# solarVis Docs ## Documentation - [WELCOME!](https://docs.solarvis.co/readme.md) - [Dashboard](https://docs.solarvis.co/readme/dashboard.md): 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. - [Introduction](https://docs.solarvis.co/crm-and-project-management/introduction.md): 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. - [Contacts](https://docs.solarvis.co/crm-and-project-management/contacts.md): The page allows you to view, search, create, and manage all customer and company contacts in one centralized place. - [Leads](https://docs.solarvis.co/crm-and-project-management/leads.md): The page collects and manages all incoming sales opportunities, allowing you to track prospects from first contact through qualification and conversion into active projects. - [Projects](https://docs.solarvis.co/crm-and-project-management/projects.md): The page lists all projects in your solarVis workspace and serves as the main hub for managing ongoing and completed projects. - [Create a Project](https://docs.solarvis.co/project-design/create-a-project.md): The page provides a structured overview of the complete project creation workflow in solarVis, from the initial setup to final proposal readiness. - [Project Details](https://docs.solarvis.co/project-design/create-a-project/project-details.md): The page explains how to start a new project in solarVis by defining the all core project information used for design and feasibility. - [Consumption](https://docs.solarvis.co/project-design/create-a-project/consumption.md): The page defines how electricity consumption and electricity regulation rules are modeled for feasibility and financial calculations in solarVis. - [Energy Consumption](https://docs.solarvis.co/project-design/create-a-project/consumption/energy-consumption.md): 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. - [Electricity Prices and Regulation (On-Grid / Zero Injection Projects)](https://docs.solarvis.co/project-design/create-a-project/consumption/electricity-prices-and-regulation-on-grid-zero-injection-projects.md): 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. - [Appliances (Off-Grid Projects)](https://docs.solarvis.co/project-design/create-a-project/consumption/appliances-off-grid-projects.md): The page is used to define electricity consumption for off-grid projects based on individual electrical appliances. - [Roof Drawing](https://docs.solarvis.co/project-design/create-a-project/roof-drawing.md): The page explains how to create accurate roof geometry by drawing a 2D roof outlines and inner edges, defining slopes to generate a 3D model, managing map providers, and adding obstacles. - [Panel Placement & Inverter Selection](https://docs.solarvis.co/project-design/create-a-project/panel-placement-and-inverter-selection.md): The page is used to design and simulate a complete PV system, including panel placement on the 3D roof model, inverter selection, shading and irradiance analysis, and system performance validation. - [String](https://docs.solarvis.co/project-design/create-a-project/panel-placement-and-inverter-selection/string.md): It offers a visual and interactive interface that users can draw string routes on the roof layout, monitor electrical values in real time and validate system compatibility before running a simulation. - [Heat Pump](https://docs.solarvis.co/project-design/create-a-project/heat-pump.md): 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. - [Battery](https://docs.solarvis.co/project-design/create-a-project/battery.md): The page lets you define your battery strategy by choosing between self-consumption and backup use cases, and automatically calculates the appropriate battery size for the project. - [Bill of Materials (BoM)](https://docs.solarvis.co/project-design/create-a-project/bill-of-materials-bom.md): 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. - [Summary & Offer](https://docs.solarvis.co/project-design/create-a-project/summary.md): 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. - [Organization Page](https://docs.solarvis.co/configuration/organization-page.md): This page provides a centralized view of your organization's structure in solarVis, including partners, teams, and the headquarters. - [Partners](https://docs.solarvis.co/configuration/organization-page/partners.md): 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. - [Teams](https://docs.solarvis.co/configuration/organization-page/teams.md): 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. - [Headquarters](https://docs.solarvis.co/configuration/organization-page/headquarters.md): The page represents the top-level organizational entity in solarVis, serving as the central hub for managing users, activity, and core settings. - [Materials Page](https://docs.solarvis.co/configuration/materials-page.md): 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. - [All Materials](https://docs.solarvis.co/configuration/materials-page/all-materials.md): 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. - [Active Materials](https://docs.solarvis.co/configuration/materials-page/active-materials.md): 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. - [My Items](https://docs.solarvis.co/configuration/materials-page/my-items.md): 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. - [Request Material](https://docs.solarvis.co/configuration/materials-page/request-material.md): The feature is available throughout solarVis and allows you to submit missing products directly from the platform. - [Material Details Modal](https://docs.solarvis.co/configuration/materials-page/material-details-modal.md): This modal provides detailed technical information to help you review and compare materials before activating or using them in a project. - [Settings Page](https://docs.solarvis.co/configuration/settings-page.md): 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. - [Account Settings](https://docs.solarvis.co/configuration/settings-page/account-settings.md): The page manages your personal account information and chooses which updates you receive by email and in-app notifications. - [Company Settings](https://docs.solarvis.co/configuration/settings-page/company-settings.md): The page allows you to manage all organization-level settings that define how your company operates within solarVis. - [Project Settings](https://docs.solarvis.co/configuration/settings-page/project-settings.md): Configure and manage reusable commercial structures including cost presets, system packages, and tariffs that standardize how projects are built, priced, financially modeled across solarVis. - [Tariff Settings](https://docs.solarvis.co/configuration/settings-page/project-settings/tariff-settings.md): 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. - [Preset Cost Settings](https://docs.solarvis.co/configuration/settings-page/project-settings/preset-cost-settings.md): 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). - [Package Settings](https://docs.solarvis.co/configuration/settings-page/project-settings/package-settings.md): Packages combine multiple materials into a single commercial offer with a calculated total price. - [Offer Settings](https://docs.solarvis.co/configuration/settings-page/offer-settings.md): 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. - [Solar Lead Generation](https://docs.solarvis.co/solarvis-modules/solar-lead-generation.md): The solarVis 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. - [General Settings](https://docs.solarvis.co/solarvis-modules/solar-lead-generation/general-settings.md): Configure and manage all core settings of the solarVis Lead Generator from deployment to branding, localization, legal content, and connected to tracking. - [Cost Configuration](https://docs.solarvis.co/solarvis-modules/solar-lead-generation/cost-configuration.md): Configure default cost items, pricing logic, and financial assumptions used in the solarVis Lead Generator feasibility calculations. - [Regulations](https://docs.solarvis.co/solarvis-modules/solar-lead-generation/regulations.md): Configure which regulations are available in the solarVis Lead Generator and control how feasibility logic is applied based on countries. - [Cost Configuration Test](https://docs.solarvis.co/solarvis-modules/solar-lead-generation/cost-configuration-test.md): Test the solarVis Lead Generator cost configuration by simulating different system sizes, DC/AC ratios, and optional battery scenarios before publishing it to end users. - [Lead Generator End-User Journey](https://docs.solarvis.co/solarvis-modules/solar-lead-generation/lead-generator-end-user-journey.md): This document explains the end-user flow of the solarVis Lead Generator, from landing page to feasibility results. It shows how user inputs turn into structured, sales-ready data. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.solarvis.co/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.