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Description
Establish comprehensive roles and permissions for each member of your team, ranging from account owners to sales representatives and accountants, ensuring that every individual has tailored access to the specific software functionalities they require while restricting access to unnecessary areas. Monitor all of your ongoing projects—be they new, active, or completed—through a user-friendly dashboard that provides an overview of your operations. With a real-time, comprehensive perspective of your account, you can ensure that no detail slips through the cracks. Personalize your proposals by incorporating your company’s branding elements, rearranging or omitting sections as needed, and embedding your logo and cover image to enhance the visual appeal of your quotes. Take advantage of our good, better, best feature to present clients with various product and pricing alternatives within a single proposal, allowing them to easily e-sign the option they prefer. Additionally, streamline the permit application process and engage with homeowners like never before by utilizing our innovative virtual site assessment tool, which enhances remote interactions. This robust suite of features is designed to optimize your workflow and improve client relationships significantly.
Description
solarVis is a comprehensive platform designed specifically for the solar and renewable energy industry, enabling businesses to oversee every aspect of solar sales and project management within a unified digital framework. The platform integrates features for generating leads, designing projects, conducting feasibility studies, crafting proposals, managing customer relationships, and tracking installation projects, which helps solar companies enhance their processes from the very first customer interaction to the completion of installation. Notable components include a 3D rooftop design feature that allows for precise solar layout creation, a multi-scenario analysis tool that assesses both technical and financial feasibility, and customizable proposal generators that create thorough project proposals for clients. Additionally, solarVis offers a materials database along with bill of materials management, enabling teams to efficiently calculate costs, configure equipment packages, and monitor the components utilized throughout solar installations. This all-in-one solution not only boosts efficiency but also ensures that solar companies can deliver projects that meet customer expectations and sustainability goals effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$229 per month
Free Trial
Free Version
Pricing Details
€99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Solargraf
Country
Canada
Website
www.solargraf.com
Vendor Details
Company Name
solarVis
Country
United States
Website
www.solarvis.co
Product Features
Solar
2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM
Product Features
Solar
2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM
