Qualify the lead and confirm the site
Track owners, stages and next actions in the native solar CRM. Schedule a site survey, then carry the confirmed site into one or more design options.
Explore the CRM →Explore site surveys →The PVspark product
From first enquiry to a proposal you can explain.
Keep the customer, site, design and estimate connected. Compare options with your team, then show the customer the system and assumptions behind the proposal.
Explore the workflow
The next team starts with the context.
Open each step to see the product and the decision it supports. These labelled examples show separate projects, not one continuous customer case.
01Customer & site
Carry the enquiry into the design.
Keep the customer, confirmed site, survey and next action together. Create design options under the lead so your designer starts with the site context already attached.
Explore the native solar CRM →
View full-size screenshot 02Layout & design
Compare the options before changing the roof.
Review supported panel orientations, spacing, capacity and approximate energy side by side. Inspect the alternative in 3D, then choose whether to adopt it.
Explore solar design →
View full-size screenshot 03Energy & financials
Explain the electricity bill behind the estimate.
Bring supported interval loads, electricity rates and system costs into the commercial review. Inspect the assumptions behind savings and payback before presenting them to a customer.
Explore tariffs and financials →
View full-size screenshot 04Proposal & handoff
Know what is missing before you send the package.
Bring the proposal, financial report and design files into a reviewable package. Required outputs and the project version stay visible, so a draft is not mistaken for a completed issue.
Explore proposals and reports →
View full-size screenshot A connected project
Keep the decisions around the design.
Customer, site and project context carry forward. Each role can review the inputs and outputs relevant to its next step.
Design and examine the options
Model rooftop or fixed-tilt ground-mount layouts. Compare supported roof alternatives, inspect energy assumptions and develop electrical work for qualified review.
Explore solar design →Explore electrical design →Present a traceable case
Bring supported load and tariff evidence, equipment pricing and energy estimates into the commercial case. Prepare a proposal or report package from the selected project context.
Explore commercial analysis →Explore proposals and reports →Design, energy, electrical and commercial results depend on recorded inputs and appropriate professional review. Explore capability details and limits.
Take a closer look
See the work that matters to your team.
Explore the residential installer, commercial and ground-mount journeys, then choose the capabilities you want to see in a demo.
Team access and data security →See PVspark in action
See how PVspark fits your projects.
Tell us what you design and how your team works. We will walk through the relevant screens with example data and answer your questions.