Lead to Load ⚡

Projects

Create a project, fill in details, design it, then generate a proposal & contract. Everything saves in this browser.

Import backup Sort

Project details

Customer and site info. Used across the map, quote, and proposal.

Customer name

Project / job name (auto: last name + Residence - editable)

Scope

Customer phone

Customer email

Site address

Subcontractor Project (sub rates)

When on, the Quote / BOM adds a Subcontractor Pricing section priced from your subcontractor rate sheet, and the customer price shows the Subcontractor total.

Additional scopes / add-ons (one per line - factored into the AI material & document builders)

Scope notes / description

Analyze document(s) - bill, prior proposal, or intake sheet; fills customer & site details

📤 Drag & drop files here, or click to browse

Energy Usage

Upload the customer's Green Button Data (CSV) or enter monthly usage by hand. Set their current rate plan and the plan they'll move to after solar.

Utility

Current rate plan

Rate plan after solar

Utility account #

Name on bill

Service address on bill

Current $/kWh (override, blank = auto)

Post-solar $/kWh (override)

Enter usage as

Green Button Data

Upload CSV

Utility bill (PDF or photo) - Claude reads it and sets the rate plan & usage

📤 Drag & drop PDFs or photos here, or click to browse

ADU / second meter- upload a separate bill or Green Button CSV; the ADU is sized as its own system.

📤 Drag & drop the ADU bill here, or click to browse

Upload ADU Green Button CSV

⚡ Claude helper auto-assist

Pick a utility & rate and enter usage - I'll estimate the bill and suggest a system size here.

Bill is estimated from a blended $/kWh for the selected rate (TOU prices vary by time of use, so treat it as a ballpark). Type a value to lock it manually.

Recommended System Claude

The best system auto-sizes from the Usage tab - PV for ~100% offset plus a battery sized for NEM 3.0 self-consumption. Edit PV or battery directly to see the bill impact, or refine with Claude for insights you couldn't enter (shading, roof space, budget, future EV/pool).

Design / Map

Pick a module first, then drag across the roof to lay a grid of panels. Click any panel to delete it.

Solar module - pick to start

Wattage (W)

$ each (cost)

0.00 kW
0 panels

● Standoffs & dims

Pick a solar module above to begin placing panels.

Equipment icons- drag onto the map

Off-Grid / Battery Sizing

Enter daily loads, autonomy and site sun-hours to size the battery bank and array.

Load	Watts	Qty	Hrs/day	Wh/day

Days of autonomy

System voltage (V)

Battery DoD (%)

Round-trip eff (%)

Peak sun hrs/day

Array derate (%)

Dwelling Load Calculation - NEC Standard Method (Art. 220 Pt III)

Single-family standard-method estimate for service sizing. Always verify against the current NEC & your AHJ.

Living area (sq ft)

# Small-appliance circuits

# Laundry circuits

Appliances & loads (VA)

Electric range (nameplate W, ≤12kW→8000 demand)

Dryer (W, min 5000)

Water heater (W)

A/C (W)

Electric heat (W)

EV charger (W)

Other fixed appliances total (W)

# fixed appliances (for 75% rule)

Service voltage (V)

Equipment & Bill of Materials

Search your catalog, set quantities. Costs are your supplier price; markup is applied for the customer price.

⚡ Build the materials list with Claude

Claude reads your Details, Usage, Recommended system, Design/Map and your whole catalog. Add extra notes (conduit runs with distances, wire sizes, breakers), or just click here and press Enter to build from the project as-is.

Replace current list

Bill of materials

Item	Cost ea	Qty	Ext cost

Labor

Man-days

Rate

Labor total

Adders (MSP upgrade, circuit relocation, etc.)

Pricing

Material markup (%)

Sales tax on materials (%)

Permitting, Engineering & NEM ($)

Commission ($/W)

Misc electrical ($/W)

Profit margin: 20%

Contract details (Solar / ESS)

These fill the Home Improvement Agreement. Total cost pulls from your Quote unless you enter an override. Equipment auto-fills from this project's design & BOM - if there's no battery, the ESS section is left out entirely.

Contract # (blank = auto: today + last initial)

Total cost override ($, 0 = use quote)

CSLB License #

PV modules / equipment

Energy storage equipment

PV kW DC

PV kW AC (CEC)

ESS total kWh

Estimated annual production (kWh)

Deposit %

At install start %

At final inspection %

Approx. start date

Approx. completion (PTO)

Additional provisions (Article 8)

Negotiated at my place of business (affects 3-day cancel wording) Include CA Solar Consumer Protection Guide

Generate documents

Preview, then use Print → Save as PDF. For solar jobs, the CA Guide must be signed before the contract.

Templates for convenience - have an attorney review before use, and confirm the CA guide is the current CPUC version.

⚡ Tailor with Claude - this project only

Generate a document above first, then ask Claude to change any part of it - scope, wording, terms, pricing text, add sections, anything. It edits the document currently shown. You can also edit the document directly by hand (click into it). Examples: "Add a 200A main panel upgrade and 40 ft of trenching to the scope." · "Change the payback to 6 years." · "Remove the sentence about pre-existing roof conditions." · "Add a section on the reroof coordination."

Company & defaults

Company name

Prepared by (rep name)

License # (CSLB) - leave blank to hide

Address

Phone

Default panel wattage (W)

Labor $/man-day

Labor $/man-hour

Default markup (%)

Default tax (%)

Proposal Terms & Conditions (one per line - leave blank for defaults)

Contract defaults

Boilerplate used by the contract generator.

CSLB classification

Workmanship warranty (yrs)

Production guarantee ($/kWh)

Additional work ($/hr)

Late fee (%/day)

Credit-card surcharge (%)

Commence within (days)

Module warranty text

Battery warranty text

Post-solar bill model

Assumptions behind the estimated post-solar bill & savings. Tune to match your market / OpenSolar. Note: OpenSolar runs a full hour-by-hour TOU simulation - this is a simplified annual model, so treat it as a ballpark.

NEM 3.0 export credit ($/kWh)

Daytime self-use (fraction of usage, 0-1)

Battery cycles / year

Map imagery

Default is free Esri imagery. For sharper HD aerials, paste a free Mapbox access token - sign up at mapbox.com, and copy the default public token (starts with pk.) from your account page. After saving, reload the tool, then use the layer switcher (top-right of the map) to pick "Mapbox Satellite (HD)". For OpenSolar-grade clarity you'd need paid Google/Nearmap imagery.

Mapbox access token (pk.…)

Google Maps API key (AIza…, sharpest)

NREL API key (free - for PVWatts production)

Proposal view-tracking URL (optional - emails you when opened)

Netlify token (for one-click Publish Link)

Google Satellite is the sharpest (closest to OpenSolar) and is effectively free at your volume (10,000 map loads/mo free). After saving a key, reload the tool - Google Satellite becomes the default and also appears in the map's layer switcher.

Claude AI assist (optional)

Paste an Anthropic API key to enable the AI panel. It reads the current project to draft scopes, proposals, and answer questions. Key is stored only in this browser.

Anthropic API key (sk-ant-...)

Model

Security: keep this file on your computer. Don't upload it or the browser data anywhere with the key inside.

Cloud sync (Google Drive)

Keep every project auto-saved to your Google Drive so nothing is tied to one device. Sign in once; changes then save to the cloud automatically and load on any device you sign into. Works on the live site, not the local file preview.

Google OAuth Client ID

One-time setup (no credit card): create a free Google Cloud project and an OAuth Client ID. The app only touches the single data file it creates in your Drive.

Catalog

Seeded from your Greentech pricing. Add/edit items; prices are your cost.

Brand	Name	Cat	Cost