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, proposals, and CRM into a single workflow. It is built for teams that want to replace disconnected tools with one system that covers the full sales cycle.

Question 2

How long does onboarding typically take?

Accepted Answer

Most teams are productive within a single week. The first day is spent importing your templates, team, and existing pipeline. Days two to five focus on building your first designs and proposals alongside a dedicated customer success manager.

Question 3

Can I import my existing leads and projects?

Accepted Answer

Yes. Our team helps you migrate leads, projects, and templates so you can move off fragmented tools without disrupting ongoing work. CSV imports, Pipedrive, and HubSpot migrations are supported out of the box.

Question 4

Do I need training to use the platform?

Accepted Answer

Every new workspace includes live onboarding sessions, recorded walkthroughs, and a full product academy. Most sales and design users are comfortable after one 45-minute session.

Question 5

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 our team first.

Question 6

Does solarVis include 3D roof design?

Accepted Answer

Yes. The platform ships with a full 3D design engine powered by high-resolution imagery and LiDAR. You can draw roof obstructions, place modules with shading analysis, and export a complete site plan in minutes.

Question 7

How accurate is the feasibility analysis?

Accepted Answer

Feasibility analysis uses validated irradiance data, country-specific tariffs, and realistic consumption profiles to produce outputs you can defend in front of a client. Results reflect installation realities, not rough estimates.

Question 8

Can I generate branded proposals?

Accepted Answer

Yes. Proposals inherit your colors, logo, and cover templates. You can publish as interactive web links or static PDF, and track when a prospect opens or forwards the document.

Question 9

Is the CRM strong enough to replace my current one?

Accepted Answer

The built-in CRM is designed specifically for solar pipelines. It handles lead scoring, installer dispatch, proposal tracking, and revenue forecasting without the extra cost of a generic CRM license.

Question 10

Does solarVis include a lead generator?

Accepted Answer

Yes. The lead generator captures interest from your website, landing pages, or ad campaigns, and automatically qualifies leads using location, rooftop, and consumption data.

Question 11

How is solarVis priced?

Accepted Answer

Plans are based on the size of your team and the project volume you run each month. Every tier includes 3D design, feasibility analysis, proposals, and CRM. Enterprise tiers add dedicated infrastructure and custom onboarding.

Question 12

Is there a free trial?

Accepted Answer

Yes. Every new workspace starts with a 7-day free trial that includes full product access. No credit card is required and no features are locked during the trial.

Question 13

Do you offer annual discounts?

Accepted Answer

Yes. Annual plans come with a meaningful discount compared to monthly billing, along with priority support and extended onboarding.

Question 14

Are there hidden fees or overages?

Accepted Answer

No. Usage limits and included features are listed on each plan. If your team grows beyond your plan, we notify you in advance and offer a clean upgrade path.

Question 15

Can I change or cancel my plan at any time?

Accepted Answer

Yes. You can upgrade, downgrade, or cancel your plan directly from your workspace settings. Your data stays exportable even after cancellation.

Question 16

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 17

Is my data encrypted?

Accepted Answer

Yes. All sensitive data is encrypted in transit and at rest. From roof designs to financial calculations, confidentiality is preserved across every operation.

Question 18

Is solarVis GDPR compliant?

Accepted Answer

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

Question 19

Do you share or sell my data?

Accepted Answer

Never. Your data is not shared with third parties, sold, or analyzed for benchmarking. It remains fully owned by your company at all times.

Question 20

What happens to my data if I cancel?

Accepted Answer

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

Question 21

Which tools does solarVis integrate with?

Accepted Answer

Out of the box, solarVis integrates with HubSpot, Pipedrive, Salesforce, Google Workspace, Microsoft 365, Zapier, Make, Stripe, and major accounting systems. Custom integrations are available on enterprise plans.

Question 22

Is there a public API?

Accepted Answer

Yes. A REST API and webhooks are available so you can sync leads, designs, and project status with your internal tools. API access is included on Pro and Enterprise plans.

Question 23

Can I sync proposals with my accounting system?

Accepted Answer

Yes. Signed proposals can be pushed as invoices or orders into your accounting tool. Native connectors are available for common systems, and custom workflows are supported via webhooks.

Question 24

Do you integrate with hardware suppliers?

Accepted Answer

Yes. The material database stays in sync with leading module, inverter, and battery suppliers so the components in your design and proposal always reflect current availability and pricing.

Question 25

How do I add or remove team members?

Accepted Answer

Team admins can invite, remove, or update roles directly from workspace settings. Roles include admin, designer, sales, and viewer, each with fine-grained permissions.

Question 26

Can I set different permissions per role?

Accepted Answer

Yes. Permissions cover projects, proposals, pricing visibility, and lead access. Enterprise plans also support custom role templates and single sign-on.

Question 27

How do I update payment details or download invoices?

Accepted Answer

All billing information is managed from workspace settings. You can update cards, switch to annual billing, and download invoices in PDF format at any time.

Question 28

Who do I contact for support?

Accepted Answer

You can reach the team via in-app chat, email at support@solarvis.co, or book a call with your customer success manager on Pro and Enterprise plans.

Answers to the questions installers ask most

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