SolarFlow AI
Interactive prototype
AI Sales & Operations for Solar InstallersPrepared by Shanti Infosoft · June 2026 Clickable demo — sample data
Turn a homeowner question into a signed solar contract — without the hours of manual work.
SolarFlow AI is one platform with two faces: an installer platform where your team runs every deal from first question to Permission to Operate, and a homeowner experience that answers savings questions and collects documents on its own. This is a visual prototype — click anywhere.
Installer Platform
Dashboard · pipeline · AI proposals · documents · knowledge base · install & PTO
Homeowner Experience
AI Solar Advisor · instant savings · view & sign proposal · upload documents
Your four AI solutions — built as four screens
Each one targets a problem you named. Open any card to see the working demo.
AI Solar Advisor
Answers savings, sizing and financing questions instantly — and turns the chat into a qualified lead.
Solves: hours spent educating prospects
Open homeowner advisor
AI Proposal Generator
Reads the utility bill, sizes the system from roof & location, and builds a branded proposal in minutes.
Solves: manual, slow proposals
Generate a proposal
AI Document Assistant
Tracks every permit & financing document, chases what's missing, and flags bad uploads automatically.
Solves: fragmented document collection
Open the document board
Internal Knowledge Assistant
Instant, cited answers on rebates, incentives, net-metering and your own procedures — by address.
Solves: slow access to rebate knowledge
Ask the knowledge base
Follow one real deal — the Garcias, San Jose
David & Maria ask the Advisor "how much can I save?" on a Tuesday night. Eight steps later their system is signed and on its way to Permission to Operate. Click through the moments.
Home1
Homeowner asks the Advisor
"How much can I save?" · 9:14 PM
Staff2Becomes a qualified lead
Dropped into the pipeline automatically
Staff3AI reads the utility bill
Usage, rate & utility extracted
Staff4Proposal generated
8.0 kW · $17,920 net · Good/Better/Best
Home5Homeowner reviews & signs
Compares financing, e-signs
Staff6Documents auto-collected
AI chases the missing HOA form
Staff7Permit & interconnection
AHJ submitted · utility applied
Every screen in this prototype
Nothing is hand-waved — each capability has a built screen.
Command Dashboard
Pipeline value, proposals out, documents & PTO — plus the AI activity feed
Sales Pipeline
New → Qualified → Proposal → Contract → Permitting → Install → PTO
Lead / Deal Record
The spine: advisor transcript, proposals, documents & timeline in one place
AI Advisor — staff
Rep co-pilot: answer a live prospect, then convert or start a proposal
Proposal Generator
Bill extraction → roof & site → financials → generate
Branded Proposal
Good/Better/Best, three financing options, savings & e-sign
Proposal Tracking
Draft · Sent · Viewed · Accepted — see what the homeowner did
Roof & Site Survey
Roof planes, tilt, shading, main panel — the design inputs
Document Assistant
Permit, financing, interconnection & HOA — tracked and chased
Knowledge Assistant
Cited incentive & net-metering answers, resolved by address
Install & PTO Tracker
Permit, interconnection, install, inspection & Permission to Operate
Settings & Branding
Proposal branding, team, integrations — the admin surface
Homeowner Advisor
The instant-savings chat that captures the lead
Homeowner Proposal
View, compare financing, accept & sign — on the phone
Homeowner Uploads
Snap and upload the documents the Assistant requested
Deal Timeline
Every AI action and human step, logged and visible
Built for your whole team
Four roles, one platform — Tuesday, June 16, 2026.
This prototype is the foundation
Everything shown is the core sales-to-PTO motion. Later phases bolt onto the same platform.
Phase 1 — this prototype
Sell & deliver
- AI Solar Advisor (homeowner & staff)
- AI Proposal Generator + branded proposals
- AI Document Assistant
- Internal Knowledge Assistant
- Pipeline, site survey, install & PTO
Phase 2
Connect & automate
- Live utility-bill & satellite-roof APIs
- Financing partner integrations (GoodLeap, Mosaic)
- CRM / DocuSign / QuickBooks sync
- Real AI inference on your knowledge base
Phase 3
Scale & service
- Install scheduling & crew dispatch
- Production monitoring & service
- Referral & reviews engine