Solar Proposal Automation Software
Let your AI agent handle site analysis, shading calculations, and proposal reports—so you can close more solar deals, faster and with fewer errors.
You’re stuck pulling data from Aurora Solar, exporting to Excel, and emailing PDFs back and forth. As a solar sales consultant, every manual step slows you down and risks mistakes. While you’re updating spreadsheets, your competitors are already sending proposals.
An AI agent that automates site-specific solar production analysis and generates client-ready proposals for sales teams.
What this replaces
The hidden cost
What this is really costing you
In residential and commercial solar sales, account executives and proposal managers spend hours each week measuring roof orientation with Google Earth, estimating shading in Aurora Solar, and assembling reports in Microsoft Word. These repetitive tasks drain time, delay responses, and create opportunities for costly errors. Chasing down missing data and formatting documents by hand means hot leads go cold and prospects move on.
Time wasted
8-10 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$18,000-$22,500/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep relying on manual work, you’ll lose deals to faster competitors, send out proposals with errors, and burn out your sales team. Missed follow-ups and slow turnarounds mean lost commissions and lower close rates.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
9 hrs/week
of manual work
With your AI agent
1.5 hrs/week
agent-handled
You save
$16,875/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Rapid Proposal Turnaround
You ask your agent to calculate solar production for a new lead’s address and get a ready-to-send report in minutes.
Pre-Qualification Screening
You ask your agent to quickly assess if a site is viable before investing time in a full proposal.
Optimizing Panel Layouts
You ask your agent to compare east vs. south-facing arrays for a complex roof.
Addressing Client Objections
You ask your agent to model how tree shading impacts production so you can reassure a skeptical homeowner.
How to hire your agent
Connect your tools
Link your site analysis, design, and documentation tools to streamline data sharing.
Tell your agent what you need
Type: 'Estimate annual solar production for 123 Main St, considering the large oak tree on the south side and the 30° roof pitch.'
Agent gets it done
The agent returns a detailed solar resource analysis, shading impact breakdown, and a client-ready production forecast.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Site Analysis from Address Input
Pulls roof orientation, pitch, and climate data from Aurora Solar and Google Maps, then generates a production estimate for the specified site.
Automated Shading Evaluation
Analyzes tree and building shading based on uploaded photos or satellite images, quantifying annual output losses in a summary table.
Production Forecast Calculation
Calculates year-by-year solar array output using NREL weather data and presents the results in a downloadable PDF.
Custom Proposal Report Creation
Drafts branded, client-ready proposal documents with charts, scenario comparisons, and recommendations based on the analysis.
Scenario Comparison Engine
Compares multiple panel layouts or inverter options and highlights which configuration delivers the highest ROI for the client.
AI Agent FAQ
Yes, your agent can evaluate shading from trees, chimneys, and nearby buildings using data from Aurora Solar and uploaded site photos. It quantifies the impact on annual production and includes a breakdown in the proposal report.
No, your agent works alongside platforms like Aurora Solar and Helioscope. It automates calculations and reporting, but you’ll still use your design software for system layout and advanced modeling.
Forecasts are based on industry-standard methods and use NREL weather data. Accuracy depends on the quality of the address and site details you provide. For most residential projects, results are within 5% of manual calculations.
Absolutely. The agent lets you upload your logo, choose color schemes, and select which data and charts appear in each proposal. You can tailor the output for homeowners, commercial clients, or partners.
All site data and client information are encrypted in transit using TLS 1.3 and never stored after processing. The agent does not retain your reports or addresses after the task completes.
Yes, your agent is designed to automate the repetitive steps in proposal generation, including importing site data, running production forecasts, and compiling reports—reducing manual work for solar sales teams.
Related tasks
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