Question 1

What is solarVis and who is it for?

Accepted Answer

SolarVis is an all-in-one platform for solar installers and EPC companies, bringing lead generation, 3D design, feasibility, proposals, and CRM into a single workflow. It is built for teams that want to replace disconnected tools with one system for the full sales cycle.

Question 2

How long does onboarding typically take?

Accepted Answer

Most installer teams are productive within a single week. The first day focuses on workspace setup, templates, team structure, and pipeline import. Days two to five focus on building your first designs and proposals with a customer success manager.

Question 3

Can I import my existing leads and projects?

Accepted Answer

Yes. Existing leads, projects, contacts, and proposal templates can be migrated so your team can move from fragmented tools without interrupting active deals. Excel import is supported, and larger CRM migrations are scoped during onboarding.

Question 4

Can I switch from spreadsheets or my current solar software?

Accepted Answer

Yes. Many teams move to solarVis from spreadsheet-based feasibility, generic CRMs, standalone design tools, or custom quote templates. Onboarding maps your current workflow into solarVis so data flows from lead to design, feasibility, proposal, and project tracking.

Question 5

Do I need training to use the platform?

Accepted Answer

Every new workspace includes live onboarding, recorded walkthroughs, and product guidance. Most sales and design users are comfortable after one focused session because the workflow follows the real order of a solar project.

Question 6

Can I try solarVis before committing?

Accepted Answer

Yes. You can start a 7-day free trial with full access, no credit card required, or book a personalized walkthrough with the team first.

Question 7

Does solarVis include 3D roof design?

Accepted Answer

Yes. The platform includes a 3D solar design engine with AI roof detection, roof drawing, obstacles, AI panel placement, shading analysis, inverter matching, and site-plan output in one browser workflow.

Question 8

Can AI design the roof and the panel layout for me?

Accepted Answer

Yes, both steps are AI-assisted, and they are two steps rather than one. AI roof detection reads satellite imagery and returns the roof outline, faces, and inner edges as a 2D wireframe; Fit to LiDAR then sets height and slope from elevation data to make it 3D. AI panel placement fills the layout to a target panel count, annual production, installed capacity, or share of consumption while respecting setbacks, obstacles, dormers, and shading. You review and adjust everything by hand afterwards.

Question 9

Which project types does solarVis support?

Accepted Answer

SolarVis supports rooftop-focused residential, commercial, industrial, and agricultural solar projects. Pitched roof, flat roof, and commercial ground-mount designs are supported.

Question 10

Which grid connection types can I model?

Accepted Answer

You can model on-grid, off-grid, and zero-injection systems. Connection type, tariff logic, export rules, and proposal requirements stay connected to the project.

Question 11

How accurate is the feasibility analysis?

Accepted Answer

Feasibility analysis uses location-specific irradiance, real panel specs, country-specific tariffs, and shading data from the design step. The output is built for customer-facing and financing-ready discussions, not rough lead estimates.

Question 12

Can I model PV, batteries, heat pumps, and EV chargers together?

Accepted Answer

Yes. The 4-in-1 analysis can evaluate PV, battery storage, heat pumps, and EV charging together or separately. Changing one component updates self-consumption, grid export, payback, ROI, and CO2 impact.

Question 13

Can I generate branded proposals and track engagement?

Accepted Answer

Yes. Proposals use your logo, colors, fonts, layout, and commercial terms. You can share proposals as tracked web links or PDFs, see when a prospect opens them, and regenerate updated versions after design changes.

Question 14

Is the CRM strong enough to replace my current one?

Accepted Answer

For solar sales workflows, yes. The built-in CRM links contacts, leads, projects, designs, feasibility reports, proposals, tasks, and activity history. Teams that need broader marketing automation can keep an external CRM and sync selected data.

Question 15

Is solarVis available in multiple languages?

Accepted Answer

Yes. The platform is available in 24 languages, and each user can choose their own interface language. That makes it practical for mixed-language teams, international dealer networks, and multi-market operations.

Question 16

What makes a solar lead qualified in solarVis?

Accepted Answer

A qualified lead includes location coordinates, drawn roof area, annual consumption, facility type, pre-feasibility results, and SMS-verified contact details. Your team sees project context before the first sales call.

Question 17

Can I embed the Lead Generator on my existing website?

Accepted Answer

Yes. It can be deployed as a subdomain, iframe, or direct link, so most teams do not need a website rebuild. Branding, copy, cost logic, and qualification steps are configured before launch.

Question 18

Does the Lead Generator work for commercial solar?

Accepted Answer

Yes. Facility-type and connection-type selectors change the pre-feasibility logic for residential, commercial, and industrial projects. The flow can capture the data your sales team needs for each segment.

Question 19

What happens if a visitor's roof is not viable?

Accepted Answer

The Lead Generator gives the visitor a clear answer instead of sending a weak lead to sales. Your reps avoid wasted qualification time, and viable prospects still move into the CRM with complete context.

Question 20

How is lead data routed to my team?

Accepted Answer

Leads appear in solarVis CRM automatically with the captured address, roof, consumption, contact, and pre-feasibility data. External CRM sync can be scoped for Enterprise workflows.

Question 21

How long does a Lead Generator launch take?

Accepted Answer

Most launches take one to two weeks. Setup usually covers branding, cost configuration, regulation logic, testing, and CRM routing.

Question 22

Is the AI Sales Assistant available today?

Accepted Answer

Yes. The AI Sales Assistant is live, and new customers get guided onboarding to align the chatbot definition, scope, product knowledge, and contact capture with their sales process.

Question 23

How is it different from a generic chatbot?

Accepted Answer

It is solar-literate by default and grounded in your website, documents, product catalog, pricing guidance, and market context. Answers are designed to match what a trained solar sales rep would say.

Question 24

How does it learn my company's products and pricing?

Accepted Answer

You can upload documents, connect website content, and configure knowledge base rules. The assistant answers from your approved information, and your team can review, correct, and update what it knows.

Question 25

Can it provide pre-feasibility during a conversation?

Accepted Answer

Yes. Using location, consumption, and project inputs, the assistant can guide the visitor toward a pre-feasibility result and hand off to the Lead Generator when a full flow is needed.

Question 26

Will it replace my sales team?

Accepted Answer

No. It handles first response, common questions, pre-qualification, and routing. Sales reps receive better context and spend more time on opportunities with real project potential.

Question 27

Can the assistant match my brand and languages?

Accepted Answer

Yes. Logo, colors, theme, greeting, quick replies, conversation scope, and contact-capture fields are configurable. It supports the same 24 languages as the rest of the solarVis platform.

Question 28

How is solarVis priced?

Accepted Answer

SolarVis has one platform price in four annual plans: Starter, Grow, Scale, and Enterprise. Each plan includes everything in the plan before it and sets its own limits for users, projects per year, and project size.

Question 29

Do I need to buy the Solar Lead Generator or the AI Sales Agent separately?

Accepted Answer

No. The Solar Lead Generator is included from the Grow plan and the AI Sales Agent from the Scale plan, so there is no separate subscription to add.

Question 30

Is there a free trial?

Accepted Answer

Yes. Every new workspace starts with a 7-day free trial with full product access. No credit card is required.

Question 31

How is billing handled?

Accepted Answer

All plans are billed annually in EUR. Each plan includes a set number of users, and additional users are added for a yearly fee per user.

Question 32

Are there hidden fees or overages?

Accepted Answer

No. Each plan lists its users, projects per year, and maximum project size up front, and additional users are billed per user per year. If your team outgrows a plan, solarVis provides a clear upgrade path before usage becomes a blocker.

Question 33

Can I change, cancel, or download invoices at any time?

Accepted Answer

Yes. Workspace admins can manage billing details, switch plans, download invoices, and cancel from workspace settings. Your projects, leads, and documents remain exportable.

Question 34

Can I use solarVis if my country is not pre-built?

Accepted Answer

Yes. The tariff configurator lets you define currency, VAT, net metering, feed-in tariffs, export rules, and facility-type logic for markets that are not pre-built. Enterprise onboarding can help validate a new country setup.

Question 35

How does solarVis stay current on regulation changes?

Accepted Answer

Regulatory data is maintained centrally where solarVis provides managed rule sets. Updates apply to new calculations, while existing projects keep their original regulatory snapshot for auditability.

Question 36

Does solarVis handle different rules for residential and commercial projects?

Accepted Answer

Yes. Facility type can drive VAT, tariff, export, and connection-rule selection automatically, so residential, commercial, industrial, and agricultural workflows can follow different assumptions.

Question 37

What happens to old projects when a regulation changes?

Accepted Answer

Existing projects keep the rule snapshot used when they were calculated. New calculations use the updated rules, which protects both consistency and compliance history.

Question 38

Can I compare different tariff scenarios?

Accepted Answer

Yes. You can change supplier rates, export assumptions, self-consumption logic, or custom tariff values and compare the impact on payback, ROI, 20-year savings, and proposal output.

Question 39

Can solarVis work with my existing CRM?

Accepted Answer

Yes. Many teams use solarVis CRM as the solar-specific workflow layer and sync selected data with systems such as HubSpot, Salesforce, or other CRMs. External CRM sync is available on the Scale and Enterprise plans and is scoped during onboarding.

Question 40

Can solarVis integrate with our systems through an API?

Accepted Answer

Yes. On the Scale and Enterprise plans, solarVis builds API integrations with your systems, including lead sync, project status, ERP handoff, and internal reporting.

Question 41

Can solarVis integrate with ERP or accounting systems?

Accepted Answer

Yes. Signed proposals, project status, and commercial data can be mapped into ERP, finance, or accounting workflows through custom API integrations.

Question 42

Can the material database connect to hardware suppliers?

Accepted Answer

Yes. Product catalogs, modules, inverters, batteries, mounting products, and supplier-specific data can be connected to design, bill of materials, and proposal workflows.

Question 43

Can I export data if I need to use another system?

Accepted Answer

Yes. Projects, leads, documents, and key workflow data remain exportable. This helps teams keep control of their data even when solarVis is connected to other systems.

Question 44

Where is customer data stored?

Accepted Answer

Data is hosted on enterprise-grade cloud infrastructure with servers located in Frankfurt, Germany. This provides GDPR-compliant data residency, high availability, and strict access controls.

Question 45

Is my data encrypted?

Accepted Answer

Yes. Sensitive data is encrypted in transit and at rest. Roof designs, customer records, financial calculations, and proposal documents are protected throughout the workflow.

Question 46

Is solarVis GDPR compliant?

Accepted Answer

Yes. SolarVis acts as a data processor, not a data owner. Confidentiality agreements, strict processing boundaries, and GDPR-aligned procedures form the legal foundation of the platform.

Question 47

Do you share, sell, or benchmark my data?

Accepted Answer

Never. Your data is not sold, shared with third parties for marketing, or analyzed for competitive benchmarking. It remains owned by your company.

Question 48

Who inside solarVis can access customer data?

Accepted Answer

Internal access is strictly limited to authorized team members with defined responsibilities. Access is controlled by role, logged, and reviewed as part of security operations.

Question 49

What happens to my data if I cancel?

Accepted Answer

You can export projects, leads, and documents at any time. After cancellation, data is retained briefly for recovery and then deleted according to the retention policy.

Question 50

Who is the Enterprise plan for?

Accepted Answer

Enterprise is built for larger installers, EPCs, manufacturers, banks, and multi-entity solar organizations that need unlimited volume, custom workflows, integrations, security controls, and dedicated support.

Question 51

Can solarVis manage dealer or partner networks?

Accepted Answer

Yes. Enterprise workflows can support dealer management, entity-based branding, partner permissions, regional routing, and consistent proposal standards across multiple teams or companies.

Question 52

Can I set different permissions per role?

Accepted Answer

Yes. Permissions can control access to projects, proposals, pricing visibility, leads, team activity, and partner workspaces. Six default roles across headquarters, teams, and partners combine with more than 60 fine-grained permissions.

Question 53

How is access to the platform secured?

Accepted Answer

Every user signs in with a password plus an SMS verification code. Role-based permissions across headquarters, teams, and partners then control access to projects, pricing, leads, and settings.

Question 54

How long does Enterprise onboarding take?

Accepted Answer

Enterprise onboarding typically takes four to eight weeks, depending on integration complexity, dealer structure, custom tariff setup, and workflow requirements.

Question 55

What support do Enterprise customers receive?

Accepted Answer

Enterprise customers receive dedicated onboarding, strategic discovery, priority support, and SLA details during the commercial process. The goal is to align solarVis with your operating model before rollout.

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