PVcase Prospect Features

Allows access to and helps in reviewing resource, grid and geospatial data to analyze whether solar panel installation is feasible.

Assists in accurately estimating the amount of energy the PV system will produce.

Organize, track, and automate the entire contract process

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, save, and re-purpose templates for emails, forms, etc.

Organizing a group of people to accomplish a task

Monitor and analyze the performance and status of a server or system/application

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Helps in plannning procurement, logistics, site preparation & environment mitigation.

Helps in producing produce detailed solar project designs and engineering work to meet the corporate specifications and standards.

Design products in 3D

Offers 3D visualization and 3D modeling capabilities for to view the layout from every angle and conduct shading analysis.

Visualize products in real time, as they are configured

3D design and modeling tool used to create solar/photovoltaic (PV) installation proposals

Offers automated topographical analysis to check site layout limitations and determine how much leveling is needed to use the land.

Assists in automated generation of single line electrical diagrams.

Assists in automatically generating roof, carport and ground mount layouts as well as automated insertion of panels, strings, inverters, batteries and cables.

Automatically creates a bill of materials (BOM) for the generated design.

Apply weighted decision frameworks to balance environmental, technical, and economic factors in site evaluation.

Evaluate and score potential sites using GIS layers and spatial criteria across multiple geographic datasets.

Analyze topography, slope, landcover, and land use to determine constructibility and development risk.

Identify ecological sensitivity, protected habitats, or regulatory constraints that affect site viability.

Assess intensity and availability of solar, wind, or other renewable resources at candidate sites.

Compare multiple sites or configurations based on customizable KPIs and rank them for decision‑making.

Generate standardized reports summarizing site suitability, risks, and key metrics for stakeholders

Evaluate proximity to grid, substation access, and transmission capacity for connecting new energy assets.

Use AI to generate content in the form of text, images, videos, etc.

Generate quotes or estimates for customers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create proposals based on costs of labor and materials

Calculate rule-based prices for a product/service

Database of components and materials used in design templates

Serves solar industry

Timed notification for any upcoming task, deadline, appointment, or activity

Import and export data to and from software applications

Access software remotely via mobile devices

Score a lead on their quality or likelihood to buy based on certain behaviors

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Assemble applications and processes by dragging over and arranging pre-built components

Automatically identify and save contact information of potential customers

Accept, record, and reconcile financial transactions

Digitally sign online documents

View and track pertinent metrics to find patterns and gain insights from data

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Notifications that are delivered to users as soon as an event occurs

Software program that continuously adjusts its behavior based on observed data

Computer aided design to create precision drawings or technical illustrations

Streamlining repetitive tasks and activities through automated and predefined workflows