
From the initial client interaction to the final project handoff, Solo is laser-focused on optimizing every stage of the process.
How can solar sales be faster, more accurate and more efficient for solar companies and homeowners? Solo tackles these industry-defining questions with its comprehensive suite of solutions, offering everything from intuitive design capabilities to holistic project management—all seamlessly integrated into one platform.
“Our customer-first philosophy is the driving force behind our mission to continually elevate our platform,” says David Wilson, President and Chief Revenue Officer. “By giving our clients control over critical aspects like pricing, customization and beyond, we empower them to close deals with greater speed and intelligence.”
Usability is its Key Differentiator
From the moment a solar project begins, Solo simplifies every step. Sales teams can create and adjust solar proposals on the fly, thanks to its intuitive tools like PitchDeck, PanelSwap and DirectDesign. They allow real-time design customization, turning what could be a complex process into an interactive experience-right in front of the customer.
Building on this streamlined process, Solo’s latest platform upgrade, Gemini V5, transforms photovoltaic (PV) estimation, taking precision and customization to the next level. By integrating the V5 production engine-powered by cutting-edge machine learning and Solo’s patent-pending 3D modeling technology, SunPixel-Gemini enhances every phase of solar design, ensuring each step, from the first snapshot to the final panel placement, is seamlessly accurate.
This combination not only simplifies solar design but sets a new standard for precision in system performance, energy output and financial viability, giving solar companies a distinct edge in the market.
Homeowners can now see in real-time how solar will transform their property with the most accurate sun path simulations in the industry. Gemini takes this a step further by incorporating advanced features like per-panel shading analysis, tree modeling and automated roof measurements, ensuring that every solar proposal is precisely tailored to the site’s environmental conditions for optimal performance.
The platform also incorporates critical variables such as horizon shading, wiring mismatches, varied production systems and soiling factors, delivering a level of precision that is the pinnacle of solar technology.
This accuracy is validated. Solo enlisted DNV, a globally respected risk management and quality assurance authority, to comprehensively audit Gemini’s V5 energy production model. Through an in-depth review of over 2,400 installed residential solar systems across the U.S., DNV found the engine to be 99.9 percent accurate, with a standard deviation of only 0.6.
Unbeatable Execution Speed
By removing friction at every step, the platform is designed for execution that feels almost effortless. Imagine a CRM system that does more than manage; it masters every detail-tracking customer information, proposal designs and follow-up schedules with pinpoint accuracy. It’s no longer organization—it’s orchestration. With Solo’s CRM, sales teams can instantaneously access all the critical information, communicate directly with homeowners and even capture photos for the CAD process—all with ease. The result? A cohesive workflow that turns leads into conversions faster than ever.
When it’s time to close the deal, SoloSign takes center stage, relieving the typical contract headaches. Powered by DocuSign, it effortlessly pulls data from proposals and pre-fills contracts, primed for e-signatures. Just a few clicks and the contract is finalized, providing both homeowners and sales reps with a streamlined high-speed transaction.
For an extra layer of assurance, SoloSign+ adds fortified security through identity verification, ensuring the integrity of every signed contract. This critical step in an industry built on trust provides total peace of mind.
The optimized process is also evident when Solo’s engineering solutions kick in. The expert engineering team delivers comprehensive CAD plan sets within a swift 24-hour window while the software meticulously reviews for code compliance and structural integrity, ensuring each project is as safe as it is efficient.
Our customer-first philosophy is the driving force behind our mission to continually elevate our platform. By giving our clients control over critical aspects like pricing, customization and beyond, we empower them to close deals with greater speed and intelligence
Permit packets are flawlessly prepped for submission, eliminating bottlenecks and reducing approval time.
By streamlining each stage for maximum efficiency, Solo becomes more than just a support system for solar installers—it becomes a powerful partner that drives their success, creating clear pathways for growth.
The scalability and effectiveness of the solutions speak for themselves in the results. “Our clients report a 13 percent increase in sales within the first month of using our platform,” notes Wilson.
The Cure for Solar Design Disruptions
Many growing solar companies rely on manual design tools. While functional, these tools often need more critical features such as proposal capabilities and financing options. As businesses expand, these shortcomings become increasingly evident, leading to customer skepticism. More significantly, design inconsistencies from various sales partners disrupt operations, creating a pressing need for a more reliable and accurate solution.
Solo addresses these gaps by significantly improving design precision and operational efficiency. With enhanced accuracy, operations teams can keep projects moving smoothly without the need to revisit homeowners for modifications, reducing bottlenecks and creating a more consistent workflow.
The precision and clarity provided by such platforms are particularly valuable during the engineering phase, where minimizing disruptions and revisions leads to a noticeable improvement in overall project flow and execution.
By clearing every roadblock that once slowed down solar sales and simplifying even the most complex project execution challenges, Solo propels solar businesses into the future of accelerated workflows that drive higher conversion rates and pave the way for greater success in every sale.