The AI co-pilot for solar sales reps and installation companies. Generate complete proposals with system sizing, financial ROI analysis, and financing comparisons in seconds. Track your lead pipeline from first contact through PTO, calculate commissions, monitor permit milestones, and send follow-up sequences. ## What's included - **System sizing calculator** — kW from kWh usage / roof sq ft / shading factor / panel wattage - **Financial ROI** — system cost, federal ITC, state/local rebates, net cost, payback period, 25-year savings - **Financing comparisons** — cash / loan (10/15/20 yr) / lease / PPA — with side-by-side monthly cost - **Lead pipeline** — first contact → site survey → proposal → contract → permit → install → PTO (permission to operate) - **Permit milestone tracker** — utility interconnection, AHJ permit, HOA approval, inspection scheduling - **Commission calculator** — per kW / per deal / per stage with split logic for setter + closer - **Follow-up sequences** — site survey → proposal → 7-day → 30-day no-show recovery - **Federal + state incentive database** — ITC, state credits, utility rebates, SREC markets ## Limitations - **Not a CRM** — pairs with Solo / Aurora / Open Solar / Sighten for design + CRM - **Not a design tool** — agent does sizing math; for shading analysis + roof modeling use Aurora / Helioscope - **Permit submission is on you** — agent flags milestones; you submit to utility / AHJ - **U.S.-focused** — incentive database is for US federal + 50 states; international users adapt - **Doesn't process customer payments** — handles proposal → contract; payment via your processor ## Best fit Solar sales reps + small installation companies (1-15 reps) doing $500K-$10M/year. Especially valuable for reps losing deals because the proposal took 3 days instead of 30 minutes — speed-to-proposal is the #1 close rate predictor in solar.
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