The SolarFax® platform brings available solar production, utility consumption, and system/property information into a shared working view so professionals have more context before determining the appropriate next step.
For teams selling, servicing, evaluating, and supporting solar systems
A working view before the next step.Production, use, and property context in one place.
Context view
Solar productionAvailable generation context
Property consumptionElectricity-use patterns
Grid interactionRelationship between sources
System contextQuestions to carry forward
Start with the data before deciding what comes next.Patterns are a starting point, not a diagnosis.
Conceptual SolarFax® platform data view. Charts are illustrative and show categories of information, not customer-specific results.
Before a customer discussionBefore proposal or system changesBefore service or field work
01 / Professional workflow
Start with the data before deciding what comes next.
Customer inquiries often begin with incomplete information. The SolarFax® platform can provide available context before a professional determines the appropriate next action.
01 / INQUIRY
Customer inquiry
Performance question, service request, proposal discussion, expansion, storage, or property transaction.
02 / RUN
Use the SolarFax® platform
Bring available production, consumption, and system/property information into a shared view.
03 / REVIEW
Review available context
Look for relevant patterns and historical context where available.
04 / QUESTIONS
Identify questions
Use the information to clarify what deserves a closer look or additional records.
05 / NEXT STEP
Determine what comes next
Decide whether discussion, remote review, inspection, service, proposal work, or other qualified work is appropriate.
The SolarFax® platform provides context. The professional determines the appropriate next step.
02 / Preliminary review
Better prepared before existing-system work begins.
A contractor may receive a request to inspect or evaluate an existing solar system. The SolarFax® platform can be part of the preliminary review, helping the professional understand what questions to ask before determining what field work may be appropriate.
The SolarFax® platform provides information and context to support professional workflows. It does not replace physical inspection, licensed professional judgment, electrical evaluation, system design, engineering, diagnosis, or qualified service work.
EXISTING SYSTEM / WHERE AVAILABLE
Use available context to allocate professional time more deliberately.
Review what is available for the system and property, then carry the open questions into the next customer or field conversation.
Production and consumption
System and property information
Permit or related records, where available
Questions for field verification
03 / Multiple touchpoints
One report. Multiple points in the customer relationship.
Use available energy context across the moments when professionals need to explain performance, support a proposal, follow up on service, or discuss what may change next.
Support a discussion about how the system and property are performing together.
02
Proposal support
Use production and consumption context when discussing proposals, additions, or changes.
03
Service + follow-up
Identify questions or situations that may warrant closer investigation.
04
System expansion
Begin a conversation about changing system needs with observed property context.
05
Solar + storage
Support a more informed storage conversation when appropriate.
06
Property transactions
Use the SolarFax® platform as one source of context before determining what professional review may be appropriate.
04 / Customer opportunity
More context can reveal the next customer need.
The SolarFax® platform does not manufacture a sales opportunity. When available energy information raises a question, the professional has a reason to continue the conversation.
01 / PERFORMANCE CONCERN
A service conversation
A question about performance can point toward closer review or service follow-up.
02 / CHANGING USE
A system-needs conversation
Changing electricity use can open a discussion about what the property may need next.
03 / EXISTING SYSTEM
An expansion evaluation
Existing production and increased demand can support a conversation about possible changes.
04 / STORAGE INTEREST
A solar + storage discussion
Energy-use context can help establish whether storage is worth discussing.
05 / PROPERTY TRANSACTION
An inspection conversation
An existing system may call for additional professional review as part of a transaction.
06 / EXISTING CUSTOMER
A continued relationship
Keep performance and service context available for future customer needs.
Useful information supports the workflow; it does not guarantee revenue, service work, or a particular outcome.
Actual SolarFax® platform dashboardProduction and consumption views for the professional workflow.
Actual SolarFax® platform dashboard view. The screen contains source product data and is presented without changing the interface.
05 / Actual SolarFax® platform
Go deeper when the conversation requires it.
The report is the starting point. The platform provides a working view of SolarFax® data that professionals can review alongside the processes already in place.
01
Review the working view
See production and consumption together in the actual SolarFax® platform dashboard.
02
Carry context forward
Use the view as a reference in customer, proposal, service, and follow-up workflows.
03
Keep judgment with the team
The SolarFax® platform supports professional judgment. It does not diagnose, design, or determine field work.
06 / Customer-facing report
Information you can carry into the customer conversation.
The report gives professionals a customer-facing reference for available production and consumption information, while the subscription model supports repeated use as part of customer workflows.
Actual SolarFax® customer-facing report. Presented in a document frame without modifying the report data or layout.
Professional access
Built for professionals who use the SolarFax® platform repeatedly.
Professional SolarFax® platform access is intended for teams that regularly use the SolarFax® platform as part of customer workflows.
Bring better context into the next customer conversation.
Use the SolarFax® platform as a repeatable reference before, during, and after a customer conversation. Start with available data, then let the professional workflow determine what comes next.
Validated through direct testing, the SolarFax® platform has demonstrated results within 5% of source data.
For solar professionals
Make the next customer workflow more grounded.
Get started with the SolarFax® platform, or talk with the Solar Data Pros team about how the product can support your professional use case.
