## Purpose of This Page The **Cost Configuration** page defines how project costs are calculated inside Solar Lead Generator. It allows you to control which components are included in the calculation, how they are priced, and how margins and additional costs are applied. This configuration directly affects the pre-feasibility results shown to end users and the financial outputs generated from Solar Lead Generator. ## What You Can Do Here From the **Cost Configuration** page, you can configure the following capabilities: * Define separate cost structures for different system size ranges * Select which panels, inverters, mounting systems, cables, and other components are included * Specify how each item is calculated (quantity, per watt, set) * Use material database prices or override them with manual pricing * Add custom cost items and logistics adjustments * Apply discount rules and define the profit margin * Control VAT visibility and calculation behavior * Set annual maintenance cost assumptions This structure gives you full control over how your pricing model behaves inside Solar Lead Generator. ## How It Works The page explains how cost items, system size ranges, and financial settings work together to calculate the final investment results displayed in Solar Lead Generator. ### System Size Tabs At the top of the page, you can switch between predefined system size ranges: * **0–25 kWp** * **25–100 kWp** * **100–500 kWp** * **500+ kWp** Each tab contains a separate and independent cost configuration. This means: * You can define different panels or inverter combinations for small vs. large systems * You can apply different margins depending on the system scale * You can adjust mounting, logistics, or custom costs based on project size Solar Lead Generator automatically selects the correct configuration based on the calculated system size during feasibility analysis. {% hint style="info" %} The calculated system size is the optimal capacity determined based on the user’s kWh consumption, project location, and the roof’s slope information to most efficiently meet the specified energy demand. {% endhint %} ### Currency Selection You can select the currency from the dropdown (e.g., USD, EUR, etc.). All item prices, totals, and financial outputs will be calculated and displayed in the selected currency. Important: * Currency affects both internal calculations and end-user results * Make sure it matches your target market and pricing strategy ### Items Table The **Items** section defines which cost components are included in the total project calculation. Each row represents one cost component. **Each row contains:** * Category * Item * Unit * Unit Price * Use the Database Price option * Delete Item * Detailed Settings (three-dot) menu #### Category Select the type of cost component. Available categories typically include: * Panel * Inverter {% hint style="info" %} Both **on-grid** and **hybrid inverters** should be included in the cost configuration. Important: If the end-user selects a battery for the project, the solarVis system offers hybrid inverters. When multiple inverters are added, the system selects the inverter combination that is closest to: * The **calculated AC system capacity** is determined by DC power and the optimum DC/AC Ratio for the project. This ensures that the selected inverter setup aligns as closely as possible with the designed system size and performance requirements. {% endhint %} * Battery * Mounting * Cables * Scada * Shipping or Labor Cost * Custom The selected category determines which products can be selected and how the item is treated in the calculation. #### Item Choose an activated material from your material database. Depending on the category: * For Panel / Battery → select a model * For Inverter → select an on-grid, hybrid model * For Mounting → select mounting systems * For Custom → define a custom cost item This ensures consistency between your material database and Solar Lead Generator's pricing. #### Unit The Unit defines how the cost will be multiplied during calculation. Available unit types: **Quantity -** The system multiplies the unit price by the calculated number of components. **Per Watt -** The system multiplies the unit price by the total installed system capacity (in watts). **Set -** The price is applied once per project, regardless of system size. #### Unit Price Enter the manual price if you are not using the database pricing option. Manual pricing allows you to: * Override material database prices * Apply strategic pricing for marketing campaigns #### Use Database Price When enabled: * The system automatically pulls the price from the material database {% hint style="info" %} The database price can be updated from the **Active Materials** page. {% endhint %} * The Unit Price field becomes locked * Any future database price updates will automatically reflect here When disabled: * You can manually enter and control the price This gives you flexibility between centralized pricing and campaign-specific adjustments. #### Delete Item Use the delete icon to remove the item from the configuration. Removing an item means it will not be included in cost calculations for that system size range. #### Detailed Settings (three-dot) menu Each component has a dedicated settings panel accessed via the **three-dot menu** on the right side of the row. {% hint style="info" %} Changes made here directly affect how this material behaves inside the Lead Generator pre-feasibility calculation. {% endhint %} This configuration window is structured into two core sections: **Proposal Settings** This section determines how the selected material is presented in customer-facing proposals. You can control the options below: * Decide whether the material appears at all in the proposal. * Control whether the customer can see the individual price of the material or only the total system cost. * Choose whether applied discounts are visible to the customer in the proposal. * Decide if the exact manufacturer and model information is displayed. {% hint style="info" %} Proposal settings are linked to each other. For example, to display the custom discount for a material in the proposal, you must select both **“Show this material in the proposal”,** **“Show unit price of this material in the proposal”, and “Show discount of this material in the proposal.”** {% endhint %} **Financial Settings** This section controls how the material contributes to total financial outputs Available options include: * Include or exclude the material from the total return on investment cost * Apply a material-specific discount that overrides default pricing logic * Define a custom profit margin for the material * Apply a specific VAT rate {% hint style="info" %} Proposal settings and financial settings work dependently. For example, not selecting “**Show discount of this material in the proposal**” in the proposal settings does not affect whether “**Custom Discount**” is selected in the financial settings. {% endhint %} #### Add New Item Click **Add new item** to include additional cost components according to the project requirements. ### Financial Configuration Section Below the items table, you can define financial assumptions applied to the total calculated cost. These settings affect the final project cost shown in the customer-facing proposal. #### Discount * Enable **Show Discount in Quote** if the discount should be visible to the customer * Select percentage or amount * Define the discount rate The discount is applied to the calculated project subtotal. #### Profit Margin * Select percentage or amount * Define your default margin rate The system applies the profit margin after summing material and additional costs. #### VAT * Enable **Show VAT in Quote** if VAT should be displayed in the proposal * The system uses the VAT rate configured for the project’s country or region. This ensures compliance with local tax rules. #### Annual Maintenance Cost Define a fixed annual maintenance cost assumption. This value is used in long-term financial analysis and payback calculations. {% hint style="info" %} After making any changes on the *Cost Configuration* page, don’t forget to click the *Save* button to apply the changes. {% endhint %} {% hint style="info" %} All financial results depend on this configuration; an accurate setup is essential to ensure realistic and strategically aligned pre-feasibility outputs. {% endhint %} *** ## Related Pages * [All Materials](/configuration/materials-page/all-materials) * [Active Materials](/configuration/materials-page/active-materials) If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact) # Regulations Configure which regulations are available in Solar Lead Generator and control how feasibility logic is applied based on countries. ## Purpose of This Page The **Regulations** page enables you to define which regulatory structures are active in **Solar Lead Generator.** Regulations play a critical role in determining how feasibility analyses are calculated. Since solar policies, compensation mechanisms, and technical limitations vary by country, the system must apply the correct logic for each project. Through this page, you can do the following points: * Ensure that only valid and approved regulatory frameworks are used. * Align feasibility calculations with country-specific energy policies. * Standardize how projects are evaluated across different markets. The system automatically selects the appropriate regulation during feasibility analysis based on: * The project address (country detection) * The selected facility type This guarantees that feasibility results reflect the correct legal and technical framework. ### What You Can Do Here On this page, you can: * **View all available regulations** within the account. * **Search for activated regulations** to decide whether they should be used in Solar Lead Generator. * **Activate or deactivate regulations** using the toggle control. * **See the custom regulations** to review the applied calculation logic and assumptions. * **Review the country scope** assigned to each regulation. * **Review applicable facility types** (Residential, Commercial, Industrial, Agricultural). * **Monitor the number of active regulations** currently in use. This provides full visibility and control over how regulatory logic is applied in Solar Lead Generator. ## How It Works Each regulation includes structured configuration elements: * Country or countries where it applies * Facility types such as Residential, Commercial, Industrial, or Agricultural * Specific calculation rules embedded in the regulation logic ### Predefined Regulations When a user completes a feasibility request in the Lead Generator: 1. The system detects the project location. 2. The system identifies the selected facility type. 3. The platform searches for an active regulation that matches both criteria. 4. The most appropriate regulation is automatically applied. 5. Feasibility results are calculated based on the selected regulation logic. Custom regulations can be created and modified to reflect local market rules and tariff structures. {% hint style="info" %} If the required regulation is not activated, go to the [**Tariff Settings**](/configuration/settings-page/project-settings/tariff-settings) page to activate the desired regulation. {% endhint %} ### Custom Regulations In addition to predefined regulations, you can create custom regulations tailored to: * Local market requirements * Special tariff agreements * Utility-specific compensation models {% hint style="info" %} A custom regulation can be created on the [**Tariff Settings**](/configuration/settings-page/project-settings/tariff-settings) page by duplicating a desired existing regulation or by creating one manually. {% endhint %} Proper regulation configuration is critical for generating accurate feasibility results and reliable proposal data. *** ## Related Pages * [Tariff Settings Page](/configuration/settings-page/project-settings/tariff-settings) If you have any questions about the Regulation page, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Cost Configuration Test Test Solar Lead Generator's cost configuration by simulating different system sizes, DC/AC ratios, and optional battery scenarios before publishing it to end users. ## Purpose of This Page The Cost Configuration Test page acts as a **controlled simulation environment** for your active Cost Configuration settings. Instead of testing calculations through the live Lead Generator, this page allows you to: * Validate pricing logic safely * Check how item quantities are calculated * Confirm profit margin * Ensure total system cost accuracy * Detect configuration errors before publishing This prevents incorrect pricing, margin loss, or unrealistic pre-feasibility results from appearing in the customer-facing module. ## What You Can Do Here The steps below can be performed on this page: * Enter a **test DC system size (kWp)** * Adjust the **DC/AC ratio** to test the inverter sizing logic {% hint style="info" %} In the project, the DC/AC ratio is calculated automatically by dividing the total panel power (DC) by the total inverter power (AC). {% endhint %} * Enable or disable **battery** and define **battery capacity (kWh)** * Click **Apply** to calculate the total cost of the project. * Review **profit margin, VAT** * Confirm **total project cost** This allows you to fully stress-test your pricing structure under different system scenarios. ## How It Works The test engine applies the **currently active Cost Configuration settings** to the technical inputs defined at the top of the page. ### DC Power (kWp) The entered DC power determines: * Total installed panel capacity {% hint style="info" %} Panel quantity is calculated automatically according to: > DC System Size ÷ Selected Panel Power The result is rounded to the nearest whole number {% endhint %} ### DC/AC Ratio The DC/AC ratio determines inverter sizing. {% hint style="info" %} DC/AC Ratio is calculated by dividing total installed panel power (DC power) by total inverter power (AC power). {% endhint %} Based on this result, the system selects or calculates: * Required inverter size This allows you to verify whether your inverter logic produces correct and cost-effective sizing. ### Battery Simulation (Optional) When battery simulation is enabled: * You enter the desired **battery capacity (kWh)** * The system calculates the required battery unit quantity * Battery cost is added to the total system price ### Cost Application Logic After clicking **Apply**, the system: * Calculates panel quantity and sizes the inverter according to the DC/AC ratio * Adds battery units (if enabled) * Applies all defined cost rules: * Per-watt costs (e.g., mounting, custom cost, etc.) * Fixed component prices * Shipping cost * Additional predefined cost items * Applies the defined **profit margin** and **VAT** * Calculates the **final total price** All values are calculated instantly and displayed in the **Items Table** and **Financial Summary** section. ## Simulation Results Displays the calculated system analysis and total project cost based on the applied configuration parameters. ### Items Table The Items Table provides a detailed analysis of all calculated cost components. For each item, the table displays: * Category * Selected item * Unit type (per unit / per watt / fixed) * Unit price * Calculated quantity * Total price (excl. VAT) This allows you to identify misconfigured unit prices, incorrect quantities, or unexpected totals. ### Financial Summary At the bottom of the page, the Financial Summary provides a complete project overview: * Total Project Cost (incl. VAT and Profit Margin) * Project Cost per kWp (excl. VAT) {% hint style="info" %} The items in the table and financial summary cannot be modified, as this is a simulation. You should update the **Cost Configuration** settings. {% endhint %} ## Why This Page Is Important The Cost Configuration Test page helps you: * Prevent underpricing or overpricing * Detect configuration mistakes early * Maintain consistency in the live version By testing multiple scenarios (small systems, large systems, high DC/AC ratios, battery-enabled projects), you can confidently publish your Cost Configuration knowing that all calculations behave as expected. *** ## Related Pages * [Cost Configuration](/solarvis-modules/solarvis-lead-generator/cost-configuration) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Solar Lead Generator End-User Journey This document explains the end-user flow of Solar Lead Generator, from landing page to feasibility results. It shows how user inputs turn into structured, sales-ready data. ## End-User Experience Flow This document explains the complete end-user journey of Solar Lead Generator, from the landing page to feasibility results and dashboard access. The Lead Generator is a white-label, customer-facing pre-feasibility tool that enables website visitors to: * Define installation preferences * Draw their roof directly on the map * Provide electricity consumption information * Receive system recommendations with pricing * Access a preliminary feasibility report All submitted information is structured and automatically transferred into the solarVis ecosystem for sales follow-up and project management. {% embed url="" %} ## Page Structure Solar Lead Generator User Journey consists of the following structured pages and steps: ### Landing Page The journey begins on the company’s branded landing page. #### Key Elements * Company logo and brand identity * “Get a Quote” call-to-action button * “How It Works” expandable section * Language selection * Login for returning users Before starting the pre-feasibility process, users see the company information and clearly understand the purpose of the website. They begin the solarVis Lead Generator journey by clicking the “Get a Quote” button. ### Select Preferences Users define the core installation parameters. #### Facility Type * Residential * Commercial * Industrial * Agricultural {% hint style="info" %} The facility types shown to users are controlled by the **Allowed project types** setting on the General Settings page, and battery availability is controlled by the **Allow battery** setting there. {% endhint %} #### Grid Connection Type * On-Grid * Off-Grid These selections determine: * Available system configurations * Feasibility calculation logic * Regulatory assumptions ### Share Location Users provide the installation address. #### Available Options * Manual address search * Use current location * Enter latitude and longitude #### The system integrations * Google Maps * Satellite imagery #### **Calculation Impact** Location data directly affects: * Regulation selection * Solar irradiation values * Energy production simulations ### Roof Information Users draw their roof directly on the satellite map. #### Roof Drawing Process * Click “Add Roof” * Define roof edges by clicking map points * Select the gutter direction * Define roof slope #### Roof Parameters For each roof surface: * Roof area (m²) * Orientation (e.g., Northwest) * Slope category: * Flat Roof (0–5°) * Low Slope (5–20°) * High Slope (>20°) Users can: * Add multiple roof surfaces * Edit or delete surfaces This step forms the technical foundation of the feasibility simulation. ### Electricity Bill Information Users define their consumption profile. #### Consumption Profile Options * 1–2 Person Household * 3+ Person Household * High Daytime Consumption * High Nighttime Consumption #### Bill Amount * Slider-based or manual monthly bill input * Currency displayed dynamically based on the project location Consumption data is used to: * Estimate annual energy demand * Optimize system sizing * Simulate savings and payback period ### Review Information Before generating results, users see a summary page. #### Sections * General Information * Consumption Information * Roof Information Users can perform the following actions: * Edit any section * Confirm data accuracy * Proceed to report generation This step minimizes input errors and increases result reliability. ### Contact Information & Verification To access the feasibility report, users must provide contact details. #### Required Fields * Name * Surname * Email * Phone number #### Consent & Compliance * Marketing consent checkbox * Data processing consent #### Verification Process Users verify their account via: * SMS code * Email code A six-digit verification system ensures: * Lead authenticity * Valid contact details * CRM-ready structured data ### Feasibility Results Page After verification, the system generates preliminary feasibility results. #### System Overview * DC power * AC power * Panel count * Battery Capacity (if applied) * Annual energy consumption * Estimated annual energy production #### Investment Overview * First-year savings * Project cost range * Estimated payback period #### Environmental Impact * CO₂ emissions avoided * Equivalent trees saved annually #### Recommended Systems When the ‘Package’ option is chosen as the feasibility type, ‘Recommended Systems’ is visible to end users. Based on user inputs, the system shows appropriate package options that you previously created in the Solar Lead Generator account. Each configuration includes: * Component visuals * DC and AC power values * Battery options (if applicable) * Total price (VAT included) * “View Details” button This section supports system comparison and upselling opportunities. ### Report & Offer Options This section gives users the ability to download their pre-feasibility report or proceed toward a detailed offer. Users can: * Download the feasibility report * Access a detailed offer ### User Dashboard It provides returning users access to their saved applications, recalculations, and profile settings. Once logged in, users can access: * Update profile settings * See the Dashboard * Application information * Recalculate feasibility * Change language ## Business Impact for Installers Solar Lead Generator offers the following benefits: * Collects structured and verified leads * Technically pre-qualifies customers * Reduces manual feasibility workload * Increases conversion rates * Transfers structured data directly into the solarVis CRM The result is a complete digital pre-feasibility pipeline that transforms website visitors into structured, sales-ready opportunities. # AI Sales Assistant AI Sales Assistant is a customizable assistant that answers visitor questions, qualifies potential customers, collects project information through the company's solar sales process. ## Purpose of This Page AI Sales Assistant serves as the first point of contact for visitors on your website. Using your company's training data and configuration settings, it can answer questions about your products and services, collect lead information, and support a pre-feasibility report. Before publishing the assistant, you can configure its behavior, branding, supported regions, calculation settings, knowledge base, and conversation flow from a single interface. ## What You Can Do Here From the AI Sales Assistant settings, you can do the following points: * Connect the assistant to your website knowledge * Adjust cost configuration and feasibility settings & define regulations * Configure company branding and widget behavior * Select supported languages and countries * Customize messaging and contact channels * Add privacy notices and consent requirements * Train the assistant using company information * Manage greeting messages and conversation starters * Preview changes before publishing ## AI Sales Assistant **Page Structure** AI Sales Assistant is configured through seven setup stages: * **General** - Configure deployment, branding, localization, communication, and general assistant behavior. * **Cost Configuration** - Define the cost data used in feasibility calculations. * **Regulations** - Arrange regulatory settings used by the assistant. * **Cost Configuration Test** - Check calculation settings. * **Training** - Provide the company knowledge used when answering visitor questions. * **Greeting** - Personalize the assistant's welcome message and conversation starters. * **Theme** – Customize the assistant's visual appearance using preset themes, colors, and fonts. After configuring each stage, you can review the assistant in the preview panel before publishing it to your website. ### General The **General** tab contains the core settings required to deploy and configure the AI Sales Assistant. Here you can configure: * Publish the assistant and connect it to your website * Configure company branding, widget behavior, and visual appearance * Select supported languages, countries, and feasibility settings * Arrange cost, regulations settings * Set up messaging channels, contact information, and consent requirements * Train the assistant using company-specific knowledge * Define greeting messages and conversation starters * Preview changes before publishing ### Cost Configuration The **Cost Configuration** tab defines the cost data used during the assistant's feasibility calculations. Here you can: * Use the Solar Lead Generator’s cost configuration or define new configurations * Include battery costs in PV System ROI calculations or not ### Regulations The **Regulations** tab allows you to configure the regulatory settings used during assistant workflows. These settings ensure that feasibility calculations and proposal results follow the applicable regulations and company requirements. ### Cost Configuration Test The **Cost Configuration Test** tab offers to test the configuration used for calculations before publishing it to real customers by using sample DC power, DC/AC Ratio, and battery power (optional). ### Training The **Training** tab defines the company knowledge the assistant uses when responding to visitors. Training sources may include: * Website content * Uploaded documents or text blocks Providing accurate and up-to-date information helps the assistant deliver more relevant and consistent responses. ### Greeting The **Greeting** tab controls how conversations begin. Here you can configure: * Welcome message * Conversation starters * Quick reply options These settings help visitors quickly understand what the assistant can do and guide them toward the most relevant conversation flow. ### Theme The **Theme** tab allows you to customize the visual appearance of the AI Sales Assistant to match your company's branding. Here you can configure: * Select one of the available preset themes * Use your company color or choose a custom accent color * Select a font from the available font options ## Summary AI Sales Assistant is a configurable website assistant that answers visitor questions, collects potential customer and project information, and supports your solar sales process. Through General, Cost Configuration, Regulations, Power Tester, Training, Greeting, and Theme, you configure its behavior, calculations, knowledge base, conversation flow, and visual appearance before publishing. *** ## Related Pages * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # General Settings The General Settings page defines the core configuration of AI Sales Assistant, including deployment, localization, custom questions, and proposal settings that shape the overall visitor experience. ## Purpose of This Page Use this page to configure the core behavior of AI Sales Assistant before completing the remaining setup. From this page, you can define how the assistant is deployed, customize its branding, configure localization and communication preferences, manage legal requirements, and apply the default company and proposal settings used throughout the visitor journey. ## What You Can Do Here * Activate the AI Sales Assistant and configure website deployment * Customize company branding, widget appearance, and preview the assistant * Configure supported languages, countries, and grid connection types * Choose which project types visitors can select and whether they can add a battery * Select the feasibility type and number formatting * Enable Email and SMS proposal delivery channels * Configure legal notices, consent requirements, and company contact information * Apply the default proposal template * Ask visitors additional custom questions during the consultation ## Page Structure The **General Settings** page is organized into separate configuration parts. Each part controls a specific aspect of the AI Sales Assistant, from deployment and branding to localization, communication, and proposal settings. Configure the required fields in each panel and save your changes before proceeding to the next section. ### General Info The **General Info** part controls the availability and deployment of the AI Sales Assistant. Here you can do the points below: * Activate or deactivate the assistant * Enable **Under Construction** to temporarily hide the assistant from website visitors * Enter the website domain where the assistant will be embedded * Copy the website integration script * Add the script before the closing `` tag of your website {% hint style="info" %} The AI Sales Assistant becomes available to visitors only after the integration script has been added to your website and **Under Construction** has been disabled. {% endhint %} ### Branding The **Branding** part defines the company identity and the appearance of the AI Sales Assistant. The points below can be defined: * Enter the company name displayed in the assistant * Use the company logo configured in solarVis or upload a new one * Adjust the logo padding and select the widget position on the website * Enable or disable the animated floating button > Use the website preview to verify the branding and widget placement before saving your changes. ### Languages The **Languages** part determines which languages visitors can use while interacting with the AI Sales Assistant. * Select one or more supported languages * Choose the default language displayed when the assistant opens {% hint style="info" %} The default language should also be included in the list of supported languages. {% endhint %} ### Localization The **Localization** part controls the geographical availability of the AI Sales Assistant and the grid connection options available during the feasibility process. * Restrict location services to selected countries {% hint style="info" %} End users cannot find their location if the country has not been added to the list of available countries, as Google Maps search is limited to those countries. {% endhint %} * **Allowed project types** define which project types visitors can choose in the AI Sales Assistant: Residential, Commercial. At least one type must be selected, and the selectable types depend on the project types supported for your country. * **Allow battery** controls whether visitors can add a battery to their project in the assistant flow. Available grid connection types include: * On-Grid * Zero Injection * Off-Grid {% hint style="info" %} Residential and commercial options are configured separately, allowing each customer type to see only the supported connection types. Each selector is shown only when a matching project type is allowed. {% endhint %} ### Feasibility Type The **Feasibility Type** part determines which calculation method will be used to display feasibility reports to the end-user. Available options include: * **Cost-Based Feasibility** - Uses the pricing and calculation rules configured in Cost Configuration. * **Package-Based Feasibility** - Uses predefined package configurations. {% hint style="info" %} Package creation and management are handled on the **Settings > Project >** [**Packages**](https://docs.solarvis.co/configuration/settings-page/project-settings/package-settings) page. **Important**: Packages apply only to the residential project type. {% endhint %} ### Decimal Separator The **Decimal Separator** part controls how numerical values are displayed in feasibility results. * Use the decimal separator configured in the company settings * Override the company format with a dedicated format for the AI Sales Assistant ### Messaging Channels The **Messaging Channels** part defines how feasibility proposals are delivered to visitors. * Email * SMS {% hint style="info" %} Only the enabled channels are available during proposal delivery. {% endhint %} ### Legal Content The **Legal Content** part controls the notices and consent fields displayed throughout the AI Sales Assistant flow. You can configure the points below: * Privacy Notice - legal text to users * Marketing Consent - consent for sending marketing emails * Data Transfer Consent - third-party data sharing For each item, you can: * Edit the displayed content * Enable or disable its visibility * Require visitor confirmation when applicable ### Contact Information The **Contact Information** part determines which company contact details are used throughout the AI Sales Assistant. * Use the contact information configured in the company settings * Disable this option when different contact details should be used for the assistant ### Proposal Template The **Proposal Template** part defines which proposal template is applied to proposals generated through the AI Sales Assistant. Enable **Use Favorite Template** to automatically use the proposal template marked as the company favorite, or choose a different template from the proposal preferences. {% hint style="info" %} Before enabling this option, make sure the desired proposal template has been marked as **Favorite** in the company settings. {% endhint %} ### Custom Questions The **Custom Questions** part lets you ask visitors additional questions during the conversation. To add a question: 1. Click **Add question** 2. Enter the **Question name** and an optional **Description** shown as helper text to the visitor 3. Choose the **Type**: Text or Multiple choices 4. Choose the **Language** of the question {% hint style="info" %} A **Select** question needs at least two options. Questions are configured per language and are shown to visitors only in the languages they exist in. {% endhint %} * **Also add to other languages** (available when creating a question) automatically translates it into all of your supported languages; the translations can be edited afterwards * Drag the handle to reorder questions *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Cost Configuration The Cost Configuration page defines the material prices and financial rules used by the AI Sales Assistant when calculating estimated system costs and preparing customer proposals. ## Purpose of This Page This page allows you to configure how the AI Sales Assistant calculates system costs. You can either reuse the active Solar Lead Generator cost configuration or create a dedicated configuration by defining material costs, pricing methods, financial parameters, and proposal settings. You ensure that generated proposals and ROI calculations reflect your company's pricing strategy. ## What You Can Do Here On this page, you can do the following points: * Reuse the active Solar Lead Generator cost configuration or maintain a separate AI Sales Assistant configuration. * Configure different pricing structures for multiple system capacity ranges. * Include battery costs in PV ROI calculations or not. * Apply custom discounts, profit margins, and VAT rates when needed. * Adjust discounts, profit margins, VAT display, maintenance costs, and quotation settings. This structure provides you with complete control over how your pricing model operates within the AI Sales Assistant. ## How It Works The AI Sales Assistant calculates preliminary system costs using the configuration defined on this page. When a customer completes a conversation, the assistant determines the estimated system size, selects the matching capacity range, applies the configured materials and financial settings, and generates the estimated project cost within the proposal. ### Configuration Source At the top of the page, the **Use lead generator cost configuration** option determines whether the AI Sales Assistant uses the existing Solar Lead Generator pricing configuration. When enabled: * The active Solar Lead Generator cost configuration is automatically used. * Imported values become read-only. * Pricing can only be modified from the Solar Lead Generator module. When disabled: * The AI Sales Assistant maintains its own independent pricing configuration. * All values on this page become editable. {% hint style="info" %} This section is only visible to customers who have purchased both Solar Lead Generator and AI Sales Assistant. {% endhint %} ### Battery Cost in PV ROI Enable **Include battery cost in PV System ROI** if battery investment should be included when calculating PV ROI. Disable this option if ROI calculations should only consider the PV system investment. ### **System Size Tabs** Cost configurations are maintained separately for four PV system sizes: * **0–25 kWp** * **25–100 kWp** * **100–500 kWp** * **500+ kWp** Select a capacity range before editing its materials or financial settings. During cost calculation, the AI Sales Assistant automatically uses the configuration that matches the calculated PV system capacity. {% hint style="info" %} The system size calculated represents the optimal capacity determined by taking into account the user's kWh consumption, the project's location, and the roof's slope information, in order to meet the specified energy demand as efficiently as possible. {% endhint %} ### Currency Selection Use the **Currency** selector to define the currency used throughout the selected configuration. {% hint style="info" %} Currency affects both internal calculations and end-user results. {% endhint %} ### Items Table The material list is divided into two sections: * **PV System** * **Battery** Each material includes the following fields:

Field	Description
Category	Material category (Panel, Inverter, Battery, Mounting, Cables, Scada, Shipping or Labor Cost, Custom, My Items)
Item	Selected material from the database.
Unit	Pricing unit (such as Quantity, Per Watt, or Set).
Unit Price	Manual unit price.
Use Database Price	Uses the current price stored in the solarVis material database instead of the manually entered value.

Existing items can be edited or removed using the controls on each row, and it can be used the button called **Add new item** to include additional materials. The **delete icon (X button)** can be used to remove the item from the configuration. Removing an item means it will not be included in cost calculations for that system size range. {% hint style="info" %} Both on-grid and hybrid inverters should be included in the cost configuration. **Important:** If the end user selects a battery for the project, solarVis automatically offers hybrid inverters. When multiple inverters are available, the system selects the inverter combination with a total AC capacity that is closest to the calculated AC system capacity. The calculated AC system capacity is based on the project's DC power and the optimum DC/AC ratio. This ensures that the selected inverter configuration aligns as closely as possible with the designed system size and performance requirements. {% endhint %} #### Detailed Settings (three-dot) menu Each material includes a dedicated **Detailed Settings** panel, accessible from the **Settings** icon at the end of the item row. This panel allows you to customize how the selected material behaves in proposals and financial calculations. The panel consists of two sections: **Proposal Settings** Proposal Settings control how the selected material is presented in customer-facing proposals.

Setting	Description
Description	Adds a custom description for the material in the proposal.
Show this material in the proposal	Includes or hides the material in the proposal.
Show unit price of this material in the proposal	Displays the individual unit price instead of only the total system cost.
Show brand and model number in the proposal	Displays the manufacturer's brand and model information.
Show discount of this material in the proposal	Displays the material's discount in the proposal.

{% hint style="info" %} **Note:** Some proposal settings depend on each other. For example, to display a material's discount in the proposal, **Show this material in the proposal**, **Show unit price of this material in the proposal**, and **Show discount of this material in the proposal** must all be enabled. {% endhint %} **Financial Settings** Financial Settings determine how the material contributes to project cost calculations and ROI.

Setting	Description
Include in ROI	Includes or excludes the material from ROI calculations.
Custom Discount	Applies a material-specific discount instead of the default configuration.
Custom Profit Margin	Applies a custom profit margin to the selected material.
Custom VAT Rate	Applies a material-specific VAT rate instead of the project default.

{% hint style="info" %} **Note:** Proposal Settings and Financial Settings operate independently. For example, hiding a material's discount in the proposal does not disable or affect the **Custom Discount** used during financial calculations. {% endhint %} ### **Financial Configuration Section** The financial settings at the bottom of the page apply to the currently selected capacity range. #### Discount Configure either: * Fixed Amount * Percentage Enable **Show Discount in Quote** if the discount should be visible in customer proposals. #### Profit Margin Select the calculation type and define the profit margin applied during cost calculations. #### VAT VAT is calculated using the project's default VAT rate. Enable **Show VAT in Quote** to display the VAT amount in customer-facing proposals. #### Annual Maintenance Cost Enter the recurring annual maintenance cost associated with operating the system. This value is included in financial calculations where applicable. ### Saving the Configuration After completing the configuration, select the **Save** button. Since each capacity range stores its own pricing configuration, review and save every range that requires different material prices or financial settings before using the AI Sales Assistant. *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) If you encounter any issues, [feel free to contact us.](https://solarvis.co/en/company/contact) # Regulations The Regulations page controls which tariff regulations the AI Sales Assistant can use during feasibility analysis. ## Purpose of This Page This page controls the regulations available during AI Sales Assistant feasibility calculations. Based on the project's location and facility type, the system automatically selects the appropriate regulation from the activated options. You can either share the regulation configuration used by the solarVis Lead Generator or maintain a separate regulation list exclusively for the AI Sales Assistant. ## What You Can Do Here Using this page, you can do the points below: * Reuse the active regulations from the Solar Lead Generator or configure regulations independently for the AI Sales Assistant. * Search, activate, or deactivate available regulations. * Review supported countries and facility types for each regulation. * View all regulations currently available for AI feasibility calculations. ## How It Works The AI Sales Assistant automatically selects the correct regulation during feasibility analysis. The process works as follows: * Choose whether to reuse the regulations from Solar Lead Generator or manage an independent regulation list. * If using an independent configuration, activate the regulations you want the AI Sales Assistant to use. * During feasibility analysis, the AI identifies the project's location and facility type. * The system searches the activated regulations for the best-matching tariff. * The matching regulation is automatically applied to the feasibility calculation. ### Use Lead Generator Regulations The option determines whether the AI Sales Assistant should reuse the regulations already configured for Solar Lead Generator. When enabled: * The AI Sales Assistant automatically uses the active Solar Lead Generator regulations. * The regulation list becomes read-only. When disabled: * The AI Sales Assistant maintains its own regulation configuration. * Regulations can be activated or deactivated independently. This option is useful when both modules should always use the same tariff configuration. {% hint style="info" %} This option is only valid for customers who have purchased both Solar Lead Generator and AI Sales Assistant. {% endhint %} ### Regulations This section displays all available regulations for AI feasibility calculations. Each regulation displays: * Regulation name * Supported countries * Applicable facility types * Custom indicator (when applicable) * Activation toggle * Link button to open the regulation details Only activated regulations are considered during feasibility analysis. The toggle can be used to activate or deactivate a regulation. {% hint style="info" %} **Note:** Tariffs are created and managed from [**Tariff Settings**](/configuration/settings-page/project-settings/tariff-settings). Any regulation configured there becomes available for activation on this page. {% endhint %} ### Activated Regulations for AI Sales Assistant This section lists every regulation currently available to the AI Sales Assistant. For each activated regulation, you can: * Open the tariff details. * Remove it from the active list using **Deactivate**. Only the regulations shown in this section can be selected automatically during feasibility calculations. *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) * [Tariff Settings Page](/configuration/settings-page/project-settings/tariff-settings) If you have any questions about the Regulation page, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact) # Cost Configuration Test The page allows you to simulate different project scenarios and verify how the AI Sales Assistant applies your configured pricing rules before they are used in customer conversations. ## Purpose of This Page This page helps you validate that the pricing logic configured in **Cost Configuration** produces the expected results. It allows you to simulate various project scenarios using different system parameters and review the calculated project cost before the AI Sales Assistant uses these rules during feasibility analysis. Testing your configuration before deployment helps identify pricing or calculation issues early and ensures consistent proposal results. ## What You Can Do Here Using this page, you can: * Simulate projects with different DC system sizes and DC/AC ratios. * Test both battery and non-battery scenarios. * Review calculated material quantities and project costs. * Verify profit margin, VAT, and final project pricing. * Compare different project configurations before publishing pricing changes. ## How It Works The Cost Configuration Test uses the active pricing rules defined on the **Cost Configuration** page. To run a simulation: 1. Enter the desired **DC System size (kWp)**. 2. Specify the **DC/AC Ratio**. {% hint style="info" %} In the project, the DC/AC ratio is calculated automatically by dividing the total panel power (DC) by the total inverter power (AC). {% endhint %} 1. Enable **Battery** if the project includes battery storage. 2. Enter the battery capacity when battery support is enabled. 3. Click **Apply** to generate the calculation. 4. Review the calculated material quantities, pricing details, and financial totals. {% hint style="info" %} **Note:** The calculation always uses the currently active Cost Configuration. Any changes made to pricing rules are reflected in the next test after saving the configuration. {% endhint %} ## Understanding the Test Parameters ### DC Power (kWp) Defines the total DC system size used for the simulation. Many quantity-based cost rules calculate required materials according to this value. {% hint style="info" %} Panel quantity is calculated automatically according to: > DC System Size ÷ Selected Panel Power The result is rounded to the nearest whole number {% endhint %} ### DC/AC Ratio Determines the relationship between DC panel capacity and AC inverter capacity. This value directly affects inverter sizing and any cost items that depend on inverter capacity. {% hint style="info" %} DC/AC Ratio is calculated by dividing total installed panel power (DC power) by total inverter power (AC power). {% endhint %} ### Battery Simulation (if applicable) When enabled, the system includes battery cost items based on the configured pricing rules. During the simulation, once the required storage capacity is specified, the system automatically calculates the required battery quantity and uses this value to determine all battery-related cost items. ## Understanding the Results After the calculation is completed, the page displays the simulated project cost breakdown. The results include: * Calculated material quantities * Unit and total costs for each item * Profit margin and VAT * Final simulated project cost * Calculated the **final total price** All values are calculated instantly and displayed in the **Items Table** and **Financial Summary** section. ## Summary Cost Configuration Test provides a safe environment to validate the pricing configuration. By testing different system sizes, DC/AC ratios, and battery scenarios, you can verify calculated material quantities, project costs, profit margins, and VAT values before publishing your configuration. *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Training The page allows you to build, manage, and maintain the knowledge base used by the AI Sales Assistant. ## Purpose of This Page The AI Sales Assistant answers customer questions using the knowledge configured on this page. By connecting website content and adding custom information, you define the information the assistant can use during conversations. Website content can be refreshed automatically on a schedule or manually whenever new information becomes available, helping keep the knowledge base aligned with your latest published content. ## What You Can Do Here Using the Training page, you can achieve the points: * Build the AI Sales Assistant knowledge base from website content and custom text. * Configure automatic website crawling and choose how frequently it runs. * Add website domains and individual pages as training sources * Monitor crawl progress and page processing status. * Create and manage custom text blocks that provide additional knowledge. ## How It Works Training content is organized into two source types: * **Web Pages** - Content collected automatically from your website. * **Text Blocks** - Knowledge entered manually. Once a source has been successfully processed, it becomes part of the AI Sales Assistant knowledge base and can be used to answer visitor questions. {% hint style="info" %} **Important:** Only sources with the **Ready** status are included in the knowledge base. {% endhint %} ### Crawl Schedule The Crawl Schedule determines how often the AI Sales Assistant refreshes information collected from connected websites. Enable automatic crawling to keep website-based training content synchronized with your published website. Available frequencies include: * Monthly * Quarterly * Semi-annually * Yearly If automatic crawling is disabled, website content remains unchanged until a manual crawl is started. {% hint style="info" %} **Note:** Automatic crawling only updates website sources. Text Blocks are updated only when they are edited manually {% endhint %} ### Web Pages The **Web Pages** section manages all website-based training sources. Add one or more company websites using the **Domain** field. During crawling, the system automatically discovers pages belonging to the configured domains and processes them for use by the AI Sales Assistant. A maximum of **200 pages** can be crawled across all configured domains. Use the **Extra URL** field to include a specific page directly. This is useful for pages that are not easily discovered during crawling or should always be included in the knowledge base. If website content changes before the next scheduled crawl, select **Restart Crawl** to immediately refresh the connected sources. While crawling is in progress, the page displays: * Total pages discovered * Successfully processed pages * Processing status for each page * Source URL for every page (recrawl or delete pages one by one) {% hint style="info" %} Use the available language filter and update-date sorting options to quickly locate specific pages when managing large knowledge bases. {% endhint %} ### Text Blocks The **Text Blocks** section allows you to add company knowledge that is not available on your website. This is useful for internal procedures, product information, sales guidance, FAQs, policies, or any other information that should be available to the AI Sales Assistant. Select **Add** to create a new text block and enter the information as a separate knowledge entry. Keeping different topics in individual text blocks makes future maintenance easier. From the Text Blocks list, you can review existing entries and organize them using the available language filter and update-date sorting options. {% hint style="info" %} **Recommendation:** Create smaller, topic-focused text blocks instead of large documents. They are easier to maintain and produce more targeted responses from the AI Sales Assistant. {% endhint %} *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) For more assistance, don’t hesitate to [get in touch.](https://solarvis.co/en/company/contact) # Greeting The Greeting page allows you to configure how the AI Sales Assistant starts conversations with website visitors across all active languages. ## Purpose of This Page The Greeting page defines the first experience visitors have when they open the AI Sales Assistant. Here you can configure how the assistant greets visitors, explains its purpose, and suggests predefined conversation starters. These settings help ensure that every visitor receives a clear, localized introduction before the conversation begins. ## What You Can Do Here Using the Greeting page, you can achieve the points: * Select an active language and configure its greeting content. * Customize the welcome message shown when the chat opens. * Automatically generate translations for all active languages. * Create, edit, remove, and translate predefined quick replies. * Configure the delay duration before quick replies are displayed. ## How It Works When you open the Greeting page, first select one of the available languages from the **Language** dropdown. Only the languages enabled in **General Settings** are available for configuration. The selected language determines which localized greeting content you are editing. ### Welcome Message The welcome message is the first text visitors see when they open the AI Sales Assistant. This message is used to greet visitors and encourage them to start a conversation. After configuring the welcome message in one language, you can use **Generate Translations** to automatically create localized versions for the other active languages. Generated content can be reviewed and edited before it is used. ### Assistant Introduction Popup The assistant introduction popup appears at a certain time to introduce itself after visitors come to the website. This field is used to briefly explain what the AI Sales Assistant can help visitors with, such as answering questions, providing product information, or generating a solar feasibility report. {% hint style="info" %} Keeping this message clear and concise helps visitors understand what they can ask from the assistant. {% endhint %} Like the welcome message, assistant introductions can also be translated automatically using **Generate Translations**, allowing you to quickly populate all active languages and make manual adjustments where necessary. ### Quick Replies Quick replies provide visitors with predefined conversation starters that appear inside the chat. These options allow visitors to begin interacting with the assistant with a single click instead of typing their first message. You can: * Add up to 3 quick reply buttons. * Edit or remove individual replies. * Generate translations for all quick replies across every active language using **Generate Translations**. They help guide visitors toward the most common questions and reduce the effort required to start a conversation. ### Delayed Quick Replies Enable **Delay Quick Replies** if you want these suggestions to appear after a configurable waiting period instead. The delay duration controls how long the assistant waits before displaying the predefined reply options. *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Theme](/solarvis-modules/ai-sales-assistant/theme) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. # Theme The Theme page lets you customize the visual appearance of the AI Sales Assistant to match your company's brand identity. ## Purpose of This Page Use this page to define the colors, background style, and typography used by the AI Sales Assistant. The live preview allows you to review your changes before applying them, helping ensure the assistant blends seamlessly into your website. ## What You Can Do Here * Select a preset theme with predefined header colors and background patterns * Use your company branding or define custom primary and secondary colors * Choose the font family used throughout the AI Sales Assistant * Preview the assistant in light or dark mode before saving * Save the theme configuration for your website ## How It Works The Theme page is divided into two areas: * **The configuration panel** on the left is where you customize the assistant's appearance. * **Live preview** on the right is where you can immediately see how the selected theme will look on your website. Most visual changes are reflected instantly in the preview, allowing you to evaluate the assistant before saving. {% hint style="info" %} The live preview is for visualization only. Your website is not updated until you select **Save**. {% endhint %} ## Configuration Panel The assistant’s appearance is customized in that area easily and quickly. ### Theme Presets Theme presets provide ready-made combinations of header colors and conversation background patterns. Each preset defines: * Header color style * Conversation background pattern Available preset combinations include: * Primary or Secondary header with no background pattern * Primary or Secondary header with a plus (+) pattern * Primary or Secondary header with a dots pattern Any preset can be selected to immediately update the live preview. The selected preset is indicated with a checkmark. ### Company Colors Enable **Use company colors** to automatically use the brand colors configured in your company settings. When this option is enabled: * The assistant inherits your organization's primary and secondary brand colors. * Manual color editing is disabled. This is the recommended option if you want the assistant to remain consistent with your website branding. ### Custom Colors Disable **Use company colors** to define a custom color scheme specifically for the AI Sales Assistant. **Primary Color** - defines the primary branding color used throughout the assistant. **Secondary Color -** defines the secondary accent color used by the selected theme. For both colors, you can: * Enter a hexadecimal color value * Select a color using the color picker {% hint style="info" %} Which color appears in the assistant header depends on the selected preset theme. Presets using the **Primary Header** display the primary color, while **Secondary Header** presets display the secondary color. {% endhint %} ### Font Family The **Font family** is used in a dropdown to select the typography used throughout the AI Sales Assistant interface. Available fonts include: * system-ui * Inter * Roboto * Open Sans * Poppins * Lato * Montserrat The selected font is immediately reflected in the live preview. ## Live Preview Panel The preview panel on the right side of the page displays how the AI Sales Assistant will appear when embedded on your website. The preview updates automatically as you modify: * Theme preset and background pattern * Colors * Font family {% hint style="info" %} **Note:** Dark mode affects the preview only. It does not enable dark mode for your website or change the saved theme configuration. {% endhint %} *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant) * [General Settings](/solarvis-modules/ai-sales-assistant/general-settings) * [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration) * [Regulations](/solarvis-modules/ai-sales-assistant/regulations) * [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test) * [Training](/solarvis-modules/ai-sales-assistant/training) * [Greeting](/solarvis-modules/ai-sales-assistant/greeting) * [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey) If you encounter any issues, [feel free to contact us.](https://solarvis.co/en/company/contact) # AI Sales Assistant End-User Journey This page explains how website visitors interact with the AI Sales Assistant, from their first message through project qualification, package selection, feasibility analysis, and proposal generation. ## User Experience Flow The AI Sales Assistant is embedded directly into your website and acts as a digital solar consultant available to visitors at any time. Instead of filling out traditional lead forms, visitors can communicate naturally with the assistant, ask questions about solar energy, and receive personalized feasibility results based on their project requirements. During the consultation, the assistant collects project information through a guided workflow that includes facility details, location information, electricity consumption, package selection, battery preferences, and contact information. {% hint style="info" %} All collected data is structured and automatically synced with the solarVis ecosystem, driving efficient sales follow-up and project management. {% endhint %} ### Try the AI Sales Assistant Want to experience the journey from an end user's perspective? Visit the live AI Sales Assistant demo to explore the complete consultation flow, ask questions about solar energy, review the recommended system, and generate a sample feasibility report. 👉 ## Page Structure The AI Sales Assistant User Journey follows this sequence of structured pages and steps: ### Opening the AI Sales Assistant Visitors can access the AI Sales Assistant from the chat button displayed on the website. The assistant may initially show: * A welcome message * Suggested conversation starters * Quick action buttons * Previously configured greeting content Visitors can either select one of the suggested actions or start typing their own message. ### Asking Questions and Exploring Solar Solutions The AI Sales Assistant can answer questions using the training content configured by your company. Visitors can ask about topics such as: * Solar energy systems * Products and equipment & Installation requirements * Financing options * Company services The assistant responds conversationally while guiding visitors toward a feasibility consultation when appropriate. ### Starting a Feasibility Consultation When a visitor requests pricing, a quotation, project analysis, or similar information, the assistant may offer to prepare a solar feasibility report. If the visitor chooses to continue, the assistant launches a guided consultation process designed to collect the information required for system sizing and feasibility calculations. ### Selecting the Facility & Grid Connection Type The assistant asks the visitor to identify the type of facility where the solar system will be installed. * Residential * Commercial * Industrial * Agricultural Irrigation {% hint style="info" %} The facility types offered to visitors are controlled by the **Allowed project types** setting on the General Settings page, and battery availability is controlled by the **Allow battery** setting there. {% endhint %} The visitor specifies how the property will operate in relation to the electrical grid. * On-Grid * Off-Grid * Zero-injection These selections help determine the most appropriate system architecture and available package configurations. ### Providing the Project Location The assistant requests the installation location. * Search for an address * Use their device location (when permitted) After a location is selected, an interactive map is displayed for confirmation. The visitor can review and adjust the selected position before submitting it. The project location is used to apply local solar irradiation, environmental conditions, and other feasibility-related parameters. ### Entering the Available Installation Area The assistant asks how much usable installation area is available for the solar system. Depending on the project type, this may represent: * Roof area * Ground area * Other installation surfaces The visitor enters the available area and submits the value. This information is used to estimate the maximum potential system size and installation capacity. ### Providing Electricity Consumption Information The assistant collects information about the facility's electricity usage. * Average monthly electricity bill The submitted data is used to estimate energy demand, potential savings, system sizing requirements, and financial performance. ### Selecting a Consumption Profile The assistant asks the question about how electricity is used at the facility. For example, residential visitors may be presented with options such as: * Family with children * House for 1–2 people * Retired or working from home * Evening focused consumption For other types: * Constant consumption * Weekdays focused on consumption * Commercial (Shopping hours) * Evening focused consumption These selections help improve consumption estimations and system recommendations. ### Feasibility Results (Reviewing the Recommended System) After sufficient project information has been collected, when the ‘Package’ option is chosen as the feasibility type, ‘Recommended Systems’ is visible to end users. Each package may include information such as: * Package name * Product image * DC power * AC power * Battery options (if applicable) * Project pricing with VAT Visitors can compare the available options and select the package that best fits their requirements. > The packages displayed to visitors are determined entirely by the package and pricing configurations defined within the AI Sales Assistant. {% hint style="info" %} If battery-supported packages are available, the assistant allows the visitor to add battery storage to the project. Battery selections are included in both feasibility calculations and proposal generation. {% endhint %} ### Providing Contact Information Before generating the final report, the assistant collects the contact information required for lead creation and report delivery. The form may include: * First & Last name * Phone country code * Phone number * Email address * Consent confirmation All required fields must be completed before the process can continue. Data validation is applied to ensure submitted information is complete and properly formatted. ### Generating the Feasibility Report After all required information has been collected, the AI Sales Assistant generates a feasibility report directly within the conversation. Depending on the configured feasibility model and available project data, the report may include: * Project location * Facility type * Estimated project cost * Estimated annual production * Estimated annual consumption * Payback period estimates * System power values * Panel quantities * Environmental impact metrics The report is generated automatically using the project information collected during the consultation. ### Viewing the Proposal After feasibility calculations are completed, the assistant can provide access to a detailed solar proposal. **Important**: The proposal format and contents depend on the proposal templates configured within the platform. ## Managing Conversations Visitors can access their conversation history by clicking the three dots in the assistant interface. Depending on the configuration, they may be able to: * Reopen previous conversations * Continue an existing consultation * Start a new conversation The assistant can also be minimized and reopened later without restarting the entire interaction. ## Business Impact for Installers The AI Sales Assistant helps installers by: * Qualifying website visitors through a guided conversation * Collecting complete project and customer information * Delivering personalized feasibility results and system recommendations * Generating a professional solar proposal automatically * Providing structured sales opportunities that are ready for follow-up The outcome is a fully digital pre-feasibility pipeline that converts website visitors into structured, sales-ready leads.